Accounting September 11, 2023
Avantax to be Acquired by Cetera Holdings
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 Continues Growth with Acquisition of Valuation Practice in Denver
Bennett Thrasher has acquired the tax reporting valuation practice from Intrinsic LLC, a Denver-based transaction advisory and valuation firm.
Accounting August 31, 2023
M&A Firms Predict Increase in Deal Volume
After the unparalleled burst of transactions in 2021 and early 2022, M&A activity slowed substantially as inflation and interest rates soared throughout 2022.
Firm Management August 22, 2023
Eide Bailly to Join Forces with West Coast CPA Firm Bessolo Haworth
Once finalized on Oct. 23, the merger will bring five Bessolo Haworth partners and 20 staff into Eide Bailly.
Firm Management August 17, 2023
Top 200 Firm Smith + Howard Merges with Tennessee’s Market Street Partners
Founded in 2016, Market Street Partners provides accounting and advisory services to businesses and individuals in the Chattanooga area.
Firm Management August 11, 2023
SingerLewak Merges In Puget Sound Area CPA Firm
Bremerton, WA-based Hearthstone CPA Group will keep its name but operate as Hearthstone CPA Group, a division of SingerLewak.
Firm Management August 10, 2023
Cherry Bekaert Acquires MCM CPAs & Advisors
The deal involves two of the top 75 largest accounting firms in the U.S. by revenue.
Firm Management August 4, 2023
Withum Expands in the Baltimore Area
The top 25 firm acquired the specialized health care assurance and risk consulting practice of TMDG, and the tax and audit practice of PBMares.
Firm Management August 4, 2023
CLA Picks Up Washington CPA Firm Frost & Company
As a result of the acquisition, CLA now has over 30 professionals who worked for Frost & Company in Tacoma and Lacey, WA.
Firm Management August 1, 2023
Accounting Firm UHY LLP Expands into New Hampshire Market
The combination of firms was effective July 31, 2023, and brings Bigelow’s deep history in New Hampshire to UHY’s existing Northeast presence spanning nine locations in New York and Connecticut.
Firm Management July 25, 2023
FORVIS Acquires Thales Consulting
Thales Consulting is based in Marquette, Michigan. A total of eight team members will transition to FORVIS, including Thales President Joe Stimac, who will be joining the firm as a director.
Accounting July 24, 2023
Apex Group Expands Financial Services Presence in Japanese Market
The acquisition follows Apex Group’s longstanding partnership with AXESS to service real estate and private equity clients in Japan.