Mergers and Acquisitions

FMT will bring more than $29 million in revenue and more than 80 individuals to Citrin Cooperman’s West Coast operations.

BRA provides business management services to a bevy of entertainers and executives in the film and music industry.

The Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm.

Founded in 1984, Legier provided management consulting and advisory services to clients across Louisiana and Texas.

Marcum gained approximately 70 partners and associates from McCarthy as part of the deal which closed on June 1.

The newly combined firm will continue to operate under the Abdo name, with shared values, brand, and vision.

As part of the transaction, 65 HKG professionals, including seven partners, joined top 35 accounting firm Weaver on June 1.

The newly-combined firm will operate under the Porte Brown brand, and staff from RVG will continue to serve clients from their Oak Brook location.