Explore transaction data from the first half of 2026, plus trends in opportunities, challenges, strategic priorities, and more.
The CohnReznick Advantage
How do C-suite leaders navigate complex decisions faster?
The CohnReznick Advantage pairs industry specialists with intelligent technology like AI to deliver sharper analysis, trusted governance, and measurable value.
Private Equity Playbook: Preserve deal momentum
Delivering portfolio returns in today’s market comes down to operational rigor, team alignment, and deliberate sequencing.
Our Private Equity Value Creation Playbook covers 16 critical levers across diligence, the First 100 Days, the hold period, and exit readiness – from pricing discipline and cash management to AI implementation and add-on integration.
To help you spot friction early, each section includes Failure Mode Checklists and Reflection Questions designed to pressure-test assumptions before the next board meeting.
Read it out of order. Start with the challenge on your desk today.
Private Equity
Prompt better, get better AI results
AI adoption has accelerated, but many organizations are still realizing only a fraction of the value these tools can deliver. The difference often comes down to how effectively users communicate with AI. Better prompts produce more relevant insights, stronger recommendations, and outputs that are more closely aligned with business goals.
One framework executives can use to improve AI interaction is clear:
• Clarify the objective
• Limit ambiguity
• Elevate specificity
• Add relevant data
• Refine iteratively
As AI becomes embedded in decision-making, operations, and day-to-day workflows, prompt engineering can help organizations improve productivity, uncover more meaningful insights, and generate outputs that better support business objectives.
AI
Get ahead of the climate disclosure wave
Climate disclosure is no longer a future consideration. California's Air Resources Board (CARB) recently released first-year reporting guidance for SB-253 and launched a voluntary reporting intake platform ahead of the November 2026 reporting deadline, providing organizations with a clearer path toward compliance.
But the implications extend well beyond California. Investors, lenders, customers, and business partners are increasingly seeking climate-related information to inform decisions, assess risk, and evaluate corporate performance.
As a result, organizations across the country may face growing expectations for sustainability reporting regardless of whether they fall within California's regulatory scope.
As sustainability reporting matures, assurance will play a growing role (Opens a new window) in building trust and credibility. Understanding the differences between assurance standards can help organizations prepare for future reporting requirements and stakeholder expectations.
Sustainability
Your priorities, our focus
Managing Risk
Executives need effective risk management to safeguard their organizations against potential threats while capitalizing on opportunities. A proactive approach to the various risks—financial, operational, strategic, and compliance-related—helps businesses anticipate and prepare for uncertainties, supporting resilience and stability in an ever-changing market environment.
Optimizing Performance
Businesses need to be at the top of their game to stay ahead of the competition on a rapidly changing playing field. Position your organization to best navigate new challenges and opportunities by optimizing resources, improving operations, and leveraging technology to drive innovation.
Tax Strategy
Following the passage of sweeping tax changes in 2025's One Big Beautiful Bill (OBBB) Act, 2026 is shaping up to be a year of transition, as guidance evolves and changes take effect. In the meantime, both businesses and individuals should be proactive in evaluating tax planning opportunities to maximize savings and optimize their financial strategy.
Resilience
Though macro issues continue to create uncertainty in the boardroom, leaders should remember that a changing environment is not inherently negative. Those who understand it are better equipped to rethink their operations and make strategic investments that drive growth even amid ongoing shifts.
Capital Markets
After a year defined by heightened uncertainty, expectations have reset, and dealmakers have shifted their attention toward execution: deploying capital selectively, driving operational value, and positioning portfolios to perform across a range of economic outcomes. Success in 2026 hinges on operational excellence and the capacity to adapt as markets continue to evolve.
ACTIONABLE INSIGHTS TO STAY AHEAD OF AN EVOLVING WORLD
Redefine regulatory preparedness with AI
Find out how AI agents can reveal risk as it forms, so executives can make smarter business decisions.
IEEPA tariff refunds, timelines, and risks
Understand IEEPA tariff refunds, timelines, and risks to maximize recovery and compliance.
Recovering from a cyber incident
Explore how organizations can minimize damage, preserve evidence, strengthen their defenses, and quantify their financial losses after an incident.
Remaining resilient after a cyber breach
Learn what financial executives and business leaders need to do to stay resilient in the event of a cyberattack during an audit.
PCAOB audit readiness
Learn why PCAOB audit readiness is critical for companies going public and how early planning enables smooth IPO or de-SPAC transactions.
Cybersecurity events and SOC 2
Learn how cyber incidents impact SOC 2 compliance and controls.
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