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Resource Center: Liquidity and Capital Formation

Read our Private Equity Blog

Liquidity and capital formation are significant challenges facing owners and operators of middle market companies. Through a combination of national forums, affiliations with leaders in the capital markets, and the development of insightful thought leadership, CohnReznick has created this Liquidity and Capital Formation Resource Center with tools that can be used to learn more about liquidity events and accessing capital.

Learn about our National Liquidity and Capital Formation Advisory Group


Strategies to Accelerate Private Equity Growth Video Series
Strategies to Accelerate Private Equity Growth Video Series

Acquisition activities remain a priority, but today’s market conditions demand that private equity firms place greater emphasis on driving growth at the portfolio company level. Gain additional insight as Mergers & Acquisitions presents Strategies to Accelerate Private Equity Growth. Watch as CohnReznick’s Private Equity and Venture Capital Industry professionals answer key questions on how you can best position yourself to achieve growth amid the challenges that lie ahead.

View current private equity video series | View previous private equity video series


Middle Market Equity Capital Reports

Q4 2016: Middle Market Equity Capital Report2016 Q4 middle market report

Business leaders and investors are generally optimistic about the U.S. economy and their ability to grow and achieve their financial goals. But the confidence expressed by middle market executives hasn’t helped lift the spirits of companies who once viewed the IPO as a “next step” in their growth trajectory. And optimism in the economy hasn’t encouraged public investors to clamor for more IPOs.

Q3 2016: Middle Market Equity Capital Report2016 Q3middle market report

Many of the same market conditions from Q2 continued in Q3 and transaction activity reacted in much the same way. There is still plenty of private capital available in the market, public investors are more selective in pursuing new opportunities, the stock markets have stabilized and seem to have adjusted to current market conditions, and uncertainty surrounds the results of the U.S. presidential election.


Q2 2016: Middle Market Equity Capital Report2016 Q2 middle market report

Following a striking decrease in initial public offerings (IPOs) in the United States in Q1 2016, Q2 IPO activity displayed life, but still lagged behind 2015 IPO figures. Today's market conditions are unique. Even though U.S. stock markets have achieved new highs, various market conditions continue to exert downward pressure on IPO activity, resulting in investor scrutiny, challenges to business models, and investors seeking growth through M&A activity.

Read the Summary | View the report online | Download the PDF version


Q1 2016: Middle Market Equity Capital Report

Q1 2016 Middle Market Equity Capital Report

Growth-oriented private companies still need access to capital to fund research and development, retire existing debt, finance acquisitions, and expand operations. But it seems they may have to do these activities without accessing public equity capital.  With economic fundamentals in the United States strengthening, IPO transaction activity through Q1 2016 was at its lowest point since 2009.

Read the Summary | View the report online | Download the PDF version


Private Equity Outlook

2017 Private Equity Outlook

CohnReznick’s 2017 Middle Market Private Equity Outlook analyzes the issues and activity drivers that will most impact the private equity industry over the course of the year. In addition to the Trump administration’s plan for significant regulatory and tax code change, these drivers also comprise strategies and processes that PE firms should consider now - employing data analytics to drive operational improvements, leveraging digital innovation to accelerate growth, and embracing the diligence process to create value.

Visit the landing page | Download the PDF version

Click here to view previous Middle-Market Private Equity Outlook documents.

Deals and Exits Snapshots

2016 Private Equity OutlookWe are seeing signs of increasing M&A activity and growing pipelines at both the investment banks and private equity firms. High quality targets will continue to attract attention from financial and corporate investors and valuations will remain at heightened levels as long as leverage remains readily available, but stay tuned to see how the November elections and Brexit may impact the market in the coming months.

View the full Deals and Exits Snapshot for August 2016.

View previous months in 2016:

Deals and Exits Snapshot for January 2016


Deals and Exits Snapshot April 2016


CohnReznick Deals and Exits Snapshot July 2016



Deals and Exits Snapshot February 2016


Deals and Exits Snapshot May 2016


CohnReznick's Deals and Exits Snapshot August 2016



Deals and Exits Snapshot March 2016


Middle Market Deals and Exits June 2016




Click here to view previous Deals and Exits Snapshots.

Liquidity and Capital Raising National Forums

Some of the top investment banks, private equity groups, venture capital firms, and strategic investors join industry leading company executives in New York City at CohnReznick’s Fifth Annual Liquidity and Capital Raising National Forum.  The full-day event provides a platform for investors and company executives to engage in discussions and presentations focused on some of the most relevant topics, issues, challenges, and opportunities impacting mergers and acquisitions activity, liquidity, capital raising, and financing.  CohnReznick’s Deal Connection team coordinates in-person, introductory meetings between investors and company executives. Whether you are an investor looking to add to your portfolio or a company executive seeking potential investors, CohnReznick’s Liquidity and Capital Raising National Forum is the place to connect. 

Learn more about, or register for, our upcoming event:

Click here to see previous events.

Liquidity and Capital Formation Webinars

CohnReznick is pleased to host a series of webinars that will provide insight and observations into the challenges and opportunities associated with liquidity and capital formation. Designed for middle market decision makers, these interactive discussions are intended to provide participants with information and tools to make well thought business, personal, and financial decisions. 

Access our pre-recorded webinars that can be viewed at any time:


 Click here to view previous webinars.

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