M&A Watch

FLORIDA

Kaufman Rossin merges in Friedman, Cohen, Taubman and Co.

Details: Florida accounting firms Kaufman, Rossin & Co. and Friedman, Cohen, Taubman and Co. have combined, expanding Top 100 Firm Kaufman Rossin's reach across the Sunshine State. The merger was expected to take effect June 1. Financial terms of the deal were not disclosed. FCT is a Broward County-based boutique CPA firm that has provided tax, audit and consulting services to businesses for more than 15 years. FCT partners Andrew Taubman and Ronald Friedman will join Kaufman Rossin as principals. Also joining the firm will be Lynn Brewer and Joel Galpern.

 

ILLINOIS

Mowery & Schoenfeld merges in Baerson Witonski Berkowitz & Rubin

Details: Baerson Witonski Berkowitz & Rubin LLC is merging its practice into Mowery Schoenfeld LLC, headquartered in Lincolnshire. The merger will create a combined firm with in excess of $8 million in annual fees, making it one of the Chicagoland area's largest. BWBR, its partners and staff will combine in the newly expanded offices of Mowery Schoenfeld in Lincolnshire. Financial details were not disclosed. Transition Advisors assisted in the transaction. BWBR principals Dan Witonski, Chick Baerson and Scott Rubin will continue managing client services for BWBR's existing client base.

 

TEXAS

Whitley Penn merges in Null-Lairson

Details: Whitley Penn and Null-Lairson combined on May 1, expanding Whitley Penn's presence across the Lone Star State, particularly in the Houston area. The combined firm will have nearly 300 employees, including 35 partners, and will be a top 60 firm with over $50 million in annual revenue, providing extensive services in the country's fourth and fifth largest metropolitan areas.

Whitley Penn will be gaining several government clients from the merger. Null-Lairson's clients in North Texas include the Arlington, Lewisville and Forney independent school districts.

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