Citrin Cooperman's Strategic Acquisition to Boost Services

Citrin Cooperman Expands West Coast Presence with Strategic Acquisition

Citrin Cooperman Advisors LLC, a premier provider of professional services catering to private, middle-market businesses and high-net-worth individuals, has made significant strides by acquiring most assets of Barkin, Perren, Schwager & Dolan, LLP (BPSD). This move is set to amplify Citrin Cooperman's footprint in key markets.

Strengthening the Team

The acquisition brings three partners and a talented team of over 20 professionals from BPSD into the Citrin Cooperman family, further enriching their capabilities across critical sectors such as entertainment and professional services.

Gary Kendall and Aaron Levy, the SoCal regional managing partners of Citrin Cooperman, remarked, "BPSD is a natural fit for Citrin Cooperman. Their values, culture, and client-first mindset mirror our own. We are excited to welcome such a respected firm into our fold and look forward to a prosperous future together for our professionals and clients."

BPSD's Legacy of Trust

With more than 50 years of industry experience, BPSD has garnered a reputation for integrity and commitment to its clients. The firm’s strong presence in the Los Angeles market makes it a valuable addition to Citrin Cooperman's growing national platform.

Scott Perren, a partner at BPSD, shared his excitement about the acquisition, stating, "Joining Citrin Cooperman signifies an exciting new chapter for our firm. We take pride in our legacy and look forward to enhancing our reach while providing the personalized service our clients expect."

A Vision for Expansion

This acquisition aligns with Citrin Cooperman's strategic pursuit of targeted growth through acquisitions that resonate with its corporate culture. Having successfully completed over 30 acquisitions since 2019, Citrin Cooperman continues to solidify its reputation as a leader in the accounting and advisory services sector.

About BPSD

BPSD is recognized as a full-service tax, accounting, business management, and consulting firm, emphasizing integrity, respect, and care. These core values have helped them nurture long-standing relationships with clients across its five-decade history.

About Citrin Cooperman

Citrin Cooperman stands as the leading accounting and advisory provider to private and middle-market businesses, receiving accolades as one of the best workplaces and among the fastest-growing top firms in the United States. With over 3,300 dedicated professionals, the firm prioritizes impactful practices that benefit their clients, employees, and communities.

As an independent member firm of Moore North America, Inc. (MNA), Citrin Cooperman operates within a global network of leading accountancy firms, with more than 37,000 professionals serving clients in over 114 countries. Each MNA firm operates independently, ensuring that the deep expertise shared within the network is also uniquely tailored to each firm's needs.

Frequently Asked Questions

What is the significance of Citrin Cooperman's acquisition of BPSD?

This acquisition allows Citrin Cooperman to expand its capabilities and foster growth in the Southern California market.

How many professionals are joining Citrin Cooperman from BPSD?

More than 20 professionals from BPSD are joining Citrin Cooperman, enhancing their existing team.

What sectors will benefit from this acquisition?

Key sectors such as entertainment and professional services will see enhanced capabilities as a result of this acquisition.

How long has BPSD been in business?

BPSD has a rich history spanning over 50 years, known for its client commitment and integrity.

What distinguishes Citrin Cooperman from other firms?

Citrin Cooperman is renowned for its superior client service and innovative culture, consistently ranked among the best workplaces in its field.

About The Author

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