M&A
M&A
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RIA Soltis acquired accounting, tax and advisory firm GDM Private Financial Solutions, the latest example of client demand for integrated wealth and tax planning solutions.
April 8 -
The funding will let Modus partner with audit-focused accounting firms, and develop its technology.
April 8 -
The Top 50 Firm acquired Mass Ingenuity, a Portland, Oregon-based software-as-a-service company, effective April 1.
April 6 -
The Top 75 Firm acquired Faz Forensics, a forensic accounting, valuation and litigation support firm, effective March 20.
April 6 -
Top 25 Firm Aprio is expanding its services for government contractors by combining with Maryland-based CAVU.
April 3 -
Bringing on Meridian Capital and Answerport will boost Top 25 Firm CLA's investment banking and technology offerings.
April 2 -
RSM's latest economic research has given it a new understanding of one of its biggest client categories.
April 2 -
With all the M&A activity in public accounting today, buyers and sellers alike will benefit from Cringe, a new agentic AI matchmaking app,
April 1 -
How accounting practices are valued has changed enormously — and is going to keep changing.
March 30 -
The Top 75 Firm acquired CoMetrics Partners, a specialized management consulting and technology firm based in New York City.
March 27 -
Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.
March 26 -
Firm leaders need to answer four key questions when considering a transaction or remaining independent.
March 25 -
The Top 100 Firm acquired New Jersey-based Cg Advisory, expanding its platform's presence in the Northeast.
March 24 -
The Top 100 Firm acquired human resources consulting agency Soaring Bird Solutions, expanding its ability to serve tribal nations and tribal enterprises.
March 19 -
The Top 100 Firm acquired SD Mayer Advisory, expanding its presence on the West Coast.
March 19 -
Auvenir, an accounting and compliance technology provider founded as a Deloitte venture, has officially launched as an independent company that now styles itself Streamworks Tech.
March 17 -
Platform added a Boca Raton-based firm, entering the Florida market and expanding its presence in the Southeast.
March 17 -
Price, Reuben, and Associates, an advisory firm based in Calabasas, California, will join the Top 25 Firm's restaurant advisory practice.
March 17 -
The Top 50 Firm acquired Berman Hopkins CPAs & Associates, growing its presence in central Florida and continuing its expansion in the Southeast.
March 12 -
While no one can say what the final destination of this year's Top 100 Firms and Regional Leaders will be, they've got a head of steam up to reach top speed.
March 9
















