Accounting & Tax Acquisitions in North Carolina

Quest, a Davidson, North Carolina-based business advisory firm, announced a strategic merger with CenterPoint CFO, a boutique outsourced CFO and Controller services provider. The combined firm will expand Quest's fractional CFO and controller offerings and enhance end-to-end financial advisory, planning, and M&A integration services for lower middle-market and family-owned businesses in the Southeast U.S.

Parthenon Capital has made a strategic, growth-oriented investment in Cherry Bekaert to support the firm's business advisory practices, funding technology, infrastructure, and expansion initiatives. The transaction restructures Cherry Bekaert into Cherry Bekaert LLP (attest services) and Cherry Bekaert Advisory LLC (business advisory/non-attest services) and is intended to accelerate organic growth and enable strategic acquisitions.