M&A
M&A
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The Top 30 Firm is expanding its local, state and federal government client base, effective March 31.
February 15 -
The Top 20 firm has added two data analytics and application development companies, Solve100 and Waypoint Consulting, while expanding its footprint to Arkansas.
February 14 -
PKF O’Connor Davies is acquiring Simon, Tapper, Edelman & Wilner; and Ryan LLC is buying MacRostie Historic Advisors.
February 11 -
Baker Tilly acquired Orchestrate Healthcare; and Mugford & DiBella merged in Daigle, Smith & Chubet.
February 3 -
E. Cohen and Co. CPAs, a firm based in Rockville, Maryland, is merging in DeVan & Lowery PA, another CPA firm in its home town.
February 2 -
The Top 25 Firm has merged in a firm in the Encino neighborhood of Los Angeles .
February 1 -
The Top 20 Firm is expanding its presence in New Jersey.
February 1 -
Hancock Askew has added Mason Advisory Group; and Reimer McGuinness and Hess Hopkins Alexander have merged.
January 28 -
The acquisition should improve its capabilities around intercompany tax management and regulatory compliance.
January 28 -
Schellman & Co., a Top 100 Firm based in Tampa, Florida, is expanding its cryptocurrency audit services by acquiring the firm of Scott S. Perry, CPA PLLC, based in Bellevue, Washington.
January 24 -
The newly formed Whitman Transition Advisors will be the largest M&A and consulting organization focused exclusively on CPA firms.
January 21 -
The Top 100 Firm is expanding to the western part of its home state.
January 20 -
Carr, Riggs & Ingram acquired Travani & Richter; and Citrin Cooperman added Massarsky Consulting.
January 19 -
Chargebee has acquired Brighback; and GTreasury has bought Hedge Trackers.
January 18 -
The Top 15 Firm has moved into the Phoenix market with the acquisition of Mesa-based Schmidt Westergard.
January 17 -
The combination brings two major accounting surveys under one roof, but will keep them independent.
January 14 -
Herbein + Company acquires Cappelletti, Pinter & Co. and the LaMastra Group; Ryan buys Tax Advisory Services Group; and Lovelady, Christy + Associates merges with Terra Accounting and Consulting.
January 13 -
The megadeal will add an expected $138 million to CBIZ’s annual revenue.
January 10 -
Parthenon Capital, a private equity firm based in Boston, has struck an agreement with the Chicago-based Top Five Firm's wealth management practice.
January 5 -
Wiss acquires Neidich; High Rock Accounting adds the Digital CPA; and Alexander Thompson Arnold buys Jordan, Woosley, Crone & Keaton.
January 4

















