Moss Adams merges in Rowling Dold
Details: San Diego wealth management firm Rowling, Dold & Associates has joined Moss Adams Wealth Advisors, a division of accounting firm Moss Adams. (See PFP Briefs, page 16.)
Kaufman Rossin and London Witte
Details: Florida firm Kaufman, Rossin & Co. has brought on board the team from Ft. Lauderdale-based London Witte & Co., including partners Edward P. Hirschberg and Martin J. Kurtz.
cbiz acquires Goldstein Lewin
Details: cbiz Inc. and Mayer Hoffman McCann have acquired Goldstein Lewin & Co. cbiz is acquiring Boca Raton-based GL's non-attest business, while MHM is getting the attest business. Goldstein Lewin had $13.7 million in revenue in the past 12 months. cbiz plans to record a restructuring charge of $1.4 million before taxes in connection with the integration.
Sikich on a merger spree
Details: Aurora-based Sikich LLP announced several mergers in December and January, bringing in Naperville-based marketing and design company Icon Digital Design & Illustration; the accounting, tax and business consulting practice of Rockford-based accounting practice Frederick M. Marcus & Co.; and two IT service consulting firms specializing in Microsoft Dynamics, Hal Weinberger Consulting and MAS Consulting.
Carr, Riggs & Ingram merges in Roth Murphy Sanford
Details: Alabama-based Carr Riggs & Ingram has combined with New Orleans-based Roth Murphy Sanford, expanding CRI's footprint to six states. RMS will contribute nearly 20 staff members to CRI's staff of over 550, along with two partners.
DeLeon & Stang combines with Hull
Details: Maryland accounting firms DeLeon & Stang CPAs & Advisors and Hull & Associates CPAs have merged. Terms of the union were not disclosed. The consolidated entity will do business as DeLeon & Stang, with offices in Gaithersburg and Annapolis.
Gorfine, Schiller & Gardyn combines with Bernard B. Cohen
Details: Owings Mills-based Gorfine, Schiller & Gardyn PA has merged in Bernard B. Cohen & Co. LLC of Hagerstown and Baltimore. The combined firm is expected to have over $10 million in revenue.
Sturn Wagner Lombardo dissolves
Details: Annapolis-based Sturn Wagner Lombardo & Co. has split up, with founding partner Kurt Sturn and some staff joining Watkins Meegan, and former partners Andrew Lombardo and Matthew Wagner merging with J. Brian Stitcher, owner of SRM & Co., to form Lombardo Wagner Stitcher and Co. LLC. SRM & Co. will bring 10 people to the new entity, bringing the total firm's staff size to 30. Lombardo will be managing partner of the firm. Financial terms of the merger and revenue figures were not disclosed.
NEW YORK CITY
MaloneBailey expands in New York
Details: Texas-based MaloneBailey LLP acquired the clients and some key people of New York-based Kempisty & Co., as part of its plan to position itself as a market leader in the SEC practice area.
Rehmann merges in Dawson Wealth
Details: Saginaw, Mich.-basedRehmann has merged in Cleveland-based Dawson Wealth Management, bringing it to over $1 billion in assets under management. Terms were not disclosed.
LarsonAllen merges in Third Age
Details: LarsonAllen has merged in Philadelphia-based Third Age Consulting, which specializes in planning, research, management, and marketing services for senior housing and senior care providers. Financial details were not disclosed.
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