Mergers and Acquisitions May 13, 2026
Cohen & Co. Acquires Gordon Advisors in Michigan
The Cleveland, OH-based top 50 firm is acquiring Gordon Advisors, an accounting and business consulting firm located in Southeast Michigan, effective June 1.
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.
January 16, 2016
SmartVault Acquired by Reckon
Under the agreement, SmartVault will continue operating as a separate business unit with the same brand, employee base and Houston offices, and will retain its U.S. management team, led by founder Eric Pulaski. Financial details of the acquisition were...
January 15, 2016
BDO Acquires Boston Accounting Firm Feeley & Driscoll
The firm serves privately-held businesses in various industries, with a strong concentration of clients in the construction, healthcare, professional services, manufacturing and distribution industries. The combination of BDO and Feeley & Driscoll ...
January 13, 2016
Accounting Firms BeachFleischman and Cervantes CPA Merge in Phoenix
The merger increases BeachFleischman's Phoenix employee count to 29 and its firm-wide employee count to 148 client service and administrative professionals, including 22 shareholders and 70 CPAs.
January 7, 2016
Accounting Firm CDH Merges with Heath Corporation
CDH, a growing national accounting and business consulting services firm with international expertise, has merged with Heath Corporation, effective December 1, 2015. The Milwaukee based Heath Corporation will continue to serve existing and new clients ...
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).