Citrin Cooperman
Citrin Cooperman is a professional services firm with transaction advisory capabilities across buy-side diligence, sell-side support, financial analysis, tax review, value creation, and broader M&A advisory services.
- Highest 2026 tier: Tier III
- Financial due diligence advisory firm
- Financial Due Diligence (FDD) Advisory
Overview
Citrin Cooperman is a professional services firm with transaction advisory capabilities across buy-side diligence, sell-side support, financial analysis, tax review, value creation, and broader M&A advisory services. The firm serves middle-market businesses, private equity sponsors, family-owned companies, founder-led businesses, and strategic acquirers.
Its financial due diligence role is strongest in transactions where clients require detailed review of earnings quality, financial trends, risks, working capital, tax exposure, and transaction readiness. Citrin Cooperman’s advisory model is practical and middle-market oriented, making it relevant for clients that need hands-on support from an accounting-led transaction team.
Citrin Cooperman is included in one 2026 Advisory Ranking category. The highest recorded classification is Tier III.
Firm facts
| Founded | 1979 |
| Firm type | Financial due diligence advisory firm |
| Headquarters | New York, United States |
| Primary focus | Transaction financial analysis and deal-accounting diligence |
| Highest 2026 Advisory Ranking tier | Tier III |
Principal activities
Quality of earnings
Earnings normalization, working-capital analysis and cash-flow review.
Transaction diligence
Buy-side and sell-side financial diligence and deal-risk assessment.
Deal accounting
Purchase-agreement support, carve-out analysis and post-deal financial matters.
Citrin Cooperman works with clients on assignments that may combine strategy, specialist analysis, implementation support and organizational adoption. The precise scope depends on the mandate, sector, geography and client requirements.
Sector and mandate coverage
Sector coverage
- Private equity
- Industrials
- Technology
- Healthcare
- Consumer markets
- Business services
Mandate types
- Buy-side diligence
- Sell-side diligence
- Quality of earnings
- Working capital
- Carve-out diligence
- Deal accounting
Market position
Citrin Cooperman is positioned as a financial due diligence advisory firm. Its relevance reflects the combination of specialist capability, institutional experience and practical involvement in consequential strategic or corporate decisions.
Distinctive focus: Its financial due diligence role is strongest in transactions where clients require detailed review of earnings quality, financial trends, risks, working capital, tax exposure, and transaction readiness.
Competitive context
Citrin Cooperman competes with specialist strategy advisers, executive-services firms, transaction advisers, analytics providers and larger multidisciplinary professional-services firms. The relevant peer set varies by mandate, industry, client segment, geographic scope and delivery model.
Comparable firms are selected according to overlap in business model, client segment, service coverage, geographic activity and mandate profile. Inclusion does not imply equivalence in scale, ranking or market position.
Leadership
| Person | Current position | Institutional background |
|---|
Leadership information reflects the public sources reviewed for this profile. View the firm’s website ↗
Corporate and regulatory information
Citrin Cooperman provides advisory, executive, analytical, transaction, managed or technology services. The contracting entity, professional obligations and regulatory status depend on the service, client jurisdiction and engagement scope.
View registered-entity details
| Service status | Advisory, executive, analytical, transaction or technology services |
| Headquarters | New York, United States |
Principal offices
- New York, United States
Rankings and recognition
Ranking inclusion is editorially determined. The existence or maintenance of a Wiki profile does not influence ranking eligibility, tier or position.
Related Economy analysis
Selected Economy Markets articles providing context for the firm’s advisory environment:
- The Silent Reshuffle of the Advisory Market
- How AI Is Reshaping the Consulting Industry in 2026
- Middle-Market Private Equity: Returns, Scale and Manager Selection
Related institutions and subjects
Sources and data transparency
The profile is based on the following publicly available institutional, regulatory and editorial sources:
- Citrin Cooperman — official firm overview and service information.
- Advisory Ranking — Top 30 Financial Due Diligence (FDD) Advisory 2026 — inclusion and tier classification.
