Mergers and Acquisitions December 5, 2025
CRI Adds DK Partners in Texas
Austin, TX-based accounting and advisory firm DK Partners has joined Carr, Riggs & Ingram in a deal that grows the top 25 firm's presence in the Lone Star State.
January 6, 2016
Steinberg Advisors Joins Wipfli Accounting Network
Wipfli has announced that Steinberg Advisors, Ltd. (Steinberg Advisors) joined the firm effective January 1. The combined firm will have approximately 1,500 associates, including 181 partners, 32 U.S. office locations (three offices in the Chicago area).
January 4, 2016
Accounting Firms O’Connor Davies and Flackman, Goodman and Potter Merge
The New York accounting and consulting firm of O’Connor Davies, LL has merged with Flackman, Goodman and Potter, LLP). The newly-combined firm will operate under the O’Connor Davies name.
January 4, 2016
Withum Acquires Florida Accounting Firm Averett Warmus Durkee
The national accounting and business services firm WithumSmith+Brown, PC has acquired the central Florida firm of Averett Warmus Durkee, P.A. effective December 31, 2015. Averett's staff of more than 100 partners and associates will merge into Withum ...
December 17, 2015
Kentucky Firm Baldwin CPAs Merges in Anderson, Bryant, Laskey & Winslow
Baldwin CPAs currently has an office in Louisville, KY. By merging with ABLW, the firm will expand their existing presence by adding 17 new employees including three new partners. The current Baldwin CPAs office will relocate to the existing ABLW ...
December 17, 2015
Make Succession Planning a Success for Your Accounting Firm
While you’ve been spending your time advocating the importance of planning for the future to those around you, take a moment to consider whether you have done the same for your firm.
December 14, 2015
St. Louis Accounting Firms Brown Smith Wallace and Bergman, Schraier Merge
With the merger, Brown Smith Wallace will have revenue of approximately $40 million entering 2016. As a result of the merger, the firm will have 280 employees and over 100 CPAs.
December 13, 2015
Armanino Acquires S. California Accounting Firm
LCMT will become Armanino effective Jan. 1, 2016, and will keep its Woodland Hills, California office location at 5959 Topanga Canyon Blvd. #180. Clients will continue to work with the same partners and staff without disruption to service.
December 9, 2015
Southern California Accounting Firm Acquires Castle & Co.
Steve Castle, an established CPA with a broad range of clients from Phoenix to Seattle, has joined Haskell & White as its newest tax partner. He will work out of the firm’s Irvine, Calif., headquarters and perform a variety of business consulting and ...
December 1, 2015
CBIZ Acquires Pension Plan Consultant The Cottonwood Group
Founded in 2006, Cottonwood provides pension plan consulting, actuarial and investment services for institutional pension plans, retirement funds, endowment funds and foundations. Cottonwood has 15 employees and recorded approximately $3.1 million in ...
November 17, 2015
Accounting Firm Porte Brown Merges with Alliant Advisors
Both firms are in the process of contacting clients to inform them of the change and answer questions they may have about the transition.
November 13, 2015
BDO Acquires California Accounting Firm CEA, LLP
BDO will maintain both its existing San Diego office in La Jolla and the previous CEA office in Carlsbad. Lee Duran, Assurance Managing Partner for BDO’s existing San Diego office, will maintain that role in the combined San Diego practice and Mark ...
November 13, 2015
Ryan Tax Firm Acquires TransAmerican Asset Servicing Group
A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.