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Financial Sponsors & Financial Services

Value creation is job one for investment management firms. To succeed, you must cultivate growth from every transaction –acquisition through exit – while addressing numerous regulatory and financial reporting requirements. From SEC compliance through advancing digital platforms to improve workflow and asset analysis, CohnReznick is your trusted advisor.

Broker-Dealers

In an era of political and economic uncertainty, satisfying your clients' investment goals and complying with evolving regulations demands full-time attention and dedicated resources. As a Public Company Accounting Oversight Board (PCAOB) registered and inspected firm, CohnReznick assists broker-dealer firms with financial statement audits and other regulatory filings and financial reporting advice. Our professionals serve as trusted advisors in providing services to help you address tax and compliance risk, domestic and international tax structuring, and other issues to keep your firm moving ahead.

  • Learn more about Broker-Dealers
Independent Sponsors

As a segment of private equity growing in size and relevance, independent sponsors face a variety of unique challenges, including sourcing transactions, raising capital, and managing resources. At CohnReznick, we forge deep and trustworthy relationships with independent sponsors, facilitating and contributing to their success.

  • Learn more about Independent Sponsors
Family Offices

Progressive family offices are moving to the forefront when it comes to investing. To increase control and reduce fees, direct investment and co-investment are gaining favor when compared to traditional limited partnership investments. But with this, family offices need to shift focus to deal acquisition, due diligence, portfolio company improvement and monitoring, and internal governance. Leveraging the expertise of our private equity group, CohnReznick brings deal-based acumen and experience to family office relationships. Our team is a valuable strategic partner in matching the business and philanthropic goals of family offices with the appropriate financial and operational architecture.

  • Learn more about Family Offices
Hedge Funds

Well-managed hedge funds understand the market conditions and regulatory obligations that impact their ability to accelerate growth. While employing different investment strategies to maximize returns, they must also meet the compliance requirements of various regulatory bodies.  As a firm registered with and inspected by the Public Company Accounting Oversight Board (PCAOB), CohnReznick  provides integrated audit, tax, and advisory services to help you structure your fund for tax efficiency, comply with evolving regulations, and meet your investors' reporting needs.

  • Learn more about Hedge Funds
Private Equity

Private equity firms with access to market intelligence and technical expertise are more likely to invest wisely, create value, and choose the most profitable exit strategy. CohnReznick's Private Equity Industry Practice helps private equity firms execute their strategies with seasoned advisory, compliance, and technical knowledge. Well-versed in the changing operational, financial, and regulatory environment of funds and their portfolio companies, we serve each private equity client by getting to know you, your priorities, goals, and strategies, and design a unique service model to exceed your expectations.

  • Learn more about Private Equity
Small Business Investment Company Funds (SBICs)

According to the Small Business Administration, SBICs can invest up to $4 billion annually. These privately-owned and managed investment funds are subject to unique audit standards and accounting and valuation practices. Whether your SBIC fund is newly formed or mature, CohnReznick's SBIC team collaborates with fund managers and administrators to address time-sensitive reporting and compliance obligations. We also implement processes to strengthen investor relationships and deliver industry-specific tax consulting, valuation, transaction, and advisory services.

  • Learn more about Small Business Investment Company Funds (SBICs)
Special Purpose Acquisition Companies (SPACs) Services

CohnReznick provides industry-leading due diligence and compliance expertise supporting SPAC transactions: target analysis, tax structuring, de-SPACing, integration. Learn More.

  • Learn more about Special Purpose Acquisition Companies (SPACs) Services
Venture Capital

The ability to identify and cultivate value in emerging growth companies is the hallmark of venture capital firms. Managing risk, controlling burn rate, and encouraging innovation in the development and commercialization of products and services throughout the portfolio are priorities. From fundraising through capital deployment, value enhancement, and eventual exit,  CohnReznick helps venture capital investors meet fund and portfolio company audit and tax requirements, accelerate growth throughout the portfolio, and strengthen investor relationships. 

  • Learn more about Venture Capital
Jeremy Swan
Managing Principal - Financial Sponsors & Financial Services Industry
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CohnReznick Named Best Audit Firm in Hedgeweek 2020 US Awards
Press release
CohnReznick Recognized as Best Fund Accounting Firm by Private Equity Wire USA Awards
Press release
Treatment of Carried Interest: Treasury & IRS Release Long-Awaited Proposed Regulations
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How Should Financial Sponsors Respond to Current Marketplace Volatility?
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Know Your Responsibilities When Using Third-Party Pricing Services
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Cayman Islands Moving Toward Mandatory Registration For All Open-Ended & Close-Ended Funds
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What you need to know about Form CRS

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Mergers & Acquisitions
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Related Insights
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    Private Equity: Illustrative Financial Statements
    These illustrative financial statements, produced by CohnReznick, provide examples of private equity financial statements.
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    Hedge Funds: Illustrative Financial Statements
    The illustrative financial statements, produced by CohnReznick, are an example of an Alternative Investment Fund financial statements for hedge funds.
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    Independent sponsors: Quick updates and perspectives on deal terms, negotiations, relationships, and more amid 2020’s shifting landscape
    Read how independent sponsors have continued to negotiate, close, and finance deals even as COVID-19 has impacted deal terms, negotiations, and relationships.
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    Get to know Cliff Meijer of Headway Capital Partners LLP as he shares insights as a member of the independent sponsor community.
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    PE firms line up to launch blank-check companies amid 2020 spike
    Special Purpose Acquisition Companies (SPACs) are growing in popularity among private equity firms wanting to differentiate their product offerings and make the most of their deal pipelines. The launch of these companies, has grown exponentially in 2020.
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