M&A
M&A
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Accounting firm J.H. Cohn has combined practices with Frederic Kantor & Co., a Manhattan-based accounting firm serving high-net-worth individuals and families in entertainment and the creative arts.The merger came on the heels of J.H. Cohn’s combination with Good Swartz Brown & Berns in Southern California. No cash was exchanged in the business combination, according to marketing director Amy Koeppl.
August 17 -
Morningstar plans to acquire Financial Computer Support Inc., a provider of practice management software for investment advisors.
August 11 -
Wolf, Weis & Horowitz has merged into Kutchins, Robbins & Diamond, combining two Chicago-area firms.
August 7 -
CPA firm Eide Bailly plans to merge with Murrell, Hall, McIntosh & Co., expanding its staff to over 1,000 and providing combined revenue of $123 million.
July 29 -
Accounting software developer Crouch Slavin & Co. has merged with i.c. bleu, a developer of human resources applications for mid-market businesses.
July 17 -
Investment banking firm Duff & Phelps has entered into a global alliance with World Tax Service Alliance and acquired WTS's U.S. member, World Tax Service U.S., for an undisclosed sum.
July 17 -
Florida accounting firms Cross, Fernandez & Riley and Beckert, Price & Rowse plan to merge August 1, allowing CFR to expand operations in a populous part of the state.
July 16 -
Two Southern California accounting firms have joined forces, with Newport Beach-based Squar, Milner, Peterson, Miranda & Williamson merging with Los Angeles-based Thomashow, Brown & Paialii.
July 16 -
The assets of the Institute of Business Appraisers have been transferred to an investment partnership made up of its former rival, the National Association of Certified Valuation Analysts, along with valuation software developer ValuSource and some unidentified partners.
July 16 -
The Bonadio Group has merged with Dorfman-Robbie and its affiliated companies, the DR Group, to create an accounting firm with annual revenues of nearly $45 million.
July 15 -
Accounting firm J.H. Cohn has combined practices with Frederic Kantor & Co., a Manhattan-based accounting firm serving high-net-worth individuals and families working in entertainment and the creative arts.
July 15 -
The Schonbraun McCann Group LLP has changed its name to Cornerstone Accounting Group LLP and announced some management changes.
July 15 -
Vrakas/Blum Computer Consulting has acquired the clients and employees of Clifton Gunderson's Wisconsin Sage practice.
July 14 -
Katz, Sapper & Miller plans to merge in another Indianapolis accounting firm, Heaton and Eddie, to build its healthcare and employee benefits consulting capabilities.
July 10 -
Accounting firm Weaver and Tidwell reported that its net revenues for the 2008 fiscal year ending May 31 reached $51 million, a 28 percent increase over the previous fiscal year.
July 7 -
Illinois accounting firms Sikich LLP and Millikin Benning Kleckler & Kobischka have combined forces.
July 7 -
In a high-profile consolidation in the not-for-profit software arena, NFP vendor Blackbaud struck a deal to acquire struggling rival Kintera for roughly $46 million in cash, or $1.12 per share.The deal, which Blackbaud plans to finance with cash and its credit facility, was expected to close July 2.
July 6 -
Gorfine, Schiller & Gardwyn has hired two former partners and about 20 former employees of Grabush Newman & Co. after they left Smart & Associates, which acquired Grabush several years ago.
July 2 -
CPA and business advisory firm The Rehmann Group, headquartered here. has merged in Novi-based Pew & Kearis. Terms were not disclosed. The union added four partners to TRG, bringing its partner total to 44. Pew & Kearis has subsequently shuttered its Novi location and moved into TRG's Farmington Hills office. The firm currently operates 12 offices throughout Michigan. Steven Kelly, TRG's chairman and chief executive, said the merger boosts the firm's strength in such industry niches as manufacturing, government/nonprofit, healthcare, retail/distribution, real estate, and closely held companies. The Rehmann Group ranked No. 38 on Accounting Today's 2008 Top 100 Firms list with revenues of $64.3 million.
July 1 -
Vertex has acquired Levyti Consulting's Global Tax Office software and plans to market the product with its own global income tax and compliance systems.
June 24