At M. Cohen Capital, we specialize in Strategic Finance to empower businesses in scaling, growing, transacting, and fundraising for enduring success with an expansive vision. Our comprehensive suite of services includes:

• Business plan creation/modification

• Business model assessment & product definition

• Financial modeling & valuation

• Cash burn analysis

• Deal execution (M&A & fundraising) for start-ups, established businesses, investment banks, buy-side funds

• Extensive return analysis

• Market analysis

• Go-to-market strategy refinement

M. Cohen Capital excels in Investor Relations, guiding clients through deal execution while preparing management for successful fundraises, sell-side, or buy-side transactions. Our services encompass:

• Market positioning and marketing materials creation

• Data room creation and key document compilation

• Facilitate diligence discussions

• Respond to active diligence requests

• Deepen reach into investor network

• Deal structuring and term sheet advisory

• Syndication capabilities

Leveraging over a decade of experience, M. Cohen Capital provides Management Advisory services to help teams organize, stay accountable, and achieve their goals. Our proactive support includes:

• Shareholder management

• Continuous engagement with prospective investors

• Business model assessment for optimal performance

• Direct engagement with C-Suite

• Competitor and market updates

• Routine and ad hoc meetings to problem-solve and strategize

• Scaling support

• Careful cash flow management

• Implement pricing analysis and support for sustained profitability