New York-based IPA 100 firm Citrin Cooperman (FY23 net revenue $674 million) announced it has entered into an agreement to acquire substantially all the assets of the Woodbridge, Conn.-based Teplitzky & Company. The transaction is expected to close in November.
“What struck us most about Teplitzky is the team’s long history of exceptional client service and deep-rooted relationships in the Connecticut market, which is a perfect fit for our firm and growth strategy in the state and broader New England region,” said Citrin Cooperman Advisors LLC CEO Alan Badey. “The Teplitzky partners and staff exemplify the culture at Citrin Cooperman and we are thrilled to have them join the firm.”
“Joining Citrin Cooperman broadens our ability to provide our clients with enhanced services and resources without sacrificing our personalized, hands-on approach,” said Teplitzky MP Jeffrey Teplitzky. “We are excited to join our health care and high-net-worth client practice with Citrin Cooperman to continue to deliver excellent services to our clients,” added Teplitzky health care and tax PIC Joshua Teplitzky.
