M&A
M&A
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New Jersey accounting firm Cullari, Gallo, Soojian, Carraba LLC has merged with Carrico Associates P.A.
January 12 -
Accounting and consulting firm Rehmann has combined with Cleveland-based Dawson Wealth Management, increasing the size of Rehmanns wealth management practice to over $1 billion in assets under management.
January 12 -
CPA and business advisory firm The Resnick Druckman Group has merged in New York-based practices, Sigmund Balaban & Co. and Gilbert, Wolff and Co., effective immediately.
January 12 -
Two former partners in the accounting firm Sturn Wagner Lombardo & Co., Andrew R. Lombardo and Matthew C. Wagner, are merging with J. Brian Stitcher, owner of the accounting firm SRM & Co., to form a new firm, Lombardo Wagner Stitcher and Co. LLC.
January 11 -
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Throughout 2009, those in the accounting professionneeded a scorecard to track the flurry of CPA firm mergers that occurred between the start of the year and the final refrain of "Auld Lange Syne."
January 11 -
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Sikich LLP has merged in two IT service consulting firms, Hal Weinberger Consulting and MAS Consulting, in the latest examples of the firms merger spree.
January 8 -
Florida accounting firm Kauffman, Rossin & Co. has brought on board the team from Ft. Lauderdale-based London Witte & Co.
January 7 -
California accounting firms Macias Gini & OConnell and Bernstein, Fox, Whitman, Goldman & Baumblatt LLP have combined forces.
January 6 -
San Diego wealth management firm Rowling, Dold & Associates has joined Moss Adams Wealth Advisors, the wealth management division of accounting firm Moss Adams.
January 5 -
Payroll giant ADP has agreed to buy DO2 Technologies, a Calgary, Alberta-based company that provides electronic invoicing software.
January 5 -
LECG shareholders have approved the consulting firms merger with Smart Business Advisory & Consulting along with a related proposal for LECG to receive a $25 million cash investment from Smarts majority shareholder, Great Hill Partners.
January 4 -
CBIZ Inc. and its affiliated CPA firm Mayer Hoffman McCann have acquired Goldstein Lewin & Co., a South Florida accounting and financial services provider.
January 4 -
Southeast regional accounting firm Carr Riggs & Ingram has combined with New Orleans-based Roth Murphy Sanford, expanding CRIs footprint to six states.
January 4 -
Southeast regional accounting firm Watkins Meegan is expanding its Annapolis, Md., office by adding several accounting, tax and business consulting experts from Annapolis-based Sturn Wagner Lombardo & Co.
December 30 -
Accounting firm LarsonAllen is combining with the senior citizen services consultancy Third Age Consulting in the New Year.
December 28 -
Maryland accounting firms DeLeon & Stang, CPAs & Advisors, and Hull & Associates CPAs have merged.
December 28 -
Advisor Software has acquired Advisor Partners LLC, an asset management firm that specializes in creating comprehensive investment portfolios and managing client accounts on behalf of professional investment advisors.
December 28 -
In an unusual move, Sikich LLP has merged with Icon Digital Design & Illustration, a marketing and design company, and named two of Icons partners as partners in the accounting firm.
December 24