M&A Deal Summary

Citrin Cooperman Acquires Andsager Barlett & Pieroni

On December 4, 2024, Citrin Cooperman acquired business services company Andsager Barlett & Pieroni

Acquisition Highlights
  • This is Citrin Cooperman’s 4th transaction in the Business Services sector.
  • This is Citrin Cooperman’s 4th transaction in the United States.
  • This is Citrin Cooperman’s 1st transaction in Rhode Island.

M&A Deal Summary

Date 2024-12-04
Target Andsager Barlett & Pieroni
Sector Business Services
Buyer(s) Citrin Cooperman
Deal Type Add-on Acquisition

Target

Andsager Barlett & Pieroni

East Providence, Rhode Island, United States
Andsager, Barlett & Pieroni specialize in providing high-end tax services for businesses and individuals, including tax planning, compliance, and consulting services. Andsager, Barlett & Pieroni is based in East Providence, Rhode Island.

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Buyer(S) 1

Buyer

Citrin Cooperman

Livingston, New Jersey, United States

Category Company
Founded 1979
Sector Business Services
DESCRIPTION

Citrin Cooperman is a professional services firm that has steadily built its business serving a diverse and loyal clientele. The company's daily mission is to help clients “focus on what counts.” Rooted in our core values, provide a comprehensive, integrated business approach to traditional services, which includes proactive insights throughout the lifecycle of clients wherever they do business, across the globe. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. Citrin Cooperman was formed in 1979 and is based in Livingston, New Jersey.


DEAL STATS #
Overall 4 of 4
Sector (Business Services) 4 of 4
Type (Add-on Acquisition) 4 of 4
State (Rhode Island) 1 of 1
Country (United States) 4 of 4
Year (2024) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-11-14 Clearview Group

Owings Mills, Maryland, United States

Clearview Group is a management consulting and CPA firm. Clearview Group is based in Owings Mills, Maryland.

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