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Berdon

Full company profile

uuid000hf37

Namestring
Berdon
Websiteurl
berdonllp.com
Company typeenum
Private
Founded yearint
1917
Descriptiontext

Berdon LLP is a privately held, New York-headquartered accounting and advisory firm founded in 1917 and ranked among the top 35 U.S. accounting firms. The firm employs between 251 and 500 people and operates as a for-profit partnership, with its firmographic positioning emphasizing brainpower, innovation, and adherence to high professional standards across "generations of clients." This positioning reflects a relationship-led, full-service mid-tier CPA practice competing in a U.S. accounting market dominated by the Big Four and larger national firms, where longevity, brand, and partner-level client engagement are the principal differentiators.

The firm serves clients through traditional accounting, tax, and advisory services typical of multi-generational New York accounting practices. Its over-one-century operating history and top-35 industry standing suggest a diversified client base spanning high-net-worth individuals, privately held businesses, and likely mid-market corporate engagements across the New York metropolitan area and beyond. The leadership roster in the available data identifies Marcus Hahn as Chief Financial Officer, providing a single named executive reference point.

Detailed operational data — including service-line breakdowns, technology stack, partnerships, M&A activity, and AI investments — available in the input set pertains to Citrin Cooperman (a separate Moore North America / Moore Global Network member firm) and has not been attributed to Berdon at the source level. Consequently, a granular view of Berdon's specific product mix, pricing model, technology adoption, partnership network, and recent strategic activity is not supported by the current source set and is noted as a data gap.

Short descriptiontext

Berdon LLP is a top 35 U.S. accounting and advisory firm headquartered in New York, founded in 1917, serving clients across multiple generations with 251 to 500 employees.

Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
accounting services, tax advisory, audit services, business advisory, financial consulting
Industry3 codes
1Buy-Side M&A Advisory
CodeFSAEAGABPrimaryYes
2Industry-Specialist / Sector-Focused M&A Advisory
CodeFSAEAGAJPrimaryNo
3Business Owner & Executive Financial Planning
CodeFSAEAAAOPrimaryNo
NAICS code2 codes
  • Offices of Certified Public Accountants541211
  • Other Accounting Services541219
SIC code2 codes
  • Services-Engineering, Accounting, Research, Management8700
  • Services-Management Consulting Services8742
Product category
Accounting and Advisory Services
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Technology or R&D, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Berdon is a top 35 U.S. accounting and advisory firm providing accounting, tax, audit, and advisory services to mid-market and enterprise business clients. Founded in 1917 and headquartered in New York, the firm delivers full-service professional capabilities across traditional accounting practice areas and modern advisory engagements.

Differentiator
Functional benefit
Problem solved
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership12 partners
Strategic tierCoreTypeTechnology or Integration
Description

Citrin Cooperman invested in Tellen, an emerging AI company developing agentic audit technology. The investment builds on an existing collaboration and reflects the firm's broader strategy to embed AI into core audit and quality management processes.

Strategic tierMajorTypeStrategic or Co-development Partner
Description

Acquired SWKJD, a Coral Gables, Miami-based accounting and advisory firm, to expand Florida presence.

Strategic tierMajorTypeStrategic or Co-development Partner
Description

Acquired substantially all assets of Browne Consulting Group LLC, a Boston-based advisory firm providing accounting and advisory services to the Life Sciences and Biotech sectors.

Strategic tierCoreTypeTechnology or Integration
Description

Technology platform partnership providing Microsoft solutions integration for clients.

Strategic tierCoreTypeTechnology or Integration
Description

Technology platform partnership providing NetSuite ERP solutions integration.

Strategic tierCoreTypeTechnology or Integration
Description

Technology platform partnership providing Salesforce CRM integration services.

Strategic tierCoreTypeTechnology or Integration
Description

Workiva Solutions partnership providing cloud-based reporting and compliance solutions.

Strategic tierSupportingTypeTechnology or Integration
Description

Technology platform partnership providing Priority ERP integration.

Strategic tierSupportingTypeTechnology or Integration
Description

Technology platform partnership providing Tipalti AP automation solutions.

Strategic tierSupportingTypeTechnology or Integration
Description

Technology platform partnership providing Vena FP&A solutions.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Independent member of Moore North America, providing global network reach and collaboration opportunities with member firms across North America.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Independent member of Moore Global Network Limited, providing worldwide network connections with independent firms globally.

Expansion highlight3 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Top-30 U.S. accounting and advisory firm with strong mid-market and tech/life-sciences practices — directly comparable in scale, service breadth, and go-to-market targeting middle-market clients.

TypeBroad incumbent
Description

Largest mid-tier "second-tier" global accounting network with full-service audit, tax, and advisory capabilities and broad industry coverage — overlaps with Berdon on mid-market clients but serves a much wider portfolio of larger engagements.

TypeBroad incumbent
Description

Top-10 U.S. accounting firm focused on private and mid-market clients with broad advisory capabilities — overlaps with Berdon's middle-market positioning but with significantly larger national footprint.

TypeDirect peer
Description

Northeast-headquartered mid-tier accounting and advisory firm of comparable size with strong nonprofit, government, and private client practices — competes with Berdon for similar engagements and professionals in the NYC metro.

TypeBroad incumbent
Description

Top global mid-tier accounting and advisory firm with significant U.S. presence and full-service audit, tax, and advisory — competes with Berdon for larger middle-market and privately held company engagements.

TypeDirect peer
Description

Top-20 U.S. accounting firm with major NYC presence and significant private equity, financial services, and real estate practices — directly competes with Berdon for talent, clients, and engagements in the same industries.

TypeDirect peer
Description

NYC-based mid-tier accounting and advisory firm of comparable size serving closely overlapping client segments including real estate, construction, private equity, and family offices — a near-direct competitor for talent and engagements in the same metro.

TypeDirect peer
Description

Top-25 U.S. accounting and advisory firm with strong NYC presence and a service mix spanning audit, tax, advisory, and technology consulting — directly comparable to Berdon in positioning, scale, and target client profile.

TypeBroad incumbent
Description

Leading global mid-tier accounting firm focused on middle-market clients with broad industry specializations — directly overlaps with Berdon's middle-market positioning across most verticals served.

TypeDirect peer
Description

Mid-tier national accounting and advisory firm of similar size with strong vertical specialization and a similar mix of audit, tax, advisory, and outsourced finance services — directly comparable across service lines and target industries.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment16 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Berdon

Accounting and Advisory Servicesberdonllp.com

Berdon LLP is a top 35 U.S. accounting and advisory firm headquartered in New York, founded in 1917, serving clients across multiple generations with 251 to 500 employees.

What Berdon does

Berdon LLP is a privately held, New York-headquartered accounting and advisory firm founded in 1917 and ranked among the top 35 U.S. accounting firms. The firm employs between 251 and 500 people and operates as a for-profit partnership, with its firmographic positioning emphasizing brainpower, innovation, and adherence to high professional standards across "generations of clients." This positioning reflects a relationship-led, full-service mid-tier CPA practice competing in a U.S. accounting market dominated by the Big Four and larger national firms, where longevity, brand, and partner-level client engagement are the principal differentiators.

The firm serves clients through traditional accounting, tax, and advisory services typical of multi-generational New York accounting practices. Its over-one-century operating history and top-35 industry standing suggest a diversified client base spanning high-net-worth individuals, privately held businesses, and likely mid-market corporate engagements across the New York metropolitan area and beyond. The leadership roster in the available data identifies Marcus Hahn as Chief Financial Officer, providing a single named executive reference point.

Detailed operational data — including service-line breakdowns, technology stack, partnerships, M&A activity, and AI investments — available in the input set pertains to Citrin Cooperman (a separate Moore North America / Moore Global Network member firm) and has not been attributed to Berdon at the source level. Consequently, a granular view of Berdon's specific product mix, pricing model, technology adoption, partnership network, and recent strategic activity is not supported by the current source set and is noted as a data gap.

Berdon firmographics

Firmographics
Name
Berdon
Website
https://berdonllp.com
Company type
Private
Founded year
1917
Headcount range
251–500 employees
Short description
Berdon LLP is a top 35 U.S. accounting and advisory firm headquartered in New York, founded in 1917, serving clients across multiple generations with 251 to 500 employees.
Ownership category
akta.pro rank

Berdon industry classification

Industry
Product category
Accounting and Advisory Services
NAICS
Offices of Certified Public Accountants (541211), Other Accounting Services (541219)
SIC
Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)
akta.pro primary industry
Buy-Side M&A Advisory (FSAEAGAB)
akta.pro secondary industries
Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

  • Accounting services
  • Tax advisory
  • Audit services
  • Business advisory
  • Financial consulting

Where Berdon is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Markets served

Berdon business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales

Distribution channels1 record

Marketing channels6 records

Berdon product offering

Product offering

Core offering

Berdon is a top 35 U.S. accounting and advisory firm providing accounting, tax, audit, and advisory services to mid-market and enterprise business clients. Founded in 1917 and headquartered in New York, the firm delivers full-service professional capabilities across traditional accounting practice areas and modern advisory engagements.

Differentiator

Problem solved

Functional benefit

Companies that use Berdon

Customer profile

Segments16 records

Ideal customer profiles1 record

Berdon technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Berdon partnerships and signals

Strategic signal

Partnerships

Twelve partnerships are on record, tiered core, major and supporting.

  • TellencoreTechnology or IntegrationCitrin Cooperman invested in Tellen, an emerging AI company developing agentic audit technology. The investment builds on an existing collaboration and reflects the firm's broader strategy to embed AI into core audit and quality management processes.
  • SWKJD (Sharff, Wittmer, Kurtz, Jackson & Diaz PC)majorStrategic or Co-development PartnerAcquired SWKJD, a Coral Gables, Miami-based accounting and advisory firm, to expand Florida presence.
  • Browne Consulting Group LLCmajorStrategic or Co-development PartnerAcquired substantially all assets of Browne Consulting Group LLC, a Boston-based advisory firm providing accounting and advisory services to the Life Sciences and Biotech sectors.
  • MicrosoftcoreTechnology or IntegrationTechnology platform partnership providing Microsoft solutions integration for clients.
  • NetSuitecoreTechnology or IntegrationTechnology platform partnership providing NetSuite ERP solutions integration.
  • SalesforcecoreTechnology or IntegrationTechnology platform partnership providing Salesforce CRM integration services.
  • WorkivacoreTechnology or IntegrationWorkiva Solutions partnership providing cloud-based reporting and compliance solutions.
  • Priority ERPsupportingTechnology or IntegrationTechnology platform partnership providing Priority ERP integration.
  • TipaltisupportingTechnology or IntegrationTechnology platform partnership providing Tipalti AP automation solutions.
  • VenasupportingTechnology or IntegrationTechnology platform partnership providing Vena FP&A solutions.
  • Moore North America (MNA)coreStrategic or Co-development PartnerIndependent member of Moore North America, providing global network reach and collaboration opportunities with member firms across North America.
  • Moore Global Network Limited (MGNL)coreStrategic or Co-development PartnerIndependent member of Moore Global Network Limited, providing worldwide network connections with independent firms globally.

Scale indicators5 records

Expansion highlights3 records

Berdon competitors and assessment

Company assessment

Direct peers

  • WithumSmith+Brown: Top-30 U.S. accounting and advisory firm with strong mid-market and tech/life-sciences practices — directly comparable in scale, service breadth, and go-to-market targeting middle-market clients.
  • PKF O'Connor Davies: Northeast-headquartered mid-tier accounting and advisory firm of comparable size with strong nonprofit, government, and private client practices — competes with Berdon for similar engagements and professionals in the NYC metro.
  • EisnerAmper: Top-20 U.S. accounting firm with major NYC presence and significant private equity, financial services, and real estate practices — directly competes with Berdon for talent, clients, and engagements in the same industries.
  • Anchin, Block & Company: NYC-based mid-tier accounting and advisory firm of comparable size serving closely overlapping client segments including real estate, construction, private equity, and family offices — a near-direct competitor for talent and engagements in the same metro.
  • Marcum LLP: Top-25 U.S. accounting and advisory firm with strong NYC presence and a service mix spanning audit, tax, advisory, and technology consulting — directly comparable to Berdon in positioning, scale, and target client profile.
  • Citrin Cooperman: Mid-tier national accounting and advisory firm of similar size with strong vertical specialization and a similar mix of audit, tax, advisory, and outsourced finance services — directly comparable across service lines and target industries.

Broad incumbents

  • BDO USA: Largest mid-tier "second-tier" global accounting network with full-service audit, tax, and advisory capabilities and broad industry coverage — overlaps with Berdon on mid-market clients but serves a much wider portfolio of larger engagements.
  • CLA (CliftonLarsonAllen): Top-10 U.S. accounting firm focused on private and mid-market clients with broad advisory capabilities — overlaps with Berdon's middle-market positioning but with significantly larger national footprint.
  • Grant Thornton: Top global mid-tier accounting and advisory firm with significant U.S. presence and full-service audit, tax, and advisory — competes with Berdon for larger middle-market and privately held company engagements.
  • RSM US: Leading global mid-tier accounting firm focused on middle-market clients with broad industry specializations — directly overlaps with Berdon's middle-market positioning across most verticals served.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Berdon social profiles

Digital presence

Berdon financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Berdon leadership team

Management profile

Number of profiles

Profiles1 record

Berdon funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Berdon M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Berdon

What does Berdon do?

Berdon is a top 35 U.S. accounting and advisory firm providing accounting, tax, audit, and advisory services to mid-market and enterprise business clients. Founded in 1917 and headquartered in New York, the firm delivers full-service professional capabilities across traditional accounting practice areas and modern advisory engagements.

When was Berdon founded?

Berdon was founded in 1917. It employs 251 to 500 people.

Where is Berdon based?

Berdon is headquartered in New York, United States, in the North America region.

Who are Berdon's main competitors?

Direct peers on record are WithumSmith+Brown, PKF O'Connor Davies, EisnerAmper, Anchin, Block & Company, Marcum LLP and Citrin Cooperman. Broad incumbents are BDO USA, CLA (CliftonLarsonAllen), Grant Thornton and RSM US.

Does Berdon have an API?

No public API is recorded for Berdon.

What industry is Berdon in?

Berdon's product category is Accounting and Advisory Services. Its primary akta.pro industry code is FSAEAGAB, Buy-Side M&A Advisory, with a secondary code of FSAEAGAJ, Industry-Specialist / Sector-Focused M&A Advisory. Its NAICS code is 541211 and its SIC code is 8700.

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Live signals
Going ConcernBerdon Got a Lot of Dates But Ultimately Chose to Hook Up With Citrin CoopermanCitrin Cooperman completed its acquisition of the nonattest business of Berdon LLP, a New York-based accounting and consulting firm. The merger combines $110 million in revenue from Berdon with Citrin Cooperman's existing operations to create a combined entity exceeding $600 million in annual revenue. This strategic move expands both firms' capabilities in real estate, construction, and manufacturing while positioning the new entity to potentially rise in industry rankings.CPA Practice AdvisorTop 50 Firms Berdon and Citrin Cooperman Say They Are UnitingNew York-based Citrin Cooperman has acquired the nonattest business of fellow accounting firm Berdon, a deal that places the combined entity among the 20 largest accounting firms in the U.S. with annual revenues exceeding $600 million. As part of the transaction, Berdon’s partners and associates join Citrin Cooperman while Berdon continues to provide attestation services under an alternative practice structure. This acquisition marks Citrin Cooperman's tenth transaction in 15 months, significantly expanding its scale and capabilities in key industries such as real estate and manufacturing.AccountingtodayCitrin Cooperman and Berdon unite in megamergerCitrin Cooperman and Berdon, two New York-based accounting firms, are merging to form a combined entity valued at $600 million, supported by private equity investment from New Mountain Capital. The deal brings together Citrin's 260 partners and Berdon's 450 partners and associates, creating a firm with over 2,400 professionals and significantly expanding Citrin's geographic footprint and revenue base.GlobeNewswireBerdon LLP Partners with Project Destined to Mentor the Next Generation of Commercial Real Estate LeadersBerdon LLP partnered with Project Destined to mentor students in commercial real estate, financial literacy, and entrepreneurship. The program has trained over 3,500 participants across 35 cities since 2016. Berdon's mentors will guide students through internships and pitch competitions.GlobeNewswireBerdon Names a Diverse Group of Seven New PartnersBerdon LLP added seven new partners effective January 1, 2022, including Melissa Abbott, Nicole Barthelemy, Joshua Landman, Joseph Most, Jigar Shah, Taylor Ulezalka, and Elizabeth Zabludoff. The partners bring over 15 years of experience each, with roles in tax, audit, real estate, and family offices. The firm expects them to contribute to its growth.GlobeNewswireBerdon Brings in Accomplished Audit and Technology Life Sciences PartnerBerdon LLP hired Jeffrey Kovacs, CPA, CGMA, as Audit Partner and Technology and Life Sciences Industry Leader. He will lead the firm's technology and life sciences practice, covering software, SaaS, biotechnology, and health technology. The firm expects him to integrate technology into its audit quality and methodology.GlobeNewswireBerdon Calls on Highly Experienced Professional for a Key Role in Its Tax DepartmentBerdon LLP hired James Toto, CPA, a tax professional with over 25 years of experience, to enhance its Tax Department. He will leverage his prior role as Office Managing Partner and Tax Practice Leader to drive efficiency and innovation. Toto advises on estate, retirement, and stock option planning, and is a member of the AICPA and NJCPA.GlobeNewswireBerdon LLP Named One of the 2021 Long Island Top Workplaces by Long Island Press and Dan's PapersBerdon LLP was named a Top Workplaces 2021 by Long Island Press and Dan's Papers, based on an anonymous employee survey by Energage. The firm, with over 400 professionals, cited its new office and culture initiatives as key factors. The award recognizes its commitment to employee experience and Long Island business community.GlobeNewswireBerdon LLP Joins the New York Mets and Learn Fresh at Citi Field for Math Hits ProgramBerdon LLP partnered with the NY Mets and Learn Fresh to launch Math Hits, a summer STEM program for NYC middle school students at Citi Field. The program incorporates a fantasy baseball tournament to teach math and social-emotional skills, with Berdon as sole corporate sponsor. Berdon also added a Personal Branding and Career Preparedness component.PR NewswireBerdon's Long Island Office Moves to 100 Jericho QuadrangleBerdon LLP announced the relocation of its Long Island office to 100 Jericho Quadrangle, effective March 29, 2021, as part of efforts to enhance its commitment to the Long Island market. The new office space was designed with COVID-19 health and safety guidelines, including 6-foot spaced workstations, Zoom-ready conference rooms, huddle rooms, and a wellness room featuring a massage chair and exercise equipment. The firm, which celebrates its 104-year history, designed the space to support hybrid work schedules and improve client service while incorporating sustainable features such as LEED-qualifying materials and LED lighting.