Mergers and Acquisitions September 1, 2026
Nichols Cauley Acquires The LaRocco Cos. in Georgia
The Atlanta-area financial services company has added Norcross, GA-based LaRocco, a privately owned employee benefits brokerage and advisory firm.
Mergers and Acquisitions May 12, 2026
Nichols Cauley Adds The Molieri Group in Florida
The move adds expertise in inbound and outbound international tax consulting, estate and trust matters, and complex planning for high-net-worth individuals and their businesses to Alan Whitman-led Nichols Cauley.
Mergers and Acquisitions January 5, 2026
Nichols Cauley Makes Deals to Launch Financial Services Platform
The top 200 accounting firm started the new year by announcing it has launched a new financial services platform geared toward privately held SMBs, self-made entrepreneurs, and family-owned companies that will be led by former Baker Tilly CEO Alan Whitman.