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• Baker Tilly Virchow Krause to Merge with Beers + Cutler

  November 20, 2009

  Baker Tilly Virchow Krause plans to merge with Beers + Cutler to create the 13th largest accounting firm in the U.S., with over $250 million in revenue.

• Moore Stephens Wurth Frazer Merges with Frost

  November 16, 2009

  Moore Stephens Wurth Frazer and Torbet LLP plans to merge with Frost PLLC at the beginning of next year.

• Thomson to Acquire Sabrix

  November 16, 2009

  In a move designed to bolster its global transaction tax offerings, Thomson Reuters Tax & Accounting has agreed to acquire San Ramon, Calif.-based Sabrix, a provider of tax transaction software, for an undisclosed amount.

• M&A WATCH

  November 16, 2009

• Zinman Merges in Titcher Kritzstein

  November 12, 2009

  Pennsylvania CPA firms Zinman & Co. and Titcher, Kritzstein & Co. have combined forces.

• WebsterRogers Combines M&A Group with Sequence

  November 11, 2009

  Accounting firm WebsterRogers LLP has signed a deal to combine its Mergers & Acquisitions Group with Sequence Investment Partners, a licensed broker-dealer.

• Grant Thornton CEOs Talk M&A and Succession Planning

  November 11, 2009

  Grant Thornton CEO Ed Nusbaum and incoming CEO Stephen Chipman discuss opportunities in the M&A area for the firm and its clients, and how they are handling succession planning, in an interview with Accounting Today editor-in-chief Bill Carlino.

• Sikich Merges in Sleeper Disbrow

  November 10, 2009

  Sikich LLP has entered into a merger agreement with the accounting, tax, business consulting, litigation support and business valuation practice of Sleeper Disbrow Morrison Tarro & Lively LLC in Decatur, Ill.

• Proctor Crook Merges with Fogal

  November 9, 2009

  Two Florida accounting firms — Proctor, Crook & Crowder and Fogal & Associates — have merged to form one of the largest firms on the state’s Treasure Coast.

• Carver Moquist and TK Advisors Merge

  November 3, 2009

  Two Minneapolis-area CPA firms, Carver Moquist & O’Connor and TK Advisors Ltd., have merged to form a larger advisory firm to service the Twin Cities.

• M&A WATCH

  November 2, 2009

• IN BRIEF

  November 2, 2009

  ParenteBeard debuts, TravisWolff and Burnside Rishebarger merge

• The missing piece in mergers

  November 2, 2009

  It's what comes after the deal that matters: integration

• Frost Acquires Ervin & Co.

  October 29, 2009

  Arkansas accounting firms Frost PLLC and Ervin & Co. plan to combine forces.

• Citrin Cooperman to Merge in Carrow Doyle

  October 28, 2009

  Accounting firm Citrin Cooperman plans to merge in Carrow Doyle & Associates at the beginning of November, expanding the New York-based firm’s presence in Pennsylvania.

• Dell’s Perot Systems to Buy BearingPoint China

  October 15, 2009

  Perot Systems said it would acquire BearingPoint Management Consulting (Shanghai) Ltd., also known as BearingPoint China Consulting, for an undisclosed sum.

• Hill, Barth & King Merges in North and Co.

  October 7, 2009

  Accounting firms Hill, Barth & King and North and Co., have merged, expanding HBK’s presence and clientele in Florida.

• Parente Randolph and Beard Miller Merge into ParenteBeard

  October 5, 2009

  Accounting firms Parente Randolph and Beard Miller Co. have officially become ParenteBeard.

• Texas Firms TravisWolff and Burnside Rishebarger Merge

  October 1, 2009

  Two accounting firms in the Lone Star State, TravisWolff Co. and Burnside Rishebarger, merged Thursday, creating a combined firm with over $25 million in annual revenue.

• New Jersey Firms Rotenberg and Torchia to Merge

  September 30, 2009

  Two accounting firms in New Jersey, Rotenberg Meril Solomon Bertiger & Guttila and Torchia Foster, plan to merge Thursday to create one of the largest independent firms in the Garden State.

• Brady Martz Merges in Reichert Fisher

  September 29, 2009

  North Dakota accounting firms Brady Martz & Associates PC and Reichert Fisher PC plan to merge, effective Oct. 1, expanding Brady Martz’s presence across the state.

• Caldwell & Co., C.J. Becker Announce Merger

  September 23, 2009

  Caldwell & Co., P.C., a CPA and business advisory firm based in Bethesda, Md., has merged in C.J. Becker & Associates Chartered, P.C., effective immediately.

• CompuPay Absorbs Competitor

  September 22, 2009

  Payroll services provider CompuPay Inc. has acquired New Hampshire-based competitor Infinity Payroll for undisclosed terms.

• Louisville Firms to Merge

  September 21, 2009

  Accounting firms Chilton & Medley and Mountjoy & Bressler plan to combine into one of the largest firms in Louisville, Ky.

• Intuit to Acquire Mint.com for $170 Million

  September 14, 2009

  Intuit has signed a deal to acquire personal finance site Mint.com for approximately $170 million cash.

• Thomson Reuters to Buy Deloitte’s Abacus Business

  September 14, 2009

  Thomson Reuters’ Tax & Accounting business plans to acquire Deloitte LLP’s Abacus Enterprise suite of tax software products.

• Gordon Krater

  September 11, 2009

  Gordon Krater took the reins as managing partner of Plante & Moran in July, only the sixth managing partner since the firm was founded in 1924.

• J.H. Cohn Combines with Charles Brucia

  September 1, 2009

  Accounting firm J.H. Cohn LLP has merged in Charles Brucia & Co., expanding its entertainment-related client base.

• Reval Buys FXpress

  August 28, 2009

  Hedge accounting software developer Reval has acquired FXpress Corp., a treasury software provider.

• LECG to Merge with Smart

  August 18, 2009

  Accounting and financial services provider LECG plans to merge with Smart Business Advisory & Consulting in a deal valued at $25 million in cash and $39.9 million in stock.

• Mega Merger of Accounting Firms Predicted

  August 14, 2009

  Accounting firm M&A specialist Allan Koltin predicts a “mega-merger” will take place within the profession before the end of the year.

• Marcum Merges in Margolis

  August 14, 2009

  Accounting firm Marcum LLP plans to merge with Margolis & Co., a 70-person CPA firm based in the Philadelphia area, expanding Marcum’s reach across the East Coast.

• Sikich Buys Levi Littell Herbst

  August 12, 2009

  Accounting and consulting firm Sikich LLP has acquired Levi Littell Herbst & Co., a boutique M&A advisory firm that specializes in transactions under $100 million in value.

• Boyer to Merge with Greenstein Rogoff Olsen

  August 12, 2009

  Bay Area accounting firms Greenstein Rogoff Olsen & Co. and Ronald G. Boyer Accountancy Corp., plan to merge on August 14.

• Parente Randolph and Beard Miller to Merge

  July 27, 2009

  Regional accounting firms Parente Randolph and Beard Miller Co. plan to merge later this year to create one of the largest firms in the Northeast, with a total $175 million in revenue.

• Mowery & Schoenfeld Merges in Katch Tyson

  July 22, 2009

  Mowery & Schoenfeld plans to combine forces with another Illinois firm, Katch, Tyson & Co., effective August 1.

• BNA Buys Training and Conference Businesses

  July 15, 2009

  BNA has acquired the training seminar and conference businesses of the Council for International Tax Education, Atlas Information Group and the Structured Finance Institute.

• Financial Services M&A to Continue Despite Credit Meltdown, Says Tiburon Study

  July 8, 2009

  The financial services sector can count on plenty of merger and acquisition activity in the near future, as insurance companies and retail banks try to turn themselves into financial supermarkets, according to a Tiburon Strategic Advisors report on mergers and acquisitions in the financial services industry that was released this morning.

• UHY Advisors Buys Step3 Consulting

  July 7, 2009

  UHY Advisors has acquired Step3 Consulting, a provider of performance improvement services for companies in various industries.

• CBIZ Acquires Employee Benefits Firm

  July 1, 2009

  CBIZ has acquired EAO Consultants, an employee benefits firm also known as Egan, Amato & O’Connor, expanding the accounting provider’s benefits-consulting expertise in the Northeast.

• Plante & Moran Merges in Jackson Rolfes

  June 29, 2009

  Accounting firm Plante & Moran plans to merge with Jackson, Rolfes, Spurgeon & Co., extending Michigan-based Plante to the Cincinnati market.

• ExpertPlan Buys Part of ADP’s Retirement Business

  June 19, 2009

  Retirement plan recordkeeping service provider ExpertPlan has acquired portions of ADP’s retirement plan recordkeeping business that service independent third-party administrators.

• PwC Completes BearingPoint Acquisition

  June 17, 2009

  PricewaterhouseCoopers has completed the $44 million acquisition of BearingPoint’s North American Commercial Services business.

• San Francisco Accounting Firms Merge

  June 15, 2009

  Two accounting firms in the Bay Area — Smith, Lange & Phillips LLP and Daoro Zydel & Holland LLP — are combining forces, with the merger set to take effect July 1.

• Intuit to Acquire PayCycle for $170 Million

  June 2, 2009

  Intuit has signed a deal to acquire online payroll service PayCycle for approximately $170 million in cash, boosting the accounting and tax software vendor’s presence in the payroll business.

• LarsonAllen Merges in Cronstrom Osuch

  June 1, 2009

  Accounting firm LarsonAllen has expanded its presence in Arizona by combining with Scottsdale-based Cronstrom, Osuch & Co.

• Bertucelli Merges Practice into Satty Levine

  May 28, 2009

  Robert Bertucelli, a CPA in Ronkonkoma, N.Y., is merging his CPA practice into Satty Levine & Ciacco, a firm based in nearby Jericho, N.Y.

• Southern California Practices Combine

  May 26, 2009

  The audit and attestation practice of McKennon, Wilson & Morgan LLP has combined forces with the income tax preparation and planning services of DixonBrambila to form DBBMcKennon.

• FASB Releases Standard for Nonprofit M&A

  May 22, 2009

  The Financial Accounting Standards Board has issued rules to help nonprofit organizations properly account for mergers and acquisitions involving other not-for-profits.

• Marcum Merges with Rachlin

  May 21, 2009

  Marcum & Kliegman LLP is combining forces with Rachlin LLP, expanding the New York firm’s presence to Rachlin’s home base in Florida.

• BKD Merges in KBA

  May 18, 2009

  BKD is expanding its presence in Texas by combining with KBA Group, adding over 100 people to the accounting firm.

• Firms

  May 18, 2009

• Court OKs Deloitte's BearingPoint buy

  May 18, 2009

  The U.S. Bankruptcy Court has given the go-ahead for Deloitte to acquire most of what remains of consulting firm BearingPoint's North American public services practice for $350 million.

• PNC Equity Buys Apex Analytix

  May 7, 2009

  PNC Equity Partners II LP has acquired Apex Analytix, a firm that provides recovery audit services to more than a third of the Fortune 100.

• Managing Partners on Firm Mergers: Be Prepared to Change!

  May 6, 2009

  In a year that is projected to record a high number of CPA firm mergers, a pair of managing partners told attendees at the AICPA Practitioners Symposium here that both parties should be prepared to navigate through changes in culture and processes that often complicate the consolidation process.

• St. Louis Accounting Firms Merge

  May 5, 2009

  Local accounting firms Conner Ash and the SPS Group CPAs met in St. Louis, danced the hoochee koochee, became each other’s tootsee wootsie, and have now announced a merger.

• BDO Expands to the Other Georgia

  May 5, 2009

  BDO International has Georgia on its mind, but not necessarily the Georgia you might be thinking of.

• Marks Paneth Merges in Local Firm

  April 16, 2009

  MPS adds a partner and staff in Tarrytown, N.Y.

• BDO International Unveils Hong Kong Merger

  April 16, 2009

  New, larger HK firm will be known as BDO Ltd.

• Wiss Combines with Freeman & Davis

  April 15, 2009

  Merger expands firm in New York, adds niches.

• M&A & Joint Ventures Update

  March 31, 2009

• BearingPoint to Divest Key Ops to Big Four Firms

  March 26, 2009

  Consulting giant BearingPoint, which filed for Chapter 11 last month, agreed to divest several of its units to Big Four firms Deloitte and PricewaterhouseCoopers.

• Parente Randolph merges in Lazar Levine

  March 15, 2009

  Philadelphia-based Parente Randolph has combined with Lazar Levine & Felix in a $16 million merger, expanding its footprint in New Jersey and New York City.

• HBK Acquires Stikelether

  March 16, 2009

  CPA firm Hill, Barth & King has acquired Stikelether & Associates of Fort Pierce, Fla., expanding the firm's presence on the state's "Treasure Coast."

• Frank & Freedman Merges with Hirsch Subelsky

  March 10, 2009

  Michigan CPA firms Frank & Freedman and Hirsch, Subelsky & Associates have merged to form Frank, Hirsch, Subelsky & Freedman.

• Minnesota Accounting Firms Merge

  March 6, 2009

  Accounting firms Kern, DeWenter, Viere and Davich, Wilson, Morrow & Associates have signed a letter of intent for DWM to join KDV.

• Merged Massachusetts Firms Change Name

  March 2, 2009

  Recently merged accounting firms Thevenin, Lynch, Bienvenue LLP and George Malloy, CPA, have changed their combined name to Malloy, Lynch, Bienvenue LLP.

• Kellogg & Andelson Acquires Pomerantz

  February 24, 2009

  Kellogg & Andelson Accountancy Corp. has acquired Irwin Pomerantz & Associates, a firm based in Beverly Hills, Calif.

• Two NYC Firms Combine

  February 20, 2009

  Two New York City-based CPA and business advisory firms, Josephson Luxenberg & Kance CPAs PC, and Maybaum & Maybaum CPAs PC, have merged, effective immediately.

• MNP Expands Ontario Presence

  February 19, 2009

  Meyers Norris Penny, the 7th largest accounting and business advisory firm in Canada, has merged in Shiner Kideckel Zweig Inc., an insolvency specialist with eight offices in Ontario. Terms were not disclosed.

• CBH Merges with South Florida Firm

  February 19, 2009

  Southeastern regional CPA and business advisory firm Cherry Bekaert & Holland has expanded its penetration into the Florida market, merging with Miami-based McKean, Paul, Chrycy, Fletcher & Co., effective immediately.

• Parente Randolph Merges in Lazar Levine & Felix

  February 17, 2009

  Parente Randolph has combined practices with Lazar Levine & Felix in a $16 million merger, expanding Parente's footprint in the Northeast.

• Crowe Horwath Combines with Hays Company

  February 17, 2009

  Crowe Horwath is expanding to New York City by combining practices with Hays Co. LLP.

• Mitchell & Titus Merges in Hill Taylor

  February 17, 2009

  Minority-controlled accounting firm Mitchell & Titus has combined practices with Hill Taylor, another minority-owned firm, expanding Mitchell's presence to Chicago.

• ERE Merges with Sanders & Thaler

  February 9, 2009

  Scott Sanders and Michael Thaler, formerly partners in Lazar, Sanders, Thaler & Associates LLP, are merging their practice into ERE LLP.

• DeLeon & Stang Acquires Falk

  February 5, 2009

  Accounting firm DeLeon & Stang has acquired Daniel G. Falk & Associates, expanding its service offerings.

• Seckendorf Merges with Lebenhart

  February 3, 2009

  Seckendorf Hasson & Reilly LLP and its affiliate, LL Business Management Inc., have merged with Eliot H. Lebenhart CPA, to form a Long Island-based sports and entertainment accounting, tax and consulting firm.

• M&A & Joint Ventures Update

  February 1, 2009

• Winning Is Everything Update: Teamwork, M&A, Honors

  January 29, 2009

  An inspirational keynote on teamwork from renowned motivational speaker Pat Williams, an update on M&A activity among CPA firms and the induction of Clifton Gunderson chief executive Carl George into the Advisory Board Hall of Fame highlighted the opening day for the 8th annual Winning Is Everything conference in Las Vegas.

• Gilman Ciocia Acquires Weiss

  January 28, 2009

  Gilman Ciocia has acquired Weiss Advisory Group and Weiss Financial Services, expanding the firm's presence in New York.

• Blum Shapiro Merges in Nishball Carp

  January 27, 2009

  Accounting firms Blum, Shapiro & Co., and Nishball, Carp, Niedermeier, Pacowta & Co., have merged, building Blum's presence in Connecticut.

• Even recession can't stop the steady drumbeat of firm mergers

  January 26, 2009

  he troubled economy and the credit crisis do not appear to be tempering the ambitions of growth-oriented CPA firms seeking to fulfill their aspirations for mergers.

• Dixon Hughes Merges in Rosenfield

  January 26, 2009

  Southeast super-regional CPA firm Dixon Hughes plans to integrate the practice of Orlando-based Rosenfield Co., effective Feb. 1.

• ExpertPlan Acquires Actuarial Enterprises

  January 20, 2009

  Retirement recordkeeping software developer ExpertPlan has acquired Actuarial Enterprises Inc., a third-party administrator of defined benefit and insurance plans.

• Gocial Gerstein Merges with Gold Meltzer

  January 15, 2009

  Gocial Gerstein LLC has merged with Gold, Meltzer, Plasky and Wise to form Gold Gocial Gerstein LLC.

• RSSM Merges in Miller Ellin

  January 14, 2009

  Rosen Seymour Shapss Martin & Co. has merged with another New York accounting firm, Miller Ellin & Co., expanding RSSM's ability to service its audit, tax and consulting clients.

• Graf Repetti Merges in Marx, Lange, Gutterman

  January 12, 2009

  Graf Repetti & Co. has merged with Marx, Lange, Gutterman, effective Jan. 1, augmenting Graf Repetti's presence in New York.

• New Jersey Firms Merge

  January 8, 2009

  WithumSmith+Brown has merged in another New Jersey-based accounting firm, Serluco & Co.

• Parente Randolph Merges in Two Firms

  January 7, 2009

  Accounting firm Parente Randolph has merged with two other firms: Altenburger, Uris, Caglioti & Heyman, and William R. Hoffman Ltd.

• New England Firms Merge

  January 6, 2009

  Kahn, Litwin, Renza & Co., has merged in Sullivan Shuman & Freedberg, allowing KLR to build its presence in the Greater Boston area.

• CBIZ to acquire NYC's Mahoney Cohen

  January 5, 2009

  Accounting firm consolidator cbiz has agreed to acquire Mahoney Cohen, a New York-based CPA and business advisory firm, in an acquisition that is expected to contribute about $55 million in annual revenue.

• M&A & Joint Ventures Update

  January 1, 2009

  Recent deals involving accounting firms combining forces.

• Financial Planning Briefs

  January 1, 2009

  College for Financial Planning expands scholarship program; fiscal 2008 SEC enforcement results; growing demand for retirement income planning; H.D. Vest offers remote check scanning; Ameriprise completes Seligman acquisition; predicting mutual funds' performance; taking Social Security early; SEC modernizes disclosure requirements for foreign companies offering securities in U.S. markets.

• North Carolina Firms Merge

  December 31, 2008

  Accounting firm Rives & Associates has merged in Allen & Woodall, another firm in North Carolina.

• PwC Foresees Desperate Mergers, Private Equity Drying Up

  December 29, 2008

  PricewaterhouseCoopers believes that M&A activity will be dominated in 2009 by "mergers of necessity" as distressed companies seek the protection of more stable parents.

• Moore Stephens Frost Shortens Name

  December 26, 2008

  Accounting firm Moore Stephens Frost has changed its name to Frost, PLLC.

• CBIZ Acquires Tofias

  December 18, 2008

  CBIZ is acquiring Tofias in a deal estimated at $55 million as the accounting provider expands its reach across the Northeast to the New England area.

• Maryland Accounting Firms Merge

  December 17, 2008

  Local Maryland accounting firms DeLeon & Stang and Berger & Hillman plan to merge at the end of the year.

• Citrin Cooperman to Merge in Two Firms

  December 16, 2008

  Regional New York firm Citrin Cooperman said it would merge in Syosset, N.Y.-based Massella & Associates CPA, PLLC, and the SEC Solutions Group LLC effective Jan. 1, 2009.

• Boston-Area Accounting Firms Merge

  December 16, 2008

  CPA and business advisory firms Rucci Bardaro & Barrett PC headquartered here, and Lexington, Mass.-based Mathias Barnes & Henshaw P.C. have merged their practices, effective immediately.

• Andersen Merges with Burr Pilger Mayer

  December 10, 2008

  California accounting firms Burr Pilger Mayer and Andersen & Co. plan to merge on Jan. 1, 2009.

• Texas Accounting Firms Merge

  December 8, 2008

  Weaver and Tidwell is merging with Polansky McNutt Perry & Co., expanding Dallas-based Weaver into the San Antonio market.

• Thomson Reuters to Acquire Paisley

  December 5, 2008

  Thomson Reuters has signed an agreement to acquire Paisley, a software developer that specializes in governance, risk and compliance software, especially for Sarbanes-Oxley compliance.

• M&A & Joint Ventures Update

  December 1, 2008

• Cottrill Arbutina Acquires Tax and Audit Group

  November 25, 2008

  CPA firm Cottrill Arbutina Professional Services has acquired an eight-person tax and audit group from S.R. Snodgrass, expanding its reach in Western Pennsylvania and its auto dealership client base.

• CBiz Acquires Mahoney Cohen

  November 25, 2008

  CBiz has signed a deal to acquire Mahoney Cohen, a New York-based accounting firm that is expected to contribute about $55 million in annual revenue next year.

• Wisconsin Accounting Firms Merge

  November 21, 2008

  Reilly, Penner & Benton said it has merged with another Wisconsin accounting firm, Ragsdale, Spitz & Reuschlein.

• NACVA Acquires Litigation Consulting Newsletter

  November 20, 2008

  The National Association of Certified Valuation Analysts, promoter of the Certified Valuation Analyst credential, has purchased the National Litigation Consultants Review, a newsletter that caters to testifying financial experts.

Related Articles

• Baker Tilly Virchow Krause to Merge with Beers + Cutler

• M&A WATCH

• Moore Stephens Wurth Frazer Merges with Frost

• Thomson to Acquire Sabrix

• Zinman Merges in Titcher Kritzstein

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