M&A
M&A
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Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.
April 2 -
WithumSmith+Brown added a firm in Philadelphia that mainly serves nonprofit and government organizations.
April 1 -
The Top 25 Firm is adding a tax, assurance, advisory and real estate consulting firm in Birmingham, Alabama.
March 28 -
An unlikely pair of senators is teaming up to propose legislation to eliminate tax breaks for corporate M&A activity.
March 22 -
Private equity-backed platform Ascend has added a new member firm in San Diego, LevitZacks.
March 16 -
Private equity firm New Mountain Capital is taking a majority stake in Grant Thornton in the biggest deal to come along in PE firms' involvement in the accounting field.
March 15 -
A healthy succession plan achieves three main objectives: continuity through client retention, client growth and fair financial treatment of all parties.
March 14 -
Arvo Tech, a tax strategy technology provider for small businesses, has acquired Mark Murphy & Associates and Lee & Associates.
March 12 -
Plus, Baker Tilly solution helps find clean energy credits; and other updates from the accounting tech world.
March 8 -
The Top 25 Firm has acquired a technology solutions provider in Pennsylvania.
March 7