Banner Year for Transaction Advisory Services

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    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.

    transactional advisory

    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.

    Accounting Firm of the Year

    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.


    Subject matter expertise

    • Margaret Shanley
      Contact Margaret Margaret+Shanley
      Margaret Shanley

      Principal, Transaction Advisory Services Practice Leader

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    This has been prepared for information purposes and general guidance only and does not constitute legal or professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is made as to the accuracy or completeness of the information contained in this publication, and CohnReznick LLP, its partners, employees and agents accept no liability, and disclaim all responsibility, for the consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.