CLOs on the Move


 
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Cohen & Co

Cohen & Co is a professional services firm based in Cleveland, Ohio, founded in 1977. With over 800 employees across 15 offices in eight U.S. states, the firm specializes in tax, assurance, and advisory services. Its diverse client base includes privately held companies, public and private investment funds, fund advisers, and Fortune 1000 multinational enterprises. Recognized as one of the top 100 accounting firms in the United States by annual revenues, Cohen & Co fosters a disciplined culture focused on delivering results and personal commitment to clients. The firm emphasizes employee development and community involvement, partnering with institutions like Youngstown State University. Its service offerings include comprehensive tax planning, audit and assurance engagements, and consulting on business strategy and operational improvements, tailored to various industries such as investment management and multinational corporations.

Tech Observer

Tech Observer is a global Contract Research Organization (CRO) founded in 2005, with its headquarters in Paramus, New Jersey, and additional offices in New Delhi, Mumbai, and Singapore. The company specializes in clinical development support for the pharmaceutical, biotechnology, and medical device industries, extending its reach through local partners across the Asia-Pacific region. The company offers a comprehensive range of services that encompass the entire clinical research process. These include managing clinical trials, clinical data management, biostatistics and SAS programming, medical writing, post-marketing clinical studies, and staffing services. Tech Observer is ISO 9001:2008 and ISO 14155:2011 certified, demonstrating its commitment to quality and regulatory compliance. With a workforce of around 400 professionals, the company serves over 50 clients in more than 30 countries, focusing on various therapeutic areas such as oncology, cardiology, and infectious diseases. Tech Observer also emphasizes innovation with solutions like its AI-driven clinical trial risk tool, MyRBQM, and promotes diversity and professional growth within its team.

TD

TD Bank Group is a prominent North American financial services institution, operating as Toronto-Dominion Bank in Canada and TD Bank, N.A. in the U.S. Headquartered in Toronto, Canada, it serves over 27 million customers through a wide range of retail, commercial, and investment banking services. Founded in 1855, TD has become one of Canadas "Big Five" banks and ranks among the top-10 global banks by market capitalization, with assets exceeding C$1.9 trillion. The bank offers various services, including personal and business banking, wealth management, and capital markets. Retail banking services encompass checking and savings accounts, mortgages, and credit cards, while commercial banking includes business loans and cash management. TD also provides investment advisory and insurance products through its wealth management division. With a strong digital presence, TD offers mobile banking and AI-driven financial tools. Its U.S. operations feature over 1,100 branches, emphasizing convenience and tailored solutions for retail customers, small businesses, and institutional clients.

Purpose Legal

Purpose Legal is a prominent provider of legal support services, focusing on eDiscovery, document review, and legal technology solutions. Founded by attorneys over a decade ago and based in Austin, TX, the company aims to enhance the efficiency of legal services through a skilled and diverse team. Purpose Legal is recognized for its commitment to diversity, with 89% of its workforce representing various backgrounds and 63% being female. The company offers a comprehensive range of services tailored to corporate legal departments and law firms. These services include secure eDiscovery solutions, thorough document reviews, and customized legal technology solutions. Purpose Legal also provides litigation support, information governance, data breach discovery, and commercial contract review. Additionally, the company applies data science techniques to improve legal operations and decision-making. Purpose Legal is trusted by a wide array of clients, including multinational corporations and government entities, and has received several prestigious certifications, ensuring high standards of quality and security.