Jeremy Swan
Managing Partner, Asset Management and Financial Services Practice Leader – CohnReznick Advisory LLC
With more than 20 years of experience advising financial sponsors and emerging private and large, multinational portfolio companies, Jeremy Swan has extensive experience working with financial sponsors as both an investment banker and a consultant. He leads the Financial Sponsors and Financial Services practice, which includes all work conducted at the firm level, fund level, and across portfolio companies.
Experience and credentials
Expertise in mergers and acquisitions, IPO readiness, financing transactions, post-acquisition integration, and operational and financial due diligence
Serves as the lead and/or relationship partner for many of the largest private equity firm and portfolio company engagements, managing teams across service lines and maintaining a single point of contact at the private equity firm level
Co-leads the Performance Improvement practice, focusing on increasing collaboration across service lines and creating new services to help clients drive growth
Previous experience serving as a director at a global business consulting firm and a leader in the firm's private equity, due diligence, and IPO readiness practices
Before entering consulting, spent 10 years as an investment banker focused on financial sponsor transactions, executing over $90 billion of debt, equity, and M&A transactions
Recognized as a 2024 Top Financial Services Consultant and Leader by The Consulting Report
Education
B.A., Economics, magna cum laude – Hamilton College
General Course Degree, Accounting and Finance – London School of Economics
Recent press
April 11, 2025
Bank mergers and acquisitions in doubt with tariff whiplash
March 3, 2025
M&A Activity Delayed as Tariffs Create Trade RiskFebruary 17, 2025
Why tariffs, inflation could thwart community banks' growthFebruary 3, 2025
How US bank regulators will spell relief remains an open question
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