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.
Related Practices
Are You Getting the Best Deal?
Our Services
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.
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.
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.
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.
The Next Chapter
The independent sponsor market continues to evolve, driven by changing deal dynamics, new funding sources, increased collaboration, and emerging technologies.
Citrin Cooperman's 2026 Independent Sponsor Report provides exclusive insights from 187 independent sponsors and capital providers on the trends reshaping the lower middle market, including deal activity, fundraising, investor returns, partnership structures, and AI adoption.
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
What Our Clients Have to Say
"Citrin Cooperman stands out from other professional service providers because they are creative, responsive, extremely knowledgeable, and take responsibility to get their analysis in advance of timely milestones. There have been a number of instances where they offer feedback about their experience and what has worked for other clients, which helps me to consider my options and decide on the best approach to my situation."
- Nick Jean-Baptiste, Co-Managing Partner
Jacmel Partners
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