Tracked deals
9
9 tracked deals across 2024.
Accounting & Tax Growth Capital Investments in 2024
Buyer mix
PE-led
11 pe · 1 investor
Top trend
Volume peaked in 2025
10 tracked deals announced in 2025.
Buyer Snapshot
Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Bessemer Venture Partners | 1 | Venture capital firm investing across enterprise, consume... | PE |
| Centerbridge Partners, L.P. | 1 | Global alternative investment manager focused on private ... | PE |
| Charlesbank Capital Partners | 1 | Middle-market private investment firm focused on buyouts ... | PE |
| DFW Capital Partners | 1 | Private equity firm focused on lower middle-market servic... | PE |
| Hellman & Friedman | 1 | Global private equity firm focused on large-scale equity ... | PE |
| Investcorp | 1 | Global alternative investment firm focused on private equ... | PE |
| Lovell Minnick Partners | 1 | Middle‑market private equity firm focused on financial se... | PE |
| New Mountain Capital | 1 | Growth-oriented investment firm managing private equity, ... | PE |
| PSP Investments | 1 | Canadian public-sector pension investment manager investi... | Investor |
| Summit Partners | 1 | Global alternative investment firm specializing in growth... | PE |
Acquisition Volume in Accounting & Tax Growth Capital Investments in 2024 by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Lovell Minnick Partners
- Target
- Cohen & Company
- Industry
- Accounting & Tax
- Location
- Ohio, United States
- Type
- Growth capital
Lovell Minnick Partners (LMP) has made a strategic growth investment in Cohen & Company, a national assurance, tax and business advisory firm. The minority growth capital will support Cohen & Company’s technology investments, expansion of service offerings, and broader strategic growth plan, while enabling an increase in employee equity ownership under a new alternative practice structure.
-
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
- Centerbridge Partners, L.P., Bessemer Venture Partners
- Target
- Carr, Riggs & Ingram (CRI)
- Industry
- Accounting & Tax
- Location
- Alabama, United States
- Type
- Growth capital
Funds advised by Centerbridge Partners and Bessemer Venture Partners made a strategic growth investment in Carr, Riggs & Ingram (CRI), a top‑25 U.S. accounting and advisory firm. The capital will support CRI’s geographic and service expansion, technology and AI investments, talent recruitment, and continued M&A-driven growth; financial terms were not disclosed.
-
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.
-
October 11, 2024
- Buyer
- Warburg Pincus
- Target
- Contabilizei
- Seller
- Kaszek, Other venture capital investors
- Industry
- Accounting & Tax
- Location
- Paraná, Brazil
- Type
- Growth capital
Warburg Pincus has made a $125 million minority investment in Contabilizei, becoming the company’s largest shareholder after purchasing stakes from earlier venture investors including Kaszek. The capital will support the São Paulo–based accounting technology firm — which serves over 50,000 clients, employs roughly 1,200 specialists, and generated more than R$300 million in revenue — as it scales its automated tax and accounting platform and expands financial services offerings.
-
- Buyer
- Charlesbank Capital Partners
- Target
- Aprio
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Growth capital
Charlesbank Capital Partners has made a strategic growth investment in Aprio, a leading business advisory and accounting firm, marking Aprio’s first institutional capital investment. The partnership will accelerate Aprio’s organic and inorganic growth by funding investments in talent, technology, corporate infrastructure, and geographic and capability expansion; terms were not disclosed.
-
- Buyer
- New Mountain Capital
- Target
- Grant Thornton LLP
- Industry
- Accounting & Tax
- Location
- Illinois, United States
- Type
- Growth capital
New Mountain Capital has made a growth investment in Grant Thornton LLP to accelerate the firm's business strategy, support targeted investments in talent, technology and infrastructure, and enable strategic acquisitions. The transaction (subject to regulatory approvals) will adopt an alternative practice structure separating attest and non-attest services, and is expected to close in the second quarter of 2024.
-
- Buyer
- Hellman & Friedman, Valeas Capital Partners
- Target
- Baker Tilly US, LLP
- Industry
- Accounting & Tax
- Location
- Illinois, United States
- Type
- Growth capital
Private equity firms Hellman & Friedman and Valeas Capital Partners are making a strategic investment in advisory CPA firm Baker Tilly US, LLP. The minority growth investment (expected to close in early June 2024) will recapitalize the firm, restructure it into two entities, and provide capital to accelerate growth through talent, technology and further strategic acquisitions.
-
January 16, 2024
- Buyer
- DFW Capital Partners
- Target
- Harris CPAs
- Industry
- Accounting & Tax
- Location
- Idaho, United States
- Type
- Growth capital
DFW Capital Partners completed an investment in Harris CPAs, a Meridian, Idaho-based regional accounting firm that provides audit & assurance, tax, and advisory services. The investment includes the placement of DFW Operating Partner Michael J. O'Donnell as CEO and is intended to accelerate Harris's organic growth and support a strategy of partnering with other CPA firms and investing in technology and talent.
Full Export
Purchase this data
Get the full acquisitions list for this page as CSV + XLSX.
Build a buyer list for your Accounting & Tax deal
Find buyers actively acquiring accounting & tax companies.
Related Acquisition Pages
Accounting & Tax Buyers & Acquisitions
Accounting & Tax Buyers & Acquisitions in Canada
Private Equity-Backed Accounting & Tax Buyers
Accounting & Tax Acquisitions in 2024
Accounting & Tax Acquisitions in Ohio
Accounting & Tax Acquisitions in New York
Accounting & Tax Acquisitions in Alabama
Accounting & Tax Acquisitions in Georgia
Accounting & Tax Acquisitions in Illinois
Accounting & Tax Acquisitions in Idaho
Growth Capital Investments in 2024