Private equity

Whitman Transition Advisors CEO Phil Whitman presented an update on the hot topic of private equity landscape at the Accountants Club of America.

The recent trend toward private equity firms rushing to buy or invest in accounting firms may have unexpected consequences.

Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.

The independent investment advisory firm that spun off from RSM US earlier this year is buying Cherry Bekaert's wealth management business.

The Regional Leader received an undisclosed amount of funding from Broad Sky Partners.

With strong revenues and plenty of work to do, firms are putting off critical changes, says consultant Allan Koltin.

Private equity firms have been doing more investment deals in the accounting profession lately, causing some firms to restructure their practices, and they've needed advice from law firms on how to set up their attest practices in a way that doesn't run afoul of regulators.

Baker Tilly US entered the Southwest by adding Henry+Horne; and EisnerAmper expanded to Southern California by merging in Lindsay & Brownell.

With private equity firms scouting the landscape, should accounting firms chart their own independent course?

The Top 20 Firm is expanding in Maryland in the latest in a string of M&A deals since receiving private equity funding.

The acquisition is the latest in a string of M&A deals since Citrin received private equity funding last fall.

One year after a landmark private equity investment, a CEO reflects on industrywide change and business transformation, while retaining firm culture.

The Illinois CPA Society's annual summit highlighted the biggest concerns confronting the profession.

GT divested the practice to Guidehouse, a consultancy owned by Veritas Capital.

The path was nearly cleared for one of the cornerstones of President Joe Biden's domestic agenda after Democrats agreed on a revised version of their tax and climate bill.

The Arizona Democrat, a pivotal vote in the Senate, is asking to drop a provision from the bill that would scale back a tax break for fund managers, known as carried interest.

Now that Senator Joe Manchin is on board with a $433 billion tax and climate bill, Democrats, Republicans and the private equity industry all are trying to suss out where the Arizona lawmaker stands.

The Top 25 Firm has expanded its presence in New Jersey after receiving private equity funding.

The Arizona lawmaker is “reviewing the text and will need to review what comes out of the parliamentarian process.”