Mergers and Acquisitions
Latest News
Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Wealth Management Firm Buys BerganKDV in ‘First of Its Kind’ Deal
The Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm.
Forensic Accounting Experts Legier & Co. Acquired by Cherry Bekaert
Founded in 1984, Legier provided management consulting and advisory services to clients across Louisiana and Texas.
Marcum Merges in Pennsylvania CPA Firm McCarthy & Co.
Marcum gained approximately 70 partners and associates from McCarthy as part of the deal which closed on June 1.
Abdo LLP Merges In Minnesota Accounting Firm HG&K
The newly combined firm will continue to operate under the Abdo name, with shared values, brand, and vision.
Weaver Expands in California with HKG Deal
As part of the transaction, 65 HKG professionals, including seven partners, joined top 35 accounting firm Weaver on June 1.
Chicago Accounting Firms Porte Brown and RVG Partners to Merge
The newly-combined firm will operate under the Porte Brown brand, and staff from RVG will continue to serve clients from their Oak Brook location.
FORVIS Marks 1-Year Anniversary
The top 10 accounting and advisory firm formed on June 1, 2022, via the merger of equals of legacy firms BKD and DHG—the largest such move in the accounting industry in more than two decades.
Morrison & Morrison Combines with EisnerAmper
The partners and colleagues of Chicago-based accounting and advisory firm Morrison & Morrison are joining EisnerAmper in a transaction expected to close in the summer of 2023.