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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