Global digital transformation has uncovered unprecedented M&A opportunities – and risks. Yet the old way of conducting due diligence, arranging financing, and integrating a newly acquired digital company into the enterprise or investment portfolio is wholly inadequate to address digital transactions. What’s needed is a completely new set of tools to evaluate today’s digitally oriented enterprises.
In today’s accelerated transaction and execution environment, Funds and portfolio companies are turning from traditional methods of managing risks and value creation to a new combination of investment savvy methods and analytics-based tools. This approach equips organizations with the digital measures needed to quickly reposition profit pools within and across industries, increase hold period cash flows and boost portfolio company’s enterprise value demands. The result is a brand new, modern approach to the transaction and value creation play-books.
Stages of the deal: From diligence to realization
CohnReznick helps deal teams, operating partners, and management teams leverage the power of digital and technology throughout the three phases of the deal lifecycle. Setting you up to execute deals using a seamless, coordinated process from diligence to realization.
Discover Value
Evaluate and execute critical deals.
- Digital and technology diligence – evaluate and uncover key risks, opportunities, and synergies with a new lens on profit enhancement actions through digital and analytics.
Create Value
Discover how, where, and when to pursue key digital activities in your value creation plans.
- Develop analytics strategies – uncover competitive advantage from existing data assets and analytic capabilities by taking the first steps to analytic enablement.
- Deploy advanced analytics for performance improvement – improve operational effectiveness and efficiency through innovative uses of data and analytics.
- Activate next-generation marketing and sales capabilities – develop new insights, channels, and customer-centric business models through CRM and customer experience insights.
- Plan and integrate inorganic growth – buy, build, and realize success in M&A with integration teams and program management support across targets.
Maximize Value
Exit prep and sale readiness for private equity-backed companies through rapid, multiple enhancing activities.
- Activate next-generation marketing and sales capabilities – develop new insights, channels, and customer-centric business models through CRM and customer experience insights.
- Plan and integrate inorganic growth – buy, build, and realize success in M&A with integration teams and program management support across targets.
COHNREZNICK CAPABILITIES
Digital & IT Diligence: New motivations, such as acquiring new skills, a new culture, an analytics or Internet of Things toolkit, or even just injecting disruption into legacy business environments, place a different need on how to intrinsically evaluate deals. Blending technology diligence with a social and commercial lens, our diligence approach is designed for the modern transaction to propel digital growth. Learn more about Digital & IT Diligence
Clean Room & 100 Day Planning/Acquisition Integration: As transactions become more frequent and more complex, CohnReznick helps clients manage and operationalize deals – from pre-announcement planning to post-close and beyond. Our teams help increase the realization of synergies, speed integration, and build client capabilities in M&A for private equity-backed companies. Learn more about Clean Room & 100-day planning/acquisition integration
Digital Fund Enablement: Digital is transforming the entire deal lifecycle, from target identification to realization. Our digital fund enablement solution focuses on analytic-based fund capabilities to power relationships among funds, portfolio companies, and limited partners while driving centralized, actionable insights throughout the entire deal process. Learn more about Digital Fund Enablement
Analytic Enablement: Using disparate systems and dated reporting processes, mid-market companies are hampered in their ability to identify important trends and opportunities to scale and recognize profit loss. Our analytics team employs a story-based approach to developing analytics that adds the most value to companies. We've created industry-specific analytic frameworks, with the goal of aligning to industry standards while also creating unique, data-driven solutions for companies. Learn more about Analytics Enablement