Webinar Recording | Law Firms & Private Equity: Finding the Right Approach for You

Cohen & Gresser and Citrin Cooperman recently hosted a webinar, Law Firms & Private Equity – The Next Big Thing? Finding the Right Approach for You, featuring Lawrence T. Gresser and Daniel H. Mathias of Cohen & Gresser and John Fitzgerald of Citrin Cooperman.

The discussion explored the factors driving investment activity, evolving deal structures, and key considerations for law firm leaders navigating this rapidly changing landscape.

Key takeaways include:

• Private equity interest in law firms continues to grow as firms seek long-term capital, scalable infrastructure, and new approaches to talent retention.
• Successful transactions begin with strategy—not capital. Firms must clearly define their objectives before evaluating potential partners.
• Outside investment is as much a transformation as a transaction, requiring changes to governance, financial reporting, operations, and decision-making.
• Equity can become a powerful tool for succession planning, partner retention, and long-term value creation.
• Investors increasingly look for firms with strong institutional client relationships, recurring revenue, scalable operations, and technology-enabled growth.
• While private equity may reshape parts of the industry, independent firms can continue to thrive if they maintain a differentiated strategy and strong market position.

To view the full webinar and gain additional insights from our panelists, watch the webinar recording below.