Accounting & Tax Acquisitions in United States

Cherry Bekaert announced it has acquired the business of Richardson Kontogouris Emerson LLP (RKE), a public accounting and advisory firm founded in 2006. Under the transaction, Cherry Bekaert Advisory LLC is acquiring RKE’s business advisory, tax and other nonattest assets, while Cherry Bekaert LLP is acquiring RKE’s attest assets; RKE will be integrated and operate under the Cherry Bekaert brand.

Wealthspire announced that its business management platform, Ground Control Business Management, acquired Nashville-based Wiles + Taylor & Co., a music-focused business management and tax consulting firm. The deal expands Ground Control’s touring and royalty administration capabilities and marks its first out-of-state acquisition, strengthening its national footprint beyond California while Wiles + Taylor continues operating in Nashville.

Ryan, a global tax services and software provider, acquired Meritax Advisors, a commercial property tax consulting firm. The deal expands Ryan’s property tax capabilities in valuation strategy, litigation management, and large-portfolio advisory for commercial real estate owners, particularly across Texas.

AAFCPAs, a Top 100 U.S. CPA and advisory firm, announced it has acquired McLaren & Associates CPAs, PC. The acquisition expands AAFCPAs' capabilities in forensic accounting, litigation support, business valuation, and tax advisory services. McLaren & Associates’ team, including founder David S. McLaren and tax partner Jennifer Chase-Williams, will join AAFCPAs as part of the integration.

LBMC, an accounting and business consulting firm headquartered in Brentwood, Tennessee, acquired Torrillo & Associates to expand into the U.S. Northeast. Torrillo & Associates, founded in 2004 and based in Glen Mills near Philadelphia, specializes in employee benefit plan audits (including 401(k), 403(b), and pension plans) and will operate as LBMC Philadelphia. Financial terms were not disclosed.

Doeren Mayhew acquired 1RDG, a Rochester-based advisory firm, effective January 20, 2026, to enter and expand in the New York market. The combination adds two New York offices, expands capabilities across audit, tax, outsourced accounting, and advisory services, and brings in more than 100 employees and seven partners (including Bailey Carr CPAs and Bahgat & Laurito-Bahgat CPAs joining concurrently).

Cherry Bekaert has acquired Tarsus, a Washington, DC-based accounting and advisory firm, for an undisclosed amount (announced January 13, 2026). The acquisition expands Cherry Bekaert’s outsourced accounting and CFO advisory capabilities and increases its scale in the Washington, DC and Kansas City markets. Tarsus provides outsourced accounting, bookkeeping, real-time financial and KPI reporting, and strategic CFO services, serving clients across sectors including technology, government contracting, staffing, private equity, and professional services.

Charter Impact, a national provider of financial and operational middle and back-office services for charter schools, has acquired EdFinMN, a Minnesota-based back-office firm serving charter schools, districts, and education support organizations. EdFinMN will retain its local team and client relationships while gaining access to Charter Impact’s infrastructure, technology platform, and national expertise to expand support across Minnesota.

PKF O’Connor Davies announced that Hollywood, Florida-based Topping Kessler & Company has joined the firm, expanding PKF’s South Florida footprint and adding tax, accounting, and advisory capabilities. All four partners and more than 30 team members of Topping Kessler will join PKF O’Connor Davies as the practice integrates and operates out of Hollywood and PKF’s existing Fort Lauderdale office.

Smith + Howard, an Atlanta-based accounting and advisory firm, acquired Bauknight Pietras & Stormer, P.A. (BPS), a large locally owned public accounting and advisory firm headquartered in Columbia, South Carolina. The deal expands Smith + Howard’s footprint in the Southeast and adds sector depth in areas including construction, real estate, manufacturing/distribution, captive insurance, and telecommunications; terms were not disclosed. Following closing, BPS will transition to the Smith + Howard brand while maintaining continuity for existing client service teams.

SAX, a Top 100 accounting, tax, and advisory firm, acquired Scheidel, Sullivan & Lanni CPA LLC ("SSL") and Sierra Financial Advisors, LLC, effective January 4, 2026. As part of the transaction, Sierra Financial Advisors (the wealth management arm) was acquired by SAX Wealth Advisors, a wholly owned subsidiary of SAX, strengthening SAX’s integrated accounting, tax, advisory, and wealth management platform. The announcement notes the deal is SAX’s third transaction since a recent minority investment from Cobepa.

SSC CPAs + Advisors, a 100% employee-owned CPA and wealth management firm based in Kansas, announced a merger with Harrison Henderson PLLC, an Oklahoma-based accounting firm. The combined organization will operate under the SSC CPAs + Advisors name, expanding market reach and service offerings across tax, accounting, advisory, and related financial services. Financial terms were not disclosed.

BELAY, a provider of flexible staffing and financial solutions backed by Tenex Capital Management, acquired Fully Accountable, an outsourced accounting firm serving eCommerce and digitally native brands. The deal expands BELAY’s financial solutions capabilities—adding deeper outsourced accounting and CFO-related services—and represents BELAY’s fifth strategic financial acquisition in under two years.

Symphona LLP, a CPA and technology firm, acquired Schell & Hogan LLP effective January 1, 2026. Schell & Hogan will operate under the Symphona name while maintaining its Saint Simons Island office, and four Schell & Hogan partners joined Symphona to support continuity for clients across accounting, tax, and advisory services.

CohnReznick acquired Minneapolis-based Smith Schafer & Associates in a strategic transaction effective January 1, 2026, expanding CohnReznick’s presence into Minnesota and further extending its Midwest footprint. Smith Schafer adds three Minnesota offices and a team of 12 partners and 89 employees, strengthening CohnReznick’s advisory, assurance, and tax capabilities across multiple industries.

PKF O'Connor Davies announced that Wolf Maryles & Associates has joined the firm, effective January 1, 2026. The addition expands PKF O'Connor Davies' private client capabilities in tax and financial management advisory services for high-net-worth individuals and families, adding an 11-person team to its New York City office.

Aprio entered the Pacific Northwest through combinations with two Oregon-based accounting and advisory firms, Delap LLP and Hoffman, Stewart & Schmidt, P.C. The combinations closed on January 1, 2026, expanding Aprio’s presence in the greater Portland area and strengthening its regional audit, tax, and advisory capabilities, including technology-forward services such as managed IT, digital forensics, and cybersecurity (via Delap).

Maridea Wealth Management is acquiring Hyperion Accounting Group as it launches a dedicated Tax & Business Services unit. Hyperion’s leader, David Papotta, will join Maridea as Director of Tax & Business Services, expanding Maridea’s integrated offering across tax preparation/planning, bookkeeping, accounting support, and outsourced CFO/controller services.

Doeren Mayhew, a national assurance, tax and advisory firm, completed its acquisition of Florida-based Lancaster & Reed LLC (effective Dec. 17, 2025). Lancaster & Reed will continue operating from its Key Biscayne office under the Doeren Mayhew brand, strengthening Doeren Mayhew’s Florida presence and expanding its Miami international private client/high-net-worth capabilities.

Aiwyn acquired Column Tax’s tax technology to accelerate development of Aiwyn Tax, a modern 1040 preparation, review, and e-filing engine aimed at enterprise accounting firms. Column Tax’s platform has processed over 1 million returns in production, and its team is being integrated into Aiwyn, with Column Tax’s former CEO Gavin Nachbar joining as GM of Tax.

Legacy Valuations & Forensics, LLC, formerly part of Empire Valuation Consultants, announced it has joined Crete Professionals Alliance. The partnership expands Crete’s valuation, forensics, and litigation support capabilities while allowing Legacy to retain its brand, team, and leadership with added access to Crete’s national platform and resources.

Prosperity Partners, a Chicago-headquartered tax and accounting firm backed by Unity Partners LP, completed the addition of New York-based Farkouh, Furman & Faccio (FF&F), a provider of tax, attest, accounting, and business consulting services. FF&F’s partners are reinvesting in Prosperity as part of the transaction, which establishes a new flagship office in New York City and adds international tax and audit/attest capabilities. Financial terms were not disclosed.

Carr, Riggs & Ingram (CRI) expanded its presence in Austin, Texas with the addition of DK Partners, PC, an Austin-based accounting and advisory firm. DK Partners will operate under the CRI brand, with clients continuing to be served by the existing Austin team while gaining access to CRI’s broader national resources and specialized services.

SAX, a national accounting, tax, and advisory firm backed by Cobepa via a July 2025 minority investment, completed two add-on acquisitions: Maddaloni, Nydick & Keenan (MNK) and SCL Consulting. SCL Consulting, founded in 2014 and based in Maryland, entered an agreement to join SAX LLP and SAX Advisory Group LLC effective November 14, 2025, expanding SAX’s Client Accounting Services capabilities and Mid-Atlantic presence.

Doeren Mayhew, a Houston CPA and accounting firm, acquired TBK CPA, PLLC, a Houston-based tax accounting firm. The deal was effective November 17, 2025, and was announced December 11, 2025, adding nearly 35 employees and bringing TBK’s former partners into Doeren Mayhew leadership roles as tax principals.

Doeren Mayhew, a national assurance, tax and advisory firm, acquired McMurray, Fox & Associates, PLLC (McMurray Fox), effective November 10, 2025. The deal adds offices in Hendersonville and Gallatin, Tennessee, along with three principals and other professionals, expanding Doeren Mayhew’s Nashville-area presence and adding local audit capabilities.

Mercer Advisors acquired Beach Freeman Lim & Cleland (BFLC), a Southern California-based tax, accounting, and business advisory firm serving high-net-worth individuals, families, and business owners. The acquisition expands Mercer Advisors’ integrated family office and tax capabilities and increases its footprint across Southern California, with BFLC’s team joining Mercer Advisors.

BryteBridge Group, a tech-enabled provider of nonprofit software and outsourced compliance, accounting, tax, and filing services, acquired Foundation Group, a Nashville-based nonprofit compliance and accounting services provider founded in 1995. Backed by RFE Investment Partners and Knox Capital, BryteBridge is expanding its nonprofit services platform and will integrate Foundation Group’s Assurance membership program with BryteBridge’s Connect membership platform to broaden support for small and mid-sized nonprofits nationwide.

Prime Capital Financial acquired Harman Wanzor McNamara LLP (HWM), a Fort Worth, Texas-based tax and accounting advisory firm with approximately 40 employees. The acquisition enables Prime Capital Financial to launch a new tax advisory subsidiary, expanding its capabilities in tax planning, compliance, accounting, and business advisory for wealth management clients.

Doeren Mayhew, a national assurance, tax and advisory firm, acquired Novotny CPA Group effective November 6, 2025. The deal expands Doeren Mayhew’s presence in West Michigan; Novotny’s team moved into Doeren Mayhew’s Grand Haven and Grand Rapids offices, and partners Randy Novotny and Tom Winkelman joined as principals.

Frazier & Deeter (FD) announced it has completed the acquisition of Rosen, Sapperstein & Friedlander, LLC (RS&F), a Towson, Maryland-headquartered CPA and advisory firm serving family offices, ultra-high-net-worth families, and middle-market organizations. The transaction expands FD’s Mid-Atlantic footprint and strengthens its family office and middle-market advisory capabilities, with RS&F expected to be fully integrated into FD’s operational and support infrastructure.

Ascend, a platform for regional accounting and advisory firms backed by Alpine Investors, announced the addition of Colorado-based accounting firm BiggsKofford to its national platform. As part of the transaction, BiggsKofford adopted an alternative practice structure, with tax and advisory services provided by newly formed BiggsKofford Advisors, LLC affiliated with Ascend, while attest services remain with an independent CPA firm. Financial terms were not disclosed.

Carr, Riggs & Ingram (CRI) announced that Abroms & Associates has joined the firm, expanding CRI’s presence in northern Alabama and continuing its growth across the Southeast. Abroms & Associates will continue operating from its Florence office under the CRI name.

Fernway Solutions, an accounting and advisory firm focused on cross-border and high-growth clients, has joined global business consulting firm EisnerAmper. Founded in 2018 and headquartered in San Francisco, Fernway expands EisnerAmper’s capabilities in global expansion advisory, tax planning, compliance, and accounting services.

Capstone Accounting and Tax announced that it has welcomed Nissen & Meyer, a Redmond, Oregon-based accounting and tax firm, to expand Capstone’s presence in Central Oregon. Nissen & Meyer will continue operating from its Redmond office, with clients gaining access to Capstone’s broader network and expanded tax, accounting, and advisory resources.

Amplēo, a provider of fractional executive services, has acquired AVL Growth Partners, a finance and accounting services firm headquartered in Boulder, Colorado. The deal expands Amplēo’s national footprint and strengthens its presence in Colorado, while significantly increasing its fractional CFO and accounting capacity. Amplēo noted it has been recently backed by Unity Partners and described this as its fifth acquisition in 2025.

Family Office of America, Inc. (FOFA), via its subsidiary Family Office of Maryland, acquired Toone & Associates, a Maryland-based CPA firm serving high-net-worth individuals and families. The deal marks FOFA’s entry into the fragmented accounting services market and supports its strategy to roll up CPA practices while expanding integrated tax, wealth, and family office offerings.

Graphite Financial, a provider of finance, tax, and accounting services for early- and growth-stage businesses, announced it has acquired Furey, a provider of scalable accounting, finance, and payroll solutions for venture-backed startups. The deal expands Graphite’s capabilities, client base, and geographic presence, and is supported by Graphite investor Red Iron Group.

Smith + Howard, an accounting and advisory firm, has acquired Horton, Lee, Burnett, Peacock, Cleveland & Grainger (known as Horton, Lee & Burnett), an accounting and consulting firm based in Birmingham, Alabama. The deal marks Smith + Howard’s entry into Alabama and expands its presence across the Southeastern United States; Horton, Lee & Burnett will transition to the Smith + Howard brand. Financial terms were not disclosed.

Richey May announced a transformative merger with four accounting and advisory firms—WSRP, MKA, Sobul Primes & Schenkel, and The Doty Group—to form a single national platform operating under the Richey May brand. The combination expands the firm’s industry reach, geographic footprint, and technical capabilities, and will operate under an alternative practice structure with separate attest and nonattest entities.

DuCharme, McMillen & Associates, Inc. (DMA), an employee-owned corporate tax services firm headquartered in Fort Wayne, Indiana, has acquired Tax Advisors, PLLC, a Vancouver, Washington-based property tax consulting firm. The deal expands DMA’s property tax consulting capabilities, strengthens its national footprint (including the Portland-area presence), and adds Tax Advisors’ expertise in property tax minimization and cost segregation/179D studies for commercial and industrial properties.

Elevate LLC, a national platform for accounting, tax, and advisory firms, announced a strategic and capital investment in Gilmore Advisors LLC, the non-attest business of San Mateo, California-based Gilmore & Associates, LLP. Effective September 1, 2025, the partnership keeps Gilmore & Associates’ attest practice independent while moving tax and advisory services into Gilmore Advisors LLC under an alternative practice structure, supported by Elevate’s resources and technology.

Ascend, a private equity-backed strategic partner to regional accounting and advisory firms, announced its largest merger to date with Miami-based KSDT, effective September 1, 2025. KSDT will expand Ascend’s southeastern footprint and integrate its India team into Ascend’s offshore captive, Sentient Solutions for Accounting. Financial terms were not disclosed.

FMS Solutions (FMS), a New Heritage Capital portfolio company, acquired AMP Services, LLC (AMP) and Merchants Accounting Services, Inc. (MAS) to expand into the restaurant accounting vertical. The acquisitions strengthen FMS’s tech-enabled, SaaS-based managed accounting, benchmarking, and advisory offering for multi-site restaurants, hospitality customers, and independent operators.

Citrin Cooperman Advisors LLC acquired substantially all the assets of Barkin, Perren, Schwager & Dolan, LLP (BPSD), an accounting and advisory firm based in Woodland Hills (Los Angeles area), California. The deal expands Citrin Cooperman’s West Coast/Southern California presence and strengthens sector capabilities including entertainment and professional services; BPSD adds three partners and more than 20 professionals to the platform.

Cohen & Co, a U.S. tax and accounting firm, acquired/merged with Gioffre & Company, LLP, a full-service accounting firm based in Westchester County, New York. The transaction closed on August 8, 2025 and expands Cohen & Co’s presence in the New York Tri-State region while adding outsourced accounting, financial reporting, and tax capabilities.

Platform Accounting Group, an accounting services firm based in Salt Lake City, acquired AWG Wine Advisors (formerly Allen Wine Group), a Santa Rosa, California-based accounting and advisory firm focused on the wine industry. The acquisition expands Platform Accounting Group’s business accounting services offering into the winery sector, including bookkeeping, tax, and fractional CFO/controller services.

Cherry Bekaert acquired the business of Jameson & Company CPAs, a firm providing outsourced accounting solutions to small federal government contractors and grantees. The deal strengthens and expands Cherry Bekaert’s Government Contractor Consulting Services practice by adding Jameson’s experience in government contracts and grants compliance consulting. Jameson is headquartered in Bedford, Massachusetts.

Prosperity Partners, a Chicago-headquartered tax and accounting firm backed by Unity Partners LP, completed the acquisition of Pipaya, a Vienna, Virginia-based transaction services/transaction advisory firm. The deal expands Prosperity’s transaction services capabilities and strengthens its presence in the Washington, D.C. metro area; financial terms were not disclosed.

Earned, a New York-based tech-enabled financial services firm focused on healthcare professionals, acquired Schwartz & Schwartz, PC, a Boston-based healthcare-focused tax and accounting firm serving dental practices and other providers. The deal expands Earned’s East Coast footprint starting in the greater Boston area and continues its acquisition-led national growth strategy.

Aprio, a U.S. business advisory and accounting firm, acquired New Jersey-based DeFalco & Co, CPA to expand its presence in the greater New York Metro and broader Tri-State market. DeFalco & Co, CPA (with offices in Hoboken and Scotch Plains) officially joined Aprio as of August 1, 2025, adding partners and staff and expanding Aprio’s regional capacity in tax, audit, and advisory services.

Frazier & Deeter (FD) acquired Anglin Reichmann Armstrong, P.C., an accounting and advisory firm with offices in Huntsville, Alabama and in Pensacola and Winter Haven, Florida. The deal expands FD’s footprint across the Southeastern United States and adds specialized capabilities in government contracting (GovCon), construction, CAAS, and HR consulting services.

Doeren Mayhew, an assurance, tax and advisory firm, combined with Atlanta-area AGL CPA Group effective July 16, 2025, expanding Doeren Mayhew’s presence in the Southeast with a new Duluth office. AGL will operate under the Doeren Mayhew brand and its partners will join Doeren Mayhew’s leadership team as principals, adding capabilities across tax, audit/attestation, consulting and advisory services.

Strategic Accounting Outsourced Solutions (SAOS), a specialized outsourced accounting firm, has joined Armanino to expand Armanino’s managed services and strengthen its tech-enabled outsourced accounting capabilities. The combination enhances expertise in nonprofit and family office accounting while allowing SAOS clients to access Armanino’s broader resources and consulting support.

G&A Partners, a professional employer organization and HR outsourcing provider, has acquired outsourced accounting firm GrowthForce. GrowthForce will merge with G&A Partners’ outsourced accounting division to create a combined financial operations platform, operating under the GrowthForce brand as a G&A Partners company. Josh Farber will lead the combined organization as division president.

Aprio acquired Sandler & Company, P.C. (Sandler & Co.), a boutique CPA firm headquartered in Needham Heights, Massachusetts, effective July 1, 2025. The deal expands Aprio’s Financial Services practice in the Greater Boston area, with Sandler & Co. Managing Partner Don Sandler and a nine-person team joining Aprio; financial terms were not disclosed.

CohnReznick announced a strategic combination with Richmond, Virginia-based tax firm PIASCIK & Associates, effective July 1, 2025, adding a new Richmond office. The PIASCIK team will bolster CohnReznick’s Private Client Services and International Tax practices, with PIASCIK partners Steve Piascik and Ryan Losi taking expanded roles within CohnReznick.

CenterOak Partners, a Dallas-based private equity firm, completed a majority recapitalization of NOW CFO, a provider of outsourced finance and accounting services focused on SMB customers. NOW CFO is headquartered in Salt Lake City, Utah, and offers services such as controller-as-a-service, staff accounting, interim CFO support, and financial reporting. Financial terms were not disclosed.

Exonas Capital made a strategic investment in VFG Advisory LLC (doing business as Vision), an accounting and business services firm headquartered in Morganville, New Jersey. Avante Capital Partners and Brightwood Capital Advisors supported the transaction by providing debt and equity financing, and financial terms were not disclosed. Vision will serve as a platform for growth, pursuing expansion through organic initiatives and future add-on acquisitions.

SAX, a New Jersey-based accounting, tax, and advisory firm, acquired Sewald & Anastasia CPAs for an undisclosed sum, effective June 1, 2025. The acquisition expands SAX’s presence in Monmouth County, New Jersey, adds an office in Morganville, and strengthens its real estate and private client services capabilities.

Doeren Mayhew, a national assurance, tax and advisory firm, acquired Grand Rapids-based accounting firm Benoit & Associates, CPAs, effective June 1, 2025. The acquisition is intended to deepen Doeren Mayhew’s tax practice and expand its presence in West Michigan; Benoit & Associates’ managing director Maurice Benoit joined Doeren Mayhew as a principal and the team relocated to Doeren Mayhew’s downtown Grand Rapids office.

Prosperity Partners, a Chicago-headquartered tax and accounting firm backed by Unity Partners LP, completed the acquisition of Danaher Attig & Plante (DAP), a South Burlington, Vermont-based CPA and tax advisory firm. The transaction expands Prosperity’s service capabilities and establishes a stronger presence in Vermont; financial terms were not disclosed. DAP’s current partners will remain actively involved in the combined business.

PKF O'Connor Davies announced the addition of Philadelphia-area accounting, tax, and advisory firm Rainer & Company to expand its regional footprint and enhance service delivery. Rainer & Company’s shareholders and staff will join PKF O'Connor Davies, deepening capabilities across industries including construction, real estate, manufacturing, and employee retirement plans.

Cherry Bekaert announced the acquisition of Spicer Jeffries LLP, a CPA firm specializing in audit, tax, accounting and consulting services for the securities and asset management industry. The deal expands Cherry Bekaert’s financial services and fund-focused capabilities and broadens its geographic presence in the Rocky Mountain region, including Denver. Due to the firms’ alternative practice structure, the transaction is executed as two acquisitions: Cherry Bekaert Advisory LLC acquired Spicer Jeffries’ non-attest assets and Cherry Bekaert LLP will acquire Spicer Jeffries’ attest assets.

UHY expanded into the Ohio market by adding Cincinnati-based CPA firm Flynn & Company, establishing UHY’s first office in Cincinnati. Flynn & Company’s team, led by Managing Partner Richard T. Flynn, joins UHY to broaden tax, assurance, and advisory capabilities in the region as part of UHY’s ongoing U.S. expansion.

UHY acquired St. Louis-area accounting firm Sabino & Co. LLC in a transaction that closed June 1; financial terms were not disclosed. The deal was structured as two acquisitions under UHY’s alternative practice structure, with UHY Advisors acquiring Sabino’s non-attest assets and UHY LLP acquiring Sabino’s attest assets, and Sabino’s team is expected to move into UHY’s Maplewood office.

Rentvine announced that Bynnd, a provider of trust accounting services for property managers, is now officially part of Rentvine. The acquisition is intended to strengthen Rentvine’s accounting platform and expand support and accounting expertise available to property management customers. As part of the deal, Bynnd founder Kristin Johnson will join Rentvine’s leadership team.

Aprio, a U.S. business advisory and accounting firm, acquired SND Partners, LLP, a San Francisco Bay Area accounting firm specializing in Affordable Housing Tax Credit and Housing and Urban Development (HUD) audits. The combination expands Aprio’s affordable housing-focused audit and tax capabilities and strengthens its California presence, with the SND Partners team joining Aprio’s Walnut Creek office.

Earned Wealth, a tech-enabled financial services firm focused on doctors and their practices, acquired Chahal & Associates, a tax and accounting firm based in Hercules, California. The deal expands Earned’s tax planning and accounting capabilities as it continues building a doctor-focused wealth and tax platform following its 2024 $200 million growth investment from Summit Partners and Silversmith Capital Partners.

Capstone Accounting and Tax announced that Keller & Mendoza CPAs has joined Capstone, expanding Capstone into Colorado and the Rocky Mountain region. Maury Keller will join Capstone as a Partner and continue leading the Vail, Colorado office, with clients retaining their existing team while gaining access to Capstone’s broader resources and technology.

Capstone Accounting and Tax announced the expansion of its firm through a merger with Sargent CPA, strengthening its presence in Klamath Falls, Oregon. As part of the transaction, Sargent CPA’s founder Will Sargent and his team join Capstone, with Sargent becoming a Partner, and the Klamath Falls team moving into Capstone’s local office.

Ryan, a global tax services and software provider, acquired Brayn Consulting LLC, a tax services firm specializing in R&D, cost segregation, and green energy income tax incentives. The acquisition expands Ryan’s Income Tax practice and adds Brayn’s Houston-based team; Brayn CEO Brady Bryan will join Ryan as Principal and National Leader – Real Property Income Tax Incentives.

GTM (Global Tax Management) acquired the state income tax practice of DMA (DuCharme, McMillen & Associates, Inc.) to expand GTM’s income tax capabilities and market presence. In connection with the transaction, GTM and DMA also entered into a strategic alliance to broaden the suite of direct tax services available to clients.

Baker Tilly, an advisory, tax and assurance firm, announced the acquisition of Invoke Tax Partners, a Dallas-based state and local tax (SALT) specialty firm. The deal expands Baker Tilly’s specialty tax capabilities across real estate and business personal property tax, sales and use tax, and severance tax, and continues Baker Tilly’s expansion strategy following its private equity investment from Hellman & Friedman and Valeas Capital Partners.

BELAY, a provider of flexible staffing solutions, acquired Accountfully, an outsourced accounting, bookkeeping, and tax services firm. The deal expands BELAY’s financial services portfolio by adding Accountfully’s income tax services, inventory systems implementation/consulting, and expertise serving inventory-based businesses (including in the CPG sector).

Aprio, a U.S. business advisory and accounting firm, acquired JMS Advisory Group, LLC, a Atlanta-based consultancy specializing in unclaimed property compliance and escheat process development and improvement. The acquisition expands Aprio’s capabilities in escheat management and asset recovery; JMS leaders James Santivanez and Sherridan Santivanez will join Aprio as partners.

Doeren Mayhew, a national assurance, tax and advisory firm, acquired Thurman Campbell Group, PLC (TCG) as part of its geographic expansion into the Tennessee region. The acquisition was effective March 1, 2025, adding five offices across the Nashville metro area to Hopkinsville, Kentucky and bringing 46 team members (including 11 principals) into Doeren Mayhew.

Funds advised by Apax Partners LLP (the Apax Funds) made a strategic growth investment in CohnReznick LLP, marking the firm’s first institutional investment. The partnership is intended to accelerate CohnReznick’s growth strategy, including service line expansion, technology-centric solutions, and targeted acquisitions. Following closing, CohnReznick will operate under an alternative practice structure separating attest services (CohnReznick LLP) from non-attest services (CohnReznick Advisory LLC).

Citrin Cooperman acquired substantially all the assets of HW&Co., an Ohio-based accounting and advisory firm, to expand its presence in the Midwest. The deal is structured as two acquisitions: Citrin Cooperman Advisors LLC will acquire HW&Co.’s non-attest assets and Citrin Cooperman & Company, LLP will acquire HW&Co.’s attest assets.

Aprio, an Atlanta-based business advisory and accounting firm, acquired Mangold Anker Phillips, PLLC (MAP), a tax, accounting, and business advisory services firm headquartered in Austin, Texas. The acquisition expands Aprio’s Texas footprint and capabilities, with MAP’s team transitioning into Aprio’s existing Austin office; financial terms were not disclosed.

Marsico Financial Group, a US-based accounting and financial advisory firm, has acquired Care Accounting of Beaver Falls, Pennsylvania; financial terms were not disclosed. The combination creates a 17-employee team and expands Marsico’s capabilities in financial reporting, bookkeeping, and payroll. Care Accounting clients will also gain access to Marsico’s broader financial advisory services, including personal financial planning and estate planning.

Carr, Riggs & Ingram (CRI), an Alabama-based accounting and advisory firm, acquired CapinCrouse LLP, a nonprofit-focused CPA and consulting firm headquartered in Indianapolis, effective January 17, 2025. The combination—reported as CRI’s largest deal to date—adds approximately 40 partners, 185 professionals, and 15 offices, while CapinCrouse will continue operating under its existing brand. Financial terms were not disclosed.

Insero Advisors, LLC (Insero), a Rochester-based accounting and advisory firm, received a strategic investment from private equity firm Rallyday Partners. The investment is intended to accelerate Insero’s growth, expand service offerings, and support technology integration and geographic expansion.

Springline Advisory, a financial and business advisory firm backed by Trinity Hunt Partners, invested in/partnered with Fiske Advisory LLC. Fiske Advisory is a South Florida-based firm providing accounting, tax, business valuation, and advisory services, expanding Springline Advisory’s capabilities and footprint.

Blackstone is acquiring a majority stake in US accounting firm Citrin Cooperman in a transaction reported to value the company at over $3.2 billion. Citrin Cooperman partners will roll over most of their ownership, while prior owner New Mountain Capital is being thanked for its partnership as Blackstone plans to invest in expanded services and technology.

Aprio announced it has entered the Baltimore market through its combination with (strategic acquisition of) Nardone, Pridgeon & Company, P.A., an accounting, tax, and advisory firm serving individuals, families, and businesses. The transaction expands Aprio’s Mid-Atlantic presence and provides Nardone, Pridgeon & Company clients access to Aprio’s broader service offerings, including specialty tax, wealth management, and transaction advisory.

Aprio announced the acquisitions of Chicago-based accounting firms KRD, Ltd. and Burkett & Beattie, Inc., expanding Aprio’s footprint into the Midwest/greater Chicago market. KRD provides wealth planning, assurance, tax, consulting, and outsourced accounting services, while Burkett & Beattie provides accounting and tax services focused on small, growing businesses.

Lovell Minnick Partners (LMP) has agreed to make a strategic growth investment in Cohen & Company, an assurance, tax and business advisory firm. The investment (terms not disclosed) is intended to fund technology initiatives and expansion of service offerings and is expected to close on December 31, 2024. This marks Cohen & Company’s first institutional capital investment and will be accompanied by an increase in employee equity holders and a shift to an alternative practice structure.

Cerity Partners acquired Fishman Block + Diamond LLP (FBD), an independent accounting, tax, and business advisory firm based in Encino, California. Republic Capital Group served as exclusive investment banking advisor to FBD. The combination is intended to deepen Cerity Partners’ tax offerings and expand services for high-net-worth clients, including tax, family office, and business management capabilities.

GBQ Partners LLC, an IPA 100 accounting firm based in Columbus, Ohio, acquired Cincinnati-based Wirth Lowe Wissemeier CPAs Inc. (WLW), effective December 16, 2024. As part of the transaction, WLW partners Glenn Wissemeier and Beth Herman will join GBQ as partners, expanding GBQ’s local capabilities in accounting, tax, and consulting services.

Ascend, an accounting-firm growth platform backed by private equity firm Alpine Investors, announced that Boston-based accounting firm Walter Shuffain will join Ascend effective January 1. The deal expands Ascend into the Boston market and adds 114 professionals (including 13 partners) from Walter Shuffain; financial terms were not disclosed.

Springline Advisory announced a partnership with HM&M Advisory, LLC, a Dallas-based tax, assurance, and accounting services firm, with HM&M joining Springline as a founding firm under an alternative practice structure. The combination is intended to expand HM&M’s access to broader capabilities and geographic reach while enhancing Springline’s footprint and service offerings across key industries. Springline Advisory is backed by Trinity Hunt Partners, which supports Springline’s strategy of investing in middle-market accounting and advisory firms across the U.S.

Cherry Bekaert acquired Katz Nannis + Solomon, a full-service CPA firm providing accounting, tax, audit, and advisory services, to expand its presence in the Boston market and strengthen its Northeast footprint. The deal was executed through two related transactions: Cherry Bekaert Advisory LLC acquired the target’s nonattest assets, while Cherry Bekaert LLP acquired the target’s attest assets.

Aprio announced it is expanding its Denver presence through strategic combinations with Pontiff + Associates, P.C. and Elite Tax & Accounting, LLC, two accounting firms based in Denver. The combinations are effective Dec. 1, 2024, and both teams will transition to Aprio’s established Denver office.

Cherry Bekaert acquired substantially all assets of DeBlanc, Murphy & Murphy, LLC, an accounting, tax, and advisory firm, to strengthen its presence in the greater Washington, DC market and broaden service offerings. The deal is structured as two related asset acquisitions: Cherry Bekaert Advisory LLC acquired the target’s nonattest assets and Cherry Bekaert LLP will acquire the target’s attest assets.

Citrin Cooperman Advisors LLC acquired substantially all the assets of Andsager, Bartlett & Pieroni, LLP (ABP), a boutique tax firm based in the Providence, Rhode Island area. The acquisition adds ABP’s three partners and 12 professionals to Citrin Cooperman, expanding its established presence in Providence and the broader New England market.

SolomonEdwards acquired Steele Consulting LLC, a national tax consulting and advisory firm founded in 2005 by Jay Steele. The deal expands SolomonEdwards’ tax support capabilities across state, local, federal, and international jurisdictions and strengthens its accounting and finance operations practice serving the office of the CFO. Jay Steele will join SolomonEdwards as a partner and Steele’s full-time employees will transition to SolomonEdwards; financial terms were not disclosed.

UHY, an accounting, tax, consulting and advisory services firm, announced a growth investment from Summit Partners. The funding represents UHY’s first institutional capital and will support expansion of its team, technology and client service offerings, while accelerating both organic growth and acquisition-driven growth.

Barsz Gowie Amon & Fultz LLC (BGA&F) announced its merger with William E. Howe & Co., effective December 2, 2024. As part of the combination, William E. Howe & Co.’s 13-person team will join BGA&F and its office will operate as a BGA&F location until consolidation after the lease expires in September 2025.

BeachFleischman PLLC announced that Las Vegas-based Indiva Advisors LLP has joined the firm effective November 1, 2024, expanding BeachFleischman’s cannabis-focused accounting, advisory, and tax capabilities. The transaction establishes BeachFleischman’s entry into the Las Vegas market, with Indiva continuing operations from its existing office under the BeachFleischman name. BeachFleischman also acquired the Indiva Advisors trademark exclusively for cannabis sector go-to-market strategies.