M&A
M&A
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California wealth management firms Kochis Fitz and Quintile Wealth Management said they plan to merge, effective Jan. 1, 2008, with the combined firm to be known initially as Kochis Fitz/Quintile until a new name can be found.
November 13 -
Two Southern accounting firms, Elliott Davis and Elliott & Warren, have decided to combine their operations and expand in the Charlotte, N.C., market.
November 9 -
Accounting firm LarsonAllen has merged with three other firms, expanding its presence in Minnesota and Southwest Florida.
November 6 -
Regional accounting firm Citrin Cooperman said it was expanding into Philadelphia and building its existing offices with the addition of other accounting firms and practices.
November 1 -
Accounting firm Carr, Riggs & Ingram has acquired Cuthill & Eddy, a CPA practice based in Winter Park, Fla., in the Orlando area.
October 30 -
Two firms in central Pennsylvania have merged, with Robert J. Moyer, CPA, and the two members of his staff moving to the CPA Associates office in Altoona.
October 30 -
Kellogg & Andelson Accountancy Corp. said it was acquiring Wien, Sales & Vizvary, a Beverly Hills-based accounting firm.
October 28 -
Grant Thornton, the U.S. member firm of Grant Thornton International, posted a 12 percent rise in fiscal 2007 revenues to reach $1.036 billion.
October 17 -
The partners of auditing firm Goldstein Golub Kessler have joined McGladrey & Pullen's tri-state operating unit, building McGladrey's presence in the hedge fund industry and other sectors.
October 11 -
Enterprise software giant SAP said it would acquire business intelligence software developer Business Objects in a cash deal valued at about $6.8 billion.
October 9 -
Parente Randolph has acquired the Pittsburgh office of Terry & Stephenson, bringing the total number of staff members in Parente's Pittsburgh office to more than 35.
October 8 -
Ontario Teachers' Pension Plan has acquired investment research company Glass, Lewis & Co., for $46 million, bringing ownership of the proxy advisory provider back to North America.
October 8 -
Tennessee accounting firms Petty & Landis and Lattimore Black Morgan & Cain have merged their practices, giving Nashville-based LBMC a physical presence in the Chattanooga market.
October 4 -
Accounting firm Reznick Group has named a new chief operating officer, appointing A. Mitchell Poole Jr. to the post.
October 2 -
M&A deals built around cash transactions involving companies with below-average price-to-earnings ratios are the most likely to increase shareholder value, according to a new study.
September 27 -
Accounting firm Silver, Lerner, Schwartz & Fertel announced a merger with Phyllis Malitz & Associates, increasing the size of SLSF to 35.
September 26 -
SS&G has acquired Physician Business Systems for an undisclosed sum, expanding the accounting and consulting firm's medical billing and collections business.
September 25 -
CPA firm Alpern Rosenthal said it is merging with Cass, Levy & Leone in an effort to expand from its Pittsburgh base to Florida.
September 20 -
Sanders Morris Harris Group, a financial services holding company, has acquired a 25 percent ownership interest in iPro One, a company that provides CPA practices with investment systems and products.
September 19 -
Payroll and benefits outsourcing provider Paychex Inc. has purchased San Diego-based Hawthorne Benefit Technologies Inc., an online benefits and management administrator. Going forward, the company will now operate as Paychex Benefit Technologies Inc. The acquisition will give Paychex access to Hawthorne's proprietary BeneTrac system, which provides benefits enrollment and administration technology.
September 13