Chief Executive Officer
Citrin Cooperman Advisors LLC
Alan Badey serves as Chief Executive Officer of Citrin Cooperman Advisors, LLC and is a member of the Board of Directors. He is focused on driving the evolution and transformation of the Firm forward, providing an exceptional industry driven, client service experience, building and sustaining a one-firm culture, and enhancing opportunities for all partners and staff. Alan leverages his experience, vision, and collaborative leadership style to enable the Firm to maintain a position as a leader in the industry and further cement the Firm’s mission to be the go-to professional services firm of choice for the middle market in the country.
Throughout his time at Citrin Cooperman, Alan has been a driving force in the evolution of the Firm. He has held a variety of leadership roles, led the development of industry practice groups and the overall restructuring of the Firm’s advisory services line. Most recently, Alan has been a driving force in bringing Citrin Cooperman through its private equity journey, spearheading a strong team to lead the Firm through two transactions placing Citrin Cooperman at the forefront of this ever-growing industry trend.
The second transaction comes with a different set of questions. After experiencing outside investment firsthand, what do firm leaders—and their partners—want from the next chapter? Leaders who have navigated a second transaction share how they approached the decision internally, what concerns emerged, what they wanted to preserve or change, and the role they played in determining what came next and choosing the right capital partner.