Mergers and Acquisitions July 15, 2026
Shultz Huber & Associates Expands Its Footprint in Ohio
Regional accounting firm Shultz Huber & Associates has added Stroh, Johnson & Company, with locations in Wapakoneta, Lima and Minster, OH.
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.
Mergers and Acquisitions December 13, 2024
Aprio Acquires Cybersecurity Firm Securitybricks
The deal, effective Dec. 1, expands the Atlanta-based top 30 accounting firm's cloud security, compliance, and digital security capabilities.
Mergers and Acquisitions December 13, 2024
Cohen & Co. Acquires CPA Firm Tax & Wealth Management
This is the first deal the top 50 accounting firm has made since it announced in October that it was getting an infusion of private equity funding from Lovell Minnick Partners.
Mergers and Acquisitions December 12, 2024
Aprio Combines With Pontiff + Associates, Elite Tax & Accounting in Denver
The top 30 accounting firm said the mergers enhance its capabilities to better serve clients operating in key industries across Denver, including real estate, professional services, and small business consulting.
Mergers and Acquisitions December 12, 2024
Cherry Bekaert Acquires Katz Nannis + Solomon in Massachusetts
The deal allows the top 25 firm to utilize Katz Nannis + Solomon's established client base and streamline its operations while enhancing audit and tax capabilities for both firms' clients.
Mergers and Acquisitions December 12, 2024
PP&Co. Adds Delucchi Hawn in California
The transaction combines the resources, technical expertise, and talent of the two San Jose-based accounting firms, says top 300 firm PP&Co.
Mergers and Acquisitions December 12, 2024
Smith + Howard Acquires Fahrenheit Advisors in Virginia
The acquisition broadens Smith + Howard’s business advisory services and bolsters the top 100 accounting firm’s executive search capability.
Mergers and Acquisitions December 11, 2024
Schellman Acquires Connor Consulting
Headquartered in Birmingham, Alabama, and led by founder and Managing Partner, Cindy Wyatt, INSYTE CPAs has built a stellar reputation in the areas of risk management, internal control, and business processes.