Nichols Cauley, an Atlanta-area financial services company dedicated to small and midsized businesses, has acquired The Molieri Group, a Coral Gables, FL-based boutique tax firm, adding expertise in inbound and outbound international tax consulting, estate and trust matters, and complex planning for high-net-worth individuals and their businesses.
Financial terms of the deal weren’t disclosed.
Earlier this year, Nichols Cauley announced it had merged with insurance brokerage Partners Risk Services in Johns Creek, GA, and Braselton, GA-based transactions advisory firm JGH Consulting in order to launch a new financial services platform that combines accounting, insurance brokerage, and transaction advisory services for small and midsized businesses. Alan Whitman, former CEO of Baker Tilly, was tapped to lead the platform.
Nichols Cauley is supported by a strategic investment from Madison Dearborn Partners, a private equity firm based in Chicago.
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With offices across Georgia (Atlanta, Braselton, Canton, Dalton, Dublin, Jesup, Johns Creek, Kennesaw, Peachtree City, Rome, Warner Robins), this marks the first time Nichols Cauley has expanded outside of the state.
“As complexity increases for business owners, specialized tax expertise becomes essential,” Whitman, CEO of Nichols Cauley, said in a statement on May 12. “This integration builds on Nichols Cauley’s strong foundation and further bolsters our platform, adding depth to the sophistication, coordination, and practicality we deliver to our clients.”
Whitman added that The Molieri Group “adds credible, lived market experience in the wealth dynamics and international character of South Florida—capabilities that strengthen how we work with business owners across the U.S. Southeast.”
Founded by Alejandro Molieri more than a decade ago, The Molieri Group provides specialized tax expertise for business owners whose wealth, family, and enterprises are closely connected.
“Working directly with business owners changed everything for me,” he said in a statement “You’re advising the individual, not just the position, and thinking more broadly about their enterprise, family, and future. That shared perspective and commitment are what drew our team to Nichols Cauley.”
Allan Koltin, CEO of Koltin Consulting Group, who advised both organizations on the transaction, said, “The Molieri Group was sought after by many top 100 CPA firms—they chose Nichols Cauley because of what it’s building: a financial services company that delivers the kind of coordinated expertise that business owners rarely find in one place. This gives Nichols Cauley real momentum in the U.S. Southeast.”
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