Tracked deals
5
5 tracked deals across 2021-2026.
Accounting & Tax Buyers & Acquisitions in Oregon
Buyer mix
Strategic-led
5 strategic
Top trend
Volume peaked in 2025
3 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Aprio combined with Delap LLP and Hoffman, Stewart & Schmidt, adding Oregon locations and capabilities such as public company audits, advanced tax planning, digital forensics and cybersecurity.
- Capstone Accounting and Tax expanded through acquisitions in Redmond and Klamath Falls, with local teams continuing to serve their communities.
- CohnReznick agreed to acquire the Aldrich group of companies, a combination described as expanding its West Coast presence and adding accounting, wealth, capital advisory and solutions businesses.
- The earlier merger of Sensiba San Filippo LLP and Bend-based SGA CPAs & Consultants extended the firm’s Central Oregon presence, including service to agricultural, venture-capital and technology clients.
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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 |
|---|---|---|---|
| Capstone Accounting and Tax | 2 | Full-service accounting firm providing tax, accounting, a... | Strategic |
| Aprio | 1 | National advisory and accounting firm providing audit, ta... | Strategic |
| CohnReznick | 1 | A national professional services firm providing accountin... | Strategic (PE-backed) |
| Sensiba San Filippo LLP | 1 | Regional public accounting firm and certified B Corp offe... | Strategic |
Acquisition Volume in Accounting & Tax in Oregon by Year
Last 3 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
August 26, 2026
- Buyer
- CohnReznick
- Target
- Aldrich group of companies
- Industry
- Accounting & Tax
- Location
- Oregon, United States
- Type
- Buyout
CohnReznick agreed to acquire the Aldrich group of companies, including Aldrich CPAs + Advisors, Aldrich Wealth, Aldrich Capital Advisors, and Aldrich Solutions. The deal is expected to close in mid-December 2026 and will expand CohnReznick’s West Coast footprint while adding more than 500 professionals and a wealth advisory platform with over $8 billion in assets under advisement.
-
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.
-
October 21, 2025
- Buyer
- Capstone Accounting and Tax
- Target
- Nissen & Meyer
- Industry
- Accounting & Tax
- Location
- Oregon, United States
- 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
- Capstone Accounting and Tax
- Target
- Sargent CPA
- Industry
- Accounting & Tax
- Location
- Oregon, United States
- Type
- Addon
Capstone Accounting and Tax has welcomed Sargent CPA into its firm, with Will Sargent joining Capstone as a Partner. The move expands Capstone's presence and capability in Klamath Falls, enhancing its ability to serve local businesses and individuals with accounting, tax, and advisory services.
-
December 15, 2021
- Buyer
- Sensiba San Filippo LLP
- Target
- SGA CPAs & Consultants LLP
- Industry
- Accounting & Tax
- Location
- Oregon, United States
- Type
- Buyout
Sensiba San Filippo LLP (SSF), a California-based B Corp accounting firm, announced the merger of Bend, Oregon-based SGA CPAs & Consultants LLP effective December 15, 2021. The combined firm will retain the Sensiba San Filippo name and the Bend office as SSF expands its presence in Central Oregon to serve agricultural clients as well as venture-capital and technology companies.
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Frequently Asked Questions
What kinds of accounting and tax acquisitions are taking place in Oregon?
The listed transactions include local practice acquisitions, firm mergers and combinations intended to broaden regional reach or add advisory capabilities.
Which firms have been active buyers in Oregon accounting and tax?
The page identifies Capstone Accounting and Tax, CohnReznick, Sensiba San Filippo LLP and Aprio among recurring buyers.
What capabilities are being added through Oregon accounting firm combinations?
Examples include public company audits, tax planning, digital forensics, cybersecurity, wealth management and broader advisory services.
Are these deals concentrated in one part of Oregon?
The transactions span multiple areas, including Portland, Lake Oswego, Redmond, Klamath Falls and Bend.
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