M&A

M&A

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  • Top 100 Firm Blum, Shapiro & Co. PC announced that it has acquired Glastonbury, Conn.-based Scully & Wolf LLP.

    January 24
  • M&A

    Two boutique accounting firms based in Houston announced their recent merger.

    January 23
  • M&A

    RSM McGladrey’s Florida growth strategy took another step forward this month, as the firm announced that it has signed a letter of intent to acquire Tedder, James, Worden & Associates.

    January 19
  • M&A

    Two firms in Kansas City, Mo., have announced a merger.TMPitman & Associates LLC bought Glen Burrington & Co. at the close of 2006 for an undisclosed amount, according to local newspapers. The deal closed on Dec. 29 and will give public accounting firm TMPitman its second location in the area.

    January 18
  • In a series of deals effective Jan. 1, LarsonAllen LLP acquired four firms, expanding its presence in Wisconsin, Minnesota and Arizona.

    January 16
  • Oregon’s Aldrich Kilbride & Tatone LLC has increased its staff 50 percent by merging with a San Diego firm. In a separate deal, Cleveland’s SS&G Financial Services Inc. announced that it has acquired an Ohio neighbor.Financial terms of both mergers were not disclosed.

    January 12
  • Dixon Hughes PLLC has acquired West Virginia’s Simpson & Osborne AC, while Maryland’s Katz, Abosch, Windesheim, Gershman & Freedman PA recently announced its own acquisition of Annapolis, Md.-based Siebert Kullman PA.

    January 11
  • One of New England’s largest independent CPA firms, Carlin, Charron & Rosen LLP, has announced a pending merger with UHY Advisors.Terms of the merger, which should close May 1, were not disclosed. In May 2006, UHY acquired the Boston-based accounting firm Brown & Brown LLP, absorbing the firm’s 80 employees.

    January 10
  • M&A

    Saginaw, Mich. – As planned, the Rehmann Group has completed the acquisition of two Michigan firms -- Farmington Hills-based Boyes, Wright, Pittman & Co. PLLC and Traverse City-based Weber, Curtin & Pahssen LLC.Financial terms of the deal, which became effective Jan 1, were not disclosed.

    January 8
  • M&A

    In a grab for a share of the exploding Web-based banking market, QuickBooks parent Intuit Inc. agreed to acquire online banking services provider Digital Insight Inc. for $1.35 billion in a combination of cash and debt.Under the terms of the deal, which is expected to close during the first quarter of 2007, Intuit will tender $39 in cash for each share of Calabasas, Calif.-based Digital Insight - roughly 18 percent over the company's closing share price of $33 prior to the announcement. Intuit will also assume about $1 billion in debt financing.

    January 8
  • Beard Miller Co. LLP had acquired two firms -- Jackson, N.J.-based Dennis M. Spinelli CPA LLC and Fagliarone Group CPAs PC’s trio of New York locations.Terms of the deals, which were effective Jan. 1, were not disclosed.

    January 5
  • M&A

    Upstate New York’s Bonadio Group announced that it has merged with Loguidice and Kamide CPAs PLLC, an accounting and tax service firm located in Syracuse, N.Y.

    January 4
  • M&A

    Two western Massachusetts accounting firms -- Adelson & Co. PC and Moynihan & Kowalczyk PC -- have completed a merger.

    January 3
  • M&A

    A pair of accounting firms located just outside of Providence, R.I., have announced a merger, effective Jan. 1.

    January 3
  • M&A

    San Francisco’s Shea Labagh Dobberstein CPAs Inc. has announced that it will acquire San Mateo, Calif.-based Elwood Espina Ferrell LLP.Financial terms of the deal were not disclosed.

    December 28
  • M&A

    Southwestern regional CPA firm Weaver and Tidwell, L.L.P said it would merge with Houston-based McDonald, Fox and Lund, P.C.

    December 26
  • M&A

    In the first merger in its 22-year history, Southeastern regional CPA and business advisory firm Lattimore Black Morgan & Cain is adding long-time Knoxville firm McWilliams & Co. under its brand.

    December 22
  • M&A

    Seagate Technology, a manufacturer and marketer of hard disc drives, agreed to acquire Emeryville, Calif.-based EVault, a provider of online data back-up and recovery systems for $185 million in cash.

    December 22
  • M&A

    Regional CPA and business advisory firm Citrin Cooperman & Co. LLC has added three local firms to its growing portfolio: Mendelsohn Kary Bell & Natoli LLP, and Weissbarth Altman & Slavet LLP — both based in New York — and Metsky & Associates of Parsippany, N.J.

    December 21
  • M&A

    SunGard, a global provider of business processing software for the financial services and educational sectors, has acquired Automated Financial Systems Corp., a manufacturer and marketer of front-office solutions for the brokerage industry.

    December 21