Partnering with management, we strive to transform businesses into market leaders through strategic acquisitions, operational improvement initiatives and aggressive business development efforts.


Sep 19, 2023

Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services

FOSTER CITY, CA: September 19, 2023 – New York-based Cogency Global Inc., a global provider of corporate compliance and transactional legal support services, announced today that it has acquired Colorado-based Tax Guard, LLC., a leading tax risk d... Read More »

Feb 15, 2022

Bertram Capital Partners with Bruce Jacobi and Management to Acquire Cogency Global

FOSTER CITY, CA: February 15, 2022 -- Bertram Capital (“Bertram”) announced today their investment in Cogency Global Inc. (“Cogency” or the “Company”), a global provider of corporate compliance and transactional legal support services. Bertram is ... Read More »