M&A
M&A
-
Crete Professionals Alliance partner firm Accuity acquired Carbonaro CPAs & Management Group, expanding its presence in Hawaii.
June 2 -
Vertilocity, an arm of Top 50 Firm Hill, Barth & King, acquired Toledo, Ohio-based technology firm Computol, effective June 1.
June 2 -
The Top 20 Firm acquired Isdaner & Company, an accounting and advisory firm in Bala Cynwyd, Pennsylvania, effective June 1.
June 2 -
Adams Brown Technology Specialists acquired Parsons, Kansas-based technology provider Higher Calling Technologies.
June 1 -
A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.
June 1 -
Most buyers focus on price, but depreciation often matters more in certain asset classes.
June 1 -
The Top 20 Firm acquired Southwest Regional Leader Calvetti Ferguson, expanding its footprint in Texas and in Nashville, Tennessee.
June 1 -
Top 25 Firm Ascend has acquired Ohio-based Regional Leader William Vaughan Company.
May 28 -
Centri Business Consulting plans to use a $20 million credit facility from Citizens Financial Group for acquisitions and talent.
May 26 -
As the only publicly traded firm with a meaningful operating history, the CBIZ story merits honest assessment.
May 22 -
The Top 50 firm acquired Burke & Associates CPAs under the new name Shoreline Advisors, expanding its presence in Massachusetts.
May 21 -
The Top 10 Firm will acquire a consulting and technology firm that helps manufacturing and distribution companies modernize operations with digital solutions.
May 20 -
The Top 100 Firm acquired GBC Advisory, marking its expansion into the Oklahoma City area.
May 19 -
Windsor Path, a family office-backed platform for accounting firms, acquired ASO Advisors, the non-attest business of Agresta, Storms & O'Leary in Indianapolis.
May 19 -
Lewis Group CPAs acquired specialty-trades accounting firm Atlas Accounting Group in April, expanding its presence in the Pacific Northwest
May 18 -
Regional Leader Abbott, Stringham & Lynch acquired San Jose, California-based ArightCo.
May 15 -
The Top 50 Firm will acquire Troy, Michigan-based Gordon Advisors, making the state one of its largest geographic markets.
May 13 -
The Top 50 Firm acquired Owings Mills, Maryland-based Gorfine, Schiller & Gardyn, expanding the firm's Mid-Atlantic presence.
May 12 -
The Top 100 Firm acquired a Miami-based firm that specializes in international tax consulting, estate and trust matters, and tax planning.
May 12 -
The Top 25 Firm acquired Sharff, Wittmer, Kurtz, Jackson & Diaz, expanding its presence in Florida.
May 12
