Transaction Advisory Services

Focused on Understanding Value

Companies and capital alike are vying for the same deals in today's middle market landscape. Strict due diligence and a thorough understanding of financial data are essential to ensure maximum value from an acquisition. Citrin Cooperman’s industry knowledge and various transaction advisory services enable us to provide comprehensive assistance for any sale or acquisition.

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Services Included

Buy side

Quality of earnings reports

Tax due diligence

Deal structuring

Valuation services

Purchase price accounting

Financial modeling

M&A advisory services

Sell side

Vendor quality of earnings reports

Financial statements preparation

Data room assistance

Tax planning

Estate planning

How Citrin Cooperman Can Help

With a special focus on lower middle market transactions, our integrated team of transaction, valuation, and tax specialists takes a multidisciplinary approach, drawing from our in-house industry professionals.

Our practice serves a range of entities including:

Private equity funds and their portfolio companies
Family offices
Independent sponsors
Search funds
Corporate acquirers
Lenders

2023 Independent Sponsor Report

The independent sponsor model continues to increase in popularity. The sector is becoming more professionalized, capital providers and company owners are embracing independent sponsors in greater numbers, and the market is providing opportunities that independent sponsors are uniquely poised to seize.

It is against this backdrop that we developed a survey of independent sponsors from across the country to explore a wide range of topics, such as:

Deal sourcing
Relationships with capital providers
Deal economics
Liquidity events

Want to learn more? Click here to read our latest survey report.

We have a record of recognition

Business Excellence 2019 WINNER Sustained Excellence in Transaction Advisory Services - USA

Acquisition International Business Excellence 2019 WINNER Best PE & Capital Markets Practice - North East TAS Practice Leader of the Year

The M&A Advisor 2018 International M&A WINNER Regional Deal of the Year

The M&A Advisor 2018 FINALIST Firm of the Year - Emerging Leaders/Due Diligence

M&A Corporate Insider Awards 2017 WINNER Sustained Excellence in Transaction Advisory Services – USA

The M&A Advisor 2017 Finalist Firm of the Year - Emerging Leaders/Due Diligence