M&A
M&A
-
The Connecticut-based financial advisory firm has added a CPA firm, as well as a registered investment advisory firm.
January 16 -
The New York-based Top 20 Firm has acquired a firm headquartered in Farmington, Connecticut.
January 16 -
Thomson Reuters was the winner of a bidding war to acquire a majority stake in Swedish e-invoicing and tax solutions firm Pagero.
January 16 -
Plus, Intuit adds TurboTax to Credit Karma and QuickBooks; FreshBooks introduces payroll capacities; and other accounting tech news.
January 12 -
The Top 60 Firm is expanding its footprint in North Carolina.
January 11 -
The deal will deepen PKFOD's private client services offering.
January 10 -
The New York-based firm is expanding to the Carolinas with its latest M&A deal.
January 9 -
The Michigan-based firm has expanded to Massachusetts.
January 8 -
The Regional Leader merged in a firm in Winter Park, Florida.
January 5 -
The Wayne, Pennsylvania-based firm has expanded to Marlton, New Jersey.
January 2 -
The ERP software and IT consulting provider is adding expertise in Sage 100, Sage 50 and Sage BusinessWorks.
December 29 -
Honkamp, a Regional Leader based in Dubuque, Iowa, merged in Schowalter & Jabouri, one of the 20 largest CPA firms in the St. Louis metro area, effective Dec. 2, 2023.
December 28 -
Iris supplies software for the U.K. accounting, payroll, human resources and education sectors.
December 26 -
The Top 100 Firm is merging in San Antonio- and Austin-based Ridout Barrett & Co.
December 20 -
The Houston-based firm has acquired local CPA firm Gummer Group.
December 19 -
After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.
December 15 -
The Chicago-based firm plans to add the federal government practice of CliftonLarsonAllen, effective Dec. 31.
December 14 -
Iris supplies software for the accounting, payroll, human resources and education sectors.
December 12 -
Rosen, Sapperstein and Friedlander, a Regional Leader based in Towson, Maryland, is buying MBA, a firm based in Cockeysville.
December 8 -
Like other firms, KPMG has been battling a fall in demand for its services caused by the tougher economic climate.
December 7


















