M&A
M&A
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Herbein + Company acquires Cappelletti, Pinter & Co. and the LaMastra Group; Ryan buys Tax Advisory Services Group; and Lovelady, Christy + Associates merges with Terra Accounting and Consulting.
January 13 -
The megadeal will add an expected $138 million to CBIZ’s annual revenue.
January 10 -
Parthenon Capital, a private equity firm based in Boston, has struck an agreement with the Chicago-based Top Five Firm's wealth management practice.
January 5 -
Wiss acquires Neidich; High Rock Accounting adds the Digital CPA; and Alexander Thompson Arnold buys Jordan, Woosley, Crone & Keaton.
January 4 -
Industry expert Allan Koltin shares his expectations for the next 12 months in accounting.
January 3 -
The U.K.-based accounting software provider's acquisition marks a major milestone in its strategy of expanding in North America.
December 30 -
The Regional Leader in the West is adding a firm in Bend, Oregon.
December 28 -
Aprio merges in Henderson & Godbee; RSM’s German firm acquires HTG; Roer & Co. joins Sweeney Conrad; and Paul A. Garcia merges with Eric E. Santa María.
December 27 -
The $299 million acquisition of Brightpearl is expected to expand Sage Intacct’s reach in retail and ecommerce.
December 21 -
Adams Brown has acquired a firm in Kansas, and Isdaner & Co. and RKL are each merging in firms in Pennsylvania.
December 15 -
Two Top 100 Firms combine; and PKF O’Connor Davies added LB Goodman & Co.
December 8 -
BDO USA merged in Culbert Healthcare Solutions; McCarthy & Co. added Borislow, Factor & Kaufmann; Baratz & Associates merged in Metter & Company; and KNAV added Jonathan W. Kaplow, P.C.
December 7 -
EisnerAmper merged in Caler, Donten, Levine, Cohen, Porter & Veil; and Ryan LLC acquired Qvalia's VAT recovery audit consulting unit.
December 2 -
Weaver merged in PJ; Marcum added BWTP; Somerset acquired an Acumatica practice; Louis Plung is merging in LSB; and Goering & Granatino added Jeff Katz.
December 1 -
The Federal Accounting Standards Advisory Board released an interpretation of the accounting rules around reporting debt cancellation for the federal government.
November 30 -
The Top 20 Firm is adding a firm based in the Minneapolis-St. Paul area.
November 29 -
Warren Averett became the latest accounting firm to receive capital from a private equity or investment firm, but in this case the money will go to the firm’s asset management subsidiary.
November 24 -
Ernst & Young acquired Tao Leadership; Withum added Glick & Associates; Erickson, Brown & Kloster plans to combine with Osborne, Parsons & Rosacker; and Harris CPAs merged in Ataraxis Accounting and Advisory Services and Deagle Ames.
November 22 -
The Michigan-based Top 100 Firm is acquiring the firm of Darlene Plumly CPA.
November 19 -
The New York-based Top 30 Firm has added Boston-based DGC, which was formerly DiCicco, Gulman & Co.
November 18

















