Citrin Cooperman Advisors LLC, a professional services provider with a large presence in New Jersey, on Thursday announced a major step in its strategic growth, revealing an agreement to acquire the assets of Gatto, Pope & Walwick LLP (GPW), a prominent accounting and advisory firm based in San Diego.
This strategic combination unites two organizations that emphasize deep client relationships, trusted advice, and a strong collaborative culture. The addition of GPW will bring 10 partners/managing directors and more than 60 professionals into the Citrin Cooperman fold.
The acquisition reinforces Citrin Cooperman’s ongoing strategy of thoughtful expansion, particularly in Southern California, where it has now completed a total of 12 acquisitions since January 2019, including four in the San Diego metro area.
Leaders from both firms highlighted the strong cultural alignment as a key factor in the transaction.
“From our very first conversations, it was clear that GPW shares our commitment to being trusted advisors… and creating a supportive environment where talented professionals can thrive,” Alan Badey, CEO of Citrin Cooperman said. “We are thrilled to have the GPW team join Citrin Cooperman and make us Better, Together!”
Tom McFadden, managing partner of GPW, echoed this sentiment, emphasizing the benefits for his firm’s people and clients. “We were determined to align with a firm that values relationships over transactions, talent over titles and people over processes,” McFadden stated. He added that clients will continue to work with their trusted GPW advisors, now supported by a broader range of services, while GPW’s team members will gain more opportunities for growth.
In line with standard alternative practice structures, the transaction will involve Citrin Cooperman Advisors LLC acquiring certain non-attest assets, and Citrin Cooperman & Company, LLP acquiring certain attest assets of GPW.
The deal is currently anticipated to close on Dec. 1, 2025.
