M&A Activity in 2018: What Are We Seeing and Why?

Date / Time

Venue

This is a virtual event, accessible on-line and over phone. Access instructions will be provided after registration.

Description

This is a complimentary program presented with CohnReznick.

Heading into 2018, there was a high level of uncertainty regarding the impact of the Tax Cuts and Jobs Act on M&A transaction activity. Additionally, market changes, economic conditions and global political issues have further affected deal activity.  As the first half concludes, where is the M&A market today? What does the going forward landscape looking like?    This 60-minute complimentary webinar will offer a mid-year review of the U.S. merger and acquisition landscape and some of the factors influencing the marketplace.

In reviewing trends and developments, Bloomberg Tax and CohnReznick will provide insight on:  

• Current market trends impacting various industries
• Key global developments that may impact risk assessment.
• The impact of the Tax Cuts and Jobs Act on deal structure, reporting obligations and inbound M&A activity

Educational Objectives:

• Recognize the key differences between domestic and international M&A activity
• Gain immediate insights into compliance requirements
• Understand how the TCJA is impacting deal modeling and tax diligence.
• Inform your M&A strategic thinking with full knowledge of the tax consequences

Who would benefit most from attending this program?

Law Firm: Analyst/Specialist, Attorney/Counsel, General Counsel, Managing Partner, Marketing/Business, Of Counsel, Partner    
Corporation: Analyst/Specialist, Attorney/Counsel, Controller/Comptroller, CPA/Accountant, CEO/President, General Counsel 
Accounting Firm: Analyst/Specialist, Attorney/Counsel, Controller/Comptroller, CPA/Accountant, CEO/President, General Counsel, Managing Partner, Marketing/Business, Partner, Practice Group Leader

Presenter

Jeremy Swan
  • Managing Principal
  • Financial Sponsors & Financial Services Industry

Jeremy Swan, based in New York, is the National Director of CohnReznick's Financial Sponsors & Financial Services Industry practice and also leads the efforts of the Firm's M&A Consulting Services practice. Jeremy is responsible for management of CohnReznick's Financial Sponsors and Financial Services Industry practice which includes all work conducted at the firm level, fund level, and across portfolio companies. Jeremy serves as the lead and/or relationship partner for many of CohnReznick's largest private equity firm and portfolio company engagements, managing teams across service lines and maintaining a single point of contact at the private equity firm level.

With more than 20 years of experience advising financial sponsors and emerging private and large, multinational portfolio companies, Jeremy has extensive experience working with financial sponsors as both an investment banker and a consultant. He has expertise in mergers and acquisitions, IPO readiness, financing transactions, post-acquisition integration, and operational and financial due diligence.

Prior to joining CohnReznick, Jeremy was a director at a global business consulting firm and a leader in the firm's private equity, due diligence, and IPO readiness practices. Before entering consulting, Jeremy spent 10 years as an investment banker focused on financial sponsor transactions, executing over $90 billion of debt, equity, and M&A transactions.

Continuing Education

Credits:
1.2 CPE, 1.0 General COA
Practice Areas:
Tax
Prerequisite:
A basic understand of M&A
Level:
Intermediate
Production Date:
07/18/2018