Submit Deal

CITRIN COOPERMAN

HQ - New York

Summary

Citrin Cooperman is a tax, advisory and accounting provider for private middle market businesses and high net worth individuals.

Deals Overview

Total Deals7

Valued Deals1

Total Value£ 1.75 B

Avg. Deal Size£ 1.75 B

Market Context

Senior Management

Alan Badey
CEO
Nicholas DiMaio
Partner and CFO
Laura Kucera
Chief Marketing & Sales Officer

Sort

11 Apr 2022|United States|Management Consulting

Target: CITRIN COOPERMAN

Bidder: NEW MOUNTAIN CAPITAL LLC

6 Service Providers

2 Target | 4 Bidder

32 Dealmakers

5 Target | 27 Bidder

n/a

Value

01 Feb 2023|United States|Management Consulting

Target: BERDON

Bidder: CITRIN COOPERMAN

4 Service Providers

1 Target | 3 Bidder

29 Dealmakers

2 Target | 27 Bidder

n/a

Value

17 Jan 2024|United States|Management Consulting

Target: MIBAR

Bidder: CITRIN COOPERMAN

4 Service Providers

1 Target | 3 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

07 Jan 2025|United States|Management Consulting

Target: CITRIN COOPERMAN

Bidder: BLACKSTONE GROUP INC

18 Service Providers

6 Target | 5 Bidder | 7 Vendor

50 Dealmakers

16 Target | 32 Bidder | 17 Vendor

£ 1.75 B

Value

12 Aug 2025|United States|Management Consulting

Target: BARKIN PERREN SCHWAGER & DOLAN LLP (BPSD)

Bidder: CITRIN COOPERMAN

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

04 Sep 2025|United States|Management Consulting

Target: OSTROW REISIN BERK & ABRAMS LTD (ORBA)

Bidder: CITRIN COOPERMAN

4 Service Providers

2 Target | 2 Bidder

3 Dealmakers

2 Target | 2 Bidder

n/a

Value

06 Nov 2025|United States|Management Consulting

Target: GATTO, POPE & WALWICK LLP

Bidder: CITRIN COOPERMAN

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy