Team

MANAGING DIRECTOR

Geoff Cohen

Geoff Cohen is a senior finance executive with broad experience in both M&A and the wealth management industry.

Geoff joined Flagstaff Partners in 2012 and has over 19 years of investment banking experience. Prior to joining Flagstaff Partners he was Managing Director, Investments and Insurance at ANZ, with responsibility for a number of activities including financial planning, ANZ Trustees, online broking, investment lending, and the development of innovative wealth products for the mass market.

Geoff joined ANZ in February 2004 as Head of M&A in Group Strategic Development, and was responsible for overseeing M&A activity by the bank, including acquisitions in Australia, NZ and Asia.

Prior to joining ANZ, Geoff was a Managing Director in Deutsche Bank’s Investment Banking Division and was Deputy Head, M&A for Australia and New Zealand from 2001. He also held Corporate Finance Director positions at E.L. & C. Baillieu and Potter Warburg.

Geoff has advised on a wide range of transactions including M&A, trade sales, IPOs and other capital raisings. He has advised a number of clients in financial services, including ANZ, Deutsche Bank, AMP and Australian Unity. Other industry experience includes higher education, alcoholic beverages, aged care, and general industrials.

Geoff was also a member of the Steering Committee overseeing the inaugural Adult Financial Literacy survey undertaken by ANZ in 2003. Geoff chaired ANZ’s Australian Diversity Council and was a member of the Victorian Finance Industry Council.

Geoff holds a Bachelor of Science and a Bachelor of Laws (with Honours) from the University of Melbourne.

EXPERIENCE

[to come]

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