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We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
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Advisory Services

M&A Advisory

Transaction Advisory Support to Help You Maximize Your Deal

Our comprehensive advisory team has deep and proven experience in the M&A marketplace and serves as a valuable resource when you’re faced with ownership transitions, strategic sales and acquisition opportunities.

We combine the transaction experience of seasoned investment bankers with specialists from other key areas, such as transaction services, tax and accounting, and consulting to help optimize your M&A transaction. We help you develop effective strategies while leveraging our extensive network of deal professionals and sophisticated database and deal management tools.

We provide services ranging from consulting on specific issues to coordinating an entire transaction process. Our streamlined process involves: 

  • Assessing client objectives, analyzing the relative values of alternative strategies and recommending tactical approaches

  • Targeting, contacting and negotiating with outside parties

  • Preparing descriptive financial, tax, and IT diligence documents and management presentations, and managing due diligence data 

  • Developing integration plans from pre-close checklist to 100-day post-close workplans, and serving as integration manager, as needed

Adding to our value proposition, clients benefit from our in-house consulting team, many of whom offer global and national firm experience. These professionals aid in the process in everything from finding the right target in the market, to performing comprehensive financial, operational and IT due diligence. Our consulting team is equipped to plan and lead integration management and help ensure your plans become reality.

Meet Our Leadership

Jim Lisy, CFA, MBA

Managing Director, M&A Advisory
jlisy@cohenconsulting.com
216.774.1153

Jim Boland, MBA

Partner in Charge, Advisory
jboland@cohenconsulting.com
216.774.1211

Acquisition Strategy

Clarify guiding principles and use an acquisition methodology to evaluate targets for specific value-creating criteria.

  • Identify target criteria

  • Develop straw model profiles

  • Model transaction financials

  • Outline synergy measures of success

Read our case study

Value Diligence & Optimization

Look beyond the numbers of a deal to understand the longer-term opportunities and risks to value creation.

  • Quality of Earnings (QoE)

  • CultureView assessment

  • Operational diligence

  • IT diligence & integration strategy

  • Post-close value creation strategy & optimization roadmap

Read our case study

Integration Planning & PMO

Document the value-creating synergies and then develop a plan to account for employee, process, systems and data conversion to the combined entity.

  • Synergy dashboard

  • Integration roadmap

  • Systems & data conversion plan

  • Program management office (PMO)

In-Depth: Purchase Price Adjustment

M&A Essentials White Paper

Learn about the purchase price adjustment purpose, practices and value considerations — and why it is essential for both buyers and sellers to understand in any M&A deal.

Read the White Paper

Related Insights

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