Mergers and Acquisitions

Featured Articles

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January 4, 2016 

Withum Acquires Florida Accounting Firm Averett Warmus Durkee

The national accounting and business services firm WithumSmith+Brown, PC has acquired the central Florida firm of Averett Warmus Durkee, P.A. effective December 31, 2015. Averett's staff of more than 100 partners and associates will merge into Withum ...

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December 9, 2015 

Southern California Accounting Firm Acquires Castle & Co.

Steve Castle, an established CPA with a broad range of clients from Phoenix to Seattle, has joined Haskell & White as its newest tax partner. He will work out of the firm’s Irvine, Calif., headquarters and perform a variety of business consulting and ...

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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 ...

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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 ...

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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.

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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.