Citrin Cooperman Acquires Keefe McCullough & Co., LP

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.

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.

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 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 Clearview Group

November 14, 2024

Accounting & Tax

Citrin Cooperman has entered into an agreement to acquire substantially all the assets of Baltimore-based Clearview Group, including its affiliated licensed CPA firm. The deal brings Clearview's 10 partners and over 150 professionals into Citrin Cooperman, enhancing the firm's risk advisory, state and local tax, and technology implementation capabilities while strengthening its Mid-Atlantic presence.