The wealth management firm has made a strategic investment in a tax and advisory firm.

The Top 25 Firm merged in a financial advisory services firm focusing on the health care industry.

BPM combined with Fair, Anderson & Langerman; and Suttle & Stalnaker merged in Somerville & Co.

The Texas-based firm is merging in Thomas & Gibbs in Durham.

The board proposed an update to improve the accounting for purchased financial assets, including those acquired in a business combination.

Eide Bailly is adding King & Oliason; Ferrell & Kelly joined Hancock Askew; and Getzel Schiff & Pesce is merging in Kalmus, Siegel, Harris, & Goldfarb.

For the CEO of Forvis, an open mind is key to making the most of a merger of equals.

The Top 50 Firm has merged in Baird, Cotter & Bishop, adding two offices in its home state.

The Top 25 Firm has merged in a California-based consulting firm in the latest deal since receiving private equity funding in 2021.

The North Carolina-based firm has added a forensic and litigation consulting firm in New Orleans, the latest M&A deal since it received private equity funding last year.