Cyber Focused Investment Banking

We are committed to human-centric security and supporting organizations with a focus on national security.

Cohen & Company Capital Markets cyber team takes a partnership-first approach. Led by a team with deep operating expertise, we guide promising cybersecurity firms throughout their entire capital lifecycle, from early-stage funding to a successful exit. Our team has unique experience guiding National Security-focused teams through the entire process for strategic options such as capital raising and mergers & acquisitions.  Our approach has proven to foster long-term trust, empowering innovation and securing the digital frontier. 

Advisory Services

Our technologists and investment bankers work alongside organizations to provide advisory and execution services throughout the transaction journey.

  • - Mergers & Acquisitions

  • - Private Placements

  • - Capital Raises

  • - Public Offerings

Client Testimonial

“CCM Cyber IB has played a crucial role in providing our organization with insights, expertise, and guidance in navigating the financial landscape, making strategic decisions and ensuring sustainable growth. What is unique and truly a differentiator is their capabilities around technology benchmarking – this kind of analysis is crucial to identify your position in the market and assess where you stand in terms of innovation and technology adoption.”  

-Al Dillon, CEO Sapper Labs Cyber Solutions 

Our Team

  • Black and white professional headshot of a man in a suit and tie, with neatly combed hair, looking directly at the camera.

    Jerry Serowik

    Senior Managing Director,
    Head of Cohen & Company Capital Markets

  • Ken Taylor

    Ken Taylor

    Vice Chairman,
    Investment Banking

  • Black and white portrait of a smiling man with short dark hair, slight beard, wearing a suit, collared shirt, and patterned tie.

    Steven Weiner

    Managing Director,
    Investment Banking

  • Black and white portrait of a man in a suit and tie smiling at the camera.

    Mitanshu Shah

    Associate,
    Investment Banking

Related News

Relevant Transaction Experience

  • Announcement of the merger between Solutions Granted and SonicWall, indicating the SonicWall location is closed.

    Undisclosed

    November 2023

  • A sign with a blue header that says 'Capital Markets.' The main part of the sign reads 'Onspring' in large, dark blue letters, with a small orange dot above the 'i.' Below, it says 'Capital Raise' and 'Closed' in black text.

    Undisclosed

    May 2023

  • M&A Advisory announcement showing SailPoint merging with Thomabravo, both logos included, with the message 'Closed' at the bottom.

    $6.9B LBO

    August 2022

  • $967M

    October 2021

  • A digital announcement showing the SentinelOne logo and stating that the company is closed for an IPO.

    $1.4B

    June 2021

  • IPO announcement for Clear showing the company's logo and the word 'Closed' indicating the offering has ended.

    $471M

    June 2021

  • Closing announcement for Confluent IPO with Confluent logo and the word 'Closed' at the bottom.

    $828M

    June 2021

  • Follow on Ping Identity logo with the word 'Closed' below it.

    $330M

    July 2020

  • A sign with a blue top banner and the words "Follow On" and the Ping Identity logo, indicating the account is closed.

    $330M

    May 2020

  • M&A advisory announcement showing the logo of F5 and indicating the acquisition of Shape, now closed.

    $1B

    January 2020

  • A corporate announcement slide with blue and white background displaying M&A advisory for VMware's acquisition of Carbon Black, with the word 'closed' at the bottom.

    $2.1B

    January 2020

  • A presentation slide showing the announcement of VMware's acquisition of Pivotal, with the title 'M&A Advisory' at the top and a note that the deal is closed.

    $2.6B

    January 2020

  • A notice indicating that Cloudflare is closed, with a logo of an orange cloud and the word 'CLOUDFLARE' underneath, above the word 'Closed'.

    $604M

    August 2019

  • A sign indicating that Presidio is closed, with a blue and white color scheme and the text 'Follow On' at the top.

    $131M

    November 2017

  • IPO logo with arrows swirling in a circle and the word 'switch' below it, and the status 'Closed' at the bottom.

    $611M

    September 2017

  • A sign indicates that First Data is closed, with the company's logo and the words 'Follow On' and 'Closed'.

    $1.7B

    September 2017

  • Verisk logo with the word 'Closed' underneath, suggesting the company is not currently open.

    $742M

    May 2015

  • A professional document or presentation slide with a blue header that reads "M&A Advisory." Below, the logo of Kaseya, a tech company, is displayed. The word "Closed" appears at the bottom, indicating the completion of a merger or acquisition deal.

    $200M

    March 2013

  • Lifelock logo with a red padlock icon and the word 'Closed' underneath.

    $177M

    September 2012

  • M&A Advisory document cover with the ADP logo and the word "Closed" at the bottom.

    $400M

    July 2010

* All transactions have been completed at prior firms