Firm Management January 7, 2025
The deal marks the first time in the accounting profession that private equity ownership of a CPA firm has transferred, or flipped, from one investment group to another.
January 7, 2025
January 6, 2025
January 3, 2025
Firm Management November 1, 2023
Choreo, a PE-backed investment advisory firm based in Chicago, is the former wealth management business of RSM US.
Firm Management November 1, 2023
The top 60 accounting firm acquired Michael Sorrentino’s practice of Farmington Hills-based Button Eddy & Sorrentino.
Firm Management October 31, 2023
J. Arthur Greenfield’s team of 20 staff and four partners are expected to join MGO’s Century City office at the end of the year.
Firm Management October 25, 2023
The top 100 accounting firm has its first location in the Sunshine State after acquiring SDN Computer Consultants.
Firm Management October 24, 2023
The team from San Antonio-based full-service accounting firm FHK will officially join top 40 firm Whitley Penn on Nov. 1.
Firm Management October 23, 2023
LBMC will add 60 professionals from Strothman & Co. as part of the transaction, which closes on Nov. 1.
Mergers and Acquisitions October 19, 2023
Combining forces brings all kinds of virtues that have forceful and long-term impact, including staffing.
Firm Management October 19, 2023
During its most recent fiscal year, PKF Mueller had revenue of $37.7 million, making it the 127th largest accounting firm in the U.S.
Mergers and Acquisitions October 19, 2023
Through this acquisition, Modern Wealth now gains a highly capable tax strategy and preparation team, with the added benefit of financial planning and investment management expertise.
Mergers and Acquisitions October 13, 2023
Atlanta-based Aprio will gain 100-plus team members and partners from fellow Georgia firm Antares Group on Nov. 1.
Mergers and Acquisitions October 11, 2023
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Firm Management October 4, 2023
The deal is expected to close on Nov. 1, when Bonadio Group will gain an additional 85 employees who work at Howard.