Purchase Price Disputes - Managing Director
About the role
We are seeking a senior leader to build and lead our Purchase Price Disputes practice, focused on advising clients in post-closing purchase price adjustment disputes and serving as an independent neutral accountant in connection with M&A-related disputes.
Responsibilities
- Practice Leadership & Business Development
- Build and lead the firm’s Purchase Price Disputes and Independent Expert practice.
- Develop relationships with private equity firms, strategic acquirers, law firms, investment banks, and transaction advisory professionals.
- Identify and originate new engagements involving post-closing disputes, purchase price adjustment mechanisms, and accounting-related transaction disputes.
- Collaborate with Transaction Advisory, FDD, valuation, restructuring, and litigation support teams across the firm.
- Develop practice methodologies, templates, and thought leadership relating to purchase price adjustment disputes and dispute resolution mechanisms.
- Client Advisory Services
- Advise buyers and sellers in disputes relating to:
- Analyze SPAs and related transaction documents to assess accounting and dispute implications.
- Prepare expert-style analyses, position papers, rebuttal reports, and settlement support materials.
- Lead negotiations and accounting discussions between counterparties and counsel.
- Independent Neutral / Expert Determination Role
- Serve as an independent accountant or neutral expert pursuant to dispute resolution provisions in purchase agreements.
- Evaluate submissions from both parties and issue independent determinations on disputed accounting and purchase price adjustment matters.
- Maintain strict independence, objectivity, and procedural fairness in all neutral engagements.
- Manage dispute processes, hearing procedures, timelines, and written determinations.
- Assess disputed items within the scope of the SPA and applicable accounting framework.
- Team Leadership
- Recruit, mentor, and develop professionals within the disputes and transaction accounting practice.
- Provide technical oversight and quality review of engagement deliverables.
- Support training initiatives relating to purchase agreements, accounting principles, and dispute resolution methodologies.
Requirements
- 10+ years of experience in transaction advisory, transaction accounting, disputes, audit, or related financial consulting.
- Significant experience analyzing purchase agreements and post-closing adjustment mechanisms.
- Demonstrated experience resolving disputes relating to working capital, debt, cash, transaction expenses, earn-outs, and accounting policy application.
- Experience serving as an independent accountant, neutral expert, arbitrator support, or expert witness is strongly preferred.
- Strong understanding of U.S. GAAP and transaction accounting concepts.
- Existing relationships within the private equity, legal, and M&A community preferred.
- Deep understanding of: - Purchase price adjustments mechanisms - Locked box and closing accounts structures - GAAP and consistency of application - Financial statement analysis - Accounting policy intrepretation - EBITDA and earn-out michanics - Ability to interpret complex contractual accounting provisions and dispute resolution clauses.
- Strong written communication and report drafting skills.
- CPA strongly preferred.
- CFA, ABV, CFF, or other dispute/accounting credentials a plus.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- Professional Certifications: CPA, CFA, ABV, CFF, or other relevant certifications.
Benefits
In New York, the salary range for a Director/Managing Director is $200,000 to $350,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few.
Pay
The salary range for a Director/Managing Director in New York is $200,000 to $350,000.
Schedule
This position is considered remote, meaning it does not require job duties to be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.