Two CohnReznick Principals Named to Leadership Roles in Advisory

CohnReznick, one of the top accounting, tax, and advisory firms in the U.S., has named Margaret Shanley, a principal, the Firm’s Transaction and Advisory Services Practice Leader and Jeremy Swan, a principal, the Firm’s Private Equity and Venture Capital Industry Practice Leader with additional responsibility for leading the M&A Consulting Services Practice.

In response to the significant growth of the Firm’s M&A and private equity services, and the increased M&A activity among middle-market businesses, the Firm has made the strategic decision to accelerate its investment and focus in these vital service lines.

“Since joining the firm less than two years ago, Margaret has been highly successful in developing our Transaction Advisory Practice on the West Coast and has led some of the Firm’s most important clients through complex transactions,” said Keith Denham, Managing Principal and National Director of CohnReznick Advisory Group. “Margaret is a brand name in the transaction advisory space and this expertise, combined with her commitment to developing and advancing our professionals, will help to bring the Practice to new heights.”

“Through his work with the Private Equity and Venture Capital Industry Practice, Jeremy has grown one of the Firm’s core industry groups and is our go-to resource on issues related to private equity,” said Dom Esposito, a CohnReznick partner and the Firm’s National Practice and Growth Director.

Margaret has more than 15 years of professional experience and is known as an industry leader in transaction advisory, 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 as well as preparing sellers for buyer due diligence and maximizing seller value.

With more than 15 years of experience advising both emerging private companies and large corporations, Jeremy has extensive knowledge of investment banking and private equity, providing advisory services in areas that include mergers and acquisitions, IPO readiness, financing transactions, and operational and financial due diligence. In his role leading M&A Consulting Services, he will work closely with the Transactional Advisory Services team, focusing on providing pre- and post-transaction consulting services. He is also the Firm’s liaison to CohnReznick Capital Markets Securities, a subsidiary of CohnReznick LLP.