M&A
M&A
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Top 10 Firm BDO USA announced its largest expansion ever — combining with the Southeastern powerhouse and Top 100 Firm Horne.
September 17 -
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A group of firms is combining under the Richey May brand to create a national footprint and rank among the Top 50 Firms.
September 9 -
Elevate, a new family office-backed platform firm, made its first acquisition with TYS Advisors, effective Aug. 1.
September 5 -
Top 100 Firm Smith + Howard acquired Birmingham, Alabama-based Horton, Lee & Burnett, expanding its Southeast footprint.
September 4 -
Registered investment advisor Savant Wealth Management acquired PrairieView Partners, a CPA-led RIA based in St. Paul, Minnesota.
September 4 -
The Top 25 Firm based in New York is acquiring Ostrow Reisin Berk & Abrams, a Regional Leader based in Chicago.
September 4 -
Modera Wealth Management acquired New Jersey-based accounting firm Ferrentino & Associates to expand its in-house tax capabilities.
September 3 -
Top 50 Firm Ascend acquired KSDT, effective Sept. 1, marking the firm's largest transaction to date.
September 2 -
The Top 50 Firm based in Fort Worth, Texas, is adding an energy consulting firm based in Austin.
August 28 -
Crete Professionals Alliance, based in Tampa, Florida, has added a San Diego, California-based provider of valuation and financial advisory services.
August 27 -
Plus, BillingPlatform rolls out AI-powered RevenueIQ suite; AccountsIQ adds Non-Financial Metrics feature for AIQ3 platform; and other accounting tech news.
August 22 -
Ember's accounting advisory services will be discontinued following the takeover, with around 30 employees being offered other roles at Starling.
August 20 -
The Top 10 Firm based in Chicago plans to acquire a Boston-based strategy consulting firm that specializes in services for private equity firms.
August 19 -
The deal bolsters FMS's position in delivering managed accounting services to independent restaurants and food retail businesses.
August 18 -
The Top 75 Firm based in Parsippany, New Jersey, plans to buy MNK in Florham Park, New Jersey, effective Nov. 15, 2025.
August 14 -
Sovos announced plans to expand into the Asia-Pacific and Middle East regions, starting with the acquisition of India-based Tax Technology ASP business unit from India-based IRIS Business Services.
August 13 -
When an accounting firm acquires or merges with another firm to expand its market reach, its owners must consider how that will affect their business.
August 12 -
The Top 25 Firm based in New York acquired substantially all the assets of Barkin, Perren, Schwager & Dolan LLP, a firm based in Woodland Hills, California.
August 12 -
The Cleveland-based Top 100 Firm has added Westchester County-based Gioffre & Co.
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