Citrin Cooperman Acquires IPA Top 200 Firm

New York-based Citrin Cooperman, one of the 25 largest firms in the country, on Aug. 1 acquired Untracht Early, a Florham, N.J.-based IPA 200 firm.

The union brings together Untracht Early’s expertise in hedge fund and alternative investment work with Citrin Cooperman’s firmly established financial services practice. Additionally, Untracht Early brings a significant individual tax practice focused on serving high and ultra-high net worth clients and their closely held businesses.

“Joining a firm that has the same goals, the same mindset, the same core values, and a similar culture and approach to high-touch client service is an ideal match,” said co-founders David Untracht and Tracey Early, in a joint statement. “Having grown from a firm of four people to a firm of over 150, it is exciting to be taking the next step by joining a firm of 1,600, which expands the breadth of services and resources we can now offer to our clients.”

Citrin Cooperman Executive Chairman Joel Cooperman says, “I have watched the impressive growth of Untracht Early for the past two decades. Tracey, David and their partners have done a remarkable job building their firm and its reputation. Besides their technical skills, Tracey, David and many of their people will play a significant role in our firm’s leadership.”

“It’s really a wonderful opportunity for both Citrin Cooperman and Untracht Early,” says Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the deal.  “I have worked with both firms for years and their cultures, people, and dedication to excellence are perfectly matched.”

The non-attest assets of Untracht Early will be joining Citrin Cooperman Advisors LLC. At the same time, the attest assets of Untracht Early will be joining Citrin Cooperman & Company LLP.

 

 

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