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.
Private equity clients are supported by a multi-disciplinary team of professionals across service lines and specific industries. As a strategic partner and trusted advisor, we push beyond the boundaries of traditional services, identifying opportunities for value creation and EBITDA improvement. A combination of Firm infrastructure, data-driven intelligence, and quality of execution is fundamental to each client relationship. Our private equity teams provide the highest level of service excellence in helping clients drive value from the businesses.
PRIVATE EQUITY STAKEHOLDERS
GPs, LPs, operating partners, and portfolio company executives are all vested in the private equity ecosystem. Each has specific demands and responsibilities. CohnReznick understands the unique needs of all private equity participants, providing comprehensive solutions to meet them. From strengthening compliance at the fund level to implementing strategic advisory solutions at portfolio companies, our end-to-end services deliver actionable insight through all stages of the investment life cycle.
DILIGENT FOCUS ON VALUE CREATION
Due diligence means more than identifying risk. It means uncovering opportunities to create value. CohnReznick supports the transaction process throughout – from deal sourcing through due diligence to post-transaction integration and eventual exit. We provide the quality of earnings analysis, financial modeling, tax structuring, valuations, and other vital intelligence you need to understand the true value of an acquisition or divestiture.
OBSERVATIONS AND INSIGHTS
Whether it’s commentary in Pitchbook or the Wall Street Journal on emerging trends, hosting our annual Liquidity and Capital Raising National Forum, sharing insights through our “Strategies to Accelerate Private Equity Growth” video series, our examining the year ahead in our annual Private Equity Outlook, our private equity leaders discuss the issues and challenges facing this rapidly changing industry. Because we bring both an advisory and compliance perspective to the conversation, our proprietary research and viewpoint is sought out by industry associations and the media.
On-demandYear-end tax planning considerations for private equity fundsJonathan Collett, Rbert Richardt, Brigid MorrisseyTax reform has dramatically changed the tax rules impacting private equity funds. As participants in the financial sponsors space, fund managers, investors, investment bankers, capital providers, legal counsel, fund administrators, portfolio company executives, and others need to have insight into today’s complex tax rules, especially as we approach year-end.
On-demandWhat you need to know now: State taxesJonathan Collett, Cynthia Galamgam, Matthew NickWith the increasing complexity of state tax rules, particularly in the past year, it is crucial for investment professionals to have a basic understanding of the current rules and how they apply to their business. Today, nexus is the biggest state tax risk facing most multistate businesses, and nexus issues are particularly important for private equity funds and portfolio companies. The proper understanding and application of these rules are crucial, as the potential consequences of failing to manage compliance with state laws and regulations can be crippling.
InsightState taxes – Are you covered? Considerations for private equity fund managersOver the past two years, due to tax reform and judicial action, state tax rules have become more complicated and burdensome than ever.
InsightThe 5 tax issues keeping deal-makers up at nightThere are several potential tax pitfalls that capital markets deal-makers should prepare for prior to putting their money to work next year. Here are five top tax issues that every investment firm should consider as we enter the fourth quarter of 2019.