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 first wave of private equity in accounting was defined by platform investments and first-time transactions. The next wave will be defined by what happens after the deal.
As the pioneering private equity investments in accounting mature, firms and investors are beginning to navigate continuation vehicles, secondary transactions, recapitalizations, evolving ownership structures, and even buybacks. Research shows that nearly two in ten PE-backed firms expect their investors to sell equity within the next two years, signaling that the profession is entering a new phase of the private equity lifecycle.
This session brings together firm leaders, investors, and advisors to explore how PE firms exit investments, what those transitions mean for partners and leadership teams, and how firms are preparing for their next chapter.
Attendees will gain insight into the realities of second transactions, lessons learned from early PE partnerships, and how firms are thinking about ownership, governance, and growth as private equity in accounting continues to evolve.