Banner Year for Transaction Advisory Services
CohnReznick’s Transaction Advisory Services practice had a banner year in 2018 and is poised for continued growth in the years ahead. Middle-market strategic investors and financial sponsors are engaging us to help accelerate growth, maximize value and manage transaction-related risks.
By focusing on the unique needs of each client and the characteristics of each deal, our flexible approach has helped investors – across a wide range of industries and geographies – achieve their vision, culminating in a banner year in 2018, as evidenced by our work on more than 200 deals, valued over $3 billion.
As a result of this growth, our team has expanded dramatically. Through the hiring of prominent leaders and promoting talent from within, we now boast a team of more than 30 professionals across the U.S., including six partners and four managing directors. Geographically, our team has expanded resources in several major U.S. financial centers, including Boston, Chicago, Los Angeles, and New York.
The growth and investment we’ve made go beyond a response to market conditions. Our clients tell us that our focus on the middle market, our understanding and alignment to their needs, and our flexible approach have helped us develop a best-in-class, forward-looking national practice. In today’s business landscape, we believe it has never been more important to get deals done in a timely and cost-effective manner with minimal disruption to investors and management teams.
Thanks to all our clients and stakeholders for helping us achieve unprecedented growth in 2018. If you’re seeking transactional advisory services, we look forward to connecting with you.
"In today's business landscape, it has never been more important to get a deal done in a timely and cost-effective manner with minimal disruption to the management team."
– Margaret Shanley, Principal, National Practice Leader
ACG New York selected CohnReznick as 2018 Accounting Firm of the Year, recognizing the firm as a leader in middle-market transactions in the financial sponsor and investment community. Our people were honored individually as well, with Managing Director Helana Robbins Huddleston named a winner of The M&A Advisor’s Ninth Annual Emerging Leaders Awards and Northeast Practice Leader Claudine Cohen named to Mergers & Acquisitions 2019 Most Influential Women in Mid-Market M&A.
"Our experience empowers us to navigate industry-specific financial and operational risks, technology, and market issues. This in turn allows us to provide buyers and sellers with the industry-specific intelligence to make well-informed acquisition, integration, and exit decisions. The breadth and depth of industries we've served attest to our deep understanding of the issues most relevant to those industries, and how best to address them."
– Claudine Cohen, Principal, Northeast Practice Leader
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Meet the Transactional Advisory Services Team
InsightBusinesses Express Optimism, and Concern, About 2019As 2018 moves to a close, businesses are starting to zero in on potential shifts in the global marketplace that could pose operational risks in the coming year.
InsightDigital Due Diligence: Don’t Do a Deal Without ItMerger and acquisition activity has been increasing sharply, with worldwide transaction value up 26 percent in the first half of 2018 over the same period in the preceding year.
InsightNon-Control Investments: Potential Owners' Exit StrategySometimes, a sellers’ market alone is not a good enough reason for an owner to exit their business.
InsightInspiring Confidence Through Value-Driven Due DiligenceWe are pleased to share the following recent transactions from CohnReznick’s Transactional Advisory Services team. Read more about our services below.
InsightTransactional insights: Quality of earnings and beyondChristopher ArohToday’s heightened level of transaction activity coupled with a complex set of market conditions requires a comprehensive and expanded approach to preparing a Quality of Earnings Report.
Press ReleaseCohnReznick Expands Transactional Advisory Services TeamGrowth Supports Middle Market M&A Activity Among Financial Sponsors and Strategic Buyers
Press ReleaseThe M&A Advisor Honors Helana Robbins Huddleston With Emerging Leader AwardCohnReznick LLP has announced that Helana Robbins Huddleston, Managing Director, CohnReznick Advisory – Transactional Advisory Services, was named a winner of The M&A Advisor’s Ninth Annual Emerging Leaders Awards.