Stavis & Cohen Financial - Ownership and Business Overview

Financial ServicesCompany

Stavis & Cohen Financial Ownership

Who owns Stavis & Cohen Financial?

Stavis & Cohen Financial is owned by CI Financial. It was acquired on November 3, 2020.

Stavis & Cohen Financial Business Overview

Where is Stavis & Cohen Financial headquartered?

Stavis & Cohen Financial is headquartered in Houston, Texas.

What sector is Stavis & Cohen Financial in?

Stavis & Cohen Financial is a financial services company.

When was Stavis & Cohen Financial founded?

Stavis & Cohen Financial was founded in 2009.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 178 acquisitions of financial services companies in 2020, including 21 acquisitions by private equity firms, and 157 by strategics.

Stavis & Cohen Financial LLC

1330 Post Oak Blvd, Suite 2190 ,
Houston, Texas 77056
United States,
(713) 275-7750
www.stavisandcohen.com

Stavis & Cohen Financial LLC is a woman-owned wealth management firm that helps high-net-worth families reach their lifetime and multi-generational goals by providing individualized guidance and support in all aspects of wealth planning.


Company Summary

SECTOR

Financial Services

Established

2009

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