Expansion Momentum Cohen & Co has been actively expanding its footprint in 2026, including acquisitions (Gordon Advisors) and new office openings (Detroit, Milwaukee, Michigan presence) which indicates appetite for growth and potential cross-sell opportunities across new markets and client bases.

Advisory Leadership Appointment of a dedicated advisory leader (Brian Ganser as partner in charge of advisory) signals a strategic emphasis on advisory services, creating opportunities to upsell integrated tax and advisory solutions to existing clients and targeted prospects seeking holistic financial guidance.

Industry Position Highlighted as one of America’s Most Recommended Tax and Accounting Firms with multiple awards and strong media recognition, suggesting credibility and a strong reference base to support outbound campaigns targeting large private funds, asset managers, and Fortune 1000 clients.

Strategic Partnerships Recent Mantissa Group partnership in insurance and financial services indicates potential for cross-sell into insurance distribution and financial services sectors, expanding the firm’s service reach beyond traditional accounting to allied advisory needs.

Tech Enablement Deployment of a modern tech stack (Xero, QuickBooks, Power BI, SAP, Asana, Jira, monday.com, Azure) supports scalable service delivery and data analytics capabilities, enabling tailored solutions for mid-market and large clients and facilitating value-driven proposals.