M&A
M&A
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Katz, Sapper & Miller is adding Cassady Schiller; Eide Bailly merged in Edward White & Co.; Forvis plans to acquire ConTech360; and Avantax acquired GA Investment Management.
May 20 -
The Top 10 Firm based in Chicago is adding a Top 75 Firm headquartered in Redwood City, California in July, only a few months after receiving private equity funding.
May 16 -
U.K.-based IRIS Software announced its acquisition of Swipeclock, the Utah-based maker of solutions WorkforceHub and ApplicantStack.
May 15 -
Test your knowledge of the biggest accounting headlines of the week. No. 2 pencil not required!
May 10 -
The Top 50 Firm snagged a $250 million minority investment from private equity firm Bain Capital.
May 9 -
CliftonLarsonAllen, a Top 10 Firm, has acquired Engine B, a London-based company that helps accounting firms get more insights from client data.
May 9 -
The Top 25 Firm bolstered its business process outsourcing practice with the latest M&A deal.
May 8 -
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 -
Crowe plans to add Belt Harris Pechacek; and PKF Smith Cooper acquired BLB Advisory.
April 3 -
Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.
April 2 -
WithumSmith+Brown added a firm in Philadelphia that mainly serves nonprofit and government organizations.
April 1
