Cherry Bekaert, a national professional services firm, has acquired Calvetti Ferguson, P.C., a Houston-headquartered accounting and advisory firm with additional offices in Dallas/Fort Worth, San Antonio and Nashville, Tennessee.
The acquisition significantly expands Cherry Bekaert’s presence in Texas and strengthens its Nashville market, reinforcing continued investment across both regions.
Founded in 2003, Calvetti Ferguson serves middle-market clients across real estate and construction, energy and oil & gas, private equity and venture capital, financial services, manufacturing, professional services, nonprofits, and technology.
“This acquisition is a significant step forward in our strategy to serve the middle-market as trusted advisors known for digitally driven, industry-aligned solutions,” said Michelle Thompson, CEO, Cherry Bekaert Advisory LLC. “Texas is central to our growth story, and Calvetti Ferguson brings the talent, industry depth and cultural alignment to accelerate our momentum. We are pleased to welcome their team to the Firm.”
“Joining Cherry Bekaert significantly expands the capabilities and resources we can offer our clients and communities,” said Jason Ferguson, Managing Partner, Calvetti Ferguson. “Our firms share a strong cultural alignment rooted in a people-first mindset and a commitment to quality. Together, we are well-positioned to deliver greater value across the industries and markets we serve.”
The combined firm enhances its scale in real estate, energy, private equity and financial services, while broadening its geographic reach across the Southwest and Mid-South.
As part of the transaction, Cherry Bekaert Advisory LLC acquired Calvetti Ferguson’s nonattest assets while Cherry Bekaert LLP will acquire Calvetti Ferguson’s attest assets. Calvetti Ferguson will be seamlessly integrated into Cherry Bekaert and will operate under the Cherry Bekaert brand.
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