21 MAY 2024 / M&A UPDATES

CohnReznick Expands Value360 Practice with Merger Integration and Carve-Out Services

- MYCPE ONE Insights Team

Summary

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Advisory firm CohnReznick has established a merger integration and carve-out services practice as part of Value360, in an expansion move to support clients through all stages of a transaction. David McKee, with 25 years' experience advising on strategic M&A transactions, will be the practice leader, and he will be joined by Managing Director David Morris, who has over 20 years of experience in this field.

CohnReznick, a leading advisory, assurance, and tax firm, has enhanced its Value360 practice by establishing a dedicated Merger Integration and Carve-Out Services practice. This strategic expansion aims to provide comprehensive support throughout the entire transaction lifecycle, including M&A due diligence, merger integrations, carve-outs, synergy value delivery, performance improvement, and transformation.

Leadership and Expertise:

David McKee has been appointed as the practice leader, bringing over 25 years of experience advising financial sponsors and corporate clients on strategic buy-side and sell-side M&A transactions, including carve-outs and integrations. He has supported more than 200 transactions across the Americas, Europe, and Asia-Pacific, ranging from $50 million carve-outs to $10 billion cross-border mergers. McKee has advised clients in various industries, including food & beverage, industrial manufacturing, business services, technology, insurance, and healthcare. Prior to joining CohnReznick, he held M&A advisory leadership roles at major advisory firms and private equity-focused financial and technology firms.

Joining McKee is David Morris, Managing Director, who has over 20 years of experience providing merger integration, carve-out, and transaction due diligence advisory services to private equity and corporate clients. He has supported numerous transactions globally in industries such as distribution, healthcare and medical devices, insurance, and industrial manufacturing. Morris's M&A integration and carve-out experience includes leadership roles at major advisory firms and private equity-focused financial and technology firms. He also has previous experience as a banker performing senior secured credit due diligence and underwriting and bankruptcy restructuring for a legacy airline.

Firm's Perspective:

Claudine Cohen, Managing Principal of CohnReznick’s Value360 practice, stated, "Creating value throughout the deal lifecycle is the core of our Value360 practice at CohnReznick. By establishing this dedicated integration and carve-out practice, we are expanding and adding depth to our capabilities not only in the pre-deal phase but also post-close as well." She further emphasized, "M&A is a tremendous opportunity for clients to create value, but it is also fraught with risk. Providing experienced deal leadership and hands-on execution capabilities, in addition to financial capabilities, will help our clients achieve their deal thesis and maximize investor returns."

This expansion underscores CohnReznick's commitment to delivering comprehensive, integrated solutions that drive value creation and support clients throughout the complexities of mergers, acquisitions, and carve-outs.

Until next time…

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CohnReznick Expands Value360 Practice with Merger Integration and Carve-Out Services

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