Strong merger Arthur Bell merged with Cohen & Company to form a leading accounting firm focused on registered and non-registered funds and their investment advisers, expanding market reach and cross-selling opportunities across mutual funds, ETFs, hedge funds, and private companies.

Investment Industry focus The combined firm emphasizes investment industry services, with a history in alternative investments, creating potential for upsell of advisory and outsourcing services to fund managers, administrators, and investment advisers seeking specialized expertise.

Top fund auditor Positioned as a Top 50 accounting firm serving over 1,500 funds and 1,500 businesses, presenting a credible platform to win additional fund-related audits, attestations, and compliance work for asset managers and fund sponsors.

Growth signals Revenue range indicates a mid-market firm with expansion potential; sales teams can target fund complexes, family offices, and growing alternative investment managers seeking scale, efficiency, and sector expertise to compete.

Tech and training Existing tech stack and KnowBe4 security training highlight a modernized, compliant environment; opportunity to propose digital transformation, cloud-based workflow optimizations, and enhanced cybersecurity services to fund clients.