Accounting & Tax Buyout Acquisitions in 2024
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December 31, 2024
- Buyer
- Aprio
- Target
- KRD, Ltd., Burkett & Beattie, Inc.
- Industry
- Accounting & Tax
- Location
- Illinois, United States
- Type
- Buyout
Aprio has acquired two Chicago-based accounting firms, KRD, Ltd. and Burkett & Beattie, Inc., expanding its footprint into the greater Chicago area and strengthening its Midwest presence. The transactions add KRD’s ~110 partners and professionals and Burkett & Beattie’s team of ~10 professionals to Aprio’s nationwide advisory, tax, and accounting platform.
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December 30, 2024
- Buyer
- Employer.com
- Target
- Bench Accounting
- Seller
- Bench Accounting
- Industry
- Accounting & Tax
- Location
- British Columbia, Canada
- Type
- Buyout
Employer.com has acquired Bench Accounting, the bookkeeping and tax SaaS provider that recently suspended operations, in a deal intended to restore platform access and continuity for Bench customers. Employer.com said customers will retain their existing bookkeepers and platform access while Employer.com integrates Bench's bookkeeping capabilities into its workforce management and financial services offering.
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December 17, 2024
- Buyer
- Cerity Partners
- Target
- Fishman Block + Diamond LLP
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Cerity Partners has acquired Fishman Block + Diamond LLP, an independent accounting, tax and business advisory firm based in Encino, California. The transaction adds 47 experienced professionals to Cerity and deepens its tax, family office and business management capabilities for high-net-worth clients.
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December 16, 2024
- Buyer
- IK Partners
- Target
- Dains Accountants
- Seller
- Horizon Capital
- Industry
- Accounting & Tax
- Location
- United Kingdom
- Type
- Buyout
IK Partners has acquired Dains Accountants from Horizon Capital. The sale sees Horizon Capital realise its investment after supporting Dains' buy-and-build growth (10 add-on acquisitions since 2021) and delivering strong returns; Dains is a UK-based accounting and business advisory group serving SMEs across the UK and Ireland.
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December 16, 2024
- Buyer
- GBQ Partners LLC
- Target
- Wirth Lowe Wissemeier CPAs Inc.
- Industry
- Accounting & Tax
- Location
- Ohio, United States
- Type
- Buyout
Columbus-based GBQ Partners LLC acquired Cincinnati-based Wirth Lowe Wissemeier CPAs Inc. (WLW), effective Dec. 16, 2024. As part of the deal, WLW partners Glenn Wissemeier and Beth Herman joined GBQ as partners as GBQ expands its Cincinnati presence and advisory capabilities.
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December 12, 2024
- Buyer
- Cohen & Company
- Target
- Tax and Wealth Management, Inc. (TWM)
- Seller
- Brian Gothot (TWM Founder and President)
- Industry
- Accounting & Tax
- Location
- Ohio, United States
- Type
- Buyout
Cohen & Company, a U.S. tax and accounting firm, is acquiring Tax and Wealth Management, Inc. (TWM), a boutique CPA firm based in downtown Cleveland. The deal is expected to close in early January 2025 and will bring TWM’s ~15 professionals into Cohen & Company to expand its private client services for family offices and ultra-high-net-worth individuals.
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December 10, 2024
- Buyer
- Aprio
- Target
- Pontiff + Associates, P.C., Elite Tax & Accounting, LLC
- Industry
- Accounting & Tax
- Location
- Colorado, United States
- Type
- Buyout
Aprio has combined with Denver-based Pontiff + Associates, P.C. and Elite Tax & Accounting, LLC to expand its presence and capabilities in the Denver market. The combinations, effective Dec. 1, 2024, add local tax, client accounting, valuation and tax resolution expertise to Aprio's Denver office as part of the firm's broader growth strategy.
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December 10, 2024
- Buyer
- Cherry Bekaert LLP, Cherry Bekaert Advisory LLC
- Target
- Katz Nannis + Solomon
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
Cherry Bekaert (Cherry Bekaert LLP and Cherry Bekaert Advisory LLC) has acquired Katz Nannis + Solomon, a Boston-area full-service CPA firm, to strengthen its presence in the Northeast and expand audit, tax and advisory capabilities. The transaction transfers Katz Nannis + Solomon's attest assets to Cherry Bekaert LLP and non-attest assets to Cherry Bekaert Advisory LLC, and the combined firm will operate under the Cherry Bekaert brand.
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December 4, 2024
- Buyer
- Cherry Bekaert LLP, Cherry Bekaert Advisory LLC
- Target
- DeBlanc, Murphy & Murphy, LLC
- Seller
- DeBlanc, Murphy & Murphy, LLC
- Industry
- Accounting & Tax
- Location
- District of Columbia, United States
- Type
- Buyout
Cherry Bekaert has acquired substantially all the assets of DeBlanc, Murphy & Murphy, LLC, integrating the firm's attest and non-attest practices into Cherry Bekaert LLP and Cherry Bekaert Advisory LLC respectively. The asset purchase strengthens Cherry Bekaert's presence in the greater Washington, D.C. market and expands its audit, tax and advisory capabilities for business and individual clients.
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December 4, 2024
- Buyer
- Citrin Cooperman Advisors LLC
- Target
- Andsager, Bartlett & Pieroni, LLP
- Seller
- Andsager, Bartlett & Pieroni, LLP
- Industry
- Accounting & Tax
- Location
- Rhode Island, United States
- Type
- Buyout
Citrin Cooperman Advisors LLC has acquired substantially all the assets of Andsager, Bartlett & Pieroni, LLP (ABP), a 15-person boutique tax firm based in East Providence, Rhode Island. The deal brings three partners and 12 professionals into Citrin Cooperman, expanding the firm's presence in Providence and greater New England and enhancing its high-end tax capabilities for businesses and high-net-worth individuals.
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December 2, 2024
- Buyer
- Barsz Gowie Amon & Fultz LLC (BGA&F)
- Target
- William E. Howe & Co.
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Buyout
Barsz Gowie Amon & Fultz LLC (BGA&F), a full-service accounting and advisory firm, has merged with William E. Howe & Co., effective December 2, 2024. The transaction brings William E. Howe's 13-member team into BGA&F, expanding the combined firm's capabilities and geographic reach across the Greater Philadelphia area.
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December 2, 2024
- Buyer
- BeachFleischman PLLC
- Target
- Indiva Advisors LLP
- Industry
- Accounting & Tax
- Location
- Nevada, United States
- Type
- Buyout
BeachFleischman PLLC has integrated Indiva Advisors LLP into its firm effective November 1, 2024, adding Indiva's Las Vegas office and five team members to expand BeachFleischman's cannabis accounting, advisory, and tax capabilities. Indiva will practice as BeachFleischman PLLC and the firm also acquired the Indiva Advisors trademark for its cannabis sector go-to-market strategies.
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December 1, 2024
- Buyer
- BerryDunn
- Target
- Burzenski & Company
- Industry
- Accounting & Tax
- Location
- Connecticut, United States
- Type
- Buyout
BerryDunn has merged with Connecticut-based Burzenski & Company, effective December 1, 2024; Burzenski will assume the BerryDunn name and continue to operate from its East Haven, Connecticut office. The combination expands BerryDunn's veterinary practice and construction industry expertise and strengthens its Outsourced Accounting Practice Group to provide enhanced reporting, benchmarking, and business consulting services.
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November 19, 2024
- Buyer
- Allworth Financial
- Target
- CCA, LLP
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Allworth Financial has acquired CCA, LLP, a Pleasant Hill, California-based tax-focused CPA firm with a team of 25 tax professionals. The acquisition expands Allworth's in-house tax capabilities and strengthens its Northern California/Bay Area footprint.
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November 14, 2024
- Buyer
- Citrin Cooperman Advisors LLC, Citrin Cooperman & Company, LLP
- Target
- Clearview Group, BD & Co., Inc.
- Industry
- Accounting & Tax
- Location
- Maryland, United States
- Type
- Buyout
Citrin Cooperman has entered into an agreement to acquire substantially all the assets of Baltimore-based Clearview Group, including its affiliated licensed CPA firm. The deal brings Clearview's 10 partners and over 150 professionals into Citrin Cooperman, enhancing the firm's risk advisory, state and local tax, and technology implementation capabilities while strengthening its Mid-Atlantic presence.
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November 6, 2024
- Buyer
- ZBS Group LLP
- Target
- Saul Rosenberg CPA PLLC
- Industry
- Accounting & Tax
- Location
- United States
- Type
- Buyout
ZBS Group LLP, a Plainview, New York-based CPA firm, has acquired Saul Rosenberg CPA PLLC to expand its tax, accounting and consulting capabilities. The purchase will integrate Saul Rosenberg's expertise into ZBS's service offerings and broaden the combined firm's client coverage across industries such as real estate, healthcare and non-profits.
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November 4, 2024
- Buyer
- Katz Sapper & Miller (KSM)
- Target
- Shanholt Glassman Klein Kramer & Co. (SGKK)
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Indianapolis-based Katz Sapper & Miller (KSM) has acquired New York City-based accounting firm Shanholt Glassman Klein Kramer & Co. (SGKK), adding 59 employees and six partners and increasing KSM's New York headcount to 87. The deal, which closed Thursday, expands KSM's New York footprint and makes that office its second-largest; financial terms were not disclosed.
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November 1, 2024
- Buyer
- Forvis Mazars, LLP
- Target
- MSL, P.A.
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Forvis Mazars, LLP is expanding its Florida footprint through the acquisition of MSL, P.A., effective November 1. The deal adds approximately 120 professionals (including 14 partners) and three new offices in Orlando, Fort Lauderdale, and Tallahassee, strengthening Forvis Mazars' audit, tax, and consulting capabilities in the state.
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November 1, 2024
- Buyer
- Reynolds, Bone & Griesbeck PLC
- Target
- Scott and Pohlman, P.C.
- Industry
- Accounting & Tax
- Location
- Tennessee, United States
- Type
- Buyout
Reynolds, Bone & Griesbeck PLC (RBG) has acquired Scott and Pohlman, P.C., with the transaction effective November 1, 2024. The acquisition brings S&P's team into RBG to strengthen RBG's tax, Client Advisory and Accounting Services (CAAS) capabilities and expand its talent pool to better serve businesses and individuals.
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October 25, 2024
- Buyer
- Norvestor IX SCSp (Norvestor)
- Target
- Wint Group AB (Wint)
- Seller
- Neudi Kapital AB, Other existing shareholders
- Industry
- Accounting & Tax
- Location
- Västra Götaland County, Sweden
- Type
- Buyout
Norvestor IX has signed an agreement to acquire a majority of the shares in Wint Group AB, a Gothenburg-based provider of automated cloud accounting and payroll software for micro and small businesses. Wint generates over SEK 140 million in ARR, serves ~4,500 customers, employs about 100 people, and Norvestor will become the company's largest shareholder following the transaction (expected to close Q4 2024).
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October 21, 2024
- Buyer
- Castik Capital
- Target
- Aider
- Seller
- Aider existing shareholders (including founders and employees)
- Industry
- Accounting & Tax
- Location
- Norway
- Type
- Buyout
Funds managed by Castik Capital have acquired a 55% majority stake in Norwegian accounting and consulting group Aider, with over 160 employees retaining a combined 45% ownership. The partnership gives Aider access to capital to continue its buy-and-build strategy, accelerate further acquisitions, expand in Norway and pursue longer-term Nordic growth.
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September 10, 2024
- Buyer
- Ryan
- Target
- Property Tax Advisors LLC
- Industry
- Accounting & Tax
- Location
- Virginia, United States
- Type
- Buyout
Ryan, a global tax services and software provider headquartered in Dallas, has acquired Property Tax Advisors LLC, a Virginia-based property tax consulting firm led by Michael Donohue. The acquisition expands Ryan's property tax expertise and brings the target's specialists into Ryan's broader tax and real estate advisory platform.
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September 4, 2024
- Buyer
- Marshall & Stevens, Incorporated
- Target
- Acuity Advisors
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Marshall & Stevens, a Los Angeles-based valuation advisory and litigation support firm, has acquired Acuity Advisors, an Orange County valuation and ESOP advisory practice founded in 1989. The acquisition expands Marshall & Stevens' ESOP and transaction advisory capabilities while adding Acuity's West Coast client base and valuation expertise.
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September 2, 2024
- Buyer
- Organization INK Inc.
- Target
- My Office LLC
- Seller
- Cynthia Rines
- Industry
- Accounting & Tax
- Location
- Connecticut, United States
- Type
- Buyout
Organization INK Inc., a Great Barrington-based provider of bookkeeping, accounting, payroll and HR services, has acquired My Office LLC of Torrington, Connecticut. The purchase, completed Sept. 2, brings the majority of My Office's staff (including owner Cynthia Rines) into Organization INK as the owner retires, expanding Organization INK's regional footprint and service capabilities.
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August 2, 2024
- Buyer
- Engineered Tax Services
- Target
- Subcity
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Engineered Tax Services has acquired the Subcity technology, team and database of nearly 2,000 local, state and federal economic incentive and tax credit programs. The acquisition gives Engineered Tax Services a searchable incentives database and product capability to better serve CPAs and small-to-medium businesses by combining Subcity's technology with ETS's nationwide professional services.
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August 1, 2024
- Buyer
- Frazier & Deeter
- Target
- KMN CPA LLC
- Seller
- KMN CPA LLC, Kathy Moore-Nietrzeba (Founder, KMN CPA LLC)
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Buyout
Frazier & Deeter, a Top 50 accounting and advisory firm based in Atlanta, acquired KMN CPA LLC, a seven-person outsourced accounting and bookkeeping provider, effective August 1, 2024. The acquisition integrates KMN's team and capabilities into FD's service offering to expand outsourced accounting, bookkeeping and technology-driven financial solutions for clients.
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July 23, 2024
- Buyer
- BELAY
- Target
- CFO Advisory Services
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
BELAY has acquired Richardson, Texas–based CFO Advisory Services to expand its fractional CFO and higher-level accounting offerings. The acquisition integrates CFO Advisory's fractional finance, accounting, and financial operations capabilities into BELAY's virtual staffing and outsourced accounting platform to better serve growing small- and mid-stage businesses.
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July 9, 2024
- Buyer
- Citrin Cooperman Advisors, LLC, Citrin Cooperman & Company LLP
- Target
- S&G LLP
- Seller
- S&G LLP
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
Citrin Cooperman Advisors, LLC and Citrin Cooperman & Company LLP have acquired substantially all assets and the attest assets, respectively, of S&G LLP, a Worcester, Massachusetts-based assurance, tax and advisory firm. The deal brings five partners and more than 30 professionals into Citrin Cooperman and expands the firm's presence in New England.
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June 17, 2024
- Buyer
- Dains Group
- Target
- Condies Chartered Accountants
- Industry
- Accounting & Tax
- Location
- Scotland, United Kingdom
- Type
- Buyout
Dains Group has acquired Condies Chartered Accountants, adding the Scottish firm (with offices in Dunfermline, Edinburgh and Dundee) to its group to strengthen its presence and service offering in Scotland. The acquisition reinforces Dains' regional expansion strategy and builds on prior Scottish activity (including the 2022 acquisition of William Duncan + Co).
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- Buyer
- Taxes Served Corp.
- Target
- Blue Mountain Bookkeeping LLC
- Industry
- Accounting & Tax
- Location
- Virginia, United States
- Type
- Buyout
Taxes Served Corp., a Hoboken, New Jersey-based tax services firm, has acquired Virginia-based Blue Mountain Bookkeeping LLC to deepen its tax and bookkeeping capabilities. Blue Mountain will continue to operate as a separate entity in Virginia while benefiting from the additional resources and expertise of Taxes Served Corp.
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June 4, 2024
- Buyer
- IK Partners
- Target
- Qconcepts
- Seller
- Founding partners of Qconcepts
- Industry
- Accounting & Tax
- Location
- North Brabant, Netherlands
- Type
- Buyout
IK Partners' IK Small Cap III fund has acquired a stake in Qconcepts, a leading audit-focused firm headquartered in ’s-Hertogenbosch, the Netherlands. The founding partners significantly reinvested alongside IK; the investment will support Qconcepts' team growth, new client acquisition and capture market opportunities from mandatory ESG/CSRD-related audits.
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May 30, 2024
- Buyer
- Virrtue
- Target
- Virgate
- Industry
- Accounting & Tax
- Location
- Gloucestershire, United Kingdom
- Type
- Buyout
Virrtue, a Dallas-based finance and accounting BPO, has acquired Gloucester, England-headquartered accounting services provider Virgate. The acquisition expands Virrtue's footprint into the UK and Europe while combining Virrtue's technology platforms with Virgate's client base to enhance service offerings for SMEs.
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May 16, 2024
- Buyer
- Baker Tilly US, LLP
- Target
- Seiler LLP
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Baker Tilly US, LLP has acquired Seiler LLP, an advisory, tax and accounting firm based in the San Francisco Bay Area, effective July 1, 2024. The acquisition strengthens Baker Tilly's Bay Area presence and enhances its private wealth and ultra‑high‑net‑worth client capabilities following a recent strategic investment from Hellman & Friedman and Valeas Capital Partners.
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- Buyer
- Marshall & Stevens, Incorporated
- Target
- Reliant Business Valuation, Reliant Equipment Appraisals
- Industry
- Accounting & Tax
- Location
- New Jersey, United States
- Type
- Buyout
Marshall & Stevens, an independent valuation and dispute consulting firm headquartered in Los Angeles, has acquired Reliant Business Valuation and Reliant Equipment Appraisals, a Cranbury, New Jersey–based SBA valuation and equipment appraisal specialist. The acquisition expands Marshall & Stevens' SBA valuation capabilities and adds SBA-compliant business and equipment appraisal expertise to its growing portfolio of valuation firms.
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- Buyer
- Citrin Cooperman
- Target
- Maier Markey & Justic LLP
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Citrin Cooperman has acquired Maier Markey & Justic LLP (MMJ), a White Plains, New York-based CPA firm, adding four partners and a team of professionals to expand its NYC metro footprint. The acquisition strengthens Citrin Cooperman's Business Process Outsourcing (BPO) capabilities and broadens its service offerings in outsourced accounting, controllership, CFO, HR, and tax services.
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May 1, 2024
- Buyer
- Marcum LLP
- Target
- Croskey Lanni, PC
- Industry
- Accounting & Tax
- Location
- Michigan, United States
- Type
- Buyout
Marcum LLP has acquired Croskey Lanni, PC, a Detroit-area accounting firm with an office in Boca Raton, Florida, effective May 1, 2024. The deal brings six partners and more than 50 associates to Marcum, expanding its Midwest presence and bolstering tax, assurance, technology, and financial advisory capabilities.
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- Buyer
- Smith + Howard
- Target
- VIP Search Group, LLC, VIP Solutions Group, LLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Smith + Howard has acquired VIP Search Group, LLC and VIP Solutions Group, LLC effective April 30, 2024. The acquisition expands Smith + Howard’s accounting and finance consulting, recruiting and interim management capabilities and broadens its geographic reach in the Dallas (Richardson), Texas market while VIP's founders remain in leadership roles.
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April 29, 2024
- Buyer
- BK Plus
- Target
- K J Watkin & Co.
- Industry
- Accounting & Tax
- Location
- West Midlands, United Kingdom
- Type
- Buyout
BK Plus, a UK accounting and financial advisory firm, has acquired K J Watkin & Co., an independent insolvency practice based in Aldridge led by Chris Moore. The acquisition strengthens BK Plus’s insolvency and restructuring capabilities and expands its regional presence in the West Midlands.
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- Buyer
- ValeU Group, Inc.
- Target
- Walton Management Services, Inc., Quentelle, LLC
- Seller
- Fred Stiftel
- Industry
- Accounting & Tax
- Location
- New Jersey, United States
- Type
- Buyout
ValeU Group, a privately held New York consulting firm, completed a total stock all-cash acquisition of Walton Management Services, Inc. and its technology subsidiary Quentelle, LLC. The deal brings Walton's tax-credit, SUI claims management and incentive capabilities together with Quentelle's AI-driven Foresite SaaS platform, enabling ValeU to consolidate client data and expand its verification, tax-credit and unemployment-cost control services for Fortune 500 and smaller companies.
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March 26, 2024
- Buyer
- Marshall & Stevens, Incorporated
- Target
- Rocky Mountain Advisory, LLC
- Industry
- Accounting & Tax
- Location
- Utah, United States
- Type
- Buyout
Marshall & Stevens, a national valuation and advisory firm, has acquired Rocky Mountain Advisory, LLC, a Salt Lake City-based forensic accounting and litigation support firm. The acquisition expands Marshall & Stevens' dispute resolution and litigation support capabilities and adds a Salt Lake City office to its national platform.
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March 26, 2024
- Buyer
- KNAV
- Target
- Natarajan & Swaminathan
- Industry
- Accounting & Tax
- Location
- Singapore
- Type
- Buyout
KNAV has merged with Singapore audit firm Natarajan & Swaminathan to strengthen its local presence and expand audit and tax capabilities in the Asia-Pacific region. The deal adds three partners and 27 staff to KNAV’s Singapore team, increasing the office to 48 professionals and enhancing KNAV's service offering for local and regional clients.
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- Buyer
- Align Capital Partners
- Target
- Cost Segregation Services, Inc., TaxIncennovations, LLC
- Industry
- Accounting & Tax
- Location
- Louisiana, United States
- Type
- Buyout
Align Capital Partners has formed a specialty tax consulting platform through a control investment in Cost Segregation Services, Inc. (CSSI) and supported CSSI’s acquisition of TaxIncennovations, LLC. The combined platform expands service offerings to include cost segregation studies, R&D tax credits and energy-efficiency tax credit consulting as ACP plans further add-on acquisitions to grow the business.
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February 6, 2024
- Buyer
- Citrin Cooperman
- Target
- Keefe McCullough & Co., LP
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Citrin Cooperman has acquired Keefe McCullough & Co., LP (KMC), a Fort Lauderdale-based tax, attest, and business advisory firm, effective February 1, 2024. The deal brings KMC's 11 partners and more than 75 employees (and over $15M in revenue) into Citrin Cooperman as part of a strategic expansion of the firm's Florida presence.
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February 1, 2024
- Buyer
- CBIZ, Inc., Mayer Hoffman McCann P.C.
- Target
- Erickson, Brown & Kloster, LLC
- Industry
- Accounting & Tax
- Location
- Colorado, United States
- Type
- Buyout
CBIZ, Inc. acquired tax and accounting firm Erickson, Brown & Kloster, LLC (EBK) of Colorado Springs, CO, effective February 1, 2024. Concurrently, Mayer Hoffman McCann P.C. acquired the attest assets of EBK; EBK has 50 employees and reported about $8.9 million in revenue over the past year.
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January 31, 2024
- Buyer
- Smith + Howard
- Target
- JMM CPAs
- Industry
- Accounting & Tax
- Location
- Illinois, United States
- Type
- Buyout
Smith + Howard, a national tax, accounting and advisory firm headquartered in Atlanta, acquired JMM CPAs, a specialty employee benefit plan (EBP) audit practice headquartered in Chicago, effective January 31, 2024. The combined EBP practice will serve over 500 plans and comprises 30 dedicated EBP employees, expanding Smith + Howard's national footprint and specialized EBP capabilities.
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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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January 9, 2024
- Buyer
- J.S. Held
- Target
- Forensic Resolutions, Inc.
- Industry
- Accounting & Tax
- Location
- New Jersey, United States
- Type
- Buyout
Global consulting firm J.S. Held has acquired Forensic Resolutions, Inc., a New Jersey-based forensic and investigative accounting firm, to expand its Economic Damages and Valuations practice and strengthen its presence in the Eastern United States. The acquisition brings additional forensic accounting, fraud investigation, and litigation support capabilities to J.S. Held and gives Forensic Resolutions' clients access to J.S. Held's broader global technical and scientific expertise.
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January 1, 2024
- Buyer
- Marcum LLP
- Target
- Federman, Lally & Remis LLC
- Industry
- Accounting & Tax
- Location
- Connecticut, United States
- Type
- Buyout
Marcum LLP has acquired Connecticut-based accounting firm Federman, Lally & Remis LLC (FLR), effective January 1, 2024. The deal adds five partners and twelve associates to Marcum, strengthening its New England presence and expanding tax and assurance capabilities, particularly in the Automotive and Food & Beverage sectors.
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