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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
Baker Tilly Acquires RPA Services Provider Alirrium

Firm Management October 3, 2024 

Baker Tilly Acquires RPA Services Provider Alirrium

The deal strengthens the top 10 firm's capabilities in robotic process automation, AI, and machine learning.

Jason Bramwell

S.J. Gorowitz Acquires Reed, Quinn & McClure in Georgia

Firm Management October 2, 2024 

S.J. Gorowitz Acquires Reed, Quinn & McClure in Georgia

The two Georgia-based CPA firms are joining forces under the S.J. Gorowitz umbrella, broadening their ability to serve clients.

Jason Bramwell

Ascend Adds Lucas Horsfall in California

Firm Management October 2, 2024 

Ascend Adds Lucas Horsfall in California

Accounting firm Lucas Horsfall will add 15 partners and about 125 professionals to private equity-backed Ascend's team.

Jason Bramwell

Prosperity Partners Adds Wiener and Garg in Maryland

Firm Management October 1, 2024 

Prosperity Partners Adds Wiener and Garg in Maryland

The Chicago-based accounting firm has made several acquisitions since receiving private equity funding from Unity Partners last year.

Jason Bramwell

Sage Acquires Supply Chain Software Platform Anvyl

Mergers and Acquisitions October 1, 2024 

Sage Acquires Supply Chain Software Platform Anvyl

With this acquisition, Anvyl's supply chain software will allow Sage to deliver a supply chain execution solution to SMBs.

Jason Bramwell

Barnes Dennig and Greenwalt CPAs to Join Forces

Firm Management September 27, 2024 

Barnes Dennig and Greenwalt CPAs to Join Forces

The top 200 firm will be combining with Indianapolis-based Greenwalt on Jan. 1, expanding services for clients of both organizations.

Jason Bramwell

REDW Adds Hatcher Financial in Arizona

Firm Management September 23, 2024 

REDW Adds Hatcher Financial in Arizona

Hatcher Financial has joined REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW Advisors & CPAs.

Jason Bramwell

ATA Lands Private Equity Investment From Copley Equity Partners

Firm Management September 18, 2024 

ATA Lands Private Equity Investment From Copley Equity Partners

The top 200 accounting firm will maintain majority control and its executive and leadership teams will stay intact.

Jason Bramwell

Prosperity Partners Acquires Cendrowski Corporate Advisors

Firm Management September 18, 2024 

Prosperity Partners Acquires Cendrowski Corporate Advisors

This is the Chicago-based tax and accounting firm's first acquisition since rebranding from NDH Advisors earlier this month.

Jason Bramwell

KNAV Advisory Gets Minority Investment From NKSquared

Firm Management September 18, 2024 

KNAV Advisory Gets Minority Investment From NKSquared

NKSquared is the U.S. investment vehicle of Indian billionaire entrepreneur and investor Nikhil Kamath.

Jason Bramwell

Riveron Partners with Effectus Group, Expanding West Coast Presence

Advisory September 17, 2024 

Riveron Partners with Effectus Group, Expanding West Coast Presence

Both firms are adept at supporting client organizations through transformation and growth—across the venture capital and private equity arenas, IPO readiness, and beyond.

Isaac M. O'Bannon

 M&A Professionals See an Increase in Deal Volume Coming

Accounting September 12, 2024 

M&A Professionals See an Increase in Deal Volume Coming

Despite high interest rates, M&A professionals say several factors are leading to their predictions of stronger deal activity in the later stages of this year.

Isaac M. O'Bannon

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