M&A
M&A
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The Regional Leader acquired Harris, Greene LLP, an accounting firm in Irvine, California, expanding its footprint in Southern California.
July 7 -
Nashville firm Equitas Strategic Partners acquired McBride Accounting, a tax, accounting and business advisory firm in the Atlanta metropolitan area.
July 7 -
A CBIZ Inc. shareholder is urging the accounting firm to re-evaluate its capital allocation, abandon a share buyback plan and return to pursuing acquisitions.
July 7 -
The Top 25 Firm acquired LGA, a Boston-area accounting and business advisory firm serving mid-market businesses, entrepreneurs and families.
July 7 -
The Top 25 Firm acquired Houston-based Ham, Langston & Brezina, effective as of July 1, expanding its presence in Texas.
July 6 -
UHY has added RBT CPAs LLP, expanding the Michigan-based Top 50 Firm's presence to New York's Hudson Valley and bolstering its wealth management practice.
July 6 -
BMSS Advisors & CPAs acquired Avizo Group, extending the Top 100 Firm's footprint in Alabama and launching the BMSS Family of Companies.
July 2 -
LevitZacks and Wilson Lewis completed acquisitions, effective as of June 1, growing their footprints in their respective states.
July 2 -
The Top 20 Firm acquired Regional Leader Perkins & Co., expanding its Pacific Northwest presence.
July 1 -
CrossCountry Consulting acquired Dupont Circle Solutions, a Salesforce-focused technology consulting firm in Arlington, Virginia.
July 1 -
Fischer Cunnane & Associates acquired Kalos Hutchings & Co., expanding the firm's presence in the Philadelphia region and strengthening its real estate services.
July 1 -
The Top 20 Firm acquired Santa Clara, California-based Sherwood Partners in a transaction expected to close this July.
June 30 -
The Top 25 Firm acquired Conroe, Texas-based firm Crowl, Cameron & Associates, expanding its presence to 20 offices and across 18 cities in the state.
June 25 -
DuCharme, McMillen & Associates acquired Chicago-based Barron Corporate Tax Solutions, expanding the firm's property tax practice.
June 22 -
The Mid-Atlantic Regional Leader acquired Minneapolis-based Altair Associates, marking its first acquisition and significantly expanding its insurance practice.
June 17 -
Regional Leader Kernutt Stokes will acquire accounting firm Fordham & Co, effective July 1, to grow its presence in Portland, Oregon.
June 15 -
Here's a strategic guide for partners acquiring books of business and financing firm operations.
June 12 -
Top 10 Firm Baker Tilly will acquire Top 100 Firm Anchin, Block & Anchin, and will move its headquarters from Chicago to New York City.
June 10 -
Proactive Tax & Advisory in Babylon, New York, and Accountability Services in Seattle merged and rebranded under the name Proactive Advisory Group.
June 9 -
The Draper, Utah-based firm acquired Assure CPA in Spokane, Washington, expanding its Pacific Northwest presence and adding public-company audit capabilities.
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