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.
August 22, 2016
Wipfli Acquries Chicago-Based Weltman Bernfield
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
Book Offers Guidance on CPA Firm Mergers
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 Acquires KAF Accounting Group
“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.
July 28, 2016
Oracle Acquires NetSuite
Oracle has entered into a definitive agreement to acquire NetSuite, one of the first cloud companies. The transaction is valued at $109.00 per share in cash, or approximately $9.3 billion.
July 7, 2016
WeiserMazars Acquires Risk Management Group
Risk Management Group's 11 employees will join WeiserMazars' Advisory and Consulting Practice, enhancing our existing team of professionals who provide internal audit services to the banking industry.
June 15, 2016
Oregon Accounting Firms Perkins and Thompson Kessler to Merge
Perkins & Co, the largest locally-owned accounting firm in Portland, Ore., will merge with Thompson Kessler Wiest & Borquist PC (TKWB), a boutique firm with more than 30 years of experience working in high-demand industries such as construction, real ...
June 9, 2016
Radius Acquires San Francisco Tax Firm
Global growth expert Radius has acquired San Francisco-based Montage Services, a rapidly growing tax and compliance advisory firm. Montage, whose clients include the London Stock Exchange, UniCredit, and Biz Apps, will immediately bolster Radius’ ...
June 1, 2016
California Firm Lautze & Lautze Merges Into Marcum LLP
Lautze & Lautze provided audit, tax and consulting services to individuals, California businesses and non-profit organizations for more than 70 years. Industry specialties included real estate, professional services and manufacturing, and a particular
May 30, 2016
Preventing Corporate Inversions May Risk U.S. Economic Health
There seems to be somewhat of a general misconception that it is the “inversion” itself, in other words the acquisition of a U.S. corporation by a foreign acquirer, which creates the favorable tax structure for multinationals.
May 30, 2016
Flashback to 1988: Comparing Accounting Firm Standards Then and Now
Back to the Future – Looking Back over Three Decades Recently my clients, Tony Frabotta and Rick David of UHY Advisors, forwarded to me the Summer 1988 issue of The PDI Report. Tongue in cheek, they said to me they were surprised to see that there was another Allan Koltin who also did consulting to...…
February 3, 2016
Investment Execs Expect Increased M&A Activity in 2016
Seventy-nine percent of Investment Management executives polled say they intend to initiate at least one acquisition in 2016, up from 63 percent in last year’s KPMG survey. Aside from expanding their customer base and geographic reach, other key M&A ...
January 28, 2016
Weiser Mazars Acquires New York Accounting Firm
The acquisition expands WeiserMazars’ Entrepreneurial Services and Health Care Consulting services with the addition of Marc H. Lion, founder of Lion & Company, and his team of five professionals.