Merged Expertise Arthur Bell has merged with Cohen & Company to create a leading accounting and advisory firm focused on registered and non-registered funds, ETFs, hedge funds, and investment advisers, indicating expanded service depth and a broader pool of fund clients to target.

Investment Industry Focus The combined firm will operate within Cohen & Company’s Investment Industry Services division, signaling continued emphasis on the alternative investment community and potential cross-sell opportunities to mutual funds, ETFs, and private funds.

Growth & Scale With a revenue range of 10 to 25 million and a staff footprint of 51-200, the firm presents mid-market revenue potential and scalable services that can be positioned to fund complexes and smaller fund managers seeking quality assurance and fund administration insights.

Strategic Staffing Recent leadership hires and a dedicated audit director in New York highlight a commitment to strengthening fund audit capabilities, creating a sales angle for enhanced assurance, regulatory support, and niche expertise for funds and investment advisers.

Tech & Security A tech stack including WordPress, Google Cloud, KnowBe4 and other tools suggests emphasis on digital engagement, security training, and scalable client portals, presenting opportunities to offer cybersecurity, data governance, and digital transformation services to fund clients.