M&A
M&A
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Top 25 Firm Armanino acquired Keystone Business Services, an Oracle NetSuite provider.
October 20 -
Family Office of America's Maryland subsidiary acquired Maryland-based CPA firm Toone & Associates — the latest example of family offices entering the accounting space.
October 16 -
Family-office-backed accounting firm platform Elevate announced its acquisition of San Mateo, California-based Gilmore Advisors, which was effective Sept. 1.
October 9 -
Top 25 Firm Cherry Bekaert is making its first foray into the Pennsylvania market by acquired Regional Leader Herbein + Co.
October 8 -
Top 50 Firm Doeren Mayhew acquired Nashville-based CPA firm Carson & McKinney CPAs, expanding its presence in the region, as of Sept. 22.
October 7 -
IRIS released a pre-configured streamlined version of its firm management platform specifically for mid-market U.S. CPA firms.
October 7 -
Private equity-backed firm Sorren acquired Healthworks, a healthcare consulting firm specializing in healthcare disputes and arbitration hearings.
October 2 -
ERP company DualEntry announced $90 million in Series A funding from Lightspeed, Khosla Ventures and GV in order to support its AI-native ERP system.
October 2 -
Sainvus is backed by long-term investors, including family offices and endowments, and is targeting firms with high-net-worth and small business clients across the United States
September 30 -
Grant Thornton Advisors is growing internationally, as GT member firms in France, Spain and Belgium join the platform.
September 29 -
Top 25 Firm Carr Riggs & Ingram today acquired Williams Steinert Mask, entering the San Antonio market and expanding its presence in Texas.
September 24 -
The Top 25 Firm is expanding in the Midwest by acquiring Mize CPAs in Topeka, Kansas, along with its affiliated wealth management firm, Prism Financial Group.
September 19 -
Plus, Workday rolls out host of new AI agents, introduces "flex credits"; Canopy Smart Intake now includes AI-driven document requests; and other tech news.
September 19 -
Bolotin Financial Group joins EisnerAmper's Prosperity, and 512Financial acquires HireBetter.
September 19 -
Top 10 Firm BDO USA announced its largest expansion ever — combining with the Southeastern powerhouse and Top 100 Firm Horne.
September 17 -
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A group of firms is combining under the Richey May brand to create a national footprint and rank among the Top 50 Firms.
September 9 -
Elevate, a new family office-backed platform firm, made its first acquisition with TYS Advisors, effective Aug. 1.
September 5 -
Top 100 Firm Smith + Howard acquired Birmingham, Alabama-based Horton, Lee & Burnett, expanding its Southeast footprint.
September 4 -
Registered investment advisor Savant Wealth Management acquired PrairieView Partners, a CPA-led RIA based in St. Paul, Minnesota.
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