Cohen & Company finalized the acquisition of Szymkowiak & Associates CPAs (Szymkowiak) and PEAR Consultants, LLC (PEAR), effective today.
As a result of the transaction, Cohen & Company has expanded their services into Western New York for closely held and private equity-owned companies, high-net-worth individuals and family offices, including specialized tax services focused on state residency and audit defense for ultra-high-net-worth individuals.
All of Szymkowiak and PEAR’s partners, as well as approximately 25 additional team members, have joined Cohen & Company. The firm now has more than 800 professionals and 12 offices.
This is the second transaction for Cohen & Company this year, after acquiring Philadelphia-based BBD’s Investment Management Group in March.