Unlocking Success with Citrin Cooperman for the Financial Services Industry

• 

  BROKER-DEALERS

  We provide professional services, including consulting, audit, and tax services to 80+ broker-dealers of all sizes, including broker-dealers dually registered as investment advisors/ under Rule 15a-6/ execute for financial institutions, clearing and carrying brokers, investment bankers, proprietary traders, and underwriters.

• 

  HEDGE FUNDS

  Hedge fund managers and investors continually face unique challenges arising from regulatory and cost pressures, new and evolving operational considerations, and the struggle to find exceptional talent.
  
  We serve 400+ clients in the fund arena, including domestic and offshore hedge funds, fund-of-funds, private equity funds, and commodity pools. As the independent auditors of hedge funds, our commitment is to generate timely and cost-efficient audit reports and to provide management with the opportunity to react to financial information and recommendations by us during our audit.

• 

  INDEPENDENT SPONSORS

  Independent sponsors are adaptable, resilient, and adept at managing uncertainty and risk. We are here to help them succeed by helping them maximize opportunities, while mitigating their investment risks and broken deal costs exposure. Our integrated team of transaction, valuation, and tax specialists takes a multidisciplinary approach, drawing from our in-house industry professionals to provide industry-specific transaction advisory, detailed due diligence, and post-close support.

• 

  PRIVATE EQUITY Venture capital

  With the increase in the regulation and taxation of private equity, venture capital, and other investment vehicles participants may raise their compliance costs, reduce their returns, and limit the number of investment activities companies can undertake.
  
  Our professionals work to steer all aspects of fund services, transaction advisory services, and portfolio management and compliance through a comprehensive suite of attest, tax, structuring, compliance, valuation, and business advisory services.

• 

  Emerging Managers

  Emerging managers are focused on building investment strategies, attracting capital from investors, and establishing a reputation in the industry. Let us help you focus on what counts by being your financial foundation; we can help manage your finances, ensure compliance, mitigate risks, and create a strategic plan.