Citrin Cooperman, a Top 25 Firm based in New York, has expanded in Nashville by adding KBFM, a business management and tax firm.
The deal gives Citrin its first physical office in Nashville, where it will now have more than 20 employees. Financial terms of the deal were not disclosed. Citrin Cooperman ranked No. 17 on
Accounting Today's 2025 list of the
Top 100 Firms, with revenues of $870 million, 455 partners and more than 3,300 professionals.
"Nashville embodies a spirit of innovation, resilience, and relationship-driven success aligned with Citrin Cooperman's values and vision," said Citrin Cooperman CEO Alan Badey in a statement Tuesday. "KBFM built a trusted reputation through deep local roots and unwavering client dedication, and we're proud to welcome these partners and staff to Citrin Cooperman. With our combination and the opening of our Nashville office, we're also positioned to invest into the great Nashville community."
The KBFM team will be joining Citrin Cooperman's business management family office practice when the deal closes, which is expected in January 2026.
"KBFM was built on relationships, trust, and deep Nashville connections," said KBFM managing partner Chris King in a statement. "By joining Citrin Cooperman, we're able to keep those roots firmly in place while giving our clients access to broader expertise and a national platform. Nashville is a city built on growth and grit, and this partnership gives us the ability to grow with our clients while staying true to who we are."
Citrin Cooperman has completed over 30 acquisitions since 2019, many of them after receiving
private equity funding from New Mountain Capital in 2021. New Mountain later
sold its majority stake to another PE firm, Blackstone, in January of this year. Last week, Citrin acquired
Gatto, Pope & Walwick in San Diego. In September, Citrin Cooperman acquired
Ostrow Reisin Berk & Abrams Ltd., also known as ORBA, a Regional Leader based in Chicago. In August, it acquired
Barkin, Perren, Schwager & Dolan in Woodland Hills, California. In February, it acquired
HW&Co., in its first M&A deal since Blackstone took over from New Mountain.
Last year, the firm acquired
ClearView Group in the Baltimore area;
Signature Analytics in San Diego;
Teplitzky & Co., in Woodbridge, Connecticut;
S&G, in Worcester, Massachusetts;
Maier Markey & Justic, in White Plains, New York;
Keefe McCullough & Co., in Fort Lauderdale, Florida;
Mibar, a business software consulting firm in New York; and
Coleman Huntoon & Brown, in Chapel Hill, North Carolina.
