Top 30 accounting firm Aprio continues to make moves since obtaining private equity backing last summer, this time merging with Timonium, MD-based CPA firm Nardone, Pridgeon & Co.
The combination marks Atlanta-based Aprio’s first foray into the Baltimore market and expands its presence in the Mid-Atlantic region.
“Our firms share a commitment to a people-first approach bringing meaningful impact to our clients,” Aprio CEO Richard Kopelman said in a statement. “As we continue to expand our footprint, we prioritize aligning with firms that share our vision for delivering tailored client experiences and growth-focused solutions. This marks another step forward in Aprio’s commitment to being wherever our clients need us most.”
Led by Managing Partner Gregory Trimble, Nardone, Pridgeon & Co. includes six professionals and has been in business for more than 30 years. The firm provides accounting, tax, and advisory services to individuals, families, and businesses, with a particular focus on high-net-worth families and the real estate sector.
“This is an exciting next chapter for our team,” Trimble said. “Now we are able to deliver even greater value to our clients and provide our team members with opportunities for growth and development on a national scale, all while preserving the strong relationships and personalized service that are the foundation of our firm.”
Ira Rosenbloom, chief operating executive of Optimum Strategies, advised Aprio and Nardone, Pridgeon & Co. on this transaction.
Aprio announced last July that it was receiving private equity backing from Boston-based investment firm Charlesbank Capital Partners. Since then, Aprio acquired Kirsch Kohn & Bridge, a full-service CPA and advisory firm in Woodland Hills, CA, in November; two firms in Denver, Elite Tax & Accounting and Pontiff + Associates; Bellevue, WA-based cybersecurity firm Securitybricks; and, most recently, two firms in the Chicago area—KRD Ltd. and Burkett & Beattie.
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