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Investment Banker·Accounting Roll-Ups

Charly Weinstein

Chief Executive Officer at EisnerAmper

New York City, NY, USA

CW
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Why they matter

CEO who pioneered PE ownership of a top-15 accounting firm and has since executed 27 roll-up acquisitions plus a TowerBrook continuation vehicle — a live reference on accounting roll-up economics.

Background

Charles "Charly" Weinstein is CEO of Eisner Advisory Group LLC / EisnerAmper, with over 35 years in public accounting. He rose to CEO via the 2010 merger of Eisner LLP (where he was Managing Partner) with Amper, Politziner & Mattia, and has since led EisnerAmper into the top 15 US accounting firms through an aggressive M&A program and a landmark alternative-practice-structure deal with private equity.

Notable deals

  • 2021
    Led EisnerAmper's investment by TowerBrook Capital Partners — one of the first major PE investments into a top-20 US accounting firm, splitting the business into an attest CPA firm (EisnerAmper LLP) and a non-attest advisory entity (Eisner Advisory Group LLC)
  • 2026
    Oversaw completion of a continuation vehicle transaction re-upping TowerBrook's stake, led by Carlyle AlpInvest and co-led by Hamilton Lane, funding further talent, service-line, and AI investment after 27 acquisitions since 2021
  • 2010
    Oversaw the merger of Eisner LLP with Amper, Politziner & Mattia to form EisnerAmper LLP, later recognized as "Deal of the Year" by the Association for Corporate Growth
  • 2024
    Named to Forbes' inaugural "Top 200 CPAs" list

Call-prep brief

Background

  • CEO of Eisner Advisory Group LLC / EisnerAmper since 2010; 35+ years in public accounting.
  • Rose through the 2010 Eisner LLP / Amper, Politziner & Mattia merger (ACG "Deal of the Year").

Current Focus

  • Scaling EisnerAmper post-PE: now the 13th-largest US accounting firm (~$1.2B revenue, 4,700 professionals, 43 offices, 9 countries).
  • Actively integrating 27 acquisitions completed since the 2021 TowerBrook investment.
  • Just closed (March 2026) a continuation vehicle transaction — Carlyle AlpInvest led, Hamilton Lane co-led — recapitalizing the original TowerBrook stake to fund talent, service expansion, and AI investment.

What He Cares About

  • The alternative practice structure (attest vs. non-attest split) as a template other firms are now copying — he's a thought leader on this model.
  • Team-centric culture and talent retention through PE ownership transitions.
  • Continued organic + M&A growth strategy.

Recent Moves

  • 2026 continuation vehicle deal signals TowerBrook (and new investors AlpInvest/Hamilton Lane) are doubling down rather than exiting — a strong signal on deal performance.

Potential Sensitivities

  • Note: EisnerAmper is an existing TowerBrook relationship — approach as portfolio-company CEO, not cold prospect; check internal deal team contacts first.
  • Financial terms of both TowerBrook transactions are undisclosed — he may be guarded on valuation specifics.
  • As a CPA-firm leader, may be cautious about anything touching client independence/conflicts rules.

Questions to Ask

  1. What underwriting assumptions from the 2021 alternative-practice-structure deal actually held up over 5 years, and what would you change knowingly?
  2. How do you structure economics/governance so 27 tuck-in acquisitions integrate without partner attrition?
  3. What made the March 2026 continuation vehicle (vs. a straight sale) the right structure for this stage of the roll-up?

Outreach draft

Subject
Learning from EisnerAmper's roll-up playbook
Charly, Congratulations on closing the continuation vehicle transaction with Carlyle AlpInvest and Hamilton Lane — re-upping five years after the original TowerBrook investment is a strong signal on how the alternative practice structure has performed. We're studying accounting roll-ups and would value 20-30 minutes of your perspective on what's worked (and what you'd do differently) integrating 27 acquisitions since 2021 — particularly around partner economics, governance, and where AI investment is actually paying off. Would you have time for a call in the next couple of weeks? Happy to work around your schedule. Best, [Placeholder Name]

Linked companies

Sources