Day Pitney Completes Merger With Howland Evangelista Kohlenberg

Citrin Cooperman Acquires Andsager, Bartlett & Pieroni, LLP

December 4, 2024

Accounting & Tax

Citrin Cooperman Advisors LLC has acquired substantially all the assets of Andsager, Bartlett & Pieroni, LLP (ABP), a 15-person boutique tax firm based in East Providence, Rhode Island. The deal brings three partners and 12 professionals into Citrin Cooperman, expanding the firm's presence in Providence and greater New England and enhancing its high-end tax capabilities for businesses and high-net-worth individuals.

Kohlberg & Company Recapitalizes Trinity Life Sciences

November 30, 2021

Healthcare Services

Kohlberg & Company will recapitalize Trinity Life Sciences, replacing Parthenon Capital as the company’s capital partner. The transaction provides Trinity with new growth capital to support global expansion, technology and data-driven capability investments while Trinity’s management team, led by CEO David Fitzhenry, will remain in place.

EP Wealth Advisors Acquires The Holben Group (Denver)

March 11, 2025

Financial Services

EP Wealth Advisors has partnered with Denver-based The Holben Group, LLC, bringing approximately $190 million of AUM into EP Wealth and expanding the firm's Colorado presence. The Holben Group founder Jeffrey Holben, along with other advisors, will join EP Wealth in advisory and partner roles; financial terms were not disclosed.

Kohlberg & Company Acquires Majority Stake in Engage PEO

August 9, 2023

Staffing & HR

Kohlberg & Company has acquired a majority stake in Engage PEO, a Fort Lauderdale-based professional employer organization, partnering with existing investor Lightyear Capital and Engage management, both of which will retain minority stakes. The investment positions Kohlberg to accelerate Engage's organic growth and M&A-driven consolidation across the PEO/human capital management market in the U.S.

Brouse McDowell Acquires Ekker, Kuster, McCall and Epstein

January 1, 2023

Legal Services

Brouse McDowell announced that the lawyers of Ekker, Kuster, McCall and Epstein (EKME) will join Brouse McDowell effective January 1, 2023, adding eight attorneys and expanding the combined firm to nearly 90 attorneys across six offices. The combination expands Brouse McDowell's geographic footprint into western Pennsylvania and broadens its capabilities across practice areas including corporate transactions, commercial litigation, estate planning, and cybersecurity.

Mercer Advisors Acquires Day & Ennis, LLC

July 5, 2023

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Day & Ennis, LLC, a Macon, Georgia-based wealth management firm that manages approximately $400 million in AUM for about 250 clients. The deal expands Mercer Advisors' presence in Georgia and brings Day & Ennis partners and their team into Mercer's national RIA platform; Day & Ennis was exclusively represented by Park Sutton Advisors.