Top 20 accounting firm Citrin Cooperman announced Tuesday the acquisition of Sharff, Wittmer, Kurtz, Jackson & Diaz PC, a Coral Gables, FL-based accounting and advisory firm serving privately held businesses and high-net-worth individuals.
Financial terms of the deal weren’t disclosed. Citrin Cooperman adds five partners/managing directors and more than 30 employees from SWKJD.
This is New York City-based Citrin Cooperman’s second M&A deal of 2026. In February, it acquired Browne Consulting, a Boston-based firm that provides accounting and other advisory services to the life sciences and biotech sectors.
Citrin Cooperman has been one of the most active accounting firms making M&A deals in recent years, completing more than 30 acquisitions since 2019, many of them after receiving private equity backing in 2022.
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As is typical for accounting firms that operate in alternative practice structures, the transaction consists of Citrin Cooperman Advisors LLC acquiring the non-attest assets of SWKJD and Citrin Cooperman & Company LLP acquiring the Florida firm’s attest assets.
Citrin Cooperman says the addition of SWKJD strengthens its Florida presence and expands its ability to serve clients in the Miami market and beyond.
“At Citrin Cooperman, we’ve always believed that strong firms are built through exceptional people and enduring client relationships,” Alan Badey, CEO of Citrin Cooperman Advisors, 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.”
Founded more than 70 years ago, SWKJD provides tax, accounting, and advisory services to privately held businesses, entrepreneurs, and high-net-worth individuals.
“This decision was made with a great deal of care and with our clients and our people firmly at the center,” SWKJD partners Luis Diaz and Joe Jackson said in a joint statement. “We were intentional about finding a partner that respects what we’ve built—our relationships, our culture, and our commitment to highly personalized service. 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. We see this as a meaningful next chapter for our firm, our people, and the clients who rely on us.”
With more than 3,300 professionals, Citrin Cooperman is an independent member firm of the Moore North America Inc. Association, which is itself a regional member of Moore Global Network Ltd., one of the world’s leading accountancy and advisory networks with over 37,000 professionals across 227 independent firms working in more than 114 countries.
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