M&A
M&A
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C Systems specializes in nonprofit tech services and association management systems, and Confluence Global is a Salesforce consulting partner.
August 5 -
Grassi acquired S&Z Fund Services; Yount, Hyde and Barbour merged in Rowles & Co.; Alexander Thompson Arnold acquired Teasler CPA; and DJH Mitten Clarke added Lloyd Piggott.
August 3 -
Together, the two companies hope to accelerate digital transformation for their customers, which during the pandemic became a priority for firms and clients alike.
August 2 -
A presidential executive order raises questions about a tool that accounting firms often rely on.
July 26 -
The buy comes at a time when CPA firms across North America are looking to expand and deploy new services.
July 23 -
Withum merges in OUM; and Whitley Penn plans to add Werlein & Harris.
July 19 -
The Regional Leader has bought Breakpoint Technology, a data analytics and technology collaboration practice in Louisville, Kentucky.
July 14 -
The Top 25 Firm has merged in ZenTek Data Systems, a technology consulting firm in Fort Lauderdale.
July 7 -
The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.
July 7 -
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Friedman added Bohlmann Accounting Group, and Herbein + Company merged in Mosteller & Associates.
June 30 -
The Top 25 Firm’s merger with the Cadence Group gives it a presence in Salt Lake City.
June 29 -
Wipfli’s latest merger is bringing the Midwest-based firm to California, but since the pandemic, it has been able to recruit talent around the world.
June 23 -
Stephen Schwarzman said the risk of an increase in U.S. capital gains taxes has led to explosive growth in potential targets for his alternative investment firm.
June 23 -
The Top 100 Firm, based in Atlanta, is expanding in Alabama.
June 16 -
Most small firm owners who are considering retirement are not familiar with how selling a practice works and how to get started.
June 14 -
The combination of the two Top 100 Firms continues Armanino’s national expansion.
June 9 -
Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.
June 8 -
The San Francisco-based firm is expanding to Redwood City, California.
June 7 -
The Top 20 Firm based in Milwaukee, has merged in a Regional Leader headquartered in St. Louis.
June 1
