M&A
M&A
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Advisor Software has acquired Advisor Partners LLC, an asset management firm that specializes in creating comprehensive investment portfolios and managing client accounts on behalf of professional investment advisors.
December 28 -
In an unusual move, Sikich LLP has merged with Icon Digital Design & Illustration, a marketing and design company, and named two of Icons partners as partners in the accounting firm.
December 24 -
Sikich LLP has merged in the accounting, tax and business consulting practice of Frederick M. Marcus & Co., of Rockford, Ill.
December 21 -
Houston-based accounting firm MaloneBailey LLP is expanding to New York by acquiring the client base and some key personnel from the New York firm Kempisty & Co.
December 17 -
Gorfine, Schiller & Gardyn has merged in Bernard B. Cohen & Co., expanding the firms real estate practice in the Baltimore area.
December 15 -
Chicago - Baker Tilly Virchow Krause has merged in Beers + Cutler to create what it expects to be the 13th largest accounting firm in the U.S., with over $250 million in revenue.
December 14 -
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Weaver is expanding its presence in the San Antonio market by merging with Edelman Arnold, starting Jan. 1.
December 4 -
New Jersey accounting firm Cowan, Gunteski & Co., is merging in Woolston, Koerner & Co., building their combined presence in the Garden State.
December 1 -
Friedman LLP plans to combine with Bagell, Josephs, Levine & Co., as of Jan. 1, building the New York-based firms presence in New Jersey.
December 1 -
South Florida accounting firms Daszkal Bolton and Chaves & Armstrong are combining to build a larger multinational tax and SEC accounting practice.
November 30 -
Web-based software developer Intacct is offering customers of Canton, Mass-based revenue and billing software provider Softrax Corp. six months of free service of its cloud financial applications.
November 25 -
Enterprise software provider AFS Technologies has announced a cash acquisition of certain assets of Canton, Mass.-based revenue management and billing solutions provider Softrax Corp.
November 24 -
IMGCAP(1)]David Sibits has been seeing a lot of changes at CBIZ in the past year as the firm copes with the economy and manages its acquisitions of Tofias and Mahoney Cohen.
November 24 -
Baker Tilly Virchow Krause plans to merge with Beers + Cutler to create the 13th largest accounting firm in the U.S., with over $250 million in revenue.
November 20 -
Moore Stephens Wurth Frazer and Torbet LLP plans to merge with Frost PLLC at the beginning of next year.
November 16 -
In a move designed to bolster its global transaction tax offerings, Thomson Reuters Tax & Accounting has agreed to acquire San Ramon, Calif.-based Sabrix, a provider of tax transaction software, for an undisclosed amount.
November 16 -
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Pennsylvania CPA firms Zinman & Co. and Titcher, Kritzstein & Co. have combined forces.
November 12 -
Accounting firm WebsterRogers LLP has signed a deal to combine its Mergers & Acquisitions Group with Sequence Investment Partners, a licensed broker-dealer.
November 11