New York-based Roth & Company, LLP (“Roth&Co”) announced today that it has acquired E.C. Ortiz & Co., LLP (“Ortiz”) based in Chicago, Illinois. The deal expands Roth&Co’s regional reach to the Midwest, and broadens its service capabilities to include governmental entities. The acquisition will go into effect on July 1st and will operate under the Roth&Co brand.
The addition of Ortiz’s staff increases Roth&Co’s headcount to 13 partners and over 160 accounting professionals, with offices now in New York, New Jersey, Illinois and Israel. Roth&Co was awarded Inside Public Accounting’s Fastest Growing Firm award in 2019.
“We couldn’t be more excited to join the Roth&Co family,” says Ortiz founder Ed Ortiz, who will stay on board as one of the partners of the Illinois location. “We share Roth&Co’s commitment to excellent, relationship-based financial services, and see the immediate value in combining resources for the benefit of our teams, clients and communities.”
The firms each carry a long legacy of accounting and financial services, with Roth&Co founded in 1978, and Ortiz in 1974. “E.C. Ortiz’s sterling reputation, local relationships and specialized services make them the perfect partner for our Midwest expansion,” says Zacharia Waxler, co-managing partner of Roth&Co. “The acquisition allows us to continue to innovate and grow as we serve diverse clients across the globe in the private, nonprofit and governmental sectors.”