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.
Firm Management December 10, 2025
Patrick Accounting and Tax Services PLLC Announces Acquisition of Knight Home Care Financial PC
The entire Knight Home Care Financial team will remain intact through the transition, ensuring continuity for clients and a seamless integration experience.
Firm Management November 12, 2025
Mercer Advisors Acquires Southern California Tax Firm Beach Freeman Lim & Cleland
All members of the BFLC team will join Mercer Advisors, with equity ownership opportunities available to full-time employees.
Small Business October 15, 2025
Xero Completes Acquisition of Payments Platform Melio for $2.5B
Melio is an SMB bill pay platform that integrates accounting and payments, offering SMBs and their accountants and bookkeepers easy-to-use accounts payable workflows.
Risk Management October 15, 2025
Riveron Acquires Eden Data for Risk Advisory Solutions
Eden Data has nearly 60 professionals with deep expertise in GRC, technology, and cybersecurity. The company specializes in compliance frameworks, including SOC 2, ISO 27001, PCI, and many others.
Technology October 13, 2025
EY to Acquire Life Science Tech Firm Aqurance
As a new Veeva alliance partner and through the acquisition of Aqurance, the EY organization aims to optimize and integrate Veeva solutions to improve efficiency and compliance in the life sciences industry.
Technology September 30, 2025
Karbon Acquires Aider to Add AI-Powered Accounting and Bookkeeping
The acquisition of Aider builds on Karbon’s recent innovations—including automated tax workflows, Karbon for Clients, and new partner integrations—and reinforces Karbon’s position as the backbone of AI-powered accounting firms.
Accounting September 10, 2025
Three Founding Firms of Springline Advisory Receive Prestigious Employee Recognition Award
Springline is actively pursuing opportunities to invest in entrepreneurial and culturally driven middle-market accounting and business advisory firms across the U.S.
Firm Management July 15, 2025
The Rise of Non-CPAs in CPA Firm Acquisitions
A growing number of non-CPA buyers are acquiring multiple CPA firms to build scalable, regional, and niche accounting businesses.
Auditing June 17, 2025
Cherry Bekaert Achieves Top 5 Hedge Fund Auditor Ranking Following Acquisition of Spicer Jeffries
Following the recent acquisition of the business of Spicer Jeffries LLP, Cherry Bekaert is now ranked first among middle-market accounting firms.