COGENCY GLOBAL

New York, United States Founded: 1980 • Age: 46 yrs Acquired By Bertram Capital
Corporate and additional services are offered to the non-profit sector.

About COGENCY GLOBAL

COGENCY GLOBAL is a company based in New York (United States) founded in 1980 by Howard Wagner and Joan Wagner was acquired by Bertram Capital in February 2022.. The company has 277 employees as of December 31, 2021. COGENCY GLOBAL has completed 2 acquisitions, including Tax Guard and UNISEARCH.

  • Headquarter New York, United States
  • Employees 277 as on 31 Dec, 2021
  • Founders Howard Wagner, Joan Wagner
  • Sectors
    Government & Social Sector
    Professional & Legal Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Government & Social Sector → Social & Community Welfare Services
Professional & Legal Services → Legal & Advisory Services
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    277

    as on Dec 31, 2021

  • Investments & Acquisitions
    Tax Guard

    & 1 more

  • Acquired by
    Bertram Capital

    (Feb 15, 2022)

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People of COGENCY GLOBAL
Headcount 200-500
Employee Profiles 63
Employee Profiles
People
Aytug Dolek
Software Architect
People
Nate Kloempken
Software Developer
People
Aaron Grinter
Director of Sales
People
Theresa L.
Office Administrator

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Funding Insights of COGENCY GLOBAL

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in COGENCY GLOBAL

COGENCY GLOBAL has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Bertram Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Bertram Capital is focused on private equity investments in lower middle-market companies.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by COGENCY GLOBAL

COGENCY GLOBAL has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Tax Guard and UNISEARCH. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Tax compliance solutions and due diligence solutions for commercial lenders
2009
Legal and financial services are provided by UNISEARCH since 1991.
1991
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - COGENCY GLOBAL

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Cogency Global Comparisons

Employees
+
Add Comparison
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Competitors of COGENCY GLOBAL

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Cogency Global

Frequently Asked Questions about COGENCY GLOBAL

When was COGENCY GLOBAL founded?

COGENCY GLOBAL was founded in 1980.

Where is COGENCY GLOBAL located?

COGENCY GLOBAL is headquartered in New York, United States. It is registered at New York, New York, United States.

Who is the current CEO of COGENCY GLOBAL?

Bruce Jacobi is the current CEO of COGENCY GLOBAL.

How many employees does COGENCY GLOBAL have?

As of Dec 31, 2021, the latest employee count at COGENCY GLOBAL is 277.

What does COGENCY GLOBAL do?

Established in 1980 in New York, United States, Cogency Global operates within the non-profit sector. Corporate services, including formation and compliance, are provided alongside additional support such as governance and administrative assistance. The company is led by founders Howard Wagner and Joan Wagner, with Bruce Jacobi serving as CEO. Operations focus on facilitating organizational needs for non-profits across various scales.

How many acquisitions has COGENCY GLOBAL made?

COGENCY GLOBAL has made 2 acquisitions, including Tax Guard, and UNISEARCH.

Who are COGENCY GLOBAL's investors?

COGENCY GLOBAL has 1 investor. Key investors include Bertram Capital.

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