M&A
M&A
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Katz, Sapper & Miller, a Top 50 Firm based in Indianapolis, has added an investment banking practice by acquiring Charter Capital Partners in Grand Rapids, Michigan.
January 21 -
Lucas Horsfall integrated Gettleson, Witzer & O'Connor of Encino, California. Wilson Lewis merged in Alexander, Almand & Bangs of Gainesville, Georgia.
January 20 -
Plus, Emburse announces Invoice Tax Validation; TaxStatus releases tax prep checklist, tax return history; and other accounting tech news and updates.
January 16 -
An increase in private equity acquisitions has made odd bedfellows of once-disparate, competing accounting firms.
January 16 -
The Top 25 Firm based in New York has merged in a digital marketing and growth advisory firm based in Metairie, Louisiana.
January 15 -
The merger will grow the Top 50 firm's footprint in the Atlanta metropolitan area.
January 15 -
Platform Accounting Group, based in Holladay, Utah, has added Riibner and Associates, based in Kensington, Maryland, in the latest of a string of M&A deals.
January 14 -
The Top 100 Firm based in Dallas acquired an Indianapolis firm that specializes in fractional CFO and financial advisory services.
January 13 -
The Top 25 Firm is buying an advisory firm based in Washington, D.C., that specializes in outsourced accounting solutions.
January 13 -
The Top 25 Firm based in New York is expanding its presence in the Sunshine State by buying a firm in Hollywood, Florida.
January 13 -
The Top 100 Firm based in Atlanta has acquired one of the largest locally owned public accounting firms in South Carolina.
January 13 -
SSC CPAs + Advisors in Kansas and Harrison Henderson in Oklahoma will merge.
January 8 -
The Top 50 Firm based in Troy Michigan, has acquired a firm in Key Biscayne, Florida, expanding its presence in the Sunshine State.
January 8 -
The Top 75 Firm has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors.
January 7 -
The Top 25 Firm based in Atlanta is expanding into the Pacific Northwest by adding two firms in the Portland, Oregon, area.
January 7 -
Corporate performance management solutions provider OneStream has agreed to be acquired by Hg Capital, a technology investment firm.
January 6 -
Mauldin & Jenkins merged in the Prinzo Group; and Schell & Hogan joined Symphona.
January 6 -
Wolf & Co., a Top 75 Firm based in Boston, has acquired the Kafafian Group, a bank consulting firm in Bethlehem, Pennsylvania.
January 5 -
The PE-backed accounting platform has added Tyler, Texas-based Gollob Morgan Peddy, further expanding its footprint in the Southwest.
January 5 -
The Top 25 Firm has acquired a Regional Leader headquartered in Minneapolis, effective Jan. 1, 2026.
January 5

















