Mergers and Acquisitions January 8, 2026
Doeren Mayhew Acquires Lancaster & Reed in Florida
The top 50 accounting firm announced Wednesday that it added Key Biscayne, FL-based CPA firm Lancaster & Reed as of Dec. 17, 2025.
Mergers and Acquisitions January 8, 2026
HoganTaylor Merges in Hawthorn, Waymouth & Carroll in Louisiana
The top 100 accounting firm has expanded its footprint in Louisiana through a merger with Hawthorn, Waymouth & Carroll, a CPA firm based in Baton Rouge that provides audit, tax, and accounting services, effective Jan. 1.
Mergers and Acquisitions January 8, 2026
FustCharles Adds Stephen J. Flood CPA PLLC in New York
Syracuse, NY-based FustCharles, an INSIDE Public Accounting top 400 firm, has completed an M&A deal with Stephen J. Flood CPA PLLC, an accounting practice based in Latham, NY, effective Jan. 1.
Technology January 7, 2026
OneStream Acquired by Hg in $6.4 Billion Deal
London-based private equity firm Hg is buying enterprise finance management platform OneStream in an all-cash transaction valued at $6.4 billion, it was announced on Jan. 6.
Mergers and Acquisitions January 7, 2026
Aprio Merges in Two Oregon-Based CPA Firms
The top 25 firm has kicked off the new year by making its foray into the Pacific Northwest, announcing Jan. 7 that it has merged with two CPA firms in the greater Portland area: Delap LLP and Hoffman, Stewart & Schmidt PC.
Firm Management January 7, 2026
PYA Names David McMillan Next President and CEO
McMillan officially succeeded his friend and mentor Marty Brown as PYA president on Jan. 1, and he will assume the title of CEO from Brown on Jan. 1, 2027.
Firm Management January 7, 2026
Lori Roth Takes Over as CEO of Prager Metis
Previously co-managing partner of Prager Metis along with Glenn Friedman, Lori Roth was named CEO of the top 60 accounting firm and Stuart Mayer was named COO, effective Jan. 1.
Mergers and Acquisitions January 7, 2026
Sax Adds Scheidel, Sullivan & Lanni CPA and Sierra Financial Advisors
The top 75 accounting firm said Jan. 7 it has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors, SSL's wealth management arm, effective Jan. 4.
Mergers and Acquisitions January 7, 2026
Mauldin & Jenkins Merges in The Prinzo Group in Georgia
The top 60 firm is expanding its Governmental Advisory practice through a merger with The Prinzo Group, a government-focused technology firm that specializes in system modernization, procurement, and policy implementation.
Mergers and Acquisitions January 7, 2026
SSC CPAs + Advisors Combines with Harrison Henderson in Oklahoma
Topeka, KS-based SSC CPAs + Advisors, an INSIDE Public Accounting top 400 firm by revenue, has merged with Harrison Henderson, a public accounting firm with offices in Oklahoma.
Technology January 6, 2026
TaxDome Expands Suite of Spanish-Language Resources for Latino Accountants
With more than 1,000 Latino firm owners already on the platform, TaxDome now provides webinars, onboarding, customer support, and a localized platform—all in Spanish.
Mergers and Acquisitions January 6, 2026
Stephano Slack Combines with CL Rotz and Associates in Pennsylvania
The Wayne, PA-based accounting firm closed out 2025 by announcing it has merged in CL Rotz and Associates, an accounting firm based in Oreland, PA, effective Dec. 15.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
