Value360: 2023 year in review

CohnReznick’s Value360 practice is growing. Highlights of our 2023 year in review include updates on M&A Insurance Advisory Services, Sales and Purchase Agreement (SPA) Advisory, Infrastructure Advisory Services, and more.

    a business meeting at sunset

    We’re growing! CohnReznick’s Value360 practice has continued to expand its services over the past year to help clients create value at every point in their business lifecycle. 

    Highlights include:

    • Added M&A Insurance Advisory Services, led by Brett Burgan, that represents many of the largest insurance carriers globally. The M&A Insurance Advisory team conducts financial due diligence for clients issuing representation and warranty insurance, informs best practices when negotiating terms in representation and warranty policies, and supports clients during the insurance claim and defense processes.
    • Expanded our Operational Diligence and Performance Improvement capabilities with the addition of Jeff Wissink and others to provide clients with insights on the front-end of a transaction and post-closing, thereby enhancing value creation.
    • Expanded our Sale and Purchase Agreement (SPA) Advisory practice with the addition of Laura Kobes and Andrew Still. Laura brings years of experience, deepening our expertise in protecting our clients going into a transaction.
    • Expanded our Investigations and Integrity Monitoring capabilities with the addition of Joseph Spinelli. Joseph is based in our New York office and is a globally recognized thought leader and practitioner in the areas of integrity monitorships, white-collar investigations, the Foreign Corrupt Practices Act (FCPA), anti-bribery and corruption, and risk management.
    • Grew our Transaction Advisory Services Tech Industry focus with the hiring of Greg Mochizuki in our San Francisco office. Greg is focused on upper middle market private equity firms and acquisitive companies, and advises clients on software and tech-sector transactions.
    • Continued to add bench strength in our Infrastructure Advisory Services capabilities with the addition of Lester Kao, who joins Christopher Livingstone, our practice leader. Lester advises public and private entities on issues including infrastructure management, funding and finance, decarbonization strategy, target operating model (TOM)/governance deployment, and risk management and mitigation strategies.

    Practice areas: Key stats from 2023 

    Transaction Advisory Services:

    • Advised on more than 675 deals valued at more than $18 billion

    Restructuring and Dispute Resolution:

    • Worked on 55+ matters providing restructuring, dispute resolution, forensic accounting, and performance improvement services to clients; top industries were commercial real estate, healthcare, hospitality, and manufacturing and distribution.

    Project Finance and Consulting:

    • Completed over 700+ client engagements in the areas of tax credits and other subsidies, infrastructure advisory, transaction support and compliance, and financial modeling.

    Valuation Advisory Services:

    • Worked on more than 1,600 audit matters to support CohnReznick’s assurance teams with fair value measures; experienced two consecutive years of back-to-back 25% growth in audit client needs.

    M&A Insurance:

    • Helped underwrite reps and warranties policies for 1200+ transactions in 2023; worked on 15 transactions valued at more than $1B.

    Get in touch with our specialists

    View All Specialists

    Claudine Cohen

    Managing Principal, Value360 Practice

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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.