M&A
M&A
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The acquisition helps expand Sax Wealth Advisors' presence in the Sunshine State and continues its M&A streak this year.
August 21 -
The deal adds 1,500 professionals and six offices to Grant Thornton's multinational platform.
August 21 -
Latham, New York-based BST & Co. and South Burlington, Vermont-based Gallagher, Flynn & Co. completed a merger.
August 19 -
The Top 25 Firm acquired Trace Advisory in Ridgeland, Mississippi, expanding its ability to serve government entities and public-sector organizations.
August 19 -
Aprio, a Top 20 Firm based in Atlanta, is expanding its investment in artificial intelligence through its Aprio Ventures program.
August 18 -
The Top 25 Firm Eide Bailly will acquire accounting and advisory firm MUN, expanding its footprint with five offices in key markets.
August 14 -
Grassi, a Top 75 Firm based in New York, has added Hoffman Mulligan, strengthening its high-net-worth and tax practice capabilities and expanding its presence in New York City.
August 13 -
UHY acquired Michigan CFO Associates in Clinton Township, Michigan, expanding the Top 50 Firm's advisory capabilities.
August 11 -
Sax acquired SFS Financial in Kinnelon, New Jersey, strengthening the Top 75 Firm's advisory capabilities.
August 10 -
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The Top 50 Firm acquired Persing Professional Group and Carefree Professional Practice Resources, expanding its presence in Nevada.
August 6 -
The Top 50 Firm will acquire T. Gschwender & Associates, expanding its ability to serve banks, credit unison and other financial institutions.
August 5 -
The firm has dropped plans for a roughly $3 billion leveraged loan that was intended to refinance private credit debt and fund a dividend.
August 5 -
San Jose, California-based PP&Co acquired Ami Shah, and Mid-Atlantic Regional Leader LMC opened a new office with the addition of Ricky Spike and his team from Ives, Sultan & Spike CPAs.
August 4 -
The Top 75 Firm will acquire Schmoyer and Company in Columbia, South Carolina, effective Aug. 1, 2026.
August 3 -
The Top 50 Firm acquired New England Regional Leader GGG, expanding its presence in the Boston area.
August 3 -
The Top 50 Firm UHY acquired accounting and advisory firm ALW in Bettendorf, Iowa.
August 3 -
The 'one-times-revenue' era is over. Today's buyers are paying for durable, transferable cash flow.
August 3 -
Upon the historic deal's closing, Grant Thornton is expected to become the fifth-largest firm with more than $5 billion in domestic revenue and $7.5 billion globally.
July 29 -
Here are five key areas sellers should proactively address to set themselves and their future partners up for long‑term success.
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