Citrin Cooperman Continues Southern California Expansion with Gatto, Pope & Walwick, LLP Acquisition

New York, NY – November 6, 2025 — Citrin Cooperman Advisors LLC, the premier professional services provider for private, middle-market businesses and high-net-worth individuals, today announced it has entered into an agreement to acquire substantially all the assets of Gatto, Pope & Walwick LLP (GPW), a prominent San Diego-based accounting and advisory firm. The combination brings together two organizations known for deep client relationships, trusted advice, and strong cultures rooted in collaboration, personal connection, and care for their people. GPW will join Citrin Cooperman with 10 partners/managing directors and more than 60 talented professionals.

“At Citrin Cooperman, we believe that great firms are built on great people and meaningful client relationships,” said Alan Badey, CEO of Citrin Cooperman. “From our very first conversations, it was clear that GPW shares our commitment to being trusted advisors, providing the highest level of client service, and creating a supportive environment where talented professionals can thrive. We are thrilled to have the GPW team join Citrin Cooperman and make us Better, Together!”

“This move is about doing more for the people who trust us most – our team and our clients,” said Tom McFadden, Managing Partner of GPW. “We were determined to align with a firm that values relationships over transactions, talent over titles and people over processes. With Citrin Cooperman, we found a partner that shares those values. Our clients will continue to work with the same trusted advisors, now with broader services behind them. Our people will have more opportunities to grow and succeed. We couldn’t be happier.”

This transaction reinforces Citrin Cooperman’s strategic vision of thoughtful expansion by aligning with firms that share its commitment to excellence, collaboration, and client-first service while having an extremely strong cultural fit. The addition of GPW furthers the continued growth of Citrin Cooperman in Southern California where it has completed twelve (12) acquisitions, including four (4) in the San Diego metro area, since January 2019.

As is typical for firms that operate in alternative practice structures, the transaction will consist of Citrin Cooperman Advisors LLC acquiring certain non-attest assets and Citrin Cooperman & Company, LLP acquiring certain attest assets of GPW.

The transaction is expected to close on December 1, 2025.