Mergers and Acquisitions

March 9, 2021 

The national accounting firm BKD CPAs & Advisors has acquired Hamernik LLC, an Indianapolis-based consulting firm specializing in restructuring and business advisory services, effective March 1, 2021.

March 4, 2021 

Aligned with Xero’s strategic priority to grow the small business platform, the acquisition of Planday will help more small businesses save time, save money, deal with increasing compliance requirements, support more flexible forms of work, and look ...

April 2, 2020 

The merged association will continue as Abacus Worldwide bringing together 125 legal and accounting member firms with 5,600 total staff, 236 offices spanning 56 countries and combined global revenue in excess of $500 Million placing it in 12th ...

December 18, 2019 

M&L ranked 5th on the 2019 Wichita Business Journal’s largest firms list, as ranked by total local professional staff. When combined with the professionals at ABBB’s Wichita office, the firm will now have 32 professional staff and a total staff of 46 ...

November 2, 2017 

The acquisition combines two customer-centric, accounting vertical-focused market leaders, bringing together a comprehensive set of offerings that address every step of the cloud journey for CPA firms, accounting professionals and their SMB clients.

September 6, 2017 

With offices in Denver, Dallas, Houston and Orange County, this combination will add roughly 300 new personnel to Moss Adams, including 35 partners, bringing the firm’s total headcount to nearly 2,900 in 26 locations.

July 25, 2017 

The Sage Group plc (“Sage”), has announced that it has agreed to acquire Intacct Corporation (“Intacct”), a leading provider of cloud Financial Management Solutions in North America. The total consideration is $850m (£654m) to be paid in cash and ...

May 4, 2017 

Intacct Premiere Partner, LBMC Technology Solutions, LLC has acquired Atlanta-based Pivotal Bridge, LLC’s Intacct practice effective immediately and will operate under the name LBMC Technology Solutions.

February 23, 2017 

Top 25 CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has merged Martin, Palm Beach, and St. Lucie County, Florida-based firm Proctor, Crook, Crowder & Fogal. All office locations now operate under the CRI name, and the personnel join a team of ...

August 22, 2016 

The combined firm will have more than 1,700 associates, including over 200 partners, and 39 office locations in the United States and India, including four offices in the Chicagoland area.

August 8, 2016 

Sellers, owned primarily by aging Baby Boomers, see merging up as their most likely exit strategy. Relatively few buyers or sellers have much merger experience, yet these deals will require some of the most important decisions in their professional ...

August 1, 2016 

“Citrin Cooperman had been focused on coming into the Boston market for several years but ultimately passed on every firm they looked at," said Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger.