Professionals on the Move - Nov. 2021

Professionals on the Move is a round-up of recent promotions and new additions in the accounting profession.

Crowe Elects 45 Partners and Principals

Crowe, a public accounting, consulting and technology firm in the U.S. with offices around the world, has elected the following 45 new partners and principals. These new roles will be effective April 1, 2022.

Advisory

Ryan Silvino
Brent Warren

Audit and assurance

McCrae Bennett
Mike Berti
Brian Brueggeman
Lisa Carley
Ryan Deming
Andrey Dragun
Natalia Hailen
Scott Hicks
Clark Hornstra
Brian Jackson
Brent Kirkpatrick
Patrice Muller
Jason Naber
Mark Parkhurst
Matthew Rosenblatt
James Statler

Consulting

Alejandro Alvarez
Megan Beasley
Joshua Brown
Eric Busch
Joe Durham
Brad Gilliat
Brian Hochberg
Andrew Holloway
Eric Jolly
Steve Krase
Simon Little
Alicia McKnight
Ryan Michalik
Shameka Smith
Michael Unger

Tax

Brian Carey
Mallory Fairless
Ignacio Guevara
Heather Hoezee
Ankit Joshi
Trudie Kanter
Cody Lewis
Katie Mishler
Matt Paparella
Victor Sturgis
Dan Swartz
Lara Thompson

Rea & Associates Announces Annual Promotions

Rea & Associates, Inc., an Ohio-based ‘Top 100’ CPA and consulting firm with more than 350 professionals recently announced the following promotions.

To regional president:

Doug Houser, CMA, MBA, CEPA (Dublin & Newark offices – West Central Ohio Region)

To equity principal:

Paul Hugenberg, III, CISSP, CRISC, CISA, CMMC-RP, QSA (Wooster office – East Central Ohio Region)
Michaela McGinn, CPA (Dublin office – West Central Ohio Region)

To income principal:

Jeff Barber, CPA (Cleveland office – Northeast Ohio Region)
Morgan Helmick, CPA, LSSGB (Medina office – Northeast Ohio Region)
Susan Kornatowski, CPA, JD (Cleveland office – Northeast Ohio Region)
David Shallenberger, CPA (Wooster office – East Central Ohio Region)
Cody Smith, CPA (Lima office – West Central Ohio Region)

To director:

Cheryl Coblentz, CPA, director of accounting services (Wooster office – East Central Ohio Region)
Andrew Geiser, CPA, director of manufacturing services (Millersburg office – East Central Ohio Region)
Renee West, SHRM-SCP, PHR, director of human resources consulting (New Philadelphia office – East Central Ohio Region)

In addition, nine employees were promoted to senior manager; three to manager; nine to supervisor; 10 to senior associate; and two to associate.

BKD Capital Advisors Advises Sales Xceleration on Acquisition

BKD Capital Advisors (BKDCA), a national CPA and advisory firm is pleased to announce that Sales Xceleration, Inc. (Sales Xceleration) has been acquired by The Firefly Group, a private equity firm based in Indianapolis, Indiana. The Firefly Group was supported by Concentric Partners and New Canaan Funding.

Sales Xceleration is a provider of executive-level sales services whose network of trained advisors provide outsourced leadership services to help small and midsize businesses expand their sales operations.

Sales Xceleration sought a capital advisor to explore a partner that shared its core values and would invest in its growing business model. The BKDCA team went to market and sourced potential buyers who were strategically aligned and had relevant industry experience. The Firefly Group was chosen to be the ideal partner to help Sales Xceleration reach the next phase of its growth and exciting future.