Accounting November 28, 2023
Avantax will operate as a unique community within the Cetera family, with 3,111 financial professionals, representing $82.3 billion in assets under administration and $42.0 billion in assets under management.
Mergers and Acquisitions October 11, 2023
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Firm Management October 4, 2023
The deal is expected to close on Nov. 1, when Bonadio Group will gain an additional 85 employees who work at Howard.
Firm Management October 2, 2023
The firm merged with Agawam, Massachusetts-based accounting firm, Corbin & Tapases on September 27. The staff and clients of Corbin will join under the new Venning brand.
Accounting October 2, 2023
Four Leaf leverages modern Software as a Service and Platform as a Service solutions to help government entities maximize scalability and extensibility for their mission critical systems.
Firm Management September 26, 2023
Once the transaction closes on Nov. 1, Janover’s 20-plus partners and more than 200 team members will join Armanino.
Firm Management September 21, 2023
The merger, which will bring six Raimondo Pettit partners and 55 staff into Eide Bailly, is expected to happen on Oct. 30.
Firm Management September 19, 2023
The top 10 accounting firm now has its second location in New York after acquiring Long Island-based Richards, Witt & Charles.
Firm Management September 13, 2023
The top 30 firm has gained 250 employees and three new offices with its acquisition of Cordia Partners and Cordia Resources.
Accounting September 11, 2023
Following the closing, Avantax will become a standalone business unit within the Cetera family with 3,078 Avantax financial professionals.
Firm Management September 7, 2023
Bennett Thrasher has acquired the tax reporting valuation practice from Intrinsic LLC, a Denver-based transaction advisory and valuation firm.
Accounting August 31, 2023
After the unparalleled burst of transactions in 2021 and early 2022, M&A activity slowed substantially as inflation and interest rates soared throughout 2022.