M&A
M&A
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Katz, Sapper & Miller, a Top 50 Firm based in Indianapolis, has formally entered the Chicago market by adding MichaelSilver, an advisory, tax and assurance firm in Deerfield, Illinois.
July 28 -
E-comm challenges; advising on biz sales; the IRS and math errors; and other highlights from our favorite tax bloggers.
July 22 -
Aprio announced it has acquired AI accounting assistant platform TimeCredit, a 2024 AICPA and CPA.com Startup Accelerator company, as part of a larger $300 million investment in AI and automation.
July 22 -
The Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, the latest firm with a PE investment.
July 17 -
Doeren Mayhew grows in the Houston market by acquiring Reimer McGuiness Hess CPAs & Advisors.
July 17 -
Andersen, the fast-growing professional services firm, has expanded to Atlanta by merging in Berman & Associates.
July 17 -
The Top 25 Firm is extending its outsourcing capabilities, particularly in the nonprofit and family office sectors.
July 16 -
Windsor Path, a family office-backed platform for accounting firms, acquired WFFA Advisors, the non-attest business of Wagner, Fiber, Fine and Ackerman in New York City.
July 16 -
The Big Four firm has acquired certain assets of boutique firm Trust Processing Solutions, based in Cincinnati.
July 14 -
Meaden & Moore acquires ChainRing Advisors; Platform Accounting expands in Chicago.
July 9 -
The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms.
July 9 -
The Top 25 Firm based in New York is expanding to Richmond, Virginia, by combining with a firm with specialized tax services.
July 8 -
LMC merges in Stephen A. Kepniss & Associates; Sorren adds Williams Overman Pierce; and Alpine Mar acquires Elliot Melamed.
July 1 -
Top 50 Firm UHY added Cincinnati-based firm Flynn & Company, expanding its reach into Ohio.
July 1 -
Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1.
July 1 -
Baker Tilly, based in Chicago, is making its latest big deal, announcing its intention to acquire KraftCPAs PLLC, a Regional Leader based in Nashville.
June 26 -
Cloud accounting platform Xero announced it will acquire payments solution provider Melio.
June 25 -
The Top 50 Firm in St. Louis is expanding its presence in the Nashville market.
June 25 -
Firm leaders Jeff Ferro and Eric Miles give an inside look at their major deal, and the middle-market focused firm they're building.
June 23 -
Jeff Weiner shares the secrets behind his remarkable career, and the equally remarkable firm he ran.
June 23

















