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.

Get In Touch

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.

2023 Independent Sponsor 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

Our Transaction Advisory Services professionals are here to help.

Get in touch with a specialist today.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to