Helping Clients Stay Focused on What Counts for Over 40 Years

We take the idea of being your advisor very seriously. Our professionals are dedicated to getting to know our clients inside and out. It is critical that we earn the right to be a valued advisor for our clients and be that first call they make when it matters most. Each of our professionals are taught to approach their client service delivery with a consultative mindset.

Understanding our client’s unique industry needs is at the core of our service model. As business owners, you live and breathe your industry and understand the importance of having advisors who not only know your business but make it their priority to stay educated about the latest trends and regulations that impact your industry. Test Understanding our client’s unique industry needs is at the core of our service model. As business owners, you live and breathe your industry and understand the importance of having advisors who not only know your business but make it their priority to stay educated about the latest trends and regulations that impact your industry. 

Citrin Cooperman's Financial Services Industry Practice is excited to announce the launch of our Emerging Managers Survey Report to shed light on the important capital raising and operational issues facing emerging managers. This survey report provides an in-depth analysis of the major factors that are currently shaping, and will continue to shape, future growth for emerging managers, including capital raising, fees and terms, cybersecurity, ESG, and the overall industry outlook.

Seven years ago, Citrin Cooperman published our first Independent Sponsor Report, exploring what was then considered the "Wild West" of private equity. The independent sponsor sector was largely uncharted, with no established playbook. Since then, we have released five additional reports, each capturing the sector's ongoing development. Much has changed since our initial report in 2017, and this year's edition reflects on both the transformations and the enduring aspects of the industry. Most importantly, it showcases the significant progress this asset class has made.

CC Edge is a program committed to enhancing an inclusive culture at Citrin Cooperman that appreciates and supports the specific needs of everyone in the firm. The message is simple. Citrin Cooperman’s Business Advisory Solutions Approach ensures our professionals’ primary focus stays where it counts - on building long-term client relationships.

The message is simple. Citrin Cooperman’s Business Advisory Solutions Approach ensures our professionals’ primary focus stays where it counts - on building long-term client relationships.

Citrin Cooperman’s Impact Report explores the continual development of our firm and the investments we’ve made to drive high-impact, actionable solutions that help our clients achieve their most ambitious goals. To ensure we stay future-ready, we work with the motto of Unity. Power. Purpose (UPP) to help drive our professionals in their responses to the current economic environment, foster unity across our service and industry lines, and ensure a collaborative workplace that ultimately helps us provide the highest quality solutions to our clients.