Private equity

Speakers at Accounting Today's 2025 PE Summit urged firms to explore the ways private equity is transforming accounting — and their practices.

It's more than possible for firms to forego private equity investment — but it requires serious planning and discipline.

Mauldin & Jenkins merged in LaPorte CPAs & Business Advisors; Ascend's TSS Advisors added John G. Burk & Associates; Ascend's Walter Shuffain Advisors integrated Richardson & Co.; Cross Financial joined Crete Professionals Alliance.

The Top 50 Firm acquired two more firms in Tennessee and Michigan.

Springline Advisory acquired Infinity Globus and Smart Accountants, both based in Ahmedabad, India, expanding the firm's international reach.

Grant Thornton International is considering a possible minority stake sale of its Indian unit or a merger with its operations in the U.S. or Europe.

Crete Professionals Alliance added Acuity; and Mercer Advisors acquired Beach Freeman Lim & Cleland.

Citrin Cooperman merged in KBFM; Brown Edwards acquired DesRoches; and Pinion added Gifford & Cox.

The Regional Leader firm based in Rochester, New York, has acquired a firm also headquartered in Rochester.

The Top 25 Firm is expanding its presence in Southern California by acquiring GPW in San Diego, its latest M&A deal since receiving private equity funding.

Top 50 Firm Ascend added BiggsKofford, expanding its geographic footprint in Colorado.

Accountants who advise private equity clients will want to be aware of what these mean for private equity sponsors and their portfolio companies.

Top 25 Firm Cherry Bekaert is making its first foray into the Pennsylvania market by acquired Regional Leader Herbein + Co.

Top 50 Firm Doeren Mayhew acquired Nashville-based CPA firm Carson & McKinney CPAs, expanding its presence in the region, as of Sept. 22.

If you want to make sure that private equity isn't your only option, you need to start planning your practice's future now.

Private equity-backed firm Sorren acquired Healthworks, a healthcare consulting firm specializing in healthcare disputes and arbitration hearings.

Grant Thornton Advisors is growing internationally, as GT member firms in France, Spain and Belgium join the platform.

Even if you've opted out of PE backing, you need to plan and act, or risk being left behind to wither, as PE-infused firms leverage deep pools of expertise in marketing, sales, and service innovation.

Experts at a recent conference laid out the pressures on accountants — and why firms can't afford to be passive about them.