The accounting, consulting, and due diligence professionals who make up J.H. Cohn’s Private Equity Services Practice are leaders in the middle market and have the expertise and technical knowledge that middle market companies need before, during, and after the deal.
Our team provides a full variety of support services to private equity firms including acquisition, audit, tax, and consulting services. The Firm’s comprehensive offerings provide private equity clients with numerous competitive advantages throughout the private equity lifecycle, including fund development, transaction support, and portfolio growth and divestiture.
In today’s economy, a strong relationship between the private community and J.H. Cohn produces significant rewards for private equity funds, portfolio companies, and J.H. Cohn clients, including cost-effective fee structures; middle-market private equity expertise; a strong client-Firm advocacy relationship; and Value Enhancement services that have a positive impact on the portfolio’s bottom line.
Creating a bridge between private equity and our clients. J.H. Cohn is a strong advocate of the advantages that private equity can bring to our clients. As a result, we are one of the few accounting firms who actively seek out clients who may be suitable for a private equity investment. To accomplish this goal, we have instituted many internal communication initiatives including a Private Equity Weekly Spotlight, private equity industry niche events, J.H. Cohn deal connections, and preemptive private equity client introductions.
Fund Services
J.H. Cohn provides the fund level resources and expertise to help private equity funds through all phases of fund development and growth.
During the start-up phase, J.H. Cohn can assist with:
- Partnership agreements
- Private placement memorandums
- Other offering documents
- Structural advise and expertise
Once the funds are operational, services may include:
- Annual financial statement audits
- Performance reviews
- Preparation of partnership economic and tax allocations
- Preparation of tax returns
- Quarterly compilation or review of financial statements
Additionally, our Cayman Islands office enables us to provide audit services for Cayman Islands registered funds.
Transaction Support Services
Transaction support services provided by J.H. Cohn for its private equity clients include due diligence services, financial modeling and valuation support, post-acquisition integration advisory and support, M&A consultation services, and tax structuring and optimization.
Our M&A Services Practice provides best-in-class due diligence support to effectively position our clients for a successful acquisition engagement by implementing a program that places strong emphasis on the financial, accounting, and operational aspects of the acquisition, recognizing that all financial and operational decisions and outcomes are directly correlated and that decisions made in one area, impact other areas of business.
We can manage your entire due diligence process, providing the coordination and communication management necessary to ensure a smooth, efficient process.
Portfolio Services
J.H. Cohn offers its clients a wide range of portfolio services. While we are a nationally recognized firm in the area of performing audits, reviews, and compilations to assist businesses in fulfilling reporting requirements, our accountants and consultants are also frequently finding ways to improve general business practices, operating efficiencies, and fiscal policies in the process.
J.H. Cohn services include:
- Tax Services
- Bankruptcy and Restructuring
- Business Consulting
- Corporate Governance
- International Services
Value Enhancement Services
Value enhancement services offered by J.H. Cohn’s Private Equity Services Practice include:
Benefits Consulting
We are prepared to assist your company with every phase of employee benefits and pension plan consulting, including pension plans services overview, pension plan management, retirement plan services, welfare consulting and planning, and private client services.
Executive Search
With more than 40 years of experience in the executive search business, we’ve had great success placing experienced and qualified candidates in CFO, COO, CIO, and Project Manager positions. We recruit for all industries and disciplines, including finance, operations, IT, engineering, sales, marketing, and manufacturing.
Information Technology
As your business grows, so do your information technology needs, and J.H. Cohn can provide you with appropriate IT services for your business lifecycle. We’ll analyze your infrastructure, evaluate current processes/applications, and deliver flexible solutions within the context of your strategic plan.
Key Employee Life and Disability Insurance
Cohn Wealth Management, a J.H. Cohn-affiliated company, can provide independent advice and optimal pricing for key employee life and disability insurance, helping to mitigate costs and problems that could arise from the death or disability of a key employee.
Real Estate
Cohn Real Estate, a J.H. Cohn-affiliated company, helps clients incorporate real estate decisions into their business planning, executing a pragmatic strategy that improves bottom-line results. Services include corporate site selection, development advisory services and implementation support, lease audits, and market feasibility and demographic analyses, in addition to traditional transaction-based activities.
Risk Management
Cohn-UIC, a Cohn Affiliated Company, brings independence, proper competition, and technical skills to the risk management process. We can provide an objective, independent risk management review of your portfolio’s policies in areas such as workers compensation, property, liability, directors’ and officers’ insurance, and automobile coverage.