Country / Language

Transactional Advisory

Leadership



Sharon Bromberg

CPA, Partner


Claudine Cohen
Principal


Margaret Shanley
Principal


Jeremy Swan

Principal

Challenging… Complex… Stressful… common words both buyers and sellers use to describe the acquisition process. Management knows the rewards are significant, but worries that so too are the risks. Will the pending acquisition catapult the company to unparalleled success or trigger a catastrophic hit to earnings?   Will the seller get the liquidity event it deserves or get short changed?

CohnReznick's Transactional Advisory Practice has extensive experience helping companies successfully close deals and provides buyers and sellers with the intelligence to make informed risk/reward decisions. Our full range of due diligence, acquisition integration, and other transaction advisory services includes:

  • Due diligence: We conduct both buy-side and sell-side due diligence that covers quality of earnings, tax and tax structuring, process/controls, information technology, human resources and benefits, and strategic and operational analysis.
  • Sell-side preemptive due diligence: By working with potential sellers early in the process, we help mitigate unexpected due diligence findings that can derail a transaction. This analysis can also help sellers secure a higher price by uncovering the true value of the entity.
  • Purchase price disputes: Whether raised by the buyer or the seller, we are experienced in handling post-acquisition purchase price issues, including working capital and earn out disputes.  Additionally, we serve as a neutral third-party arbitrator. 
  • Special situations: We are experienced in working with companies in financial distress, and can work with all stakeholders in a compressed timeframe to preserve the going-concern value of the target entity.
  • Acquisition integration: We have the processes and tools to appropriately plan for, execute, monitor and assess the success of acquisition integration.  We assist management in all aspects of acquisition integration from financial planning to assessment to business improvement opportunity assessment.
  • Deal Flow:  As the trusted advisor to over 1,000 owner-operated companies, we often have the opportunity to consult with our clients when a liquidity event becomes part of their strategic plan. Frequently, we can match our clients’ objectives to our network of potential investors. This complimentary deal flow introduction results in a win/win for our clients and investors.
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What makes CohnReznick different from others in our profession? And what should our clients come to expect when working with us? The answer is The CohnReznick Advantage. Contact us to learn how we can out the CohnReznick Advantage to work for your business.


People

The value of an organization is determined by the skills and qualities of its leaders. With more than 280 partners serving clients nationwide, CohnReznick is renowned for the diverse experiences, knowledge and backgrounds of its leadership.

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Services

We align our services in three segments: Accounting and Assurance, Tax, and Advisory. This approach allows us to provide holistic solutions to complex business problems and to seize upon opportunities requiring an integrated approach.

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Industries

Accounting and tax issues different significantly based on an organization's industry. We provide clients with expertise in nearly two dozen industries – we know the opportunities, the obstacles, the competitive landscape.

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Insights

CohnReznick professionals are thought leaders in their industries. Clients benefit from relevant and timely economic, legislative and industry insights that can keep them a step ahead of competition.

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Global Reach

Our involvement in the Nexia International network of firms enables us assist our clients wherever they do business-providing local expertise and connections wherever they needed. Nexia is comprised of 20,000 professionals operating in over 100 countries.

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