Citrin Cooperman Acquires S&G LLP

Citrin Cooperman Acquires Shepard Schwartz & Harris

July 18, 2022

Accounting & Tax

Citrin Cooperman has acquired Chicago-based Shepard Schwartz & Harris, bringing ten partners and more than 50 staff into Citrin Cooperman as the firm's first Midwest office. The deal moves SSH's non-attest assets into Citrin Cooperman Advisors LLC and the attest assets into Citrin Cooperman & Company, LLP, expanding Citrin Cooperman's capabilities in real estate, construction, and manufacturing & distribution markets.

Citrin Cooperman Acquires HW&Co.

February 18, 2025

Accounting & Tax

Citrin Cooperman has acquired substantially all the assets of HW&Co., an Ohio-based accounting and advisory firm, adding 14 partners and over 140 employees to its platform. The deal expands Citrin Cooperman's Midwest footprint and broadens its audit, tax and advisory capabilities across industries including healthcare, nonprofit, real estate and manufacturing & distribution.

Citrin Cooperman Acquires Andsager, Bartlett & Pieroni, LLP

December 4, 2024

Accounting & Tax

Citrin Cooperman Advisors LLC has acquired substantially all the assets of Andsager, Bartlett & Pieroni, LLP (ABP), a 15-person boutique tax firm based in East Providence, Rhode Island. The deal brings three partners and 12 professionals into Citrin Cooperman, expanding the firm's presence in Providence and greater New England and enhancing its high-end tax capabilities for businesses and high-net-worth individuals.

Citrin Cooperman Acquires Berdon LLP's Nonattest Business

February 1, 2023

Professional Services

Citrin Cooperman Advisors LLC has acquired the nonattest business of New York-based Berdon LLP, adding approximately $110 million in revenue and ~450 partners and associates. The combined firm will have annual revenue exceeding $600 million and a team of over 2,400 professionals, expanding Citrin Cooperman's capabilities across real estate, construction, family office, and manufacturing & distribution clients.

Blackstone Acquires Majority Stake in Citrin Cooperman

January 8, 2025

Accounting & Tax

Blackstone is acquiring a majority stake in US accounting firm Citrin Cooperman in a deal reported to value the firm at roughly $3.2 billion. The private equity firm will keep its economic stake below 50% through smaller investors to address regulatory concerns; Citrin Cooperman partners will roll over most of their ownership while realising some proceeds, and New Mountain Capital — the prior investor — will sell down its stake.

New Mountain Capital Acquires Majority Stake in Citrin Cooperman

April 11, 2022

Accounting & Tax

New Mountain Capital made a majority investment in Citrin Cooperman to support the accounting and advisory firm's organic and acquisition-led growth. The partnership will provide Citrin Cooperman with capital and resources to expand services, pursue technology and advisory acquisitions, and grow its footprint across new markets.