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Transaction Advisory Services

The middle-market landscape has companies and investors vying for the same deals and opportunities. Rigorous due diligence and a deep understanding of financial data and tax exposure are crucial to maximizing the value of any acquisition. Leveraging our extensive industry knowledge and diverse transaction advisory services, Citrin Cooperman offers comprehensive support for all sales and acquisition needs.

How Citrin Cooperman Can Help

With a special focus on lower middle market transactions, our integrated team of transaction, valuation, and tax specialists takes a multidisciplinary approach, drawing from our in-house industry professionals. Our practice serves a range of entities including private equity funds and their portfolio companies, family offices, independent sponsors, search funds, corporate acquirers, and lenders.

Are you getting the best deal?

The best way to ensure you are getting a good deal is to be fully prepared for the transaction process. Our services span the full life-cycle of any type of deal transaction.

Are you getting the best deal?

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Our Services

Sell-Side Due Diligence

Sell-side due diligence is crucial for businesses considering a sale. It enhances the value of the offering, streamlines the sale process, and increases the likelihood of success. Thorough understanding, meticulous preparation, and a strategic approach turn potential challenges into opportunities, ensuring a favorable outcome for the seller.

Buy Side Due Diligence

Potential buyers must evaluate a target company before a merger, acquisition, or investment. Our Buy-Side Due Diligence process uncovers relevant information to ensure informed decisions and fair pricing. Our experienced team provides comprehensive insights, identifies risks, and ensures alignment with the buyer's strategic objectives.

Lender Due Diligence

Our firm possesses the industry knowledge and technical expertise for lender due diligence, covering asset-based loans, asset-backed securities, structured finance, and whole asset purchases. We have managed transactions exceeding a billion dollars across various asset classes. With our specialized skills, we can help you focus on mitigating risk and maximizing returns.

Healthcare Transactions

Our healthcare transaction advisory services are essential for healthcare organizations looking to navigate the intricate landscape of mergers and acquisitions. We help our clients ensure that transactions are strategically sound and financially beneficial , ultimately contributing to the growth and sustainability of healthcare entities.

Ready to make the most out of your sales transaction?

WHAT MAKES US DIFFERENT

• Partner-led engagement teams comprised of seasoned M&A professionals and in-house industry specialists
• "Go-to" due diligence provider to private equity funds and strategies focused on U.S.-based middle market companies
• No standard checklists—customized approach to every QofE engagement
• Value-added fee – the resources of a larger firm at reasonable rates
• Client recognition for our responsiveness, technical knowledge, practical approach, and first-class service
• Staged approach to minimize broken deal fees
• Dedicated team of transaction professionals, ready to start immediately

Ready to make the most out of your sales transaction?

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Contact Us Today

If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.