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November 17, 2023
Cohen & Company Expands into Western New York
Szymkowiak & Associates CPAs (Szymkowiak) and PEAR Consultants, LLC (PEAR) are joining Cohen & Company. The firms, who share an office location, are based in Buffalo and serve clients across the...
By Staff Reports
November 10, 2023
Sikich acquires Thornhill Financial
The deal, which Sikich described as a significant part of its expansion strategy, is focused on enhancing its presence in the Northeast Ohio market....
By Michael Marzec
July 7, 2023
Apple Growth Partners Expands Chicago Presence
Apple Growth Partners, an accounting and business advisory firm with offices in Ohio, Illinois, and North Carolina, merged in Burton Partners LLC, a CPA firm in Schaumburg, Illinois effective July 1....
By Dan Pender
February 10, 2023
Cohen & Company Acquires BBD's Investment Management Group
Cohen & Company, one of the country's top tax and accounting firms featuring a nationally recognized Investment Industry Services Group, announced it will acquire BBD's Investment Management Group...
By Dan Pender
November 4, 2020
RSM’s Amy Rudolph offers acquisition strategies for success
RSM's Amy Rudolph soffers tips for serial acquirers on creating an acquisition playbook that leads to consistent success....
By Adam Burroughs
August 3, 2020
Kennedy Cottrell Richards and Rea & Associates set to merge
Rea & Associates Inc., a regional accounting and business consulting firm, is set to merge with Gahanna, Ohio-based firm, Kennedy Cottrell Richards....
By Adam Burroughs
May 15, 2020
UNFI’s Retail Accounting Services Division sold
FMS Solutions Inc. has agreed to acquire United Natural Foods Inc.’s Retail Accounting Services Division, where retail accounting teams in Pittsburgh, St. Louis, Anniston, Alabama, Champaign, Illinois, and Hopkins, Minnesota, will become FMS subsidiaries....
By Jayne Gest
May 15, 2020
PMCF’s Joe Wagner: Dealmaking Community Continues To React, Respond To COVID-19
Dealmaking has been slowed by the COVID-19 pandemic, but activity hasn’t stopped, says Joe Wagner, managing director and partner at Plante Moran Corporate Finance....
By Dustin S. Klein & Mark Scott
April 24, 2020
Leery investors = More Scrutiny
Podcast: CLA partner Bo Butters sees increased scrutiny on deals in the wake of the coronavirus, but he also expects there will be operators who are unwilling to untangle their businesses from the mess caused by the pandemic, creating opportunities for buyers....
By Adam Burroughs
February 21, 2020
GBQ buys Weber Clark in Toledo
GBQ Partners LLC, a Columbus-headquartered tax, accounting and consulting firm, has joined forces with Weber Clark Ltd. The transaction is part of GBQ’s strategy for expanding and strengthening market presence....
By Jayne Gest
February 12, 2020
Marcum’s Gregory J. Skoda: Before You Sell, Examine The Deal From Every Angle
When Gregory J. Skoda finalized a deal for Skoda Minotti to become part of New York-based Marcum LLP, it was part of a growth strategy, not a path to exit the business he launched in 2001....
By Mark Scott
February 6, 2020
Rea & Associates buys W.J. Ubbing and Associates
Rea & Associates, a regional accounting and business consulting firm based out of New Philadelphia, Ohio, will merge in clients from Columbus CPA firm W.J. Ubbing and Associates, which primarily works with construction companies....
By Jayne Gest
January 23, 2020
Boschini Miller and Associates sold
Fort Lauderdale-headquartered FMS Solutions has acquired Boschini Miller and Associates, an 18-person accounting services firm in Westmoreland County that provides support to multiple grocery, restaurant and other retail environments....
By Jayne Gest
January 23, 2020
Jeremy Falendysz: Be Ready To Answer The Tough Questions When You Sell Your Business
The decision to sell your business is an important, but very small step in the actual transaction timeline, says UHY's Jeremy Falendysz....
By Mark Scott
January 6, 2020
Goff Back Alftera & Co buys Seachrist & Associates
Goff Backa Alfera & Co. LLC has acquired the audit and attestation practice of Seachrist & Associates A.C., effective Jan. 1, 2020. The former Seachrist & Associates audit team will continue to operate from Wheeling, West Virginia, and service clients in the same manner....
By Jayne Gest
December 17, 2019
Sikich Expands Into DC With Acquisition
The professional services firm has agreed to acquire Alexandria, Virginia-based public accounting firm Halt, Buzas & Powell Ltd....
By Mark Scott
December 6, 2019
H2R CPA, Cottrill Arbutina to merge
H2R CPA will be merging with Cottrill, Arbutina & Associates PC effective Jan. 1, 2020. The staff of both accounting firms will operate as H2R CPA, while maintaining their existing office locations in Parkway Center and downtown Beaver....
By Jayne Gest
December 2, 2019
Marcum, Skoda Minotti Agree To Merge
Skoda Minotti Co-Founder and Chairman Gregory J. Skoda, CPA, will join Marcum as senior partner and become a member of the firm’s executive committee....
By Mark Scott
December 1, 2019
Clarus Partners merges with Blue & Co.
The accounting and consulting firms of Columbus-based Clarus Partners and Carmel, Indiana-based Blue & Co. LLC have merged. The combined firm will operate as Blue & Co....
By Jayne Gest
November 27, 2019
Report: Skoda Minotti To Merge With NY-Based Marcum LLP
Marcum is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland....
By Mark Scott
November 12, 2019
Barsz Gowie Amon & Fultz to merge with Rimmer & Jennings
Following the transaction, which is expected to close by year-end, six members of the R&J team will relocate to BGA&F’s Media office and will bring BGA&F to a total of 45....
By Adam Burroughs
October 22, 2019
Sikich Agrees To Buy Scanlan & Leo
Scanlan & Leo offers accounting, audit, tax compliance and planning, and advisory services to companies across industries and will join Sikich's Naperville office....
By Mark Scott
September 3, 2019
Dealmakers Have Yet To Embrace Data Analysis. That’s A Mistake.
When it comes to dealmaking, many companies are doing what they’ve always done. Unfortunately, that means they’re not thinking about the massive amounts of previously unavailable data that can help them analyze potential deals more quickly than ever....
By Monte Repasky
August 28, 2019
Winding River Consulting's Gary Shamis
Gary Shamis, who has spent a lifetime in business making deals and growing companies, talks about his skills as a deal negotiator and lessons he’s learned as an investor....
By Mark Scott
July 31, 2019
BDO buys Loughlin Management Partners
BDO USA LLP, an accounting and advisory firm, has acquired Loughlin Management Partners & Co Inc. This group will operate as BDO Consulting Group LLC, a separate legal entity and affiliated company of BDO USA LLP....
By Adam Burroughs
July 26, 2019
Harry Cendrowski: Due Diligence Critical To Successful Acquisitions
Harry Cendrowski, founding member and managing director at Cendrowski Corporate Advisors, discusses the evolving approach to due diligence in dealmaking....
By Mark Scott
June 13, 2019
East Lansing Accounting Firms Merge with Cincinnati Firm
Warmels & Comstock and Layton & Richardson have agreed to merge with Clark Schaefer Hackett, a top 100 CPA and advisory firm....
By Mark Scott
May 30, 2019
RSM'S Mike Dingwall: Why You Need Professional Sell-Side Due Diligence
RSM's Mike Dingwall discusses sell-side strategies that can set you up for positive outcome in the sale of your business....
By Mark Scott
May 14, 2019
M&A Outlook: Transactions Can Prepare You For Future Change
The speed of change is relentless, and M&A has proved to be an effective means to move quickly to gain competitive advantage or defend against future disrupters....
By Monte Repasky
November 16, 2018
Reading people is critical to acquisitions
Greg Skoda examines the risk of not fully exploring the wants and needs of the seller when pursuing an acquisition....
By Mark Scott
September 14, 2018
EY’s Chris Smyth
We catch up with EY's Chris Smyth to talk about his principles of effective dealmaking....
By Mark Scott
August 17, 2018
McCarthy Lebit’s Kenneth B. Liffman
Ken Liffman about the difficulties that often arise when you’re looking to sell your business and three critical questions that can help inform your decision....
By Mark Scott
December 15, 2017
BDO’s Bob Littman
Bob Littman talks about being ready to act, finding the right partner and how options have changed for dealmakers over the years....
By Mark Scott
