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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
CLA Acquires Axiom CPAs in New Mexico

Firm Management August 1, 2024 

CLA Acquires Axiom CPAs in New Mexico

Four partners and 16 team members from Axiom, a full-service accounting firm based in Albuquerque, joined CLA on Aug. 1.

Jason Bramwell

Carr, Riggs & Ingram Adds ProSport CPA

Firm Management August 1, 2024 

Carr, Riggs & Ingram Adds ProSport CPA

The move expands CRI's specialized tax and accounting services to cater to the unique needs of professional athletes and entertainers.

Jason Bramwell

CBIZ Reaches Deal to Acquire Fellow Top 15 Firm Marcum

Firm Management July 31, 2024 

CBIZ Reaches Deal to Acquire Fellow Top 15 Firm Marcum

The 2.3-billion-dollar megadeal announced July 31 is expected to close later this year and would put CBIZ among the top 10 U.S. firms.

Jason Bramwell

BGM Joins Forces With Minneapolis-Based M&A Firm SealedBid Marketing

Firm Management July 29, 2024 

BGM Joins Forces With Minneapolis-Based M&A Firm SealedBid Marketing

The top 200 firm and SealedBid have referred clients to each other and had a collaborative relationship over the last 30 years.

Jason Bramwell

RubinBrown Joins Forces With The Rybar Group

Firm Management July 18, 2024 

RubinBrown Joins Forces With The Rybar Group

The move expands the top 40 accounting firm's healthcare services offerings, including reimbursement.

Jason Bramwell

HoganTaylor Merges in Talent Acquisition Group

Firm Management July 18, 2024 

HoganTaylor Merges in Talent Acquisition Group

As of July 16, HoganTaylor and TAG’s existing talent practice will do business as HoganTaylor Talent.

Jason Bramwell

Andersen Adds Reilly, Fisher & Solomon in Central Florida

Firm Management July 17, 2024 

Andersen Adds Reilly, Fisher & Solomon in Central Florida

The top 25 firm is opening a new office in Tampa, where they will be joined by over 20 professionals from Reilly, Fisher & Solomon.

Jason Bramwell

Aprio Gets Private Equity Infusion

Firm Management July 11, 2024 

Aprio Gets Private Equity Infusion

Aprio is the latest firm to jump on the private equity gravy train, as Charlesbank Capital Partners has agreed to buy a stake in the firm.

Jason Bramwell

Dean Dorton Goes Shopping in Texas

Firm Management July 10, 2024 

Dean Dorton Goes Shopping in Texas

The top 100 accounting firm has acquired DeRosa Mangold Consulting, a SaaS solutions provider based in Waco, TX.

Jason Bramwell

Ryan Acquires Altus Group’s Property Tax Business in $500 Million Deal

Firm Management July 10, 2024 

Ryan Acquires Altus Group’s Property Tax Business in $500 Million Deal

The purchase opens new markets for Ryan, including property tax services in the U.K. and broader access to Canadian companies.

Rehmann to Merge in CPA Firm Walker, Fluke & Sheldon

Firm Management July 9, 2024 

Rehmann to Merge in CPA Firm Walker, Fluke & Sheldon

In a move that will expand its footprint in western Michigan, the top 40 firm will be combining with fellow Michiganders WFS on Aug. 1.

Jason Bramwell

Citrin Cooperman Acquires S&G

Firm Management July 9, 2024 

Citrin Cooperman Acquires S&G

Five partners and more than 30 professionals from Worcester, MA-based S&G have joined the top 25 CPA firm and its advisory entity.

Jason Bramwell

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