M&A
M&A
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CBIZ acquired Shea Labagh Dobberstein; Dixon Hughes Goodman integrated Burkhart & Co.; Hawkins Ash CPAs merged in Roberts, Ritschke & Tyczkowski; Meaden & Moore acquired Long Cook & Samsa; and Deloitte added a legal services team.
September 2 -
The Chicago-based firm plans to acquire a top Houston-based SageIntacct partner.
September 1 -
Talks are ongoing and if they’re successful it would mark Intuit’s largest deal ever.
September 1 -
America’s poorest families are using new child benefits in large measure to climb out of debt, much of it likely accumulated during the pandemic.
September 1 -
RubinBrown is combining with Liberty Technology Advisors; and Grimbleby Coleman is merging in Ristau & Co.
August 16 -
The acquisition of PS Johnson strengthens the tax firm in Canada and in property tax services.
August 12 -
The Top 50 Firm expects to add in Manhattan’s Ganer + Ganer in November.
August 11 -
The November combination will give the Top 25 Firm’s presence in the New York area a major boost.
August 9 -
C Systems specializes in nonprofit tech services and association management systems, and Confluence Global is a Salesforce consulting partner.
August 5 -
Grassi acquired S&Z Fund Services; Yount, Hyde and Barbour merged in Rowles & Co.; Alexander Thompson Arnold acquired Teasler CPA; and DJH Mitten Clarke added Lloyd Piggott.
August 3 -
Together, the two companies hope to accelerate digital transformation for their customers, which during the pandemic became a priority for firms and clients alike.
August 2 -
A presidential executive order raises questions about a tool that accounting firms often rely on.
July 26 -
The buy comes at a time when CPA firms across North America are looking to expand and deploy new services.
July 23 -
Withum merges in OUM; and Whitley Penn plans to add Werlein & Harris.
July 19 -
The Regional Leader has bought Breakpoint Technology, a data analytics and technology collaboration practice in Louisville, Kentucky.
July 14 -
The Top 25 Firm has merged in ZenTek Data Systems, a technology consulting firm in Fort Lauderdale.
July 7 -
The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.
July 7 -
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Friedman added Bohlmann Accounting Group, and Herbein + Company merged in Mosteller & Associates.
June 30 -
The Top 25 Firm’s merger with the Cadence Group gives it a presence in Salt Lake City.
June 29
















