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. COGENCY GLOBAL has completed 2 acquisitions, including Tax Guard and UNISEARCH.
- Headquarter New York, United States
- Employees 277
- Founders Howard Wagner, Joan Wagner
- SectorsGovernment & Social SectorProfessional & Legal Services
- Email••••••••
- Phone•••• ••••
- Website cogencyglobal.com
- Social LinkedIn X Facebook
- Acquired by Bertram Capital (Feb 2022)
- Investors
- Employee Count277
- Investments & AcquisitionsTax Guard
& 1 more
- Acquired byBertram Capital
(Feb 2022)
Investors in COGENCY GLOBAL
COGENCY GLOBAL has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Bertram Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Bertram Capital is focused on private equity investments in lower middle-market companies. | 2006 | bcap.com | Foster City, United States |
Investor details for COGENCY GLOBAL
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People of COGENCY GLOBAL
65 people are tracked at COGENCY GLOBAL (27 in leadership, 38 in team); the tracked headcount is 277.
| Name | Role | Group |
|---|---|---|
Howard Wagner | Founder | Leadership |
Joan Wagner | Founder | Leadership |
Bruce Jacobi | CEO | Leadership |
Aaron Grinter | Director of Sales | Leadership |
Loretta McCool | VP Special Projects | Leadership |
Steven Kwan | Director of Sales | Leadership |
Colleen DeVries | Senior Vice President Product Management | Leadership |
Pia Angelikis | Vice President Of Government Relations | Leadership |
Andrew A. Lundgren | Senior Vice President, General Counsel & Chief Compliance Officer | Leadership |
Christen V. | COO | Leadership |
Ben Ark | Chief Information Officer | Leadership |
Tigist Ketema | SVP, Head of Global Marketing | Leadership |
Clare Oliva | Vice President | Leadership |
Carmen Badur | Director of UX / HXD | Leadership |
Timothy Donovan | Executive Vice President, Sales | Leadership |
Pushkala Sivaramakrishnan | VP Product Management, International Services | Leadership |
Daniel Von Weihe | Chief Revenue Officer | Leadership |
Andrew P. (Andy) Hackett | Vice President, Manager of DC Operations at COGENCY GLOBAL INC. | Leadership |
Garey Lewis | Director of Revenue Operations | Leadership |
Jonathan D. Sanzone | Regional Director of Sales | Leadership |
45 more people are available in the full profile.
Complete people profiles for COGENCY GLOBAL
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Tax compliance solutions and due diligence solutions for commercial lenders | tax-guard.com | Boulder, United States | 2009 | Sep 2023 | •••• | |
Legal and financial services are provided by UNISEARCH since 1991. | unisearch.com | Olympia, United States | 1991 | Jan 2023 | •••• |
Complete acquisition details for COGENCY GLOBAL
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Timeline of COGENCY GLOBAL
4 dated milestones of COGENCY GLOBAL across 43 years, from founding to its latest funding, stage changes and deals.
- Founded COGENCY GLOBAL is founded.
- Exit Acquired by Bertram Capital.
- Acquisition Acquires UNISEARCH.
- Acquisition Acquires Tax Guard.
Web traffic of COGENCY GLOBAL
The website of COGENCY GLOBAL (cogencyglobal.com) receives about 32.3K visits a month.
- Monthly visits32.3K
▲ 2.7% vs previous month
Websites whose visitors overlap most with COGENCY GLOBAL. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
thinkdmg.com | thinkdmg.com | 100% | – | #7,731,062 | – |
| cscglobal.com | 94% | 605.4K | #113,225 | View details | |
charitylawyerblog.com | charitylawyerblog.com | 93% | – | #2,819,063 | – |
shumaker.com | shumaker.com | 91% | – | #1,187,041 | – |
ncscredit.com | ncscredit.com | 91% | – | #2,040,030 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 35 similar websites and full traffic analytics for COGENCY GLOBAL
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- 35 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Similar companies to COGENCY GLOBAL
10 companies that operate in the same segment as COGENCY GLOBAL (Services for Nonprofits), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
An online platform is operated for creating and sharing petitions. | – | – | USD 73.37 M | USD 8.73 M | 122 | |
Radio broadcasting is provided by NPR, a non-profit organization. | 1970 | United States | – | – | – | |
Goodwill Industries International is focused on career support and community services. | 1902 | United States | – | – | – | |
Strategic CRM solutions are implemented for non-profits and educational organizations. | 2010 | Asheville, North Carolina, United States | – | – | 71 | |
Not-to-profit association focused on IT services | 1988 | Noida, Uttar Pradesh, India | – | USD 77.15 K | – | |
Fundraising services for non-profits are facilitated by the organization. | 2021 | Oakland, California, United States | USD 2.25 M | – | – | |
Iron ore royalties are collected and distributed by the trust. | 1961 | New York, New York, United States | – | USD 17.52 M | – | |
Non profit organisation focused on providing information services for international developmental sector | 2007 | Nicosia, Cyprus | – | – | – | |
Provider of traditional Indonesian flour products through various online platforms. | 1848 | United States | – | – | 1,530 | |
Robotics and connected devices are supported by a non-profit organization. | 2016 | Boston, Massachusetts, United States | – | – | – |
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Frequently Asked Questions about COGENCY GLOBAL
COGENCY GLOBAL was founded in 1980.
COGENCY GLOBAL is headquartered in New York, United States. It is registered at New York, New York, United States.
Bruce Jacobi is the current CEO of COGENCY GLOBAL.
COGENCY GLOBAL has 277 employees.
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.
COGENCY GLOBAL has 1 investor. Key investors include Bertram Capital.
Yes. COGENCY GLOBAL was acquired by Bertram Capital in February 2022.