Benjamin Cohen, Cfa

Benjamin Cohen, Cfa Email and Phone Number

Managing Partner @ 20/20 Capital Advisory Group
Brentwood, TN, US
Benjamin Cohen, Cfa's Location
Brentwood, Tennessee, United States, United States
Benjamin Cohen, Cfa's Contact Details

Benjamin Cohen, Cfa personal email

Benjamin Cohen, Cfa phone numbers

About Benjamin Cohen, Cfa

Investment and M&A professional with 10 years of i) investment banking; ii) consulting (buyside, sellside, business valuation); iii) equity research; and iv) private equity experience, exceptional fundamental and technical knowledge, sound understanding of financial markets and overall business analysis, and strong interpersonal skills to originate and execute new deals.Ben is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC.

Benjamin Cohen, Cfa's Current Company Details
20/20 Capital Advisory Group

20/20 Capital Advisory Group

View
Managing Partner
Brentwood, TN, US
Website:
2020cag.com
Employees:
3
Benjamin Cohen, Cfa Work Experience Details
  • 20/20 Capital Advisory Group
    Managing Partner
    20/20 Capital Advisory Group
    Brentwood, Tn, Us
  • 20/20 Capital Advisory Group
    Director Of M&A
    20/20 Capital Advisory Group Nov 2024 - Present
    Benjamin Cohen is a Director for 20/20 Capital Advisory Group on the deal team and also heads up our Valuations practice. He brings more than a decade of knowledge and experience in investment banking, consulting, equity research and private equity experience. Ben is also passionate about investments and the capital markets as a whole and follows the financial markets closely. Before joining 20/20 Capital Advisory Group, Ben worked in Investment Banking at Cross Keys Capital and McKenzie & Associates; Valuation Consulting at Deloitte; and Equity Research at Raymond James. Ben started his career at Florida Capital Partners, a middle market private equity firm.Ben is a graduate from the University of Florida with a Bachelor of Science degree in Finance and is a CFA Charterholder. Benjamin’s professional accomplishments include achieving a 4.0/4.0 in school, running M&A deal teams, sourcing sell-side mandates, and publishing equity research reports.
  • Asa Ventures Group
    Managing Director - Investment Banking
    Asa Ventures Group Jul 2023 - Nov 2024
    Denver, Co, Us
    For 25 Years, ASA Ventures Group has been dedicated to providing merger and acquisition representation for business owners. ASA is here for the underserved business owner population of the lower middle market, that participate in the $3 Million to $100 Million revenue range, typically with enterprise values from $3 million to $250 million. At ASA, we bring investment banking expertise to the lower middle market.I am a Managing Director at ASA Ventures Group, LLC. ASA specializes in M&A representation for business owners looking to sell their company or a majority of the equity of their company through our unique, value-added process. I focus on delivering value to our clients on behalf of ASA and within the M&A ecosystem, by managing the entire investment banking process from inception to close. ASA focuses on maximizing value for our clients and mutually beneficial relationships with a long-term perspective in mind.
  • Mckenzie & Associates
    Investment Banking Associate
    Mckenzie & Associates Aug 2021 - Jul 2023
    San Juan, Pr, Pr
    Execution & deal related responsibilities included creating and presenting proposals and pitch decks to potential clients, building financial models, negotiating transaction values and other deal-related figures, and preparing engagement letters, confidential information memorandum, process letters, investor decks, industry reports, and specific security write-ups for deals ranging from $5 to $500 million in revenue.Consulting tasks served both business owner/entrepreneur clients, as well as official funds / financial sponsor clients through both pre-transaction and post-transaction mandates.
  • Cross Keys Capital, Llc
    Vp
    Cross Keys Capital, Llc Jul 2017 - Mar 2020
    Fort Lauderdale, Florida, Us
    Was responsible for M&A activity in the lower middle markets, with a focus on deals with EBITDA between $1 - $10 million throughout many industries and sectors. • Built leveraged buyout models, public comparable and precedent transaction comparables, discounted cash flow analysis, and accretion/dilution analysis.• Performed in-depth financial and operational due diligence on client companies, analyzed market trends, competition, and potential strategic partners using information obtained from various data sources.• Prepared pitchbook materials, scope of services, NDAs, confidential information memorandums, and internal presentations.• Participated in all stages of equity, debt and mergers & acquisitions transactions, including the development of financial models, due diligence sessions, the drafting of committee memos and sales memos, and board presentations.
  • Deloitte
    Business Valuation Senior Associate
    Deloitte Jul 2016 - Jul 2017
    Worldwide, Oo
    Advised public and private companies in their due-diligence, carve-out, target screening, financial reporting, strategic and tax planning by performing complex financial modeling and industry research to value common and preferred equity, invested capital, debt, and intangible assets.Consulted with various clients regarding in-depth valuation techniques in several industries with a specialization in TMT.
  • Raymond James
    Equity Research Associate
    Raymond James Aug 2012 - Nov 2014
    St. Petersburg, Florida, Us
    • Covered the Internet space as an Equity Research Associate, with particular focus in the e-Commerce, Online Advertising, and Online Travel subsectors. • Performed financial statement analysis, developed and maintained comprehensive valuation models, and prepared detailed Technology/Internet industry and company specific research reports.• Established and managed relationships with external clients (e.g. mutual funds, hedge funds, management teams (executives and investor relations), and industry experts.• Obtained detailed knowledge of Internet related trends on a macro and local level.
  • Florida Capital Partners
    Private Equity Senior Analyst And Associate
    Florida Capital Partners Aug 2010 - Aug 2012
    Led the deal origination team of the private equity firm. Performed industry and company specific research for potential portfolio company acquisitions and add-on opportunities.Assisted in all aspects of FCP including investor relations and due diligence surrounding potential investments.Utilized internal scorecard analysis to monitor company portfolio performance and communicated results to senior management.Drafted portfolio performance reports and quarterly financial statements to distribute to FCP’s Investors. Worked full time on site at one of FCP’s portfolio companies to assist senior management in restructuring the business.
  • Gargoyle Strategic
    Summer Internship
    Gargoyle Strategic Jun 2008 - Aug 2008
    Helped the traders with different option trades/strategies

Benjamin Cohen, Cfa Skills

Investments Private Equity Portfolio Management Due Diligence Valuation Financial Analysis Finance Hedge Funds Venture Capital Equities Business Valuation Equity Research Analyzing/trading Various Securities Corporate Finance Analysis Capital Markets Bonds Alternative Investments Mergers And Acquisitions Series 7 Mergers Securities

Benjamin Cohen, Cfa Education Details

  • University Of Florida
    University Of Florida
    Finance

Frequently Asked Questions about Benjamin Cohen, Cfa

What company does Benjamin Cohen, Cfa work for?

Benjamin Cohen, Cfa works for 20/20 Capital Advisory Group

What is Benjamin Cohen, Cfa's role at the current company?

Benjamin Cohen, Cfa's current role is Managing Partner.

What is Benjamin Cohen, Cfa's email address?

Benjamin Cohen, Cfa's email address is bc****@****tal.com

What is Benjamin Cohen, Cfa's direct phone number?

Benjamin Cohen, Cfa's direct phone number is +195454*****

What schools did Benjamin Cohen, Cfa attend?

Benjamin Cohen, Cfa attended University Of Florida.

What skills is Benjamin Cohen, Cfa known for?

Benjamin Cohen, Cfa has skills like Investments, Private Equity, Portfolio Management, Due Diligence, Valuation, Financial Analysis, Finance, Hedge Funds, Venture Capital, Equities, Business Valuation, Equity Research.

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