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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
Canadian Firm Melo Enters U.S. Market By Acquiring Michigan CPA Practice

Firm Management May 28, 2024 

Canadian Firm Melo Enters U.S. Market By Acquiring Michigan CPA Practice

Ontario-based Melo has made its first foray into the U.S. by adding Edward, Ellis & Associates, a CPA firm with two offices in Michigan.

Jason Bramwell

Hg Buys AuditBoard in $3 Billion Deal

Mergers and Acquisitions May 24, 2024 

Hg Buys AuditBoard in $3 Billion Deal

The private equity firm said it will help AuditBoard expand its cloud-based risk management platform, as well as its global reach.

Jason Bramwell

Forvis Set to Acquire ConTech360 Later This Year

Firm Management May 21, 2024 

Forvis Set to Acquire ConTech360 Later This Year

The deal, which is expected to close in the fall, is aimed at strengthening the construction industry practice at the top 10 accounting firm.

Jason Bramwell

Eide Bailly to Merge in Edward White & Co. Next Month

Firm Management May 20, 2024 

Eide Bailly to Merge in Edward White & Co. Next Month

The top 20 accounting firm said it was merging with Woodland Hills, CA-based CPA firm Edward White & Co., effective June 1.

Jason Bramwell

KSM to Join Forces With Cincinnati Firm Cassady Schiller

Firm Management May 20, 2024 

KSM to Join Forces With Cincinnati Firm Cassady Schiller

Katz, Sapper & Miller is expanding into Ohio as it is set to add Cassady Schiller, one of the largest CPA firms in Cincinnati, on May 31.

Jason Bramwell

Wolf & Company Adds Treehouse Technology Group

Firm Management May 20, 2024 

Wolf & Company Adds Treehouse Technology Group

As part of the transaction, Boston-based Treehouse Technology Group brings to Wolf its prized data analytics tool InsightOut.

Jason Bramwell

Baker Tilly to Acquire Top 100 Firm Seiler in California

Firm Management May 16, 2024 

Baker Tilly to Acquire Top 100 Firm Seiler in California

The deal is the Chicago-based top 10 firm's first since it announced receiving a large private equity investment in February.

Jason Bramwell

Cincinnati CPA Firm Cassady Schiller Joins KSM

Firm Management May 16, 2024 

Cincinnati CPA Firm Cassady Schiller Joins KSM

Cassady Schiller, a well-regarded firm ranked among Greater Cincinnati’s top 10 largest accounting firms, brings more than 70 employees and eight partners to KSM.

Isaac M. O'Bannon

CLA Acquires U.K. Tech Company Engine B

Firm Management May 9, 2024 

CLA Acquires U.K. Tech Company Engine B

The acquisition of Engine B, a provider of generative AI solutions to the professional services industry, is CLA's first global deal.

Jason Bramwell

Sikich Secures $250 Million in PE Funding From Bain Capital

Firm Management May 9, 2024 

Sikich Secures $250 Million in PE Funding From Bain Capital

The minority investment from Bain allows top 30 firm Sikich to keep majority control of the company and its existing leadership team.

Jason Bramwell

Citrin Cooperman Adds Maier Markey & Justic

Firm Management May 8, 2024 

Citrin Cooperman Adds Maier Markey & Justic

The deal expands the top 25 firm's presence in the New York City metro area, as well as its Business Process Outsourcing practice.

Jason Bramwell

Hancock Askew Merges in Willeford Group in Georgia

Firm Management May 7, 2024 

Hancock Askew Merges in Willeford Group in Georgia

Willeford Group owner Kate Willeford will join as partner, while the firm's staff will become the dental division of Hancock Askew.

Jason Bramwell

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