Top 100 firm Whitley Penn has merged in OverMont Consulting, a firm that specializes in performing economic analyses for commercial legal disputes and litigation support services.
The deal took effect Wednesday, March 1. Financial terms were not disclosed.
OverMont’s Houston-based team includes CPAs, MBAs, and JDs who have testified as expert witnesses in courts, as well as before domestic and international arbitration panels. They provide financial, accounting, economic and statistical analyses for clients in the U.S. and abroad who are involved in complex commercial disputes, in areas such as intellectual property lawsuits, breach of contract, business interruption, fraud, insolvency and bankruptcy proceedings.
OverMont managing director Walter Bratic, along with fellow leaders Carmen Eggleston and Justin Blok, and their team, will be joining Whitley Penn’s Forensic, Litigation and Valuation Services group.
“We are excited to join forces with Whitley Penn’s Forensic, Litigation and Valuation Services team and look forward to capitalizing on the synergies created by the combination of our two teams,” Bratic said in a statement.
Whitley Penn managing partner Larry Autrey noted that the OverMont team would double the size of the group. “We are excited about the possibilities brought on by our combined horsepower,” he said in a statement. “This will increase Whitley Penn’s firm size to more than 450 professionals, including more than 35 professionals who focus on Forensic, Litigation and Valuation Services.”
Whitley Penn, based in Fort Worth, Texas, ranked 54th on Accounting Today’s 2016 list of the Top 100 Firms, with $72.44 million in annual revenue. The firm recently did two other merger deals in Texas, adding Hanner & Associates and Wagner Eubank & Nichols, at the beginning of the year (see Whitley Penn merges in Hanner and Whitley Penn adds Wagner Eubank & Nichols).
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