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The Top 75 Firm has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors.
January 7
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The Top 25 Firm based in Atlanta is expanding into the Pacific Northwest by adding two firms in the Portland, Oregon, area.
January 7
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Previously co-managing partner of the Top 100 Firm, Lori Roth will now serve as CEO.
January 6
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Corporate performance management solutions provider OneStream has agreed to be acquired by Hg Capital, a technology investment firm.
January 6
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Mauldin & Jenkins merged in the Prinzo Group; and Schell & Hogan joined Symphona.
January 6
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Wolf & Co., a Top 75 Firm based in Boston, has acquired the Kafafian Group, a bank consulting firm in Bethlehem, Pennsylvania.
January 5
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The PE-backed accounting platform has added Tyler, Texas-based Gollob Morgan Peddy, further expanding its footprint in the Southwest.
January 5
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Going from a financial professional working for someone else to a business owner running your own firm requires shifting your way of thinking.
January 5
CorpNet.com -
The Top 25 Firm has acquired a Regional Leader headquartered in Minneapolis, effective Jan. 1, 2026.
January 5
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The deadline for submissions to Accounting Today's 2026 Top New Products list is end-of-day Friday.
January 5
