M&A
M&A
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WebsterRogers said it is merging in another South Carolina accounting firm, Bryan, Truesdale, Adkins & Williams.
September 29 -
iPro One said it has acquired a minority ownership interest in Tegra Financial Partners, an affiliate of the Georgia accounting firm Habif, Arogeti & Wynne.
September 28 -
Harper, Van Scoik & Co. is merging with Carr, Riggs & Ingram, the fourth largest accounting firm in the Southeast, expanding the combined firms' services in the Tampa Bay area.
September 28 -
Wolters Kluwer Tax and Accounting has acquired CI Consultancy Limited, an Irish developer of operational risk control systems for financial institutions and corporations.
September 24 -
The Rehmann Group plans to merge with MSW Group to create Michigan's second largest wealth management and consulting firm.
September 22 -
Clark Schaefer Hackett has acquired the Clemans Group, a health care consulting firm, adding extra resources for advising hospitals, medical practices and dentist’s offices.
September 21 -
RGL Forensic Accountants & Consultants has acquired Impact Forensics, a computer forensics and electronic discovery firm based in Chicago.
September 11 -
Jefferson Wells has acquired the Gelber Organization to build its state and local tax services.
August 28 -
Deloitte & Touche has signed a memorandum of understanding with Canadian accounting firm Scott Rankin & Gardner for a potential merger.
August 20 -
I write the "M&A" update box in Practical Accountant's Profession Watch section, and one of the details we give for firms recently merged or acquired is "Niches/Concentrations."
August 18 -
Rodefer Moss & Co. plans to merge with Melhiser Endres Tucker, expanding the firm from its Tennessee base into Indiana and Kentucky.
August 18 -
Accounting firm J.H. Cohn has combined practices with Frederic Kantor & Co., a Manhattan-based accounting firm serving high-net-worth individuals and families in entertainment and the creative arts.The merger came on the heels of J.H. Cohn’s combination with Good Swartz Brown & Berns in Southern California. No cash was exchanged in the business combination, according to marketing director Amy Koeppl.
August 17 -
Morningstar plans to acquire Financial Computer Support Inc., a provider of practice management software for investment advisors.
August 11 -
Wolf, Weis & Horowitz has merged into Kutchins, Robbins & Diamond, combining two Chicago-area firms.
August 7 -
CPA firm Eide Bailly plans to merge with Murrell, Hall, McIntosh & Co., expanding its staff to over 1,000 and providing combined revenue of $123 million.
July 29 -
Accounting software developer Crouch Slavin & Co. has merged with i.c. bleu, a developer of human resources applications for mid-market businesses.
July 17 -
Investment banking firm Duff & Phelps has entered into a global alliance with World Tax Service Alliance and acquired WTS's U.S. member, World Tax Service U.S., for an undisclosed sum.
July 17 -
Florida accounting firms Cross, Fernandez & Riley and Beckert, Price & Rowse plan to merge August 1, allowing CFR to expand operations in a populous part of the state.
July 16 -
Two Southern California accounting firms have joined forces, with Newport Beach-based Squar, Milner, Peterson, Miranda & Williamson merging with Los Angeles-based Thomashow, Brown & Paialii.
July 16 -
The assets of the Institute of Business Appraisers have been transferred to an investment partnership made up of its former rival, the National Association of Certified Valuation Analysts, along with valuation software developer ValuSource and some unidentified partners.
July 16