Recent Accounting & Tax Acquisitions

Acquisition Volume in Accounting & Tax by Year

Last 5 years

Acquisition volume by year Annual acquisition counts for the last 5 years for Recent Accounting & Tax Acquisitions. 46 2022 51 2023 78 2024 99 2025 ~92 est. 21 2026
Actual Full-year estimate

This page highlights recent acquisitions in the Accounting & Tax sector, showing how buyers are using deals to expand geographically and broaden technical capabilities. Notable strategic buyers include Cherry Bekaert, Doeren Mayhew and Ryan, each adding offices or specialist teams to deepen service lines.

Transactions frequently target capability builds—property tax, managed IT, outsourced accounting, forensic and employee benefit plan audits—while also reflecting cross-border and private-equity activity. Examples range from Ryan’s UK and Texas property tax deals to BDO Canada’s integration of grant advisory firm GrantMatch and Seekye Capital’s majority stake in DuvallWheeler LLP.

What Stands Out

  • Geographic expansion is a clear theme: buyers are adding footholds across U.S. states (California, Alabama, Texas, New York, Pennsylvania) and internationally (Scotland, Canada, India).
  • Capability-led acquisitions focus on property tax, managed IT and technology platforms, outsourced accounting and specialist practices such as forensic accounting and employee benefit plan audits.
  • Repeat strategic acquirers appear alongside private-capital entrants: notable buyers include Ryan, Doeren Mayhew, Cherry Bekaert and private investor Seekye Capital.
  • Cross-border and national rollups are present: examples include Ryan’s Scottish property-tax move, BDO Canada’s acquisition in Ontario, and Crowe LLP’s strategic investment in India.
  • Buyer
    Doeren Mayhew
    Target
    Berman Hopkins CPAs & Associates LLP
    Industry
    Accounting & Tax
    Type
    Buyout

    Doeren Mayhew, an IPA 100 accounting firm based in Troy, Michigan, has 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, adding nearly 100 employees and nine principals while Berman Hopkins operates under Doeren Mayhew’s alternative practice structure.

  • 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
    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.

  • Buyer
    Doeren Mayhew
    Target
    Dent Moses LLP, Impact Technology Group LLC
    Industry
    Accounting & Tax
    Type
    Buyout

    Troy, Michigan-based CPA and advisory firm Doeren Mayhew has acquired Birmingham, Alabama-based Dent Moses LLP and its affiliate Impact Technology Group LLC, effective Feb. 10. The deal establishes Doeren Mayhew's first office in Alabama, adds nine principals and nearly 65 professionals, and enhances its technology services through Impact Technology's managed and co-managed IT services platform.

  • 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.

  • Buyer
    Ryan
    Target
    Meritax Advisors
    Industry
    Accounting & Tax
    Type
    Buyout

    Ryan, a global tax services and software provider, has acquired Meritax Advisors, a Texas-based commercial property tax consulting firm with offices in Frisco and Austin. The acquisition adds Meritax's property tax valuation, litigation management, and portfolio advisory capabilities to Ryan's Property Tax practice and brings Meritax partners and approximately 20 additional team members into Ryan's U.S. operations.

  • Buyer
    UHY
    Target
    CMJ LLP
    Industry
    Accounting & Tax
    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.

  • Buyer
    AAFCPAs
    Target
    McLaren & Associates CPAs, PC
    Industry
    Accounting & Tax
    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.

  • 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.

  • Buyer
    LBMC
    Target
    Torrillo & Associates
    Industry
    Accounting & Tax
    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.

  • Buyer
    Seekye Capital
    Target
    DuvallWheeler LLP
    Industry
    Accounting & Tax
    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.

  • Buyer
    Doeren Mayhew
    Target
    1RDG, Bailey Carr CPAs, Bahgat & Laurito-Bahgat CPAs
    Industry
    Accounting & Tax
    Type
    Buyout

    Doeren Mayhew entered the New York market through the acquisition of Rochester-based advisory firm 1RDG, effective January 20, 2026. The transaction also brings Bailey Carr CPAs (Rochester) and Bahgat & Laurito‑Bahgat CPAs (Fredonia) into Doeren Mayhew, adding more than 100 employees and seven partners and expanding the firm's audit, tax, outsourced accounting and advisory capabilities in key sectors such as construction, health care and real estate.

  • 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.

  • Buyer
    Crowe LLP
    Target
    Crowe Advisory Services India LLP
    Industry
    Accounting & Tax
    Location
    Maharashtra, India

    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
    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
    PKF O'Connor Davies
    Target
    Topping Kessler & Company
    Industry
    Accounting & Tax
    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.

  • Buyer
    Smith + Howard
    Target
    Bauknight Pietras & Stormer, P.A. (BPS)
    Industry
    Accounting & Tax
    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.

  • Buyer
    Strait Lane Capital Partners, LLC
    Target
    Makosi Audit and Tax LLC
    Industry
    Accounting & Tax
    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.

  • Buyer
    SSC CPAs + Advisors
    Target
    Harrison Henderson PLLC
    Industry
    Accounting & Tax
    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
    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).

  • Buyer
    Ascend, Alpine Investors
    Target
    Gollob Morgan Peddy
    Industry
    Accounting & Tax
    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
    Nichols Cauley, Madison Dearborn Partners
    Target
    Partners Risk Services, JGH Consulting
    Industry
    Accounting & Tax
    Type
    Addon

    Nichols Cauley announced a merger with insurance brokerage Partners Risk Services and transaction advisory firm JGH Consulting to form an integrated financial services platform offering accounting, tax, audit, insurance, and transaction advisory. The combined platform will receive strategic growth investment from Madison Dearborn Partners, which is expected to close in Q1 2026.

  • Buyer
    BELAY
    Target
    Fully Accountable
    Industry
    Accounting & Tax
    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.

  • Buyer
    Aprio
    Target
    Delap LLP, Hoffman, Stewart & Schmidt, P.C.
    Industry
    Accounting & Tax
    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.

  • Buyer
    Symphona LLP
    Target
    Schell & Hogan LLP
    Industry
    Accounting & Tax
    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.

  • 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.

  • Buyer
    Brown Plus
    Target
    Ross Buehler Falk & Company, LLP
    Seller
    Jeffrey Bleacher
    Industry
    Accounting & Tax
    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.

  • Buyer
    Squire
    Target
    HintonBurdick
    Industry
    Accounting & Tax
    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.

  • Buyer
    Maridea Wealth Management
    Target
    Hyperion Accounting Group
    Industry
    Accounting & Tax
    Type
    Buyout

    Maridea Wealth Management has acquired Hyperion Accounting Group and launched a dedicated Tax & Business Services unit. David Papotta, leader of Hyperion, will join Maridea as Director of Tax & Business Services as the firm expands its integrated financial, tax, and business-advisory offerings.

  • Buyer
    Doeren Mayhew
    Target
    Lancaster & Reed LLC
    Industry
    Accounting & Tax
    Type
    Buyout

    Doeren Mayhew completed the acquisition of Florida-based Lancaster & Reed LLC (effective Dec. 17, 2025), bringing the Key Biscayne practice and its staff into the Doeren Mayhew brand. The deal gives Doeren Mayhew an entry into the Miami international private client and high-net-worth market and strengthens the firm's international tax and private-client capabilities; Lancaster & Reed co-founders Sherry and Richard Reed will remain with the firm.

  • Buyer
    Aiwyn
    Target
    Column Tax
    Industry
    Accounting & Tax
    Type
    Buyout

    Aiwyn has acquired Column Tax's tax technology and integrated key team members (including former Column Tax CEO Gavin Nachbar) to accelerate launch of Aiwyn Tax, a modern 1040 preparation engine. The move shortens Aiwyn's development timeline by leveraging Column Tax's proven platform (over 1M returns processed) and supports a pilot program seeking 100 accounting firms for the 2026 tax season.

  • Buyer
    Crete Professionals Alliance
    Target
    Legacy Valuations & Forensics, LLC
    Industry
    Accounting & Tax
    Type
    Addon

    Crete Professionals Alliance announced that Legacy Valuations & Forensics, LLC, a Hauppauge, New York-based valuation and forensic accounting firm, has joined the Crete network. The move brings valuation, forensic accounting and litigation support capabilities onto Crete's national platform while Legacy retains its name and leadership and gains access to Crete's enterprise services, AI tools and nationwide network.

  • Buyer
    Carr, Riggs & Ingram
    Target
    DK Partners, PC
    Industry
    Accounting & Tax
    Type
    Buyout

    Carr, Riggs & Ingram (CRI), a nationally ranked accounting and advisory firm, has expanded its Texas presence by adding Austin-based DK Partners, PC. DK Partners’ team and clients will join the CRI platform—retaining local continuity while gaining access to CRI’s national resources and specialized services.

  • Buyer
    UHY LLP
    Target
    Manley Garvin, LLC
    Seller
    Manley Garvin shareholders (including Josh Garvin and Jim Manley)
    Industry
    Accounting & Tax
    Type
    Buyout

    UHY has expanded its U.S. footprint by adding Greenwood-based Manley Garvin, LLC to its network, bringing the Manley Garvin team and clients into UHY's national platform. Shareholders Josh Garvin and Jim Manley will join UHY as part of the combination; Peakstone served as M&A advisor to Manley Garvin.

  • Buyer
    SAX
    Target
    SCL Consulting, LLC, Maddaloni, Nydick & Keenan, P.C.
    Industry
    Accounting & Tax
    Location
    United States
    Type
    Addon

    SAX has completed two add-on acquisitions, acquiring Maryland-based SCL Consulting and New Jersey-based Maddaloni, Nydick & Keenan, P.C. These are the first add-ons since Cobepa’s minority investment in SAX in July 2025 and are intended to expand SAX’s Client Accounting Services capabilities and strengthen its presence across the Mid‑Atlantic and New Jersey/New York markets.

  • Buyer
    Doeren Mayhew
    Target
    McMurray, Fox & Associates, PLLC
    Industry
    Accounting & Tax
    Type
    Buyout

    Doeren Mayhew has acquired McMurray, Fox & Associates, PLLC, effective Nov. 10, 2025, adding offices in Hendersonville and Gallatin, Tennessee and bringing three principals and additional professionals into its Nashville practice. The deal expands Doeren Mayhew's local tax expertise and establishes a dedicated audit presence in the Middle Tennessee market.

  • Buyer
    Doeren Mayhew
    Target
    TBK CPA, PLLC
    Industry
    Accounting & Tax
    Type
    Buyout

    Doeren Mayhew has acquired Houston-based TBK CPA, PLLC, with the transaction effective Nov. 17, 2025. The acquisition adds nearly 35 employees and brings TBK partners into Doeren Mayhew's leadership team, strengthening Doeren Mayhew's Houston footprint and expanding its tax advisory capabilities.

  • Buyer
    BryteBridge Group, RFE Investment Partners, Knox Capital
    Target
    Foundation Group
    Industry
    Accounting & Tax
    Type
    Addon

    Winter Park-based BryteBridge Group has acquired Foundation Group, a Nashville-based provider of nonprofit formation, compliance, accounting and tax services. Backed by RFE Investment Partners and Knox Capital, the deal expands BryteBridge's nonprofit services platform, integrates Foundation Group's Assurance membership with BryteBridge's Connect platform, and broadens the combined group's reach to serve more small- and medium-sized nonprofit organizations nationwide.

  • Buyer
    Prime Capital Financial
    Target
    Harman Wanzor McNamara LLP (HWM)
    Industry
    Accounting & Tax
    Type
    Buyout

    Overland Park-based Prime Capital Financial acquired Fort Worth accounting firm Harman Wanzor McNamara LLP (HWM) to launch a new tax advisory subsidiary. The 2014-founded HWM (about 40 employees) brings tax planning, compliance, accounting and business advisory capabilities to expand Prime Capital's wealth and retirement advisory services.

  • Buyer
    IK Partners (IK Small Cap IV Fund)
    Target
    Endrix
    Industry
    Accounting & Tax
    Location
    France

    IK Partners’ IK Small Cap IV Fund (IK SC IV) has signed an agreement to invest in Endrix, a French accountancy and advisory firm, alongside existing partners. The deal is subject to customary regulatory approvals and financial terms were not disclosed.

  • Buyer
    Doeren Mayhew
    Target
    Novotny CPA Group
    Industry
    Accounting & Tax
    Type
    Buyout

    Doeren Mayhew, a national assurance, tax and advisory firm, has acquired Novotny CPA Group, expanding its West Michigan presence. The integration strengthens Doeren Mayhew’s tax and audit capabilities while bringing Novotny partners and staff into Doeren Mayhew’s Grand Haven and Grand Rapids offices.

  • Buyer
    Frazier & Deeter
    Target
    Rosen, Sapperstein & Friedlander, LLC (RS&F)
    Industry
    Accounting & Tax
    Type
    Buyout

    Frazier & Deeter has completed its acquisition of Rosen, Sapperstein & Friedlander, LLC (RS&F), a Towson, Maryland–based CPA and advisory firm serving family offices, ultra-high-net-worth families, and middle-market organizations. The deal expands Frazier & Deeter's Mid-Atlantic footprint and broadens its advisory capabilities across industries including real estate, healthcare, government contracting, construction, manufacturing and technology.

  • Buyer
    Frazier & Deeter
    Target
    Pesta, Finnie & Associates, LLP
    Seller
    Don Pesta (retiring Founder and Managing Partner of Pesta Finnie)
    Industry
    Accounting & Tax
    Type
    Buyout

    Frazier & Deeter (FD) announced it is acquiring Pesta, Finnie & Associates, LLP, a Charlotte-based accounting firm specializing in real estate tax and advisory services. The strategic acquisition expands FD’s Charlotte and broader Carolinas presence and adds deeper expertise serving middle-market businesses and family offices.

  • Buyer
    Ascend, Alpine Investors
    Target
    BiggsKofford
    Industry
    Accounting & Tax
    Type
    Addon

    Ascend, a private equity-backed platform for regional accounting firms, announced the addition of Colorado accounting firm BiggsKofford to its national Ascend platform. The deal brings nine partners and more than 40 staff across Colorado Springs and Denver to Ascend (backed by Alpine Investors); terms were not disclosed and BiggsKofford will operate with an alternative practice structure for attest and non-attest services.

  • Buyer
    Carr, Riggs & Ingram
    Target
    Abroms & Associates, P.C.
    Industry
    Accounting & Tax
    Type
    Buyout

    Enterprise, Alabama-based Carr, Riggs & Ingram (CRI) announced that Florence-based Abroms & Associates has joined the firm, expanding CRI's presence in northern Alabama. The Abroms team will continue to operate from its Florence office under the CRI name as part of CRI's broader Southeast growth strategy.

  • Buyer
    Capstone Accounting and Tax
    Target
    Nissen & Meyer
    Industry
    Accounting & Tax
    Type
    Buyout

    Capstone Accounting and Tax has acquired Nissen & Meyer, a Redmond, Oregon accounting and tax practice that has served the community for more than 40 years. The Nissen & Meyer team will continue operating from their Redmond office while clients gain access to Capstone's broader network and services, expanding Capstone's presence in Central Oregon.

  • Buyer
    EisnerAmper
    Target
    Fernway Solutions
    Industry
    Accounting & Tax
    Type
    Buyout

    EisnerAmper has welcomed Fernway Solutions, a San Francisco-based accounting and advisory firm, into its global consulting platform. Fernway, founded in 2018 with more than 40 professionals across offices in San Francisco, Boston, London, and Bangalore, will expand EisnerAmper's cross-border advisory, tax, accounting and M&A capabilities.

  • Buyer
    Family Office of America, Inc., Family Office of Maryland
    Target
    Toone & Associates, LLP
    Industry
    Accounting & Tax
    Type
    Buyout

    Family Office of America, Inc. (FOFA), through its subsidiary Family Office of Maryland, has acquired Toone & Associates, a Maryland-based CPA firm. The deal launches FOFA's roll-up strategy to expand into accounting and tax services for high-net-worth individuals and families and to broaden its family office service platform.

  • Buyer
    HCM Unlocked
    Target
    Forensic Payroll Consultants
    Industry
    Accounting & Tax
    Type
    Buyout

    HCM Unlocked, a Miami-based human capital managed services provider, acquired Forensic Payroll Consultants (FPC) to expand its payroll tax consulting, payroll reconstruction, and compliance capabilities. The deal integrates FPC's expertise in payroll reconstruction, agency notice resolution, and ERC filings into HCM Unlocked's managed payroll and compliance platform to better serve mid-market clients.

  • Buyer
    Cherry Bekaert
    Target
    Herbein + Company, Inc.
    Industry
    Accounting & Tax
    Type
    Buyout

    Cherry Bekaert announced its intent to acquire Herbein + Company, Inc., a Pennsylvania-based CPA advisory firm, in a transaction expected to close later in October 2025. The deal is designed to expand Cherry Bekaert’s reach into Pennsylvania and broaden service offerings across key industries.

  • Buyer
    Ryan
    Target
    Dhruva Advisors
    Industry
    Accounting & Tax
    Location
    Maharashtra, India
    Type
    Buyout

    Ryan has acquired a majority stake in India-based tax advisory firm Dhruva Advisors, forming a joint venture to expand Ryan's tax services footprint across India, the Middle East and Asia. As part of the deal, Dhruva partners will take equity in Ryan and Dhruva Founder and CEO Dinesh Kanabar will join Ryan as a Vice Chairman.

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Frequently Asked Questions

Who are the active buyers in Accounting & Tax deals?

Active buyers range from national and regional accounting firms—examples on this page include Cherry Bekaert, Doeren Mayhew, AAFCPAs, SAX and BDO Canada—to specialist global advisers like Ryan and private-capital investors such as Seekye Capital.

What types of services are most often acquired?

Deals commonly add specialized services: property tax and business-rates consulting, managed IT and technology platforms, outsourced accounting/CFO advisory, forensic and litigation support, employee benefit plan audits, and grants/credits advisory.

Where are these acquisitions taking place?

Most activity is within the United States (recent examples in California, Alabama, Texas, Massachusetts, Pennsylvania and New York), with additional transactions in Scotland (UK), Ontario (Canada) and strategic investments in India.

Are deal terms and financials typically disclosed?

Financial terms are often not disclosed in the announcements on this page; several transactions note undisclosed consideration while others emphasize headcount, capability or geographic impact instead of price.

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