Transaction Advisory Services 2019 annual update
Deals: In 2019, our Transactional Advisory Services team worked on more than 250 deals valued at over $8 billion.
Team: We expanded to 50 team members, and with the promotion of Sedic Ampanas and Natalie Tronkina, our partner count is up to eight. We saw several promotions at the manager and senior manager level, and increased our team’s presence in Miami.
Insights: During the year, our team published a number of reports and articles. We’ve highlighted a few that might be useful long-term resources for you in the “Related insights” column on the right of this page (or, for mobile readers, at the bottom of this article).
Mission: Complete our work in a flexible, cost-effective, timely manner so our clients can close deals with minimal disruption to their investors and management teams.
Thank you to all our clients and stakeholders. You are all in our thoughts as we navigate unprecedented times; please don’t hesitate to reach out if there’s anything we can help you with. We look forward to connecting with you over the year ahead.
Honors and achievements
CohnReznick earned both firm and individual honors from the Global M&A Network: The firm was named USA Transactions Advisor of the Year – Middle Markets and Claudine Cohen, Principal, Transactional Advisory Services – Northeast Market Leader, was among 22 Top Women Dealmakers from across the private equity, lending, restructuring, M&A financial advisory, and legal transactional professions. Additionally, Claudine was named to Mergers and Acquisitions 2019 list of the most influential women in mid-market M&A.
CohnReznick was for the first time named “Best Fund Accounting Firm” in the Private Equity Wire USA Awards, which honor managers, investors, consultants, advisers, and service providers across the PE space.
Finally, for the sixth consecutive year, CohnReznick was named to the Accounting MOVE Project’s Best Accounting Firms for Women list, which recognized 14 firms that had proven success with four key survey factors – Money, Opportunity, Vital supports, and Entrepreneurship – as well as a high proportion of women at most or all management levels. Women make up one-third of CohnReznick’s management committee, and 40% of our Transaction Advisory Services team.
Meet the Transactional Advisory Services Team
InsightRisks and rewards of freedom: How independent sponsors can increase their chances of successAn abundance of ready capital and growing interest in direct investment have brought the independent sponsor model off the sidelines and into the mainstream of the M&A market. And with no barriers to entry, the model is open to anyone willing to accept the risks. With your personal capital and reputation at stake, there is virtually no room for error.
InsightIndependent Sponsors ForumIndependent sponsors are emerging as an impactful asset class due to their nimble and entrepreneurial approach. Through their ability to craft smart investment criteria, build focused deal-sourcing strategies, and develop relationships with symbiotic capital partners, independent sponsors are positioned to deliver outsized returns.
InsightThree ways transportation and logistics companies can drive valuations in today’s marketMarc NadritchWith e-commerce continuing to grow at a rapid pace – online sales worldwide rose 18% to almost $3 trillion in 2018 – transportation and logistics (T&L) companies that provide transportation, logistics, and fulfillment services for e-commerce companies continue to be acquisition targets.
Case StudyHow digital helps private equity firms realize value throughout the investment lifecycleAlready one-third of the way through a five-year hold period, a portfolio company management team and its PE owners were pursuing an aggressive acquisition strategy. But an aging, sprawling, difficult-to-maintain technology footprint was dragging down operating efficiency, obscuring data needed to make crucial decisions, and slowing integration of acquisitions.
InsightHow digital due diligence can help private equity firms achieve profit and growthReed DaileyAs digital technology becomes integral to every company, private equity (PE) firms understand that a target company’s technology assets have become elemental to the calculus of business value, success, and growth.
Insight6 ways cannabis companies can maximize their sale priceBeau Whitney & Andrew LinesConsolidation is a natural phase of any industry lifecycle, and cannabis is no different. As legal cannabis continues its rapid growth, the market is beginning a new phase of consolidation.
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.
Press ReleaseCohnReznick Guides Successful Restructuring and Sale of Coordinated Health to Lehigh Valley Health NetworkA restructuring advisory team led by CohnReznick principals Cynthia Romano and Chris Creger recently achieved a monumental success in the restructuring, workout and sale of Allentown, PA-based Coordinated Health (CH).
Content HubCohnReznick & Major League Baseball®CohnReznick is proud to collaborate with Major League Baseball to reveal, explore, and celebrate the business behind the game we love. Examine the strategic issues franchises tackle on and off the field in two video series – - The Business of Baseball and Front Office Focus . Businesses of every kind face similar strategic and leadership issues every day. Explore our in-depth content to help you gain business building ideas from CohnReznick’s bench of seasoned pros.