Mergers and Acquisitions July 8, 2026
BMSS Adds Avizo Group in Alabama
Top 100 accounting firm BMSS Advisors & CPAs has merged in Fairhope, AL-based CPA firm Avizo Group, effective July 1.
Mergers and Acquisitions January 5, 2026
Wolf & Company Expands Bank and Credit Union Advisory Capabilities With Acquisition of Kafafian
The Kafafian Group has provided consulting services for over 500 financial institutions in 40+ states with asset sizes up to $100 billion.
Mergers and Acquisitions January 5, 2026
PKF O’Connor Davies Merges in Bowman & Co. in New Jersey
The top 30 accounting firm has expanded its presence in the greater Philadelphia metro area after merging with Bowman & Co., a CPA firm with three offices in southern New Jersey, effective Jan. 1.
Mergers and Acquisitions January 5, 2026
UHY Combines with Manley Garvin in South Carolina
The top 30 accounting firm now has its first office in South Carolina after announcing a deal Monday to merge with Manley Garvin, a Greenwood-based firm that provides tax, accounting, and assurance services.
Mergers and Acquisitions January 5, 2026
CohnReznick Adds Smith Schafer in Minnesota
The top 15 accounting firm has made its first M&A deal of 2026, acquiring Minneapolis-based Smith Schafer & Associates, in a move that marks the top 15 accounting firm's entry into Minnesota.
Mergers and Acquisitions January 5, 2026
Nichols Cauley Makes Deals to Launch Financial Services Platform
The top 200 accounting firm started the new year by announcing it has launched a new financial services platform geared toward privately held SMBs, self-made entrepreneurs, and family-owned companies that will be led by former Baker Tilly CEO Alan Whitman.
Firm Management January 2, 2026
Toombs, Hall & Foster Joins Whitley Penn
Toombs, Hall & Foster works with diverse businesses, professions, groups and individuals, with a concentration in the areas of real estate, construction, oil and gas, professional services, retail, wholesale, manufacturing, and nonprofit organizations.
Firm Management December 30, 2025
Accounting Firm Ascend Acquires Sweeney Conrad in Seattle, Expands West Coast Presense
Sweeney Conrad will adopt an alternative practice structure separating non-attest and attest services. Tax and business advisory services will be provided by Sweeney Conrad Advisors LLC.
Mergers and Acquisitions December 15, 2025
BlackLine Acquires WiseLayer to Enhance its AI Capabilities
This acquisition takes BlackLine’s industry-leading automation to the next level, empowering customers to transform their most complex and time-consuming manual accounting work into intelligent, automated workflows.
Mergers and Acquisitions December 15, 2025
Baker Tilly Set to Acquire Top 100 Firm Berkowitz Pollack Brant
The Chicago-based top 10 firm said Dec. 15 it plans to acquire Berkowitz Pollack Brant Advisors + CPAs, an accounting and advisory firm based in Miami, establishing its presence in South Florida.
Mergers and Acquisitions December 15, 2025
Doeren Mayhew Acquires TBK CPA in Houston
The top 50 accounting firm has expanded its presence in Houston after acquiring TBK CPA, effective Nov. 17, adding 35 professionals, with four individuals assuming leadership roles.
Mergers and Acquisitions December 15, 2025
Brown Plus Adds Ross Buehler Falk & Co. in Pennsylvania
Brown Plus, a top 300 accounting firm in the U.S. by revenue, said on Friday it will be acquiring Ross Buehler Falk & Co., a Lancaster, PA-based CPA and consulting firm, effective Jan. 1, 2026.
Mergers and Acquisitions December 15, 2025
Capstone Adds Mark Rule & Co. in Montana
Bend, OR-based firm Capstone Accounting and Tax said Dec. 10 that it has brought on Mark Rule & Co., a full-service tax and accounting firm in Butte, MT, that specializes in tax preparation for individuals and business.