Citrin Cooperman Expands New England Presence with Acquisition of S&G

New York-based IPA 100 firm Citrin Cooperman Advisors (FY22 net revenue of $432.5 million) announces its acquisition of substantially all the assets of S&G LLP, a Worcester, Mass.-based assurance, tax and advisory firm.

Concurrently, Citrin Cooperman & Company, an independent CPA firm that works closely with Citrin Cooperman Advisors, announced the acquisition of the attest assets of S&G LLP.

S&G joins Citrin Cooperman with five partners and over 30 professionals, expanding the firm’s presence in the New England region.

“S&G’s strong middle market presence, client-centric focus, industry depth and deep commitment to culture and its people are highly aligned with Citrin Cooperman’s core principles and strategic approach,” said Citrin Cooperman Advisors CEO Alan Badey and Citrin Cooperman Advisors Executive Chairman Joel Cooperman.

“S&G’s culture of team, personal service focus and inspiring a positive difference in our client’s lives is totally in sync with Citrin Cooperman’s culture, making the decision to join forces an easy one,” said S&G founding partners Terry Shepherd and Carl Goldstein.

Citrin Cooperman announced that its strategic growth plan recognizes the rapid, revolutionary advances in technology and significant shifts in the needs of middle market and high-net-worth clients. This has resulted in over 20 transactions in recent years, including targeted regional and service line expansions.

“Citrin Cooperman’s ongoing execution of its growth strategy, including integration of well-respected firms like S&G, continues to position the firm at the forefront of the profession,” added Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the transaction. “With its transactions with S&G, Citrin Cooperman has brought on another best-in-class firm with highly sought-after people and clients, providing great value and opportunities for all involved.”


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