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• Tech CFOs Anticipate Revenue Growth

  February 5, 2010

  Over two thirds of CFOs at leading U.S. technology businesses expect sales revenue at their companies to increase this year, according to a survey by accounting firm BDO.

• Brady Ware Merges in Marsh & McConnell

  February 4, 2010

  Ohio-based accounting and consulting firm Brady Ware is expanding to Georgia by merging with Atlanta-based Marsh & McConnell.

• Waddell Smith Merges in Two Atlanta Firms

  January 28, 2010

  Waddell, Smith, Magoon & Freeman has merged with two local firms in the Atlanta area, Gruber & Co. and Pechter & Associates., expanding WSM&F’s client base and combined revenue by about 40 percent.

• Africk Chez Joins LarsonAllen

  January 26, 2010

  LarsonAllen has merged in Chicago-based accounting firm Africk Chez, building the Minneapolis-based firm’s presence in the Windy City.

• Sikich Merges in Stelmacki Cochran

  January 26, 2010

  Sikich LLP has agreed to combine with CPA firm Stelmacki, Cochran & Sauerburger, building Sikich’s presence in the St. Louis area.

• WebsterRogers Acquires Finch Hallbick

  January 25, 2010

  Accounting and consulting firm WebsterRogers has opened offices in Columbia, S.C., after acquiring the CPA practice of Finch, Hallbick & Co., whose principals have provided services in Columbia for over 40 years.

• Mazars in Talks to Merge with Weiser

  January 20, 2010

  Multinational accounting and advisory firm Mazars Group has been in talks with New York-based Weiser LLP in a merger that would create the sixth largest accounting firm in the world.

• CF&W Seals Pact to Boost Global Tax Services

  January 19, 2010

  Calvetti, Ferguson & Wagner, P.C., a CPA and business advisory firm specializing in tax, audit and advisory solutions, sealed a partnership with global transactional concern Verse Consulting that will bolster its international tax offerings to mid-market companies.

• CBIZ Buys Employee Benefits Firm

  January 13, 2010

  CBIZ has acquired National Benefit Alliance, an employee benefits firm based in Midvale, Utah.

• Cullari Gallo Merges with Carrico

  January 12, 2010

  New Jersey accounting firm Cullari, Gallo, Soojian, Carraba LLC has merged with Carrico Associates P.A.

• Rehmann Merges in Dawson Wealth Management

  January 12, 2010

  Accounting and consulting firm Rehmann has combined with Cleveland-based Dawson Wealth Management, increasing the size of Rehmann’s wealth management practice to over $1 billion in assets under management.

• Resnick Druckman Merges in Two NYC Firms

  January 12, 2010

  CPA and business advisory firm The Resnick Druckman Group has merged in New York-based practices, Sigmund Balaban & Co. and Gilbert, Wolff and Co., effective immediately.

• Annapolis Accounting Firms Break Up and Merge

  January 11, 2010

  Two former partners in the accounting firm Sturn Wagner Lombardo & Co., Andrew R. Lombardo and Matthew C. Wagner, are merging with J. Brian Stitcher, owner of the accounting firm SRM & Co., to form a new firm, Lombardo Wagner Stitcher and Co. LLC.

• IN BRIEF

  January 11, 2010

  Accounting staff cutbacks should slow; Baltimore firms merge.

• M&A Match

  January 11, 2010

  Mergers and acquisitions

• Sikich Merges in Two Tech Consultancies

  January 8, 2010

  Sikich LLP has merged in two IT service consulting firms, Hal Weinberger Consulting and MAS Consulting, in the latest examples of the firm’s merger spree.

• Kauffman Rossin Combines with London Witte

  January 7, 2010

  Florida accounting firm Kauffman, Rossin & Co. has brought on board the team from Ft. Lauderdale-based London Witte & Co.

• Macias Gini Merges in Bernstein Fox

  January 6, 2010

  California accounting firms Macias Gini & O’Connell and Bernstein, Fox, Whitman, Goldman & Baumblatt LLP have combined forces.

• Moss Adams Merges in Rowling Dold

  January 5, 2010

  San Diego wealth management firm Rowling, Dold & Associates has joined Moss Adams Wealth Advisors, the wealth management division of accounting firm Moss Adams.

• ADP to Acquire DO2 Technologies

  January 5, 2010

  Payroll giant ADP has agreed to buy DO2 Technologies, a Calgary, Alberta-based company that provides electronic invoicing software.

• Stockholders Approve LECG-Smart Merger

  January 4, 2010

  LECG shareholders have approved the consulting firm’s merger with Smart Business Advisory & Consulting along with a related proposal for LECG to receive a $25 million cash investment from Smart’s majority shareholder, Great Hill Partners.

• CBIZ Acquires Goldstein Lewin

  January 4, 2010

  CBIZ Inc. and its affiliated CPA firm Mayer Hoffman McCann have acquired Goldstein Lewin & Co., a South Florida accounting and financial services provider.

• Carr, Riggs & Ingram Merges in Roth Murphy Sanford

  January 4, 2010

  Southeast regional accounting firm Carr Riggs & Ingram has combined with New Orleans-based Roth Murphy Sanford, expanding CRI’s footprint to six states.

• Watkins Meegan Merges in Sturn

  December 30, 2009

  Southeast regional accounting firm Watkins Meegan is expanding its Annapolis, Md., office by adding several accounting, tax and business consulting experts from Annapolis-based Sturn Wagner Lombardo & Co.

• LarsonAllen Merges in Third Age Consulting

  December 28, 2009

  Accounting firm LarsonAllen is combining with the senior citizen services consultancy Third Age Consulting in the New Year.

• Maryland Firms Announce Merger

  December 28, 2009

  Maryland accounting firms DeLeon & Stang, CPAs & Advisors, and Hull & Associates CPAs have merged.

• Advisor Software Buys Asset Management Firm

  December 28, 2009

  Advisor Software has acquired Advisor Partners LLC, an asset management firm that specializes in creating comprehensive investment portfolios and managing client accounts on behalf of professional investment advisors.

• Accounting Firm Merges with Design Firm

  December 24, 2009

  In an unusual move, Sikich LLP has merged with Icon Digital Design & Illustration, a marketing and design company, and named two of Icon’s partners as partners in the accounting firm.

• Sikich Merges in Marcus

  December 21, 2009

  Sikich LLP has merged in the accounting, tax and business consulting practice of Frederick M. Marcus & Co., of Rockford, Ill.

• MaloneBailey Opens New York Office

  December 17, 2009

  Houston-based accounting firm MaloneBailey LLP is expanding to New York by acquiring the client base and some key personnel from the New York firm Kempisty & Co.

• Baltimore Accounting Firms Merge

  December 15, 2009

  Gorfine, Schiller & Gardyn has merged in Bernard B. Cohen & Co., expanding the firm’s real estate practice in the Baltimore area.

• Firm M&A: Baker Tilly VK to merge with Beers + Cutler

  December 14, 2009

  Baker Tilly Virchow Krause has merged in Beers + Cutler to create what it expects to be the 13th largest accounting firm in the U.S., with over $250 million in revenue.

• M&A WATCH

  December 14, 2009

• Weaver Merges in Edelman Arnold

  December 4, 2009

  Weaver is expanding its presence in the San Antonio market by merging with Edelman Arnold, starting Jan. 1.

• Cowan Gunteski Merges in Woolston Koerner

  December 1, 2009

  New Jersey accounting firm Cowan, Gunteski & Co., is merging in Woolston, Koerner & Co., building their combined presence in the Garden State.

• Friedman to Merge in Bagell, Josephs, Levine

  December 1, 2009

  Friedman LLP plans to combine with Bagell, Josephs, Levine & Co., as of Jan. 1, building the New York-based firm’s presence in New Jersey.

• Daszkal Bolton Merges in Chaves & Armstrong

  November 30, 2009

  South Florida accounting firms Daszkal Bolton and Chaves & Armstrong are combining to build a larger multinational tax and SEC accounting practice.

• Intacct Offers Free Service to Softrax Customers

  November 25, 2009

  Web-based software developer Intacct is offering customers of Canton, Mass-based revenue and billing software provider Softrax Corp. six months of free service of its cloud financial applications.

• AFS Technologies Acquires Assets of Softrax Corp.

  November 24, 2009

  Enterprise software provider AFS Technologies has announced a cash acquisition of certain assets of Canton, Mass.-based revenue management and billing solutions provider Softrax Corp.

• David Sibits

  November 24, 2009

  The president of CBIZ Financial Services has been seeing a lot of changes in the past year as CBIZ copes with the economy and manages its acquisitions of Tofias and Mahoney Cohen.

• 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.

Related Articles

• M&A WATCH

• Mazars in talks to merge with Weiser

• Tech CFOs Anticipate Revenue Growth

• Brady Ware Merges in Marsh & McConnell

• Waddell Smith Merges in Two Atlanta Firms

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