Mergers and Acquisitions October 6, 2026
The top 20 firm has acquired Rosetree Solutions, a Dallas-based consultancy that designs and deploys artificial intelligence systems inside client businesses, effective Oct. 1.
Mergers and Acquisitions July 7, 2026
Top 20 accounting firm Citrin Cooperman said Tuesday it has acquired LGA, an INSIDE Public Accounting top 200 firm based in Woburn, MA, expanding its presence in New England.
Technology May 19, 2026
The top 20 firm has made an undisclosed investment in Tellen, an AI platform for accounting firms, as part of a multiyear strategic relationship to build and deploy AI-powered audit solutions.
Mergers and Acquisitions May 12, 2026
The top 20 firm said Tuesday it has acquired Sharff, Wittmer, Kurtz, Jackson & Diaz PC, a Coral Gables, FL-based accounting and advisory firm serving privately held businesses and high-net-worth individuals.
Mergers and Acquisitions February 10, 2026
The acquisition of Browne Consulting, a Boston-based firm that provides accounting and other advisory services to the life sciences and biotech sectors, is Citrin Cooperman's first M&A deal of 2026.
Mergers and Acquisitions November 11, 2025
Nashville-based business management and tax firm KBFM has joined Citrin Cooperman, establishing the top 20 accounting firm's first physical office in Music City.
Mergers and Acquisitions November 6, 2025
The top 20 firm said Nov. 6 it has an agreement in place to buy GPW, a San Diego-based accounting and advisory firm, in a deal expected to close in December.
Mergers and Acquisitions September 4, 2025
The top 20 firm is expanding its presence in the Midwest by acquiring ORBA, a Chicago-based accounting and advisory firm with offices in downtown Chicago, Oak Brook, IL, and Salt Lake City.
Mergers and Acquisitions August 12, 2025
The top 20 accounting firm said on Aug. 12 it has acquired substantially all the assets of BPSD, a Woodland Hills, CA-based accounting and advisory firm founded more than 50 years ago.
Mergers and Acquisitions February 18, 2025
The PE-backed top 20 firm said Tuesday it has acquired substantially all the assets of HW&Co., a Woodmere, OH-based accounting and advisory firm that is among the top 300 largest in the U.S. by revenue.
Firm Management January 7, 2025
The deal marks the first time in the accounting profession that private equity ownership of a CPA firm has transferred, or flipped, from one investment group to another.