Margaret Shanley
Partner – Transaction Advisory Services Practice Leader – CohnReznick Advisory LLC
As Transaction Advisory Services Practice Leader, Margaret Shanley has more than 15 years of professional experience assisting strategic and financial buyers and lenders in the performance of financial and business due diligence on platform, add-on acquisitions, and carve out transactions.
Experience and credentials
Member of the Private Equity and Venture Capital practices
Areas of focus include profitability analysis by customer, channel, and product category to evaluate where a business is making or losing money; stress-testing financial projections and forecasts; identifying and evaluating one-time adjustments to earnings; and assessing the quality and sustainability of earnings
Additional areas of focus include assessing the true level of working capital and impact to purchase price; evaluating the quality and integrity of the financial reporting infrastructure and environment and recommending best practices; acting as a liaison between buyer and seller in the negotiation of potential purchase price adjustments; and preparing sellers for buyer due diligence
Previous experience as a managing director developing middle-market transaction advisory practices for major investment management firms
Began career in a Big Four firm’s assurance practice in Boston and Ireland
Additional experience as a corporate finance analyst with the largest electricity generator and supplier in Ireland, where she worked on a wide variety of strategic initiatives including planning for the impact of market de-regulation
Articles she has authored and published in The Deal include Buying a Business, The Importance of Asking the Right Questions, and Purchase Price Adjustment Mechanisms – What Are They and How Do They Work Best
Education
Bachelor of Business Studies, Accounting and Finance, with honors – University of Limerick, Ireland
Professional affiliations
Institute of Chartered Accountants in Ireland – Fellow
Association of Corporate Growth – Los Angeles Chapter – Board Member
Annual Business Conference in Los Angeles – Chair
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