M&A
M&A
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The tax-focused financial planning and wealth management company that partners with accounting firms is going private and joining a larger financial firm.
September 11 -
The Top 20 Firm bought the risk management and loan review services divisions of Sheshunoff Consulting + Solutions.
September 6 -
An insurance consulting firm that's part of Top 100 Firm Katz Sapper Miller is growing by buying another firm's insurance regulatory practice.
September 5 -
The firm reported annual revenue of $1,685,539,000 a year after merging together two Top 20 Firms, BKD and Dixon Hughes Goodman.
August 31 -
Plus, OnBoard launches AI assistant feature; and other news from the accounting technology arena.
August 25 -
The Top 20 Firm is expanding its reach in California and Washington State by adding a firm with offices in the Los Angeles, San Francisco and Seattle areas
August 22 -
The managing partner of Market Street Partners — now heading into a major merger with Smith + Howard — says accounting firms are ripe for a fresh approach.
August 21 -
MSP staff and managing partner Kyle Bryant will join the Regional Leader, which received private equity funding last November.
August 18 -
Mexico-based Kuadra Support provides talent solutions for accounting firms and other U.S.-based businesses with remote teams, outsourcing, employee leasing and staffing.
August 17 -
Stackshine discovers the SaaS software used by a company, highlights cost-cutting opportunities, and uses AI to automate employee onboarding and offboarding.
August 14