In this interview, ACE Co-Founder & CFO, Carl Torrillo, discusses the concept of ‘transaction readiness’ with Jeremy Swan of CohnReznick. Jeremy covers a range of topics to help you prepare your business for a potential investor or suitor and discusses why this can be important strategically–even if you are not immediately contemplating a transaction. To quote Jeremy: “if you’re not ready when a suitor comes knocking, then it’s too late.”
Specific topics covered include:
- What transaction readiness actually is and how it impacts the timeline / execution of a transaction
- Financial Reporting, Management Team, and IT Infrastructure questions that need to be in order to ensure your business is scalable
- People, Process, and Technologies
- How CohnReznick’s services can dovetail with traditional investment banking services in taking a transaction to market
About Jeremy Swan:
Jeremy Swan is a principal with CohnReznick’s Transactional Advisory Services practice and leads the Firm’s Private Equity / Venture Capital Industry practice. Jeremy provides advisory services to private equity and venture capital firms as well as private companies in the areas of due diligence, transaction readiness and financial, technology and operational improvement.
With more than 16 years of experience advising private equity firms, emerging private companies and large corporations, Jeremy works with CohnReznick’s private equity and corporate clients on transaction driven due diligence, strategic and operational initiatives. Jeremy has extensive experience working in the technology industry, investment banking and private equity and is an expert in mergers and acquisitions, transaction readiness and both equity and debt financing transactions.