M&A
M&A
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Marcum acquired Croskey Lanni; Ascend added Blackman & Sloop and TSS; RKL eSolutions bought Techware; and the Willeford Group joined Hancock Askew.
May 6 -
The new advisory service follows Platform's acquisition of Walpole Financial Advisors.
May 3 -
The Top 25 Firm is expanding its footprint east of the Mississippi River to Ohio.
May 3 -
EisnerAmper will be adding Edelstein; Simon, Krowitz, Meadows & Bortnick joined Marcum; LMC acquired Vogel; and Crete secured additional funding.
May 2 -
Ernst & Young acquired Nuvalence; CliftonLarsonAllen bought Ronald Blue; Wipfli added Harbour Results; and Avantax acquired Integrated Tax & Wealth Strategies' wealth management business.
May 1 -
The annual rush to pay Uncle Sam means the Treasury doesn't need to issue as much short-term debt as in other months to fund the U.S. government.
April 15 -
The Chicago-based firm is expanding in Southern California in the third M&A deal it has announced this month.
April 11 -
Crete Professionals Alliance added Reid Tax & Advisory Services; and Financial Independence joined Level Four Financial.
April 10 -
The Top 100 Firm has merged in ITR Economics to boost its advisory capabilities.
April 5 -
The economic basics of supply and demand still rule the day: Your firm is worth what a buyer will pay.
April 4