Mergers and Acquisitions April 30, 2026
Platform Accounting Group Acquires Pennsylvania Firm
This is Platform’s second location in Pennsylvania and further expands its reach in the Northeast marketplace.
Mergers and Acquisitions April 1, 2026
Aprio Acquires CAVU Advisors
Aprio has announced the acquisition of CAVU Advisors, combining the reach of a top-20 business advisory and accounting firm with CAVU's deep-rooted experience in government contracting.
Mergers and Acquisitions March 30, 2026
Arax Investment Partners Adds Omni Financial Advisory Group
Omni Financial Advisory Group is a boutique financial advisory practice headquartered in Poughkeepsie, New York.
Firm Management March 17, 2026
Platform Accounting Group Expands into Florida
Platform Accounting Group has more than doubled in size every year over the last seven years, has nearly 1,000 employees across nearly 15 states.
Firm Management February 25, 2026
Sorren Acquisition of Connected Gives Firm Coast-to-Coast Footprint
Sorren was formed in 2025 through the combination of leading regional firms and private equity backing, with a mission to build a forward-thinking, nationally connected firm
Mergers and Acquisitions February 25, 2026
UHY Acquires St. Louis Firm Larson Tax Partners
UHY currently ranks among the top 25 accounting firms in the U.S. and continues to be recognized for helping clients achieve their most pressing accounting and advisory goals across industries.
Firm Management February 17, 2026
UHY Expands Presence in Upstate New York with Addition of CMJ LLP
In addition to CMJ joining, UHY also recently welcomed Alex W. Cruden III and Craig A. Cruden of Cruden & Company, CPAs PLLC to join their Albany, NY office along with their team.
February 17, 2026
Cherry Bekaert Acquires California Accounting Firm Richardson Kontogouris Emerson LLP
As part of the transaction, Cherry Bekaert Advisory LLC will acquire all of the assets related to RKE’s business advisory, tax and other nonattest services, while Cherry Bekaert LLP will acquire RKE’s attest assets.
Mergers and Acquisitions January 6, 2026
Symphona Acquires Southeastern Accounting Firm Schell & Hogan
Clients of both organizations will benefit from enhanced resources, broader service offerings, and a unified team dedicated to creating value in every relationship.
Firm Management January 6, 2026
Ascend Acquires Texas Accounting Firm Gollob Morgan Peddy
The Tyler, TX, firm is the latest addition to Ascend’s Southwest footprint, adding nine partners and 100 staff to the Ascend team.
Mergers and Acquisitions January 5, 2026
Wolf & Company Expands Bank and Credit Union Advisory Capabilities With Acquisition of Kafafian
The Kafafian Group has provided consulting services for over 500 financial institutions in 40+ states with asset sizes up to $100 billion.
Firm Management January 2, 2026
Toombs, Hall & Foster Joins Whitley Penn
Toombs, Hall & Foster works with diverse businesses, professions, groups and individuals, with a concentration in the areas of real estate, construction, oil and gas, professional services, retail, wholesale, manufacturing, and nonprofit organizations.