Baerson Witonski Berkowitz & Rubin LLC is merging its practice into Mowery Schoenfeld, LLC, headquartered in Lincolnshire, Ill.
The merger will create a combined firm in excess of $8 million in annual fees, making it one of the Chicagoland area’s premier firms, focused on serving the business and financial advisory needs of a diversified local, regional and national client base. BWBR, its partners and staff will combine in the newly expanded offices of Mowery Schoenfeld in Lincolnshire, IL. The combined firm will operate as Mowery Schoenfeld, LLC.
BWBR principals Dan Witonski, Chick Baerson and Scott Rubin will remain with the firm and continue in their existing roles managing client services for BWBR’s existing client base.
"Combining our firms and adding the talent of Dan Witonski, Chick Baerson and Scott Rubin and their staff helps us to better serve our ever-expanding and growing practice,” said Mowery Schoenfeld partner Jeff Mowery in a statement. “We are enthusiastic about continuing the high level of service and expertise Dan, Chick and Scott have provided their tremendous client base.”
Transition Advisors assisted in the transaction. Financial details were not disclosed.
“These gentlemen are well known and respected in the Chicagoland area for excellent client service and a successful track record of practice growth and development,” said partner Keith Schoenfeld.
Witonski and Baerson have practiced together at BWBR for over 35 years. Rubin has been with the firm for 24 years.
"While I am proud of my more than 35 year history as a partner with Chick and Scott in Baerson Witonski Berkowitz & Rubin LLC , I recognize that the next step for my team and clients is to merge with a firm of comparable quality that would enable us to expand services to our local, regional, and national clients", said Witonbski.
