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Mergers and Acquisitions

Financing Accounting Firm Acquisitions: A Strategic Guide to Capital Structures, SBA Loans, and Client Book Purchases

Firm Management June 4, 2026 

Financing Accounting Firm Acquisitions: A Strategic Guide to Capital Structures, SBA Loans, and Client Book Purchases

To participate in this new paradigm, it has become essential to know how to finance the accounting firm and acquire other firms' client base.

Christopher Cornella

Featured Articles

June 4, 2026  

Aprio Acquires Waldron H. Rand & Co. in Massachusetts

June 3, 2026  

Ascend Adds William Vaughan Co. in Ohio

June 3, 2026  

Accuity Adds Carbonaro CPAs & Management Group in Hawaii

June 2, 2026  

Aprio Acquires Isdaner & Co. in Pennsylvania

June 1, 2026  

Cherry Bekaert Acquires Calvetti Ferguson, Expanding Texas and Nashville Presence
KSDT CPA Merges in Colbert & Boue in Florida

Mergers and Acquisitions February 13, 2025 

KSDT CPA Merges in Colbert & Boue in Florida

Miami-based KSDT CPA is merging with Colbert & Boue, an accounting firm based in Coral Gables, FL, a move that strengthens the top 200 firm's presence in Miami-Dade County and marks the opening of its fourth South Florida office.

Jason Bramwell

Baker Tilly to Acquire CironeFriedberg in Connecticut

Mergers and Acquisitions February 11, 2025 

Baker Tilly to Acquire CironeFriedberg in Connecticut

The top 10 accounting firm said Feb. 11 that the deal to buy CironeFriedberg strengthens its presence in the Northeast, creating "essential connections" between New York and Boston.

Jason Bramwell

Smith + Howard Adds Smith Kesler & Co. in South Carolina

Mergers and Acquisitions February 11, 2025 

Smith + Howard Adds Smith Kesler & Co. in South Carolina

The Atlanta-based top 100 accounting firm has acquired Smith Kesler & Co., a construction accounting-focused practice with four offices across North Carolina and South Carolina, effective Jan. 31.

Jason Bramwell

SBF Advisors and Hoerber Tillman & Co. Combine in Florida

Mergers and Acquisitions February 11, 2025 

SBF Advisors and Hoerber Tillman & Co. Combine in Florida

The merger brings together two firms with expertise in forensic accounting, litigation support, and business advisory to enhance client services and expand capabilities.

Jason Bramwell

GBQ Acquires Talentcrowd in Ohio

Mergers and Acquisitions February 10, 2025 

GBQ Acquires Talentcrowd in Ohio

The Columbus, OH-based top 100 firm has acquired Talentcrowd, a referral-based hiring platform also based in Columbus that brings tech talent to top companies and teams, effective Jan. 31.

Jason Bramwell

Aprio Acquires Mangold Anker Phillips in Texas

Mergers and Acquisitions February 6, 2025 

Aprio Acquires Mangold Anker Phillips in Texas

The private equity-backed top 30 firm is growing its presence in Texas after acquiring Mangold Anker Phillips, a tax, accounting, and business advisory services firm based in Austin.

Jason Bramwell

Ascend Adds McGee, Hearne & Paiz in Wyoming

Mergers and Acquisitions February 6, 2025 

Ascend Adds McGee, Hearne & Paiz in Wyoming

Cheyenne, WY-based CPA firm MHP is the newest member of Ascend, a private equity-backed platform that partners with regional accounting firms but allows them to stay independent while providing the firms resources to help them grow, effective Feb. 1.

Jason Bramwell

Armanino Adds Tech Consulting Firm Complete Business Solutions

Mergers and Acquisitions February 5, 2025 

Armanino Adds Tech Consulting Firm Complete Business Solutions

The deal bolsters the top 20 accounting firm's ability to meet growing client demand for advanced ERP tools and AI-driven solutions while expanding its presence in Florida.

Jason Bramwell

Baker Tilly to Acquire Top 200 Firm Hancock Askew

Mergers and Acquisitions February 3, 2025 

Baker Tilly to Acquire Top 200 Firm Hancock Askew

The acquisition of Savannah, GA-based Hancock Askew strengthens Baker Tilly's presence in the Southeast, enhancing its ability to provide clients with expanded resources, innovative solutions, and a seamless service experience, the top 10 firm said Feb. 3.

Jason Bramwell

Platform Accounting Group Expands in New York City

Firm Management January 31, 2025 

Platform Accounting Group Expands in New York City

Holladay, UT-based Platform Accounting Group has added New York City-based AKM Advisors, formerly known as Adelman Katz & Mond, an accounting firm that has been in practice for more than 35 years and offers a wide range of financial services to clients.

Jason Bramwell

Grassi Merges in Anstiss & Co. in Massachusetts

Mergers and Acquisitions January 30, 2025 

Grassi Merges in Anstiss & Co. in Massachusetts

The New York City-based top 60 firm has expanded its presence in Massachusetts by combining with Anstiss, a CPA firm located in Chelmsford.

Jason Bramwell

Marsico Financial Group Adds Care Accounting in Pennsylvania

Mergers and Acquisitions January 29, 2025 

Marsico Financial Group Adds Care Accounting in Pennsylvania

Pittsburgh-area accounting and financial advisory services firm Marsico Financial has acquired Care Accounting, a firm based in Beaver Falls, PA.

Jason Bramwell

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