W&D and RZD to merge

Details: Warady & Davis LLP has agreed to merge with Rosenfeld Zweig & Donenberg Ltd. The combination will go into effect on Nov. 1, 2014. Ronald Zweig and James Donenberg will join the firm as partners.

Located in Deerfield, Illinois, W&D provides a full range of audit, accounting, tax and consulting services and solutions to privately-held businesses, owners, high net-worth individuals and their families. Through its subsidiary, W&D Consulting LLC, they also business valuations and consulting services.



Baker Newman acquries a Manchester firm

Details: Baker Newman Noyes has agreed to merge in the Manchester, NH-based firm William Steele & Associates PC. The transition is expected to be complete on Jan. 1, 2015. At that time, employees of WSA will relocate to the downtown Manchester, N.H. office of BNN at 650 Elm Street.


Regional New Jersey firms merge

Details: Cullari, Carrico, Soojian, Burke LCC has merged with Levin, Bartlett, Swantic & Co. LLC of Franklin Lakes, N.J. The deal is slated to close on November 1.

The combined firm will do business under the Cullari Carrico LLC brand. Levin, Bartlett, Swantic & Co’s principals Dennis Bartlett and Michael Swantic will join Cullari Carrico as well as five staff members. The deal was arranged by Transition Advisors.

"We’re excited about being able to continue our high level of service and to provide additional resources,” said Cullari Carrico managing member Jason Cullari in a statement.

“From our first meeting, we each struck a comfort level and quickly recognized the
synergies the combined firm will bring to our clients” said Dennis Bartlett.


O’Connor Davies and Perl & Asch merge

Details: O’Connor Davies LLP has agreed to merge with Perl & Asch CPAs PC, a 26 year-old practice in Purchase, N.Y. The combination is to take effective on Jan. 1, 2015.

Donald Perl and Leonard Asch will join O’Connor Davies as partners and will be based in O’Connor Davies’s Harrison, N.Y. office.

With 2013 revenues reaching approximately $100 million, O’Connor Davies is ranked No. 32 on Accounting Today’s 2014, “Top 100 Firms” list. The firm has seven offices, 85 partners and more than 500 professionals.

Mengel Metzger Barr bulks up

Details: Russ and Russell Barone, formerly of Barone, Siciliano & Co., will join the Mengel Metzger Barr & Co. team, effective immediately.

In light of the new addition, Mengel Metzger Barr opened a new branch at 475 North Main St. in Canandaigua.

Longtime Mengel Metzger Barr & Co. employee Kristina Stamatis will rejoin the firm to manage the new Canandaigua office. Stamatis will help coordinate the transition process to ensure full continuity in areas of client service and communication.

Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger, commented, “For MMB this is significant in that it puts them square center into a dynamic growth region (Fingerlakes and Canandaigua) with very well-known and respected practitioners. For the Barone firm, this will provide them and their clients with even more services as well as a greater depth of resources.”

Sanders Thaler Viola & Katz adds Eliot H. Lebenhart

Details: Sanders Thaler Viola & Katz LLP, a regional firm in Jericho, N.Y., has added Eliot H. Lebenhart, CPA PC of Plainview, N.Y. to its roster. The merger will be effective on November 1.

Sanders Thaler Viola & Katz, LLP will retain its current name and continue to market itself as Sanders Thaler.
With this merger, the firm will expand its practice areas by providing tax, accounting and business management services to the medical, sports and entertainment industries.


Libman, Goldstine, Kopperman & Wolf adds Bober, Markey, Fedorovich

Details: Libman, Goldstine, Kopperman & Wolf has agreed to merge with Bober, Markey, Fedorovich. The merger is slated to close on November 1. Financial terms of the deal were not disclosed.

The combination will bolster Bober, Markey, Fedorovich throughout Northeast Ohio and leverage new client and service opportunities for the two firms.

The converged firm will comprise more than 100 employees and 47 CPAs.


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