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
QUICK LINKS
RELATED PRACTICES
Rise of a New Asset Class: 2024 Independent Sponsor Report
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.
Want to learn more? Click here to read our latest survey report.
Featuring Partner David Zawitkowski
Informed Decision Making with Citrin Cooperman's Transaction Advisory Services Practice
As the economy changes, both buyers and bank lenders have become more aware of the risks that come with certain asset types. As valuations on these assets drop, sellers are straying away and capital from banks is becoming more and more scarce.
Citrin Cooperman understands these difficult situations, and we work to incorporate new technologies in our solutions to increase operational efficiencies and ensure our clients receive the information they need to make informed decisions.
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
Transaction Advisory Services Leaders
View All Specialists
Transaction Advisory Services Insights & Resources
All Insights
Focused insights on demand.
Our In Focus Resource Center provides insights on real-time, relevant, strategic, and tactical business issues and trends to help keep you in front of what's happening in your industry and the market.
Our Transaction Advisory Services professionals are here to help.
Get in touch with a specialist today.