Tracked deals
27
27 tracked deals across 2020-2026.
Accounting & Tax Buyers & Acquisitions in New York
Buyer mix
Mixed buyer set
20 strategic · 9 pe
Top trend
Volume peaked in 2025
7 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Firms are combining to broaden capabilities—for example, EisnerAmper and KLG are positioning for expanded forensic accounting, business valuation, and litigation support.
- Advisory and outsourced accounting remain central themes, including Doeren Mayhew’s addition of compliance, management, audit, tax, outsourced accounting, and client advisory services through its New York-market entry.
- Technology plays a recurring role in tax modernization, such as Aiwyn’s acquisition of Column Tax’s tax technology to accelerate Aiwyn Tax.
- PE-backed growth deals show up alongside classic CPA acquisitions, including Blackstone’s majority-stake acquisition of Citrin Cooperman.
- New York offices and regional expansion are repeatedly referenced, from New York City headquarter plans (Baker Tilly) to new New York offices (Doeren Mayhew).
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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 |
|---|---|---|---|
| Blackstone | 2 | Global alternative asset manager investing across private... | PE |
| Aiwyn | 1 | Provider of a connected platform for accounting firms com... | Strategic (PE-backed) |
| Armanino | 1 | Top-20 CPA and consulting firm providing audit, tax, advi... | Strategic |
| Armanino LLP | 1 | One of the top U.S. accounting and business consulting fi... | Strategic |
| Baker Tilly | 1 | Professional services firm providing advisory, tax, and a... | Strategic |
| CBIZ CPAs P.C. | 1 | National independent CPA firm providing audit, attest and... | Strategic |
| CBIZ, Inc. | 1 | National professional services advisor providing accounti... | Strategic |
| Citrin Cooperman | 1 | National professional services firm providing accounting,... | Strategic |
| Citrin Cooperman Advisors | 1 | Tax, advisory, and accounting services provider serving p... | Mixed |
| Cohen & Co | 1 | National tax, accounting and advisory firm offering assur... | Strategic |
Acquisition Volume in Accounting & Tax in New York by Year
Last 7 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
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.
-
- 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.
-
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.
-
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 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.
-
December 16, 2025
- Buyer
- Aiwyn
- Target
- Column Tax
- Industry
- Accounting & Tax
- Location
- New York, United States
- 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.
-
December 15, 2025
- Buyer
- Crete Professionals Alliance
- Target
- Legacy Valuations & Forensics, LLC
- Industry
- Accounting & Tax
- Location
- New York, United States
- 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.
-
August 8, 2025
- Buyer
- Cohen & Co
- Target
- Gioffre & Company, LLP
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Cohen & Co has acquired Gioffre & Company, LLP, a Westchester County, New York accounting firm founded by Anthony Gioffre; the transaction closed on August 8, 2025. Gioffre — a six-person firm providing outsourced accounting, financial reporting and tax services to public and large private clients — will expand Cohen & Co's CFO support, financial reporting and tax provision capabilities in the New York Tri-State region.
-
- Buyer
- Armanino
- Target
- Strategic Accounting Outsourced Solutions (SAOS)
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Armanino has welcomed the team from Strategic Accounting Outsourced Solutions (SAOS) into its firm, expanding Armanino's outsourced accounting and managed services capabilities with deep expertise in nonprofit and family office accounting. The SAOS team will leverage Armanino's broader resources, technology, and consulting services to enhance reporting automation and operational scale.
-
January 14, 2025
- Buyer
- Rallyday Partners
- Target
- Insero Advisors, LLC
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Growth capital
Rallyday Partners, a Denver-based private equity firm, has made a strategic growth investment in Insero Advisors, a Rochester-based accounting, tax, and advisory firm. The capital will be used to accelerate Insero's growth, expand advisory and technology-driven services, and support geographic and service-line expansion while maintaining its alternative practice structure.
-
January 9, 2025
- Buyer
- Blackstone, Citrin Cooperman Advisors
- Target
- Citrin Cooperman
- Seller
- New Mountain Capital
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Growth capital
Citrin Cooperman Advisors announced a definitive agreement for a significant investment from private equity funds managed by Blackstone. Blackstone will acquire its stake in Citrin Cooperman from New Mountain Capital, with terms not disclosed.
-
January 8, 2025
- Buyer
- Blackstone
- Target
- Citrin Cooperman
- Seller
- New Mountain Capital
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Blackstone is acquiring a majority stake in US accounting firm Citrin Cooperman in a deal reported to value the firm at roughly $3.2 billion. The private equity firm will keep its economic stake below 50% through smaller investors to address regulatory concerns; Citrin Cooperman partners will roll over most of their ownership while realising some proceeds, and New Mountain Capital — the prior investor — will sell down its stake.
-
December 3, 2024
- Buyer
- Summit Partners
- Target
- UHY
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Growth capital
Summit Partners has made a strategic growth investment in UHY, providing the accounting and advisory firm with its first institutional capital to support continued expansion of its team, technology, and acquisition-driven growth. The capital will be used to accelerate organic growth, deepen client relationships, and expand UHY’s service capabilities across its U.S. network.
-
November 18, 2024
- Buyer
- Investcorp, PSP Investments
- Target
- PKF O'Connor Davies
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Growth capital
Investcorp, in partnership with PSP Investments, made a strategic growth investment in PKF O'Connor Davies to provide capital for accelerated growth, increased M&A activity, technology investment and expanded service offerings. PKF O'Connor Davies will continue operating its attest and advisory practices through existing licensed entities while leveraging the strengthened balance sheet and investor resources to pursue expansion.
-
November 4, 2024
- Buyer
- Katz Sapper & Miller (KSM)
- Target
- Shanholt Glassman Klein Kramer & Co. (SGKK)
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Indianapolis-based Katz Sapper & Miller (KSM) has acquired New York City-based accounting firm Shanholt Glassman Klein Kramer & Co. (SGKK), adding 59 employees and six partners and increasing KSM's New York headcount to 87. The deal, which closed Thursday, expands KSM's New York footprint and makes that office its second-largest; financial terms were not disclosed.
-
July 31, 2024
- Buyer
- CBIZ, Inc., Mayer Hoffman McCann P.C. (now operating as CBIZ CPAs P.C.), CBIZ CPAs P.C.
- Target
- Marcum LLP (non-attest business)
- Seller
- Marcum LLP
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Divestiture
CBIZ, Inc. has completed the acquisition of the non-attest business of Marcum LLP in a cash-and-stock transaction valued at approximately $2.3 billion, creating a combined organization with expected annualized revenue of about $2.8 billion. Concurrently, Marcum’s attest practice was transferred to an independent CPA firm (reported as Mayer Hoffman McCann P.C., which has since adopted the CBIZ CPAs P.C. name), and the deal expands CBIZ’s scale, service breadth and market position in accounting, tax, advisory and related professional services.
-
- Buyer
- Citrin Cooperman
- Target
- Maier Markey & Justic LLP
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Citrin Cooperman has acquired Maier Markey & Justic LLP (MMJ), a White Plains, New York-based CPA firm, adding four partners and a team of professionals to expand its NYC metro footprint. The acquisition strengthens Citrin Cooperman's Business Process Outsourcing (BPO) capabilities and broadens its service offerings in outsourced accounting, controllership, CFO, HR, and tax services.
-
- Buyer
- Hiline
- Target
- Calculate
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Addon
Hiline, a financial-operations-as-a-service provider, has acquired Calculate, a New York–based outsourced accounting and finance firm. The add-on expands Hiline's accounting, CFO/FP&A advisory, payroll and tax capabilities and broadens its client base and geographic footprint; Hiline is PE-backed following a prior investment from Red Iron Group.
-
November 29, 2023
- Buyer
- McMillan Consulting LLC
- Target
- Paul Rafanello CPA
- Seller
- Paul Rafanello
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
McMillan Consulting LLC has acquired the Warwick, New York accounting practice of Paul Rafanello CPA. The combination expands McMillan Consulting's local accounting and financial consulting capabilities and ensures a planned transition as Paul Rafanello retires from active practice in 2024.
-
September 26, 2023
- Buyer
- Armanino LLP
- Target
- Janover
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Armanino LLP announced that Janover, a New York-based CPA and advisory firm with about a 200-member team, is joining Armanino to deepen the firm's presence in the Tri-State/New York market. The deal integrates Janover's tax, accounting and consulting capabilities into Armanino's national service platform to expand geographic reach and client capabilities.
-
July 10, 2023
- Buyer
- Ryan
- Target
- MJI Consulting Group
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Ryan, a global tax services and software provider headquartered in Dallas, has acquired MJI Consulting Group, a property tax advisory firm serving Western New York and Connecticut. The acquisition adds experienced principal Paul Steimle to Ryan’s Property Tax practice and expands Ryan’s property tax capabilities and market coverage in New York and surrounding states.
-
June 5, 2023
- Buyer
- Source Advisors
- Target
- PMBA
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Addon
Source Advisors, a Fort Worth-based specialized tax consulting firm backed by BV Investment Partners, has acquired PMBA, a New York–based business asset recovery and state and local sales tax consulting firm. The deal expands Source Advisors' service offering to include state and local tax and asset recovery capabilities, enabling a fuller suite of specialty tax solutions for CPA firms and corporate clients.
-
May 31, 2023
- Buyer
- Red Iron Group, Graphite Financial Group, LLC
- Target
- Graphite Financial Group, LLC, CPM Advisory Group, LLC
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Growth capital
Menlo Park-based private investment firm Red Iron Group made a strategic growth investment in Graphite Financial, a New York-based provider of fractional finance and accounting services. Concurrently, Graphite acquired CPM Advisory Group and will combine CPM's business and team into Graphite to expand reporting, planning and analytics capabilities for its national client base.
-
February 9, 2023
- Buyer
- Stenson Tamaddon
- Target
- Huljev & Associates, Ilija Huljev
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
Stenson Tamaddon has acquired Ilija Huljev and Huljev & Associates to expand its research and development (R&D) tax credit capabilities. Ilija Huljev joins Stenson Tamaddon as managing director of R&D tax services to help scale the firm's R&D tax offering and increase awareness of credits for small businesses nationwide.
-
- Buyer
- New Mountain Capital
- Target
- Citrin Cooperman
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Buyout
New Mountain Capital made a majority investment in Citrin Cooperman to support the accounting and advisory firm's organic and acquisition-led growth. The partnership will provide Citrin Cooperman with capital and resources to expand services, pursue technology and advisory acquisitions, and grow its footprint across new markets.
-
August 3, 2021
- Buyer
- TowerBrook Capital Partners
- Target
- EisnerAmper
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Growth capital
TowerBrook Capital Partners has made a strategic growth investment in EisnerAmper, the global business advisory and CPA firm. The financing will support EisnerAmper's plans to accelerate service and technology development, invest in talent, and pursue targeted M&A; Deutsche Bank Securities acted as sole financial advisor and provided committed debt financing. Financial terms were not disclosed.
-
- Buyer
- Newlight Partners LP
- Target
- Propeller Industries, LLC
- Industry
- Accounting & Tax
- Location
- New York, United States
- Type
- Growth capital
Affiliates of Newlight Partners LP have made an equity investment in Propeller Industries, a provider of financial management and accounting services for venture-stage companies. The growth investment will be used to accelerate organic growth, expand Propeller's technology platform, and support acquisitions; terms were not disclosed.
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Frequently Asked Questions
What kinds of accounting and tax acquisitions are happening in New York?
Recent deals in New York include CPA-firm combinations (e.g., EisnerAmper and KLG), market-entry acquisitions (e.g., Doeren Mayhew), outsourcing and managed services expansions (e.g., Armanino and SAOS), and tax-technology additions (e.g., Aiwyn and Column Tax).
Do the transactions focus on tax compliance or broader advisory services?
Both. Some deals are framed around tax and compliance alongside advisory (e.g., New York-market expansion with compliance through Doeren Mayhew), while others explicitly expand broader capabilities such as forensic accounting, business valuation, and litigation support (e.g., EisnerAmper and KLG).
Is private equity involved in New York accounting and tax deals?
Yes. For example, Blackstone made a definitive agreement and later acquired a majority stake in Citrin Cooperman, with deal terms reported as including a valuation for the firm.
Are there deals focused on technology for tax preparation?
Yes. Aiwyn acquired Column Tax’s tax technology and integrated key team members to accelerate launch of Aiwyn Tax, described as a modern 1040 preparation engine.
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