Citrin Cooperman adds Miami firm

Citrin Cooperman acquired today Miami-based Sharff, Wittmer, Kurtz, Jackson & Diaz.

SWKJD provides tax, accounting and advisory services to privately held businesses, entrepreneurs and high-net-worth individuals. The deal expands the Top 25 Firm's presence in Florida and adds five partners and managing directors and 30 employees to the team.

Citrin Cooperman acquired "substantially all the assets" of SWKJD.

Analise Olszewski

"At Citrin Cooperman, we've always believed that strong firms are built through exceptional people and enduring client relationships," Citrin Cooperman Advisors CEO Alan Badey said in a statement. "Early in our discussions, it became apparent that SWKJD shares our values around trusted advice, client-first service, and cultivating a culture where professionals are supported and empowered. We are excited to welcome the SWKJD team and continue growing in Florida with partners who truly align with our approach."

Citrin Cooperman, based in New York City, ranked No. 16 on Accounting Today's 2026 Top 100 Firms list. It reported $985 million in revenue, with 480 partners and over 3,300 employees across 38 offices.

The firm is backed by private equity. In April 2022, New Mountain Capital acquired a majority interest in Citrin, fueling a wave of mergers and acquisitions. Then in January 2025, Blackstone, the world's largest PE firm, acquired that majority stake from New Mountain, marking the first instance of an accounting firm to transfer PE ownership from one group to another in the U.S. 

Most recently, Citrin acquired Browne Consulting Group in Boston in February.

"We were intentional about finding a partner that respects what we've built — our relationships, our culture and our commitment to highly personalized service," Luis Diaz and Joe Jackson, partners at SWKJD, said in a joint statement. "Citrin Cooperman shares those values in a very real way. Joining the firm allows us to continue serving clients with the same trusted team they know, while gaining access to broader capabilities, deeper resources, and new opportunities for our professionals to grow and advance."

Citrin operates under an alternative structure, and as such, Citrin Cooperman Advisors will acquire the non-attest assets while Citrin Cooperman & Company will acquire the attest assets of SWKJD.