07 MAR 2025 / M&A UPDATES

Cohen & Company Expands Real Estate Services with Acquisition of Tassi and Company

- MYCPE ONE Insights Team

Cohen & Company, a Cleveland-based accounting and advisory firm, has announced the acquisition of Chicago-based Tassi and Company. The transaction, expected to close at the end of March 2025, marks a significant step in Cohen & Co’s national expansion strategy, strengthening its real estate service offerings and increasing its presence in the Chicago market.

Founded in 1990 by Joe Tassi, Tassi and Company has built a strong reputation for providing specialized accounting and advisory services to real estate owners, developers, managers, and investors. The firm’s expertise spans outsourced fund and partnership accounting, property management and development accounting, construction draw accounting, and tax services. With approximately 35 employees, Tassi and Company will add valuable industry knowledge and operational depth to Cohen & Co’s growing real estate practice.

Strategic Growth in Real Estate Services

Chris Bellamy, CEO of Cohen & Company, highlighted the importance of the acquisition in advancing the firm’s strategic priorities. “We are excited to welcome Tassi and Company to our firm. The real estate and construction industry is an important growth area and one that we’ve made a priority for investment. This transaction will provide additional expertise and scale for the benefit of our clients, as well as new career path opportunities for employees of both firms.”

Joe Tassi, founder and principal of Tassi and Company, emphasized the alignment of values and vision between the two firms. “Cohen & Co shares our core cultural and entrepreneurial philosophies rooted in client service and taking care of our people. This is the natural next step for our firm as we plan for our future. We are impressed with Cohen & Co and are confident our clients and teammates will benefit from their leadership and strategic vision.”

With this acquisition, Cohen & Company strengthens its position as a leading advisor in the real estate and construction sectors, reinforcing its commitment to providing specialized expertise and expanding its footprint in key markets.

Until next time…

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