Mergers and Acquisitions December 5, 2025
CRI Adds DK Partners in Texas
Austin, TX-based accounting and advisory firm DK Partners has joined Carr, Riggs & Ingram in a deal that grows the top 25 firm's presence in the Lone Star State.
Mergers and Acquisitions January 7, 2025
SD Mayer Merges in Bogdan & Frasco in California
The San Francisco-based top 400 accounting firm has combined with Bogdan & Frasco, a boutique accounting firm also based in the "City by the Bay."
Technology January 7, 2025
Caseware Acquires SaaS Solutions Provider LeaseJava
This is Caseware’s eighth acquisition since Hg Capital acquired majority ownership of the Toronto-based company in late 2020.
Firm Management January 7, 2025
Ascend Accounting Platform Adds Boston Firm Walter Shuffain
Walter Shuffain adds 114 professionals, including 13 partners, to Ascend’s team. The firm reported 2023 revenue of $30 million.
Mergers and Acquisitions January 6, 2025
Aprio Enters Baltimore Market By Combining With Nardone, Pridgeon & Co.
The Atlanta-based top 30 accounting firm continues to make moves since obtaining private equity backing last summer, this time merging with Timonium, MD-based CPA firm Nardone, Pridgeon & Co.
Mergers and Acquisitions January 6, 2025
UHY Merges in Tama, Budaj & Raab, Botz Deal & Co.
The top 30 accounting firm is expanding its presence in its home state of Michigan, as well as in Missouri, by combining with two CPA firms, Tama, Budaj & Raab and Botz Deal & Co., effective Jan. 1.
Mergers and Acquisitions January 6, 2025
Yeo & Yeo Launches HR Advisory Solutions Business After Acquisition
The top 200 accounting firm has acquired Amy Cell Talent, a provider of human resources services, and rebranded it Yeo & Yeo HR Advisory Solutions, with Amy Cell assuming the role of president.
Mergers and Acquisitions January 3, 2025
Aprio Acquires Two Chicago-Area Accounting Firms
The top 30 accounting firm has expanded into the Chicago market after acquiring CPA firm KRD Ltd., which has offices in Chicago and Schaumburg, IL, as well as Burkett & Beattie, a CPA firm based in Libertyville, IL.
Mergers and Acquisitions January 2, 2025
Thomson Reuters Acquires SafeSend in $600 Million Deal
"Becoming a part of Thomson Reuters will enable us to accelerate product development efforts and realize our shared vision of an end-to-end tax workflow solution," said Steve Dusablon, who founded SafeSend with Andrew Hatfield in 2008.
Mergers and Acquisitions December 23, 2024
Platform Accounting Group Expands in Midwest
Platform Accounting Group announced two more firms have joined the group. Based in Indiana and Illinois, the additions expand Platform’s presence to the Midwest. Twelve firms have joined Platform this year, with a few more anticipated to join in January.
Mergers and Acquisitions December 17, 2024
GBQ Acquires Lillie & Co. and Lillie Resource Group
The Columbus, OH-based top 100 accounting firm has expanded its services for credit unions and financial institutions by acquiring CPA firm Lillie & Co. and its affiliate Lillie Resource Group.
Mergers and Acquisitions December 17, 2024
Sikich Obtains Federal Contracts From Cherry Bekaert
Six members from Cherry Bekaert Advisory’s team are joining Sikich as a result of the transaction, bringing extensive experience in cost management and activity-based information to the Chicago-based professional services firm.
Mergers and Acquisitions December 17, 2024
Moss Adams Enters Salesforce Consulting Market By Acquiring Yurgosky Consulting
“With Yurgosky joining the firm, we’re excited to bring our clients a new set of technological solutions, particularly within the Salesforce environment, which is a first for us," said Moss Adams Chairman and CEO Eric Miles.