Top 100 Firm Squar Milner LLP announced that it will expand its presence in San Diego by merging with McLean, Rotherham & Co. and its subsidiary, Hosaka, Rotherham & Co., effective Feb. 1, 2016.
The merger should create the largest San Diego accounting and consulting office for a firm based in California, with over nine partners and 80 professionals and staff.
Founded in 1968, McLean Rotherham serves individuals, businesses, and nonprofit organizations, and Hosaka Rotherham focuses on services to charter schools, auditing more than 135 across California, as well as charter schools in five other states.
“We are thrilled to join Squar Milner,” said McLean Rotherham MP Jim Rotherham. “We found their firm’s approach and dedication to clients and cost structure very similar to our own. The best compliment I can give them: They don’t seem like accountants. They run a fun, fast-paced and dynamic business. They know what it is to be part of San Diego. Most firms do not.”
"Our firm can trace its roots to the San Diego market back to 1951, making us one of the most established firms in San Diego. We are extremely excited about the merger. McLean Rotherham’s boutique sophisticated tax practice and Hosaka Rotherham’s statewide charter school and educational services practice will bring a whole new expertise to our firm," said Squar Milner managing partner Steve Milner.
The merger is Squar Milner’s second in recent months; in November it announced a combination with a Los Angeles firm that is due to become effective Jan. 1, 2016. (See “
Squar Milner has offices in Los Angeles, Newport Beach, San Diego, Encino and the Cayman Islands.
