Cohen & Co Strengthens Market Position with Tassi Acquisition

Author: Addison Perry Updated: 03-06-2025 08:17 AM

Cohen & Co's Growth Journey Through Acquisitions

Cohen & Co, a prominent name in the U.S. tax and accounting landscape, has made a significant move by acquiring Tassi and Company, a firm renowned for its specialized services within the real estate sector. This strategic acquisition marks a pivotal moment in Cohen & Co's growth strategy, enabling them to enhance their national offerings in real estate services.

About Tassi and Company

Tassi and Company, founded in 1990 by Joe Tassi, has built a reputation for providing exceptional accounting and consulting services tailored for real estate clients. With a workforce of approximately 35 talented professionals, the firm's expertise encompasses a broad array of services including fund accounting, property management, development accounting, and tax solutions.

Expertise and Opportunities

Cohen & Co’s CEO, Chris Bellamy, expressed excitement about this new chapter, highlighting the importance of the real estate and construction domain for the firm’s expansion plans. This acquisition not only strengthens Cohen & Co’s service array but also opens up new career pathways for employees from both firms.

Cultural Alignment

“Cohen & Co shares our core cultural and entrepreneurial philosophies rooted in client service and taking care of our people,” said Joe Tassi. His sentiments echo the shared values and strategic vision that aim to enhance the client experience and provide growth opportunities for staff.

Plans for Integration

Once the acquisition concludes, all professionals from Tassi and Company will transition to Cohen & Co, ensuring continuity in service and expertise. This strategic move aims to solidify Cohen & Co’s presence, particularly in metropolitan markets where real estate activities are thriving.

Priorities for the Future

The acquisition also aligns with Cohen & Co's broader strategy, which was recently bolstered by an investment from Lovell Minnick Partners. This investment emphasizes the firm’s commitment to meet the evolving demands of clients across various sectors.

Previous Acquisitions

Earlier in the year, Cohen & Co completed the acquisition of Tax and Wealth Management, Inc. based in Cleveland, Ohio. These strategic moves underline the firm’s dedication to fortifying its market position and expanding its capacity to serve a diverse clientele.

About Cohen & Co

Established in 1977, Cohen & Co has grown significantly to boast more than 800 professionals across the United States with offices in multiple states including Colorado, Illinois, Ohio, and Maryland, among others. Named one of America's top recommended tax and accounting firms, Cohen & Co provides assurance, tax, and advisory services to various clients, enhancing their market presence and reputation.

Frequently Asked Questions

What services does Tassi and Company provide?

Tassi and Company specializes in accounting and consulting services tailored for the real estate industry, including fund and partnership accounting, and tax services.

Why is the acquisition significant for Cohen & Co?

This acquisition enhances Cohen & Co's capabilities in the real estate sector, enabling them to offer a broader range of services and expertise.

Who are the key figures from Tassi joining Cohen & Co?

Key personnel including Joe Tassi, Terri Nietzel, and Gretchen Sampson will transition to Cohen & Co as partners.

What strategic investments has Cohen & Co made recently?

Cohen & Co received a strategic growth investment from Lovell Minnick Partners. This investment supports their efforts to expand and enhance service offerings.

Where can I find more information on Cohen & Co?

For further details, visit their official website at cohenco.com.

About The Author

Hello, I'm 30-year-old financial writer and expert Addison Perry, and I love to simplify the intricacies of the financial industry. I've committed myself over the years to deciphering the subtleties of investing techniques and economic trends and converting them into doable guidance that anybody can use. My goal with writings and books is to make money interesting and approachable so that readers may take charge of their financial futures.

My enthusiasm to empowerment and education has propelled me through my career in finance. I write because I think that everyone should be able to make educated financial decisions, and I try to provide that. Regardless of experience level with investing, my work is intended to provide insightful analysis and practical advice to enable you to thrive in the always changing financial environment. I appreciate you traveling with me toward success and financial literacy.

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