Announced

Citrin Cooperman to acquire Gatto, Pope & Walwick.

Synopsis

Citrin Cooperman, a tax, advisory and accounting provider for private middle market businesses and high net worth individuals, agreed to acquire Gatto, Pope & Walwick, a San Diego-based advisory, tax, and accounting firm dedicated to providing personalized guidance to privately held businesses, high-net-worth individuals, and estates & trusts. Financial terms are not disclosed. "This move is about doing more for the people who trust us most – our team and our clients. We were determined to align with a firm that values relationships over transactions, talent over titles and people over processes. With Citrin Cooperman, we found a partner that shares those values. Our clients will continue to work with the same trusted advisors, now with broader services behind them. Our people will have more opportunities to grow and succeed. We couldn't be happier," Tom McFadden, Gatto, Pope & Walwick Managing Partner.

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