Citrin Cooperman Acquires Barkin, Perren, Schwager & Dolan (BPSD)

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.

Citrin Cooperman Acquires S&G LLP

July 9, 2024

Accounting & Tax

Citrin Cooperman Advisors, LLC and Citrin Cooperman & Company LLP have acquired substantially all assets and the attest assets, respectively, of S&G LLP, a Worcester, Massachusetts-based assurance, tax and advisory firm. The deal brings five partners and more than 30 professionals into Citrin Cooperman and expands the firm's presence in New England.

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.

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 Maier Markey & Justic LLP

May 2, 2024

Accounting & Tax

Citrin Cooperman has acquired Maier Markey & Justic LLP (MMJ), a White Plains, New York-based CPA firm, adding four partners and a team of professionals to expand its NYC metro footprint. The acquisition strengthens Citrin Cooperman's Business Process Outsourcing (BPO) capabilities and broadens its service offerings in outsourced accounting, controllership, CFO, HR, and tax services.