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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