Mergers and Acquisitions January 8, 2026
Doeren Mayhew Acquires Lancaster & Reed in Florida
The top 50 accounting firm announced Wednesday that it added Key Biscayne, FL-based CPA firm Lancaster & Reed as of Dec. 17, 2025.
Accounting October 20, 2022
Michigan Accounting Firm JVTR Joins with UHY
UHY is the 29th largest accounting firm in the U.S. with 27 offices and more than 1,400 team members. UHY has combined with a number of firms this year, including LWBJ and TGM in January and Stoy Malone in May.
October 19, 2022
Acquisition of Avalara Finalized
Vista is a global investment firm focused on enterprise software, data and technology-enabled businesses, in partnership with institutional co-investors.
Accounting October 19, 2022
Grant Thornton Adds Egyptian Accounting Firm Saleh, Barsoum & Abdel Aziz
The new Grant Thornton member firm in Egypt will be led by Kamel Saleh along with about 250 professionals. Celebrating its 70th anniversary this year, the firm has...
Firm Management October 18, 2022
CohnReznick Has ‘Huge Growth Plans’ in Dallas After Merging with BKM Sowan Horan
CohnReznick plans to grow its overall Texas workforce by at least 20% in the next year, said CEO David Kessler.
Firm Management October 11, 2022
Moss Adams Acquires Dallas CPA Firm
Under the asset purchase agreement, the Kurtz & Company team will officially join Moss Adams on Dec. 1.
Firm Management September 29, 2022
Baker Tilly Acquires True Partners Consulting
TPC deepens Baker Tilly’s tax presence in major markets across the U.S., including Chicago, Boston, Dallas, New York Metro, Silicon Valley and Los Angeles.
Firm Management September 13, 2022
M&A – A Smart Business Model for Smart CPA Firms
M&A can be incredibly advantageous to firms looking to heighten profitability and create longevity and sustainability for their practices, their team members, and their clients.
Advisory September 6, 2022
The Billion Dollar Firm: Marcum and Friedman Complete Merger
Marcum’s U.S. footprint expands to 38 offices in major business centers across the country and a total of 46 offices globally.
Firm Management August 1, 2022
Citrin Cooperman Acquires New Jersey Top 150 Firm, Untracht Early
Untracht Early also brings a significant individual tax practice focused on serving high and ultra-high net worth clients and their closely held businesses.
November 9, 2021
How to Create a Press Kit if Your Firm Acquires or Merges into Another
You’re about to make a big change to your firm by either acquiring another firm or by being acquired. Here is a press kit primer to help you organize the announcements needed for clients, vendors, financial institutions, and other interested parties.
September 16, 2021
Iris Software Acquires Conarc
The move marks the next stage in IRIS’ mission to rapidly expand its foothold in North America, following the recent acquisition of Doc.It in July 2021. IRIS continues to expand its practice management and productivity solutions as CPA firms across ...
April 29, 2021
CBIZ Acquires Berntson Porter
CBIZ has acquired the non-attest assets of Berntson Porter & Company PLLC of Bellevue, Washington.