Recent Accounting & Tax Acquisitions in North Carolina
Acquisition Volume in Accounting & Tax in North Carolina by Year
Last 5 years
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November 4, 2025
- Buyer
- Frazier & Deeter
- Target
- Pesta, Finnie & Associates, LLP
- Seller
- Don Pesta (retiring Founder and Managing Partner of Pesta Finnie)
- Industry
- Accounting & Tax
- Location
- North Carolina, United States
- Type
- Buyout
Frazier & Deeter (FD) announced it is acquiring Pesta, Finnie & Associates, LLP, a Charlotte-based accounting firm specializing in real estate tax and advisory services. The strategic acquisition expands FD’s Charlotte and broader Carolinas presence and adds deeper expertise serving middle-market businesses and family offices.
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January 18, 2024
- Buyer
- Quest
- Target
- CenterPoint CFO
- Industry
- Accounting & Tax
- Location
- North Carolina, United States
- Type
- Buyout
Quest, a Davidson, North Carolina-based business advisory firm, announced a strategic merger with CenterPoint CFO, a boutique outsourced CFO and Controller services provider. The combined firm will expand Quest's fractional CFO and controller offerings and enhance end-to-end financial advisory, planning, and M&A integration services for lower middle-market and family-owned businesses in the Southeast U.S.
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- Buyer
- Parthenon Capital
- Target
- Cherry Bekaert, Cherry Bekaert Advisory LLC
- Industry
- Accounting & Tax
- Location
- North Carolina, United States
- Type
- Growth capital
Parthenon Capital has made a strategic, growth-oriented investment in Cherry Bekaert to support the firm's business advisory practices, funding technology, infrastructure, and expansion initiatives. The transaction restructures Cherry Bekaert into Cherry Bekaert LLP (attest services) and Cherry Bekaert Advisory LLC (business advisory/non-attest services) and is intended to accelerate organic growth and enable strategic acquisitions.
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