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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
SD Mayer Merges in Bogdan & Frasco in California

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."

Jason Bramwell

Caseware Acquires SaaS Solutions Provider LeaseJava

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.

Jason Bramwell

Ascend Accounting Platform Adds Boston Firm Walter Shuffain

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.

Isaac M. O'Bannon

Aprio Enters Baltimore Market By Combining With Nardone, Pridgeon & Co.

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.

Jason Bramwell

UHY Merges in Tama, Budaj & Raab, Botz Deal & 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.

Jason Bramwell

Yeo & Yeo Launches HR Advisory Solutions Business After Acquisition

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.

Jason Bramwell

Aprio Acquires Two Chicago-Area Accounting Firms

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.

Jason Bramwell

Thomson Reuters Acquires SafeSend in $600 Million Deal

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.

Jason Bramwell

Platform Accounting Group Expands in Midwest

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.

Isaac M. O'Bannon

GBQ Acquires Lillie & Co. and Lillie Resource Group

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.

Jason Bramwell

Sikich Obtains Federal Contracts From Cherry Bekaert

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.

Jason Bramwell

Moss Adams Enters Salesforce Consulting Market By Acquiring Yurgosky Consulting

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.

Jason Bramwell

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