M&A
M&A
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The wealth management firm has made a strategic investment in a tax and advisory firm.
July 11 -
The Top 25 Firm merged in a financial advisory services firm focusing on the health care industry.
July 10 -
BPM combined with Fair, Anderson & Langerman; and Suttle & Stalnaker merged in Somerville & Co.
July 6 -
The Texas-based firm is merging in Thomas & Gibbs in Durham.
June 29 -
The board proposed an update to improve the accounting for purchased financial assets, including those acquired in a business combination.
June 27 -
Eide Bailly is adding King & Oliason; Ferrell & Kelly joined Hancock Askew; and Getzel Schiff & Pesce is merging in Kalmus, Siegel, Harris, & Goldfarb.
June 26 -
For the CEO of Forvis, an open mind is key to making the most of a merger of equals.
June 21 -
The Top 50 Firm has merged in Baird, Cotter & Bishop, adding two offices in its home state.
June 12 -
The Top 25 Firm has merged in a California-based consulting firm in the latest deal since receiving private equity funding in 2021.
June 6 -
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.
June 5 -
The Top 20 Firm is adding another firm that focuses on entertainment industry clients.
June 5 -
The Top 20 Firm based in New York has added a Regional Leader headquartered in Blue Bell, Pennsylvania.
June 5 -
Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm.
June 5 -
The Minnesota-based firm announced a merger with local firm HG&K, Ltd.
June 2 -
Weaver acquired HKG; Porte Brown merged in RVG Partners; and HW&Co. added ECS Billing & Consulting South.
June 2 -
The New York-based firm is the platform's third major deal.
June 2 -
Biden's team agreed to trim $21 billion over a decade from IRS enforcement and $28 billion from prior COVID spending.
May 30 -
Gene Marks recommends five internal metrics for clients to consider when they're looking to purchase a company.
May 26 -
Plus AuditClub Compass aims at AICPA quality control standards; FloQast releases Compliance Management tool; and other accounting tech news.
May 26 -
McCarthy has told Biden that he did not intend to retreat from public refusals to accept additional taxes as part of an agreement.
May 24
