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.
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.
November 2, 2015
Accounting Firm KFMR Katz Ferraro McMurtry P.C. Joins CliftonLarsonAllen
The accounting firm of Katz Ferraro McMurtry P.C. (KFMR) has joined the professional services firm CliftonLarsonAllen (CLA), effective November 1, 2015.
November 2, 2015
Marcum LLP Acquires Chicago Accounting Firm Frost Ruttenberg
The transaction marks the first entry into the Midwest market for Marcum, which has 17 other U.S. offices on the East and West Coasts, plus six abroad. Twenty-one Frost shareholders and principals and 90 professional staff have joined Marcum.
September 22, 2015
Ryan Acquires EnerTax Consultants
Severance tax is incurred when natural resources are extracted (“severed”) from the earth within a taxing jurisdiction. While crude oil and natural gas comprise the majority of severance tax collections in most jurisdictions, other resources such as ...
August 25, 2015
Citrin Cooperman Acquires D.C.-Area Accounting Firm
Citrin Cooperman has acquired Regardie, Brooks & Lewis, a regional accounting firm based in Bethesda, Maryland, effective September 1, 2015.
August 4, 2015
Florida Accounting Firms Merge
Cocuy, Burns & Co., P.A., a CPA and consulting firm in Wellington, Fla. and Templeton & Company, LLP, a leading South Florida-based firm, combined practices effective August 1, 2015. Juan Cocuy and Tom Burns became partners in the newly combined firm...
July 29, 2015
Chicago Firm FGMK Joins The International Accounting Group
Currently, TIAG has 119 member firms and adds more than 150 additional relationships through its affiliation with its sister alliance of independent law firms, TAGLaw and additional relationships through its strategic partnership group, TAG-SP.
July 7, 2015
Greatland Acquires W-2 and 1099 Company NewportWave
Greatland, a provider of W-2 and 1099 products for businesses, has acquired Irvine, Calif.-based NewportWave, a company specializing in W-2 and 1099 software and support.
July 1, 2015
Wolters Kluwer Tax & Accounting Acquires SureTax
Wolters Kluwer Tax & Accounting has signed and completed an agreement to acquire SureTax, one of the most comprehensive and technologically advanced tax calculation engines available in the U.S. market.