A new strategic alliance between Citrin Cooperman Advisors LLC and Priority Software marks an important step in expanding digital transformation capabilities for middle market organizations in the United States.
Citrin Cooperman Advisors LLC, the premier professional services provider for private, middle market businesses and high net-worth individuals, has aligned with Priority Software Ltd., a leading global provider of AI-based cloud ERP and business management solutions.
Under the alliance, Citrin Cooperman Advisors LLC’s Digital Services practice will serve as Priority Software’s premier U.S. implementation provider. The collaboration will support clients across key industries including manufacturing, distribution, and professional services. Priority Software continues to expand its footprint in North America with a flexible, cloud-native, scalable, and highly configurable ERP platform with embedded AI capabilities (aiERP), recognized by top analysts such as Gartner and IDC as an innovative and cost-effective solution for middle market businesses.
“This alliance strengthens our ability to bring clients practical, scalable technology that improves efficiency, insight, and performance,” said Alan Badey, CEO of Citrin Cooperman Advisors LLC. “Priority Software’s capabilities align perfectly with the needs of the middle market organizations we serve.”
“Priority Software has been steadily growing in the U.S. over the past few years. We are excited to accelerate this journey with an established, reputable implementation provider like Citrin Cooperman,” said Sagive Greenspan, CEO of Priority Software. “Citrin Cooperman’s deep industry specialization and hands-on advisory approach complement our innovative, AI-powered technology and accelerate the value we can bring to clients to ensure that their business benefits from modern technologies and remains future proof.”
The alliance enhances Citrin Cooperman Advisors LLC’s growing ecosystem of digital platforms and strengthens its position as a leading advisor to middle market companies navigating technology modernization. Priority Software joins a select group of technology providers aligned with the firm’s Digital Services strategy.
The companies expect initial joint client engagements to launch in early 2026.
As organizations evaluate ERP strategies and modernization initiatives, collaborations like this illustrate how technology and advisory expertise can work together to deliver measurable business value.
To explore Priority Software’s AI-based ERP platform and connect directly with their team, join us at Enterprise Software Showcase 2026 in Austin. It’s an opportunity to see their solution in action, ask the right questions, and evaluate what best fits your organization’s next phase of growth.
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