M&A
M&A
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Elevate, a new family office-backed platform firm, made its first acquisition with TYS Advisors, effective Aug. 1.
4h ago -
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