Tracked deals
370
370 tracked deals across 2004-2026.
Top Accounting & Tax Acquirers (2004-2026)
Buyer mix
Strategic-led
320 strategic · 119 pe
Top trend
Volume peaked in 2025
99 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Regional expansion is a recurring theme: deals explicitly mention growth into markets such as the Mid-Atlantic, Greater Boston, the Pacific Northwest, and New York City.
- Capability-building shows up both in traditional services (accounting, tax, audit, advisory) and in specialized models like NetSuite optimization and managed services.
- Investor involvement appears through strategic growth and capital investment, including Unity Partners LP and Reverence Capital Partners.
- Some acquisitions reflect practice integration and branding transitions (for example, operating under an acquirer’s name post-close).
| Theme seen in deals | Examples from recent transactions |
|---|---|
| Regional footprint growth | Frazier & Deeter into Greater Boston; Sadler Gibb into the Pacific Northwest |
| Technology-enabled advisory | Armanino adding NetSuite optimization and managed services |
| Industry-specific accounting | Trout CPA expanding dental practice accounting via Schiff & Associates |
| Investor-backed scaling | Unity Partners LP investment; Reverence Capital Partners investment |
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Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Ryan | 22 | Global tax services and software provider focused exclusi... | Strategic (PE-backed) |
| Aprio | 13 | A top-25 business advisory and accounting firm providing ... | Strategic (PE-backed) |
| Cherry Bekaert | 10 | Top-25 U.S. CPA and advisory firm providing tax, audit, a... | Strategic (PE-backed) |
| Doeren Mayhew | 10 | National/regional CPA and advisory firm providing assuran... | Strategic (PE-backed) |
| Align Capital Partners | 6 | Growth-oriented private equity firm that partners with lo... | PE |
| Alpine Investors | 6 | People-driven private equity firm focused on investments ... | PE |
| Baker Tilly US, LLP | 6 | Leading advisory CPA firm providing assurance, tax and bu... | Strategic (PE-backed) |
| Frazier & Deeter | 6 | Top 50 accounting and advisory firm providing tax, audit,... | Strategic |
| Unity Partners LP | 6 | Principles-based private equity firm focused on partnerin... | PE |
| WilliamsMarston LLC | 6 | National accounting, tax and valuation advisory firm serv... | Strategic (PE-backed) |
Acquisition Volume in Accounting & Tax by Year
Last 9 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 14, 2026
- Buyer
- NOW CFO
- Target
- Formation Financial
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
NOW CFO acquired Formation Financial to expand its fractional finance and outsourced accounting services for venture capital- and private equity-backed startups. Formation will continue operating under its existing brand with founder David Mozaffarian staying responsible for day-to-day operations.
-
September 2, 2026
- Buyer
- Trout CPA
- Target
- Schiff & Associates
- Seller
- Allen M. Schiff
- Industry
- Accounting & Tax
- Location
- Maryland, United States
- Type
- Buyout
Trout CPA, an accounting and advisory firm headquartered in Lancaster, Pennsylvania, announced the acquisition of Schiff & Associates, a Towson, Maryland-based firm specializing in dental practice accounting, tax, and advisory services. Following the transition, the dental advisory practice will operate as Schiff Dental CPAs by Trout CPA, supporting Trout’s expansion across the Mid-Atlantic region.
-
- Buyer
- Armanino
- Target
- AppWrap
- Seller
- John Rochefort, Orlan Davies
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Armanino, a U.S. accounting and consulting firm, announced that the AppWrap team—an expert in NetSuite optimization, implementation, and managed services for high-growth and PE-backed companies—will join Armanino. The combination expands Armanino’s NetSuite practice and adds a technology-forward, recurring managed services model focused on proactive optimization and automation.
-
August 31, 2026
- Buyer
- BGM
- Target
- John T. Chipman & Company, LLP
- Industry
- Accounting & Tax
- Location
- Minnesota, United States
- Type
- Addon
BGM, a full-service accounting, tax, audit, and advisory firm headquartered in Bloomington, Minnesota, announced it has combined with John T. Chipman & Company, LLP (JTC), an accounting and advisory firm based in Norwood, Massachusetts. JTC will operate under the BGM name immediately, with its partners and team continuing to serve clients from the Norwood office, marking BGM’s first Northeast presence in the Boston area.
-
- Buyer
- Adeptus, Current
- Target
- Shapiro Villalobos & Associates
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
Adeptus, a tax, audit and business management firm, has completed its third acquisition since joining the Current platform in 2025, expanding its Southern California advisory practice. The acquired firm is Shapiro Villalobos & Associates (SVA), a Burbank, California-based accounting and business management firm that provides personalized tax planning, accounting, payroll, and advisory services.
-
August 3, 2026
- Buyer
- Frazier & Deeter
- Target
- Gray, Gray & Gray, LLP
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
Frazier & Deeter (FD), an accounting and advisory firm, announced its acquisition of Gray, Gray & Gray, LLP, an accounting and business advisory firm headquartered in Canton, Massachusetts. The deal is intended to establish FD’s New England presence and expand advisory capabilities across the Greater Boston market, while integrating Gray, Gray & Gray into FD’s operational and support infrastructure.
-
- Buyer
- Unity Partners
- Target
- Meaden & Moore Advisors, LLC
- Industry
- Accounting & Tax
- Location
- Ohio, United States
- Type
- Growth capital
Unity Partners, a Dallas-based private equity firm, completed a strategic growth investment backing the non-attest advisory services business of Meaden & Moore Advisors, LLC. The deal supports Meaden & Moore’s restructuring to separate attest (Meaden & Moore, Ltd.) from non-attest advisory and forensic work (Meaden & Moore Advisors, LLC), along with the launch of an Employee Purpose Plan.
-
June 23, 2026
- Buyer
- Reverence Capital Partners
- Target
- Eide Bailly
- Industry
- Accounting & Tax
- Location
- North Dakota, United States
- Type
- Growth capital
Reverence Capital Partners announced a definitive agreement to make a significant investment in Eide Bailly, a top accounting and advisory firm. The investment is expected to close in Q3 2026 and is intended to fund added talent, technology, and expanded innovation and client services while Eide Bailly maintains leadership continuity.
-
June 17, 2026
- Buyer
- Centri Business Consulting
- Target
- Altair Associates, Inc.
- Industry
- Accounting & Tax
- Location
- Minnesota, United States
- Type
- Buyout
Centri Business Consulting acquired Altair Associates, a Minneapolis-based property and casualty insurance and reinsurance underwriting and claims advisory firm. The transaction closed on June 12, 2026, marking Centri’s first acquisition and expanding its Insurance Practice.
-
June 11, 2026
- Buyer
- Baker Tilly
- Target
- Anchin, Block 26 Anchin LLP
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Baker Tilly announced it has entered into an agreement to acquire Anchin, a New York-based accounting, tax and advisory firm serving privately held businesses, investment funds, and high-net-worth individuals and families. The deal is expected to close this summer, and Baker Tilly plans to establish New York City as its headquarters as part of the transaction.
-
June 5, 2026
- Buyer
- Sadler Gibb
- Target
- Assure CPA
- Seller
- Jeff Maichel
- Industry
- Accounting & Tax
- Location
- Washington, United States
- Type
- Buyout
Utah-based accounting firm Sadler Gibb acquired Spokane, Washington-based Assure CPA effective May 14. The deal expands Sadler Gibb’s footprint into the Pacific Northwest and adds PCAOB-registered public company audit and assurance capabilities, including SEC reporting and SOX 404 internal audit.
-
- Buyer
- Aprio
- Target
- Waldron H. Rand & Company, P.C., Rand & Sweet
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
Aprio announced its acquisition of Waldron H. Rand & Company, P.C., a Dedham, Massachusetts accounting firm with more than 110 years of history serving New England businesses and families. The combination took effect June 1, 2026 and adds expanded accounting, advisory, tax, wealth management, and legal capabilities to Aprio’s Greater Boston platform, including the Rand & Sweet client accounting services practice.
-
June 3, 2026
- Buyer
- Aprio
- Target
- Isdaner & Company
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Buyout
Aprio, a top U.S. business advisory and accounting firm, acquired Philadelphia-area accounting and advisory firm Isdaner & Company. The transaction became effective June 1, 2026, expanding Aprio’s presence in the greater Philadelphia market and broadening its accounting, advisory, audit, and tax services across the Northeast.
-
- Buyer
- Ascend, Alpine Investors
- Target
- William Vaughan Company
- Industry
- Accounting & Tax
- Location
- Ohio, United States
- Type
- Addon
Ascend, the Arlington, Virginia-based strategic platform for regional accounting and advisory firms backed by Alpine Investors, announced the addition of Maumee, Ohio-based William Vaughan Company. The firm will join the Ascend platform and adopt an alternative practice structure, with WVC Advisors providing tax and advisory services while attest services continue through an independently owned CPA firm.
-
May 15, 2026
- Buyer
- Abbott, Stringham & Lynch (ASL)
- Target
- ArightCo
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Abbott, Stringham & Lynch (ASL), a Silicon Valley full-service CPA firm, announced it acquired San Jose-based ArightCo, an integrated finance and accounting solutions provider for mid-sized organizations. The acquisition is intended to expand ASL’s outsourced finance and accounting offerings for current and future clients.
-
May 13, 2026
- Buyer
- Cohen 26 Co
- Target
- Gordon Advisors, P.C.
- Industry
- Accounting & Tax
- Location
- Michigan, United States
- Type
- Buyout
Cohen 26 Co announced it will acquire Gordon Advisors, P.C., a Troy, Michigan-based public accounting and business consulting firm. The transaction is expected to close on June 1, 2026, with Gordon Advisors’ client service team—including five leadership team members—joining Cohen 26 Co at closing and the Troy office retained.
-
May 12, 2026
- Buyer
- Nichols Cauley, Madison Dearborn Partners
- Target
- The Molieri Group
- Industry
- Accounting & Tax
- Location
- United States
- Type
- Addon
Nichols Cauley, a financial services company focused on small and midsized businesses, announced it has acquired The Molieri Group, a Miami-based specialty tax boutique. The Molieri Group adds expertise in inbound and outbound international tax consulting, estate and trust matters, and complex planning for high-net-worth individuals and their businesses.
-
May 6, 2026
- Buyer
- Aprio
- Target
- Price Kong
- Industry
- Accounting & Tax
- Location
- United States
- Type
- Buyout
Aprio has entered into an agreement to acquire Price Kong, a Phoenix-based accounting and advisory firm, to expand its Arizona presence and add accounting, audit, and advisory capabilities. The deal is also positioned as Aprio’s entry into serving the cannabis industry, leveraging Price Kong’s experience in a complex, regulated sector.
-
May 4, 2026
- Buyer
- Frazier & Deeter
- Target
- Copeland Buhl
- Industry
- Accounting & Tax
- Location
- Minnesota, United States
- Type
- Buyout
Frazier & Deeter, a Top 50 accounting and advisory firm, announced it has acquired Minneapolis-based Copeland Buhl. The strategic acquisition establishes FD’s first Midwest footprint and expands its presence across the Twin Cities and the broader Minnesota marketplace.
-
- Buyer
- RedBird Capital Partners
- Target
- Affinia
- Seller
- Sovereign Capital Partners
- Industry
- Accounting & Tax
- Location
- United Kingdom
- Type
- Buyout
Sovereign Capital Partners will exit its investment in Affinia through a sale to RedBird Capital Partners. The deal is subject to approval from the Financial Conduct Authority and is part of Sovereign’s buy-and-build accounting platform strategy that rebranded as Affinia in 2024.
-
- Buyer
- EisnerAmper
- Target
- KLG Business Valuators & Forensic Accountants, LLC
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Addon
EisnerAmper will combine with KLG Business Valuators & Forensic Accountants in a transaction expected to close in May 2026. The deal is intended to expand EisnerAmper’s national forensic accounting, business valuation, litigation support, and expert witness testimony capabilities by adding KLG’s courtroom and valuation expertise.
-
March 12, 2026
- Buyer
- Doeren Mayhew, Doeren Mayhew Advisors, LLC
- Target
- Berman Hopkins CPAs & Associates, LLP
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Doeren Mayhew, an accounting and advisory firm, acquired Berman Hopkins CPAs & Associates LLP, a top 300 CPA firm with offices in Orlando and Melbourne, Florida. The deal expands Doeren Mayhew’s footprint in central Florida and adds nearly 100 employees and nine principals to its leadership team.
-
- Buyer
- Xendoo
- Target
- Botkeeper (Infinite AI bookkeeping automation platform)
- Seller
- Botkeeper
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Xendoo announced its strategic acquisition of Botkeeper’s AI-powered bookkeeping automation platform, Infinite. The deal is intended to expand Xendoo’s AI capabilities and broaden access to CPA firms via the Botkeeper platform, while bringing more advanced automation to Xendoo’s existing SMB client base.
-
February 25, 2026
- Buyer
- Sorren
- Target
- Connected Accounting
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
Sorren, a national tax, accounting, and advisory firm, announced that Connected Accounting has joined the organization. Connected Accounting is a technology-forward firm founded in 2019 in Los Angeles, focused on streamlining accounting through cloud-based and automated processes.
-
February 19, 2026
- Buyer
- Cherry Bekaert (Cherry Bekaert Advisory LLC and Cherry Bekaert LLP)
- Target
- Richardson Kontogouris Emerson LLP (RKE)
- Seller
- Richardson Kontogouris Emerson LLP (RKE)
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Cherry Bekaert acquired Richardson Kontogouris Emerson LLP (RKE), a public accounting and advisory firm headquartered in Torrance, California. The deal expands Cherry Bekaert’s West Coast/Southern California footprint and strengthens its middle-market advisory capabilities by integrating RKE under the Cherry Bekaert brand.
-
February 13, 2026
- Buyer
- Richey May
- Target
- Wagner Kaplan Duys & Wood LLP
- Industry
- Accounting & Tax
- Location
- Colorado, United States
- Type
- Buyout
Englewood, Colorado-based IPA 200 firm Richey May announced it is acquiring Wagner Kaplan Duys & Wood LLP, a tax and advisory services firm. The deal is intended to expand Richey May’s national platform, with Wagner Kaplan immediately adopting the Richey May brand as part of a broader transition across recently joined practices.
-
February 10, 2026
- Buyer
- Doeren Mayhew, Audax Private Equity
- Target
- Dent Moses, LLP, Impact Technology Group LLC
- Seller
- Founders Advisors, LLC (adviser to Dent Moses)
- Industry
- Accounting & Tax
- Location
- Alabama, United States
- Type
- Buyout
Doeren Mayhew acquired Birmingham, Alabama-based CPA firm Dent Moses, LLP and its affiliate Impact Technology Group LLC, expanding Doeren Mayhew’s footprint into Alabama. The deal adds nine principals and nearly 65 professionals, while Impact Technology Group continues under the “A Doeren Mayhew Company” designation.
-
February 9, 2026
- Buyer
- Ryan (Ryan, LLC)
- Target
- Williams Young McKaig Ltd, WYM Rating
- Industry
- Accounting & Tax
- Location
- Scotland, United Kingdom
- Type
- Buyout
Ryan (Ryan, LLC) has acquired Williams Young McKaig Ltd and its specialist rating division, WYM Rating, a commercial property consultancy based in Edinburgh. The deal establishes Ryan’s property tax and business rates presence in Scotland and integrates WYM Rating into Ryan’s UK Property Tax practice while the founders and team will continue serving clients from Edinburgh.
-
February 1, 2026
- Buyer
- UHY
- Target
- CMJ LLP
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Addon
UHY announced the addition of Queensbury-based certified public accounting firm CMJ LLP, combining CMJ’s construction and financial services expertise with UHY’s national platform. CMJ founders Paul A. Curtis and William A. Jeffreys will join UHY as partners, and the CMJ team will transfer as part of the combination.
-
February 1, 2026
- Buyer
- UHY
- Target
- Larson Tax Partners
- Seller
- Larson Financial Holdings
- Industry
- Accounting & Tax
- Location
- United States
- Type
- Addon
UHY announced the acquisition of Larson Tax Partners, a St. Louis-based tax, accounting, and advisory practice. The deal expands UHY’s Midwest presence and strengthens its national tax capabilities, while Larson Tax Partners’ services remain focused exclusively on Larson Tax Partners (not other Larson-affiliated entities).
-
January 26, 2026
- Buyer
- AAFCPAs
- Target
- McLaren & Associates CPAs, PC
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
AAFCPAs, a Top 100 U.S. CPA and advisory firm, has acquired McLaren & Associates CPAs, PC to expand its forensic accounting, litigation support, business valuation, and tax advisory capabilities. The deal brings McLaren's team of approximately 17 professionals into AAFCPAs and reinforces the firms' shared Certified B Corporation commitments.
-
January 22, 2026
- Buyer
- SAX (Sax Advisory Group)
- Target
- Owen J. Flanagan & Co.
- Industry
- Accounting & Tax
- Location
- United States
- Type
- Buyout
SAX, a top-75 national accounting, tax and advisory firm, has acquired Owen J. Flanagan & Co. The deal strengthens SAX's attest, tax, consulting and advisory capabilities while preserving personalized client service and expanding resources for clients and staff.
-
January 21, 2026
- Buyer
- Seekye Capital
- Target
- DuvallWheeler LLP
- Industry
- Accounting & Tax
- Location
- Virginia, United States
- Type
- Buyout
Seekye Capital has acquired a majority stake in DuvallWheeler LLP, a Manassas, Virginia-based accounting and advisory firm founded in 1986. The transaction represents Seekye’s first platform investment in the accounting and professional services vertical and will provide strategic resources, leadership development, and operational support while preserving the firm’s client-first culture.
-
January 21, 2026
- Buyer
- LBMC
- Target
- Torrillo & Associates
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Buyout
Brentwood-headquartered accounting and business consulting firm LBMC has acquired Torrillo & Associates, a Glen Mills, Pennsylvania-based specialist in employee benefit plan audits. Torrillo will operate as LBMC Philadelphia, expanding LBMC's northeastern footprint and strengthening its employee benefit plan audit capabilities; financial terms were not disclosed.
-
January 20, 2026
- Buyer
- Doeren Mayhew
- Target
- 1RDG, Bailey Carr CPAs, Bahgat & Laurito-Bahgat CPAs
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Addon
Doeren Mayhew entered the New York market through the acquisition of 1RDG, an advisory firm based in Rochester, New York, effective January 20, 2026. The deal expands Doeren Mayhew’s presence with two new New York offices and adds advisory capabilities spanning compliance, management, audit, tax, outsourced accounting, and client advisory services.
-
January 15, 2026
- Buyer
- Cherry Bekaert
- Target
- Tarsus
- Industry
- Accounting & Tax
- Location
- District of Columbia, United States
- Type
- Buyout
Cherry Bekaert has acquired Washington, D.C.-based accounting and advisory firm Tarsus for an undisclosed amount. The acquisition bolsters Cherry Bekaert's outsourced accounting and CFO advisory capabilities, expands its presence in the Washington, D.C. and Kansas City markets, and adds GovCon-compliant accounting and real-time reporting capabilities.
-
January 14, 2026
- Buyer
- KlariFi Bookkeeping & Tax
- Target
- X'Lance Bookkeeping Ltd.
- Industry
- Accounting & Tax
- Location
- British Columbia, Canada
- Type
- Buyout
KlariFi Bookkeeping & Tax has acquired X'Lance Bookkeeping Ltd., a British Columbia–based bookkeeping firm, to expand KlariFi's national footprint and broaden its fractional CFO and controllership offerings. X'Lance's founder Deborah Belden will remain with the business as Vice-President, Client Success, and Bradley Meadows has been named President of the Penticton location to oversee local operations.
-
- Buyer
- Crowe LLP
- Target
- Crowe Advisory Services India LLP
- Industry
- Accounting & Tax
- Location
- Maharashtra, India
- Type
- Growth capital
Crowe LLP announced a strategic investment in Crowe Advisory Services India LLP (CAS) to strengthen its advisory and consulting capabilities and expand market opportunities in India. The collaboration aims to deepen service offerings across tax, transfer pricing, due diligence, valuations, risk advisory and cybersecurity by leveraging combined technical skills and global resources.
-
- Buyer
- Smith + Howard
- Target
- Bauknight Pietras & Stormer, P.A. (BPS)
- Industry
- Accounting & Tax
- Location
- South Carolina, United States
- Type
- Buyout
Smith + Howard, an accounting and advisory firm, announced its acquisition of Bauknight Pietras & Stormer, P.A. (BPS), one of the largest locally owned public accounting firms in South Carolina. The deal is intended to expand Smith + Howard’s Southeastern footprint and broaden advisory capabilities, with BPS transitioning to the Smith + Howard brand following closing.
-
January 13, 2026
- Buyer
- PKF O'Connor Davies
- Target
- Topping Kessler & Company
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
PKF O'Connor Davies announced that Hollywood, Florida-based Topping Kessler & Company has joined the firm, bringing Topping Kessler's tax, accounting and advisory capabilities and its team of four partners and more than 30 staff into PKF's platform. The combined practice will operate across Hollywood and PKF O'Connor Davies' Fort Lauderdale office, expanding PKF's Florida footprint and service depth following its strategic growth investment from Investcorp and PSP Investments.
-
January 9, 2026
- Buyer
- Strait Lane Capital Partners, LLC
- Target
- Makosi Audit and Tax LLC
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Strait Lane Capital Partners, a Dallas-based family-owned private investment firm, has acquired Makosi Audit and Tax LLC in a transaction funded with 100% equity from a Strait Lane-led group of investors. Makosi is a tech-enabled audit and accounting workforce solutions provider (founded in South Africa) that supplies South African Chartered Accountants to support primarily U.S.-based audits; Strait Lane says it will support Makosi’s continued growth and capability expansion.
-
January 7, 2026
- Buyer
- SSC CPAs + Advisors
- Target
- Harrison Henderson PLLC
- Industry
- Accounting & Tax
- Location
- Oklahoma, United States
- Type
- Buyout
SSC CPAs + Advisors, a 100% employee-owned CPA and wealth management firm based in Overland Park, Kansas, has merged with Harrison Henderson PLLC, an Oklahoma-based accounting firm with offices in Tulsa, Norman, and Perry. The combined firm will operate under the SSC CPAs + Advisors name and terms were not disclosed. The transaction expands SSC's geographic footprint into Oklahoma and transitions Harrison Henderson to employee ownership.
-
- Buyer
- SAX, SAX Wealth Advisors (wholly owned subsidiary of SAX)
- Target
- Scheidel, Sullivan & Lanni CPA LLC, Sierra Financial Advisors, LLC
- Industry
- Accounting & Tax
- Location
- New Jersey, United States
- Type
- Buyout
SAX (SAX Advisory Group) acquired Scheidel, Sullivan & Lanni CPA LLC (SSL) and Sierra Financial Advisors, LLC effective January 4, 2026; Sierra’s wealth management business was integrated into SAX Wealth Advisors, a wholly owned subsidiary. The acquisition expands SAX’s accounting, tax, advisory and wealth management capabilities, bringing the firm to 73 partners and close to 400 team members and enhancing SAX Wealth Advisors’ footprint (approximately 20 wealth advisors and over $4.5 billion AUM).
-
January 5, 2026
- Buyer
- Ascend, Alpine Investors
- Target
- Gollob Morgan Peddy
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Addon
Ascend, a private-equity-backed platform for regional accounting and advisory firms, has integrated Tyler, Texas-based Gollob Morgan Peddy into its platform. The addition brings nine partners and approximately 100 professionals (FY24 net revenue of $17.3 million) to Ascend, expanding the platform's Southwest footprint; GMP will adopt an alternative practice structure with GMP Advisors (affiliated with Ascend) providing tax and business advisory services while attest services remain independently owned and licensed.
-
- Buyer
- Squire
- Target
- HintonBurdick
- Industry
- Accounting & Tax
- Location
- Utah, United States
- Type
- Buyout
Squire, a Utah-based accounting firm, announced it will acquire regional CPA firm HintonBurdick. The effective closing date is January 1, 2026, and the combination expands Squire’s footprint across Utah, Arizona, and Nevada while deepening advisory capabilities.
-
January 1, 2026
- Buyer
- Brown Plus
- Target
- Ross Buehler Falk & Company, LLP
- Seller
- Jeffrey Bleacher
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Addon
Brown Plus, an accounting and advisory firm, will acquire Ross Buehler Falk & Company, LLP (RBF) effective January 1, 2026. The merger adds 24 team members and is intended to strengthen Brown Plus’s presence in the Lancaster and Central Pennsylvania region. RBF will operate as Brown Plus starting the effective date, with plans to retain the RBF Lancaster office through the end of the 2026 tax season for integration.
-
January 1, 2026
- Buyer
- PKF O'Connor Davies
- Target
- Wolf Maryles & Associates
- Industry
- Accounting & Tax
- Location
- United States
- Type
- Buyout
PKF O'Connor Davies announced that Wolf Maryles & Associates will join the firm effective January 1, 2026. The addition brings an 11-professional team led by Managing Member Shimon Wolf to PKF O'Connor Davies’ New York City office and is intended to expand private client advisory capabilities, particularly for high-net-worth individuals and families.
-
January 1, 2026
- Buyer
- Symphona LLP
- Target
- Schell & Hogan LLP
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Buyout
Symphona LLP, a CPA and technology firm based in Savannah, Georgia, has acquired Schell & Hogan LLP, an accounting and advisory firm serving Southeast Georgia and North Florida, effective January 1, 2026. The acquisition expands Symphona's regional footprint and service capabilities while keeping Schell & Hogan's Saint Simons Island office and partner team in place under the Symphona name.
-
January 1, 2026
- Buyer
- Aprio
- Target
- Delap LLP, Hoffman, Stewart & Schmidt, P.C.
- Industry
- Accounting & Tax
- Location
- Oregon, United States
- Type
- Buyout
Aprio announced combinations with two Oregon-based accounting and advisory firms, Delap LLP (Lake Oswego) and Hoffman, Stewart & Schmidt, P.C. (Portland), with the combinations closing on January 1, 2026. The moves expand Aprio's Pacific Northwest presence and add capabilities including public company audits, advanced tax planning, digital forensics, cybersecurity, and broader advisory services.
-
January 1, 2026
- Buyer
- BELAY
- Target
- Fully Accountable
- Industry
- Accounting & Tax
- Location
- Ohio, United States
- Type
- Buyout
BELAY, a U.S.-based virtual staffing and outsourced services provider, has acquired Fully Accountable, a Fairlawn, Ohio outsourced accounting firm that serves eCommerce and digitally native brands. The deal expands BELAY's financial solutions capabilities (including fractional CFO and ecommerce accounting) and is supported by BELAY's private equity backer, Tenex Capital Management.
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Frequently Asked Questions
What types of services are buyers expanding through Accounting & Tax acquisitions?
Recent deals reference traditional accounting, tax, and advisory services, and in some cases specialized offerings such as dental practice accounting or NetSuite optimization and managed services.
Where do these Accounting & Tax acquisitions tend to happen geographically?
Recent transactions are noted across multiple U.S. states, including Maryland, California, Minnesota, Massachusetts, Ohio, North Dakota, New York, Washington, and others.
Do these deals involve public-company audit and assurance capabilities?
Some acquisitions specifically mention audit and assurance capabilities, including PCAOB-registered public company audit and SEC reporting/SOX 404 internal audit (as described in the Sadler Gibb acquisition of Assure CPA).
Are private equity or investment firms involved in Accounting & Tax transactions?
Yes. The page facts include investor participation through strategic growth investment and capital commitments, including Unity Partners LP and Reverence Capital Partners.
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Accounting & Tax Acquisitions in 2026
Accounting & Tax Acquisitions in California
Accounting & Tax Acquisitions in Maryland
Accounting & Tax Acquisitions in Minnesota
Accounting & Tax Acquisitions in Massachusetts
Accounting & Tax Acquisitions in Ohio
Accounting & Tax Acquisitions in North Dakota