Citrin Cooperman Advisors has acquired all the assets of LGA, an accounting and business advisory practice in Boston, US.
Financial details of the deal have not been divulged.
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The deal, structured through an alternative practice framework, will see Citrin Cooperman Advisors take on certain non-attest assets, while affiliated company Citrin Cooperman & Company will acquire specified attest assets of LGA.
LGA provides accounting and consulting services to mid-market businesses, entrepreneurs and families. The company is led by managing partner John Geraci.
Geraci said: “This combination represents an important step forward for our firm, our clients and our professionals.
“We have always believed that if you build the right environment, one grounded in trust, shared values and balance, the results will follow. Citrin Cooperman shares that belief.
“By joining Citrin Cooperman, we can preserve what makes LGA special while giving our team broader opportunities, additional support, and access to continued investments in innovation and AI-enabled capabilities.”
Under the deal, around 150 LGA professionals are expected to join Citrin Cooperman, bolstering the group’s presence in the New England region.
Citrin Cooperman Advisors CEO Alan Badey said: “LGA has built an outstanding firm, and from our first conversations it was clear that John and his team share our belief that great firms succeed by investing in their people, embracing innovation and earning clients’ trust every day.
“That shared mindset, combined with LGA’s exceptional reputation, makes this a natural fit. We are excited to welcome the LGA team as we continue growing our presence across New England.”
In May, Citrin Cooperman Advisors invested in Tellen, an AI-native platform purpose-built for accounting practices.
Under a multi-year partnership, the companies also agreed to develop and implement AI-driven audit solutions.
