Tracked deals
12
12 tracked deals across 2022-2026.
Operating Company
Business Services
Citrin Cooperman
New York, New York, United States
Citrin Cooperman is an alternative practice structure brand under which independent legal entities provide professional services. The brand includes a licensed CPA firm (Citrin Cooperman & Company, LLP) and an advisory/tax firm (Citrin Cooperman Advisors LLC), serving middle-market companies and high-net-worth individuals with audit/assurance (attest) and tax/advisory services.
- Focus Areas
- Accounting, Audit / Assurance (attest), Tax advisory
- Website
- www.citrincooperman.com
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Buyout
11 buyout · 1 growth capital
Citrin Cooperman Acquisition Volume by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
October 1, 2026
- Buyer
- Citrin Cooperman Advisors LLC
- Target
- Rosetree Solutions
- Industry
- AI & Machine Learning
- Location
- Texas, United States
- Type
- Buyout
Citrin Cooperman acquired Rosetree Solutions, an AI and technology consultancy that builds and integrates AI systems into clients’ business workflows. The acquisition expands Citrin Cooperman’s AI implementation capabilities for small and middle-market businesses; financial terms were not disclosed.
-
- Buyer
- Citrin Cooperman Advisors LLC (Citrin Cooperman)
- Target
- Barkin, Perren, Schwager & Dolan, LLP (BPSD)
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Citrin Cooperman Advisors LLC has acquired substantially all assets of Barkin, Perren, Schwager & Dolan, LLP (BPSD), a Woodland Hills, California-based accounting and advisory firm. The deal expands Citrin Cooperman’s Southern California presence and capabilities in sectors including entertainment and professional services; BPSD joins with three partners and more than 20 professionals.
-
February 18, 2025
- Buyer
- Citrin Cooperman
- Target
- HW&Co.
- Industry
- Accounting & Tax
- Location
- Ohio, United States
- Type
- Buyout
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.
-
January 9, 2025
- Buyer
- Blackstone, Citrin Cooperman Advisors
- Target
- Citrin Cooperman
- Seller
- New Mountain Capital
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Growth capital
Citrin Cooperman Advisors announced a definitive agreement for a significant investment from private equity funds managed by Blackstone. Blackstone will acquire its stake in Citrin Cooperman from New Mountain Capital, with terms not disclosed.
-
December 4, 2024
- Buyer
- Citrin Cooperman Advisors LLC
- Target
- Andsager, Bartlett & Pieroni, LLP
- Seller
- Andsager, Bartlett & Pieroni, LLP
- Industry
- Accounting & Tax
- Location
- Rhode Island, United States
- Type
- Buyout
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.
-
November 14, 2024
- Buyer
- Citrin Cooperman Advisors LLC, Citrin Cooperman & Company, LLP
- Target
- Clearview Group, BD & Co., Inc.
- Industry
- Accounting & Tax
- Location
- Maryland, United States
- Type
- Buyout
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.
-
July 9, 2024
- Buyer
- Citrin Cooperman Advisors, LLC, Citrin Cooperman & Company LLP
- Target
- S&G LLP
- Seller
- S&G LLP
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
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.
-
- Buyer
- Citrin Cooperman
- Target
- Maier Markey & Justic LLP
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
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.
-
February 6, 2024
- Buyer
- Citrin Cooperman
- Target
- Keefe McCullough & Co., LP
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Citrin Cooperman has acquired Keefe McCullough & Co., LP (KMC), a Fort Lauderdale-based tax, attest, and business advisory firm, effective February 1, 2024. The deal brings KMC's 11 partners and more than 75 employees (and over $15M in revenue) into Citrin Cooperman as part of a strategic expansion of the firm's Florida presence.
-
February 1, 2023
- Buyer
- Citrin Cooperman Advisors LLC
- Target
- Berdon LLP
- Seller
- Berdon LLP
- Industry
- Professional Services
- Location
- New York, United States
- Type
- Buyout
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.
-
August 1, 2022
- Buyer
- Citrin Cooperman
- Target
- Untracht Early
- Industry
- Accounting & Tax
- Location
- New Jersey, United States
- Type
- Buyout
Citrin Cooperman has acquired New Jersey-based accounting firm Untracht Early, effective August 1, 2022. The acquisition brings Untracht Early’s team of over 150 partners and staff into Citrin Cooperman, expanding the buyer’s capabilities in alternative investments, individual tax, and family office services.
-
July 18, 2022
- Buyer
- Citrin Cooperman
- Target
- Shepard Schwartz & Harris
- Industry
- Accounting & Tax
- Location
- Illinois, United States
- Type
- Buyout
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.
Related Acquisition Pages
Accounting & Tax Buyers & Acquisitions
10 tracked deals by Citrin Cooperman.
AI & Machine Learning Buyers & Acquisitions
1 tracked deal by Citrin Cooperman.
Professional Services Buyers & Acquisitions
1 tracked deal by Citrin Cooperman.
Acquisitions in New York
3 tracked deals by Citrin Cooperman.
Acquisitions in California
1 tracked deal by Citrin Cooperman.
Acquisitions in Florida
1 tracked deal by Citrin Cooperman.
Acquisitions in Illinois
1 tracked deal by Citrin Cooperman.
Selling a company? Get in front of buyers like Citrin Cooperman
Turn tracked acquisition activity into an outreach-ready buyer list.