Vivian is a National Client Relationship Director at CohnReznick, one of the largest national advisory, accounting and tax firms in the United States. She leads business development efforts for the firm’s Financial Sponsors / Financial Services Industry and Value360 Group. In her role, Vivían regularly interacts with capital providers (private equity/credit, family offices, lenders) independent sponsors, portfolio companies, hedge funds, investment banking executives and other M&A advisers nationally cultivating / strengthening relationships, increasing awareness of firm capabilities, understanding client needs and serving as a liaison between prospective clients and firm experts across all industry groups and service lines (advisory, assurance and tax).
Experience Dealmakers
The Smart Business Dealmakers Conference connects hundreds of local dealmakers — from middle-market CEOs to top investors and lenders to leading M&A advisers. With sessions ranging from raising capital to buying and selling companies to alternative asset investing, our conference covers the breadth of the M&A landscape. To experience Dealmakers, take a look at this brief overview video to hear what people had to say about the content, speakers and participants.
Speakers
Agenda
- 8:00 A.M. Registration, Coffee & Networking Breakfast
- 8:45 A.M. - 9:00 A.M. Kickoff & Introductions
- 9:00 A.M. - 9:40 A.M. Mitigating Risk When Buying a Business
- 9:00 A.M. - 9:40 A.M. Sell-Side
- 9:40 A.M. - 10:00 A.M. Networking
- 10:00 A.M. - 10:40 A.M. Family Business & Succession Planning
- 10:00 A.M. - 10:40 A.M. Transaction Preparedness
- 10:40 A.M. - 11:00 A.M. Networking
- 11:00 A.M. - 11:40 A.M. Raising Capital
- 11:00 A.M. - 11:40 A.M. Pre-And-Post-Deal Value Creation
- 11:40 A.M. - 12:00 P.M. Networking
- 12:00 P.M. - 12:45 P.M. Networking Lunch
- 12:45 P.M. - 1:30 P.M. Midday Keynote Session
- 1:30 P.M. - 2:00 P.M. Awards Presentation
- 2025 Dealmakers of the Year Honorees
- 2025 Hall of Fame Inductees