Cohen & Company and Arthur Bell Investment Industry Merge

Cleveland-based Cohen & Company (FY17 net revenue of $67 million) has acquired Hunt Valley, Md.-based Arthur Bell.

Chris Bellamy, the current president of Cohen & Company’s investment industry services division, and Corey McLaughlin, managing member of Arthur Bell, will co-manage the practice.

Arthur Bell has dedicated itself to the alternative investment community, focusing on audit, tax and consulting services for hedge funds, commodity pools, funds of funds, private equity and other investment vehicles for more than 40 years.

Cohen & Company has a dedicated investment industry services division that is focused on providing audit, attest and tax services exclusively for the investment industry and has a national client base including mutual funds, exchange-traded funds, hedge funds, private equity, investment advisers and fund service providers.

“It was clear from the beginning that both firms love what they do, and it shows through our mutual dedication to our clients. We are exceptionally proud of the talent and commitment of our combined teams, and the enthusiasm and collaboration that went into this process,” says Randy Myeroff, CEO, Cohen & Company. “The increasing complexity of the investment industry and market factors have placed tremendous strain on those in the investment arena. Combining key service areas within the firms has uniquely positioned Cohen & Company to address the multitude of issues that can arise, so that each client can feel confident they are getting the best possible expertise and advice.”

McLaughlin sates, “Our firms share a common vision and focus in the investment industry that is unparalleled. Our combined expertise in hedge funds, mutual funds and ETFs will be a tremendous advantage to our clients that are evolving to innovate and attract new investors. Our focus will continue in the alternative investment industry, with elevated service offerings that more holistically support our clients’ expanding business goals.”

“The scale and ability that our firm now has is unlike any in the industry – enhancing our client service and solidifying ourselves as the foremost audit, tax and consulting firm in this space,” says Bellamy.