Accounting & Tax Acquisitions in New Jersey

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).

Modera Wealth Management announced it has acquired Ferrentino & Associates, a New Jersey-based accounting firm led by Gary Ferrentino, to expand Modera’s in-house tax capabilities. Gary Ferrentino and his team will join Modera’s tax group—strengthening the firm’s tax planning, preparation, and consulting services for high-net-worth individuals, small business owners, estates, and trusts.

Aprio, a national business advisory and accounting firm based in Atlanta, has acquired DeFalco & Co, CPA, a New Jersey practice with offices in Hoboken and Scotch Plains. The addition brings a team of 11 professionals and several partners into Aprio, strengthening the firm's presence and capabilities in the greater New York Metro (Tri-State) market for tax, audit, and advisory services.

Exonas Capital has made a strategic growth investment in VFG Advisory LLC (Vision), a Morganville, New Jersey-based accounting and business services firm. The transaction was supported by Avante Capital Partners and Brightwood Capital Advisors, which provided debt and equity financing; Vision will operate as a growth platform pursuing expanded services and add-on acquisitions. Financial terms were not disclosed.

New Jersey-based accounting, tax and advisory firm SAX has acquired Sewald & Anastasia CPAs, effective June 1, 2025. The deal adds an office in Morganville, NJ and brings onboard partners Charlie Anastasia and Steven Sewald, strengthening SAX’s foothold in Monmouth County and expanding its real estate and private client services capabilities.

Marshall & Stevens, an independent valuation and dispute consulting firm headquartered in Los Angeles, has acquired Reliant Business Valuation and Reliant Equipment Appraisals, a Cranbury, New Jersey–based SBA valuation and equipment appraisal specialist. The acquisition expands Marshall & Stevens' SBA valuation capabilities and adds SBA-compliant business and equipment appraisal expertise to its growing portfolio of valuation firms.

ValeU Group, a privately held New York consulting firm, completed a total stock all-cash acquisition of Walton Management Services, Inc. and its technology subsidiary Quentelle, LLC. The deal brings Walton's tax-credit, SUI claims management and incentive capabilities together with Quentelle's AI-driven Foresite SaaS platform, enabling ValeU to consolidate client data and expand its verification, tax-credit and unemployment-cost control services for Fortune 500 and smaller companies.

Global consulting firm J.S. Held has acquired Forensic Resolutions, Inc., a New Jersey-based forensic and investigative accounting firm, to expand its Economic Damages and Valuations practice and strengthen its presence in the Eastern United States. The acquisition brings additional forensic accounting, fraud investigation, and litigation support capabilities to J.S. Held and gives Forensic Resolutions' clients access to J.S. Held's broader global technical and scientific expertise.

Orangewood Partners made a strategic, minority investment in DLA, LLC, a Fairfield, New Jersey-based internal audit and accounting advisory firm, to support accelerated growth. The capital will be used to expand service offerings, hire talent, enter new markets and pursue targeted acquisitions while DLA's leadership team retains majority ownership and David Landau remains CEO.

Citrin Cooperman has acquired New Jersey-based accounting firm Untracht Early, effective August 1, 2022. The acquisition brings Untracht Early’s team of over 150 partners and staff into Citrin Cooperman, expanding the buyer’s capabilities in alternative investments, individual tax, and family office services.

Aduro Advisors acquired VMS Fund Administration, a Princeton, New Jersey–based venture capital and private equity fund administrator, in a transaction effective July 1, 2022. The deal — financed by existing Aduro investor PPC Enterprises — expands Aduro’s East Coast presence, adds VMS’s team to Aduro (including founders Dominick Turiano and Joe Pruscino who joined as Partners), and broadens Aduro’s client portfolio.

Togetherwork, a GI Partners-backed provider of software and payments for member-based organizations, has acquired Kesef Accounting Service, a national bookkeeping specialist for synagogues, day schools, and Jewish non-profits. Kesef will continue to operate under its name as part of Togetherwork's Shulware business line to enhance bookkeeping capabilities and support Togetherwork's mission-driven customer base.