Focus on what counts

Transaction Advisory Services

Focused on Successful Deals

There is a lot of activity for middle market companies, and lot of capital out there looking for the same deals. The trend is that companies need to dig more into the numbers and perform strict due diligence, so they get the most value from the company they are about to acquire. We have the industry knowledge and technical experience for any sale or acquisition.

Click here to view our 2020 Independent Sponsor Report.

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

We have a record of recognition. The TAS Practice consistently earns accolades for its achievements, and has done so over the past few years.  Our accolades include:

  • 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 
  • The M&A Advisor 2017 FINALIST Firm of the Year - Accounting / Due Diligence - USA 
  • M&A Awards Corporate LiveWire 2016 WINNER Transaction Advisory Services Team of the Year – USA
  • M&A Awards Corporate LiveWire 2015 WINNER Excellence in Buy-Side & Sell-Side Due Diligence – USA
  • Finance Monthly M&A Awards 2016 WINNER Excellence in Buy-Side & Sell-Side Due Diligence – USA
  • ACG NY Champion Awards Dinner 2015 & 2016 WINNER CPA Firm of The Year
  • AI M&A Awards 2015 WINNER Best for Tax Compliance – USA
OurRelated Services

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