Bertram Labs
Portfolio

Cogency Global

Provider of outsourced corporate compliance and transaction related services

Invested

February 2022

Headquarters

New York, NY

Status

Current

“Cogency has firmly established itself as a leading subject matter expert and value-added partner, serving a growing number of corporate and law firm customers as they satisfy regulatory compliance requirements and conduct transactional due diligence and filing activities.1 ”

Jared ruger

Partner, Bertram Capital

Company Overview

Cogency is a leading provider of registered agent, corporate compliance and transaction due diligence services for thousands of global entities and professional services organizations

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Registered Agent, Corporate & Secured Transaction services

Add-on investments completed

Unisearch

Provider of registered agent, corporate compliance, and transaction due diligence services

Add-On ACQUISITION INterests

  • Technology providers powering the outsourced legal services and compliance industries
  • Providers of registered agent services (“RA”) with strong regional or global presence
  • Providers of transaction due diligence services
  • Providers of industry-specific legal or compliance services

Cogency Global News

  • Cogency Global & Taxguard logos

    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…

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  • 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…

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