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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
Mowery & Schoenfeld Merges in Chicago Firm Hochfelder & Weber

Firm Management February 14, 2024 

Mowery & Schoenfeld Merges in Chicago Firm Hochfelder & Weber

The top 200 accounting firm has combined with Hochfelder & Weber, a CPA firm with a 91-year history in Chicago.

Jason Bramwell

PKF O’Connor Davies Picks Up a Boutique Firm in New Jersey

Firm Management February 14, 2024 

PKF O’Connor Davies Picks Up a Boutique Firm in New Jersey

The top 30 accounting firm acquired SuárezBaldomero, a boutique CPA firm with a growing international clientele, on Jan. 1.

Jason Bramwell

CPA Firm BGBC Joins Forces with Springline Advisory

Firm Management February 12, 2024 

CPA Firm BGBC Joins Forces with Springline Advisory

Business advisory platform Springline officially launched last month with backing from private equity firm Trinity Hunt Partners.

Jason Bramwell

CBIZ Picks Up Erickson, Brown & Kloster in Colorado

Firm Management February 8, 2024 

CBIZ Picks Up Erickson, Brown & Kloster in Colorado

Top 15 firm CBIZ acquired the Colorado Springs-based full-service tax, accounting, and business consulting provider on Feb. 1.

Jason Bramwell

CPA Firms Kruggel Lawton and Cole Gavlas to Join Forces

Firm Management February 7, 2024 

CPA Firms Kruggel Lawton and Cole Gavlas to Join Forces

The merger, which will become official on June 1, expands top 300 firm Kruggel Lawton's reach in southwest Michigan.

Jason Bramwell

Citrin Cooperman Acquires CPA Firm Keefe McCullough in Florida

Firm Management February 6, 2024 

Citrin Cooperman Acquires CPA Firm Keefe McCullough in Florida

Fort Lauderdale-based KMC joined Citrin Cooperman Feb. 1 with 11 partners, more than 75 employees, and over $15 million in revenue.

Jason Bramwell

Private Equity in Public Accounting: Salvation or Ruination?

Firm Management February 6, 2024 

Private Equity in Public Accounting: Salvation or Ruination?

The landscape of public accounting experienced an unprecedented shakeup in 2023, marked not by the usual suspects of annual updates or technological advancements, but by a surge of interest from an unexpected source: private equity.

Garrett Wagner

Baker Tilly Gets Big Private Equity Boost From H&F and Valeas

Firm Management February 5, 2024 

Baker Tilly Gets Big Private Equity Boost From H&F and Valeas

The transaction, which is expected to close in June, is said to be the largest private equity investment in the CPA sector thus far.

Jason Bramwell

Magone & Co. and Wurdemann, Pinto & Co. to Combine on May 1.

Firm Management February 1, 2024 

Magone & Co. and Wurdemann, Pinto & Co. to Combine on May 1.

The combined practice will employ approximately 40 professionals after the two New Jersey-based firms merge later this spring.

Jason Bramwell

Bowers Merges in CPA Firm Kasperski Dinan & Rink

Firm Management January 30, 2024 

Bowers Merges in CPA Firm Kasperski Dinan & Rink

The combination expands Syracuse, NY-based Bowers CPAs & Advisors' presence in Rochester.

Jason Bramwell

NDH Advisors Acquires Houston CPA Firm Jain & Jain

Firm Management January 30, 2024 

NDH Advisors Acquires Houston CPA Firm Jain & Jain

The transaction is Chicago-based NDH Advisors' second in as many months after acquiring Stratus Group last November.

Jason Bramwell

MahoneySabol Merges in Giamalis and Company

Firm Management January 23, 2024 

MahoneySabol Merges in Giamalis and Company

The top 400 CPA firm combined with fellow Glastonbury, CT, full-service accounting firm Giamalis and Company on Jan. 15.

Jason Bramwell

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