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.

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:

  • Corporate acquirers and sellers, domestic and global
  • Private equity investors
  • Lenders
  • Financial sponsors, and business owners and their companies

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:

  • 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