Tracked deals
33
33 tracked deals across 2004-2026.
Accounting & Tax Buyers & Acquisitions in Texas
Buyer mix
Strategic-led
28 strategic · 10 pe
Top trend
Volume peaked in 2022
8 tracked deals announced in 2022.
Primary Insight
What Stands Out
- Platform expansion in Texas: Firms like Carr, Riggs & Ingram grow the Austin and East Texas footprint through acquisitions and mergers (e.g., DK Partners, Axley & Rode).
- Tax specialty is a major theme: Deals add capabilities spanning alternative practice structures, state & local tax, property tax management, and incentive-focused tax services.
- Leadership and team integration matters: Multiple transactions describe partners and teams joining the buyer’s leadership and operating model (including Houston and Dallas/Richardson areas).
- Broader advisory add-ons: Several acquisitions expand beyond tax and accounting into areas such as business valuation, forensic accounting, litigation support, and outsourced CFO/controllership.
| Buyer (examples) | What it’s expanding (as described) | Texas footprint example |
|---|---|---|
| Carr, Riggs & Ingram | Accounting & advisory platform, local continuity | Austin / East Texas |
| Doeren Mayhew | Tax advisory capabilities via CPA acquisition | Houston |
| Baker Tilly | Specialty tax services (SALT/real estate & more) | Dallas-based target |
| Ryan | Income tax incentives (R&D, cost segregation, green energy incentives) | Houston-based target |
| Source Advisors | Property tax reduction & ongoing property tax management | Texas-based target |
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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 |
|---|---|---|---|
| Ryan | 7 | Global tax services and software provider focused exclusi... | Strategic |
| Onex Corporation | 2 | Investor and asset manager with private equity and credit... | PE |
| Alpine Investors | 1 | People-first private equity firm that invests in software... | PE |
| Aprio | 1 | National accounting and business advisory firm providing ... | Strategic (PE-backed) |
| Ares Management Corporation | 1 | Global alternative investment manager offering private eq... | PE |
| Ascend | 1 | Platform for regional accounting and advisory firms provi... | Strategic (PE-backed) |
| BELAY | 1 | Provider of virtual staffing and outsourced business supp... | Strategic |
| BV Investment Partners | 1 | Middle-market private equity firm focused on tech-enabled... | PE |
| Baker Tilly | 1 | National advisory, tax and assurance firm providing audit... | Strategic (PE-backed) |
| Calabrese Consulting | 1 | Accounting and financial consulting firm focused on SEC c... | Strategic |
Acquisition Volume in Accounting & Tax in Texas by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
January 5, 2026
- Buyer
- Ascend, Alpine Investors
- Target
- Gollob Morgan Peddy
- Industry
- Accounting & Tax
- Location
- Texas, United States
- 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.
-
December 3, 2025
- Buyer
- Carr, Riggs & Ingram
- Target
- DK Partners, PC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- 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.
-
November 17, 2025
- Buyer
- Doeren Mayhew
- Target
- TBK CPA, PLLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- 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.
-
November 7, 2025
- Buyer
- Prime Capital Financial
- Target
- Harman Wanzor McNamara LLP (HWM)
- Industry
- Accounting & Tax
- Location
- Texas, United States
- 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
- Carr, Riggs & Ingram (CRI)
- Target
- Axley & Rode
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Addon
Carr, Riggs & Ingram (CRI) is expanding into East Texas by merging with Axley & Rode, a CPA firm headquartered in Lufkin, Texas. The deal terms were not disclosed, and Axley & Rode’s 10 partners and current staff are expected to join CRI once the transaction closes.
-
April 1, 2025
- Buyer
- Ryan
- Target
- Brayn Consulting LLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Ryan, a global tax services and software provider, has acquired Brayn Consulting LLC, a Houston-centric tax services firm specializing in R&D tax credits, cost segregation, and green energy income tax incentives. As part of the acquisition, Brayn CEO Brady Bryan will join Ryan as Principal and National Leader – Real Property Income Tax Incentives, expanding Ryan’s Income Tax practice and outreach to mid-market companies nationwide.
-
March 27, 2025
- Buyer
- Baker Tilly
- Target
- Invoke Tax Partners
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Baker Tilly has acquired Invoke Tax Partners, a Dallas-based state and local tax specialty firm, to expand its specialty tax capabilities in areas such as real estate and business personal property tax, sales and use tax, and severance tax. The deal broadens Baker Tilly's national tax service offering and deepens its expertise for clients in industries including commercial real estate, manufacturing and energy.
-
February 6, 2025
- Buyer
- Aprio
- Target
- Mangold Anker Phillips, PLLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Aprio has acquired Mangold Anker Phillips, PLLC (MAP), a tax, accounting, and business advisory firm based in Austin, Texas. The deal expands Aprio's presence in Texas, brings MAP's 14 partners and professionals into Aprio's Austin office, and adds tax, valuation, forensic accounting, outsourced CFO/controllership and payroll capabilities to Aprio's service offering.
-
December 11, 2024
- Buyer
- Springline Advisory, Trinity Hunt Partners
- Target
- HM&M Advisory, LLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Addon
Springline Advisory, a PE-backed middle-market accounting and advisory platform, announced that Dallas-based HM&M Advisory, LLC has joined as a founding firm under an alternative practice structure. The move expands Springline's geographic footprint and capabilities in tax, accounting, business valuation and litigation support while giving HM&M access to capital and broader resources.
-
July 23, 2024
- Buyer
- BELAY
- Target
- CFO Advisory Services
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
BELAY has acquired Richardson, Texas–based CFO Advisory Services to expand its fractional CFO and higher-level accounting offerings. The acquisition integrates CFO Advisory's fractional finance, accounting, and financial operations capabilities into BELAY's virtual staffing and outsourced accounting platform to better serve growing small- and mid-stage businesses.
-
July 12, 2024
- Buyer
- Source Advisors
- Target
- United Paramount Tax Group
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Addon
Source Advisors, a specialty tax consulting firm backed by BV Investment Partners, has acquired United Paramount Tax Group (UPTG), a property tax consulting and business personal property tax management firm. The deal expands Source Advisors' service offering by adding real property tax reduction and ongoing property tax management capabilities to its suite of tax advisory services.
-
- Buyer
- Smith + Howard
- Target
- VIP Search Group, LLC, VIP Solutions Group, LLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Smith + Howard has acquired VIP Search Group, LLC and VIP Solutions Group, LLC effective April 30, 2024. The acquisition expands Smith + Howard’s accounting and finance consulting, recruiting and interim management capabilities and broadens its geographic reach in the Dallas (Richardson), Texas market while VIP's founders remain in leadership roles.
-
- Buyer
- Ryan, Ryan Law PLLC
- Target
- Popp Hutcheson PLLC (property tax consulting business), Popp Hutcheson PLLC (legal professionals and related assets)
- Seller
- Popp Hutcheson PLLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Divestiture
Ryan has acquired the property tax consulting business and related assets of Austin-based Popp Hutcheson PLLC, with certain legal professionals and related assets acquired separately by Ryan Law PLLC. Several Popp Hutcheson professionals, including owners Jim Popp and Mark Hutcheson, will join Ryan to strengthen the firm's Property Tax Consulting practice in Texas and beyond.
-
- Buyer
- NDH Advisors LLC, Unity Partners LP
- Target
- Jain & Jain P.C.
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Addon
NDH Advisors, a Unity Partners-backed tax and accounting platform, has partnered with Houston-based Jain & Jain P.C. in a private add-on transaction to expand NDH's tax and outsourced accounting capabilities and regional presence. Terms were not disclosed; founders Mike and Rajni Jain will remain active and Jain & Jain employees will join NDH's employee ownership program.
-
December 18, 2023
- Buyer
- Calvetti Ferguson
- Target
- Gummer Group, LLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Houston-based CPA and advisory firm Calvetti Ferguson acquired Dallas-based tax-focused CPA firm Gummer Group, LLC effective December 1, 2023. The deal expands Calvetti Ferguson’s Dallas footprint and family office tax capabilities, increasing the Dallas office headcount and bringing additional expertise in real estate and oil & gas tax work.
-
December 4, 2023
- Buyer
- Ryan
- Target
- Morrison & Head
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Ryan, the global tax services and software firm headquartered in Dallas, has acquired Morrison & Head, a Texas-based property tax consulting firm with offices in Austin and Houston. The deal expands Ryan's property tax footprint in Texas and brings Morrison & Head partners and staff into Ryan's Property Tax practice to broaden its client service capabilities.
-
September 5, 2023
- Buyer
- Wipfli LLP
- Target
- Sheshunoff Consulting + Solutions (risk management and loan review divisions)
- Seller
- Sheshunoff Consulting + Solutions
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Divestiture
Wipfli LLP has acquired the risk management and loan review services divisions of Sheshunoff Consulting + Solutions, adding more than 70 professionals and deepening Wipfli's financial-services advisory capabilities. The acquisition expands Wipfli's risk and loan review practice to over 210 associates and gives Sheshunoff clients access to Wipfli's broader advisory, audit, digital and data services.
-
- Buyer
- CrossLink Professional Tax Solutions (CPTS)
- Target
- uTax Software, LLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
CrossLink Professional Tax Solutions (CPTS) has acquired uTax Software, LLC, a service bureau and tax software provider for professional tax preparers. uTax will continue to operate under its brand with its leadership joining the CrossLink team as CrossLink adds uTax's services and tools to its product and service offerings to expand capabilities in the professional tax preparation marketplace.
-
April 11, 2023
- Buyer
- Ryan
- Target
- RETC Group
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Ryan, a global tax services and software firm headquartered in Dallas, has acquired RETC Group, a Dallas-based property tax consulting firm founded in 1986. The acquisition expands Ryan's property tax presence and client roster in North Texas and brings RETC's property tax professionals and expertise into Ryan's integrated tax services and software platform.
-
October 19, 2022
- Buyer
- Scalar LLC
- Target
- Valuation division of GuideCap Partners
- Seller
- GuideCap Partners
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Divestiture
Scalar LLC has acquired the valuation division of GuideCap Partners, retaining GuideCap valuation employees and taking on the division's valuation clients. The deal establishes a new Dallas office for Scalar and allows GuideCap to focus exclusively on its core investment banking business.
-
October 6, 2022
- Buyer
- Ryan
- Target
- Kurz Group
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Ryan, a global tax services and software provider, has acquired Kurz Group, a Dallas-based property tax consulting firm. The deal brings 16 Kurz professionals and nearly 800 clients to Ryan and expands Ryan’s property tax capabilities across retail, industrial, multifamily, and office real estate segments in the United States.
-
September 28, 2022
- Buyer
- Moss Adams
- Target
- Kurtz & Company, P.C.
- Seller
- Kurtz & Company, P.C., David Kurtz
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Moss Adams has entered into an asset purchase agreement to combine with Dallas-based Kurtz & Company, P.C. Under the agreement, Kurtz's founder David Kurtz and a team of 18 employees will join Moss Adams and Kurtz's client relationships will transition to Moss Adams effective December 1, 2022, strengthening Moss Adams' Dallas market presence and tax/accounting capabilities.
-
- Buyer
- Ares Management Corporation, Onex Corporation / Onex Partners, Ryan management team
- Target
- Ryan, LLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Growth capital
A private-equity fund managed by Ares Management committed to acquire a significant minority equity stake in Ryan, LLC, valuing the tax services and software firm at $2.5 billion. The investment is being made in partnership with Ryan's management team and existing investor Onex Partners, which will retain a significant minority interest; proceeds will support growth, technology transformation, and continued expansion.
-
April 12, 2022
- Buyer
- Calabrese Consulting
- Target
- Albeck Financial Services
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Calabrese Consulting has acquired Houston-based Albeck Financial Services, combining two women-owned accounting and financial consulting firms in a deal effective April 12, 2022; terms were not disclosed. The combination creates an 80+ employee firm serving more than 350 clients, expanding Calabrese’s SEC reporting, SPAC and pre-IPO advisory capabilities.
-
- Buyer
- BV Investment Partners
- Target
- Source Advisors
- Seller
- Gainline Capital Partners
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
BV Investment Partners has made a majority investment in Source Advisors, a Fort Worth-based tax incentive solutions and software provider. Gainline Capital Partners sold its portfolio company Source Advisors to BV as part of a transaction aimed at accelerating Source's technology-enabled offerings and expansion through the CPA channel.
-
February 16, 2022
- Buyer
- Ryan
- Target
- Marvin F. Poer and Company
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Ryan, a global tax services and software provider, has acquired Marvin F. Poer and Company, the second-largest property tax consulting firm in the United States. The deal adds 186 employees and 12 locations to Ryan’s Property Tax practice, expanding national coverage and access to Ryan’s broader tax services and technology.
-
January 10, 2022
- Buyer
- Ryan
- Target
- Tax Advisory Services Group, LLC (TASG)
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Ryan, the global tax services and software firm headquartered in Dallas, has acquired Tax Advisory Services Group, LLC (TASG), a Houston-based excise tax and motor-fuels compliance provider. The deal expands Ryan's fuels tax and excise-tax compliance capabilities (including vape and tobacco tax reporting) and brings TASG's U.S. tax specialists and Philippines-based operations into Ryan; TASG co-founders Oscar L. Garza and Khristine K. Espinoza will join Ryan as Principals.
-
- Buyer
- Skylark Private Equity Partners
- Target
- Tax Advisors Group, LLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Recapitalization
Skylark Private Equity Partners acquired a majority equity position in Tax Advisors Group, LLC (TAG) through a growth recapitalization to support the firm's expansion of market reach, customer support services, and service capabilities. The transaction was executed in partnership with TAG management; financing was provided by Texas Capital Bank, Concentric Partners, and Jones Capital.
-
December 7, 2020
- Buyer
- Calvetti Ferguson LLC
- Target
- Mark M. Jones & Associates, RLLP
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Houston-based accounting firm Calvetti Ferguson LLC announced it will acquire Fort Worth-based Mark M. Jones & Associates, RLLP. The deal adds two partners and four staff to Calvetti Ferguson, expanding its Fort Worth presence and broadening client services in tax, assurance, and accounting for private businesses and high-net-worth individuals.
-
July 1, 2020
- Buyer
- Cherry Bekaert
- Target
- PMB Helin Donovan
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Cherry Bekaert has acquired PMB Helin Donovan, a certified public accounting firm based in Austin, Texas, strengthening the firm's presence in the Austin market. PMB brings three partners and more than 20 professionals to Cherry Bekaert’s Austin practice, expanding the office’s partner and staff base and enabling broader assurance, tax and advisory coverage for Central Texas clients.
-
- Buyer
- Gainline Capital Partners
- Target
- SourceHOV Tax
- Seller
- Exela Technologies, Inc.
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Gainline Capital Partners has acquired SourceHOV Tax in a carve-out transaction from Exela Technologies. SourceHOV Tax, headquartered in Fort Worth, Texas, is a provider of tax incentive solutions to accounting firms and middle-market companies and will remain led by its current management team as it pursues standalone growth with Gainline's support.
-
October 17, 2018
- Buyer
- Onex Corporation
- Target
- Ryan, LLC
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Growth capital
Onex Corporation acquired a 42% interest in Ryan, LLC for $317 million, valuing the Dallas-based global tax services and software provider at approximately $1.1 billion. The minority investment will support Ryan's continued expansion of service lines and global growth while partnering with founder and CEO G. Brint Ryan and the existing management team.
-
August 4, 2004
- Buyer
- Profit Technologies Inc.
- Target
- Revenew International Inc.
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Davidson-based Profit Technologies has acquired Revenew International Inc., an accounts-payable and contract-compliance cost management firm headquartered in Houston. Profit Technologies will retain Revenew's staff and keep operations in Texas; financial terms were not disclosed. DecisionPoint International advised Profit Technologies on the transaction.
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Frequently Asked Questions
What types of companies are being acquired in Texas accounting & tax?
The transactions described focus on CPA and accounting/advisory firms, plus tax specialty providers—some expanding into property tax, state & local tax, and incentive-focused tax services.
Which buyers appear repeatedly in the Texas acquisitions page facts?
The page facts list recurring buyer names such as Ryan, Ryan Law PLLC, Source Advisors, Smith + Howard, Carr, Riggs & Ingram, NDH Advisors LLC, Unity Partners LP, and Calabrese Consulting.
Are these acquisitions mainly about adding local Texas offices?
Many deals explicitly strengthen Texas presence by adding teams, partners, and client bases in specific areas mentioned in the facts (e.g., Houston, Dallas/Richardson, Austin, East Texas).
Do any deals focus on specialized tax services rather than general accounting?
Yes. Several transactions highlight tax depth such as R&D tax credits and cost segregation (Ryan acquiring Brayn Consulting LLC), state and local tax specialties (Baker Tilly acquiring Invoke Tax Partners), and property tax management (Source Advisors acquiring United Paramount Tax Group).
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