Citrin Cooperman, a Top 25 Firm based in New York, has acquired substantially all the assets of Barkin, Perren, Schwager & Dolan LLP, a firm based in Woodland Hills, California, expanding its presence in Southern California.
The BPSD acquisition adds three partners and over 20 professionals to Citrin. 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 and an employee count of 3,471, including over 450 partners.
"BPSD is a natural fit for Citrin Cooperman," said Gary Kendall and Aaron Levy, the Southern California regional managing partners of Citrin Cooperman Advisors LLC, in a statement Tuesday. "Their values, culture and client-first mindset mirror our own. We're thrilled to welcome such a respected firm and look forward to building an even brighter future together for our professionals and clients."
BPSD has been in business for over 50 years and has built a strong foothold in the Los Angeles market.
"Joining Citrin Cooperman marks a new chapter in our firm's journey," said BPSD partner Scott Perren in a statement. "We're proud of what we've built and excited to expand our reach and resources while continuing to deliver the personalized service our clients expect."
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. In February, Citrin acquired HW&Co., the 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., Fort Lauderdale, Florida; Mibar, a business software consulting firm in New York; and Coleman Huntoon & Brown, in Chapel Hill, North Carolina.
In 2023, it added Gettry Marcus, a Regional Leader based in Woodbury, New York; FMT Consultants, a California-based consulting firm; and Berdon, a Top 50 Firm based in New York.
In 2022, Citrin acquired Murray Devine Valuation Advisors, in Philadelphia; Untracht Early, in Florham Park, New Jersey; Shepard Schwartz & Harris in Chicago; Kingston Smith Barlevi in Los Angeles; McNulty & Associates in Westford, Massachusetts; Appelrouth, Farah & Co. in Coral Gables, Florida; Bloom, Gettis & Habib in Miami; as well as music industry consultancy Massarsky Consulting in New York. In 2021, it added OLC Management, a California-based business management firm.
