M&A
M&A
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Platform Accounting adds AWG Wine Advisors; Earned acquires Schwartz & Schwartz; Prosperity Partners acquires Pipaya; and Gail Rosen joins RRBB.
August 5 -
The Top 25 Firm based in Princeton, New Jersey, has added a Top 100 Firm based in Buffalo, New York.
August 1 -
The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.
July 31 -
The Tennessee-based firm introduced an advisory service to help its clients — and other firms' clients — who are looking to make a transaction.
July 30 -
Top 10 Firm Grant Thornton added Auxis, which offers Latin American outsourcing, to its U.S.-based advisory practice, Grant Thornton Advisors.
July 29 -
The Top 50 Firm based in Troy, Michigan, has merged in AGL CPA Group, giving it a foothold in the greater Atlanta region.
July 28 -
Katz, Sapper & Miller, a Top 50 Firm based in Indianapolis, has formally entered the Chicago market by adding MichaelSilver, an advisory, tax and assurance firm in Deerfield, Illinois.
July 28 -
E-comm challenges; advising on biz sales; the IRS and math errors; and other highlights from our favorite tax bloggers.
July 22 -
Aprio announced it has acquired AI accounting assistant platform TimeCredit, a 2024 AICPA and CPA.com Startup Accelerator company, as part of a larger $300 million investment in AI and automation.
July 22 -
The Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, the latest firm with a PE investment.
July 17