Basepoint Tax & Accounting Acquires Ledger Plus

TaxBit Acquires Digital-Asset Accounting Startup Tactic

January 17, 2023

Software

TaxBit has acquired Tactic, a New York–based digital asset accounting platform, to integrate Tactic's automated accounting subledger into TaxBit's Corporate Accounting Suite and expand its enterprise-grade crypto accounting capabilities. The acquisition will also establish a stronger TaxBit presence in New York; financial terms were not disclosed.

Quad-C Management Invests in Tax Protection Plus

April 9, 2025

Professional Services

Quad-C Management has made a growth investment in Tax Protection Plus (TPP), a Winston-Salem–based provider of post-filing tax protection and identity-theft restoration services. Management, led by CEO Matt Lievens, will remain significant shareholders as Quad-C partners with the company to expand service offerings, enhance technology capabilities, and broaden market reach; terms were not disclosed.

Balance Point Provides Debt Financing to Lightbridge Academy

June 20, 2024

Education

Balance Point Capital Advisors, together with its affiliated fund Balance Point Capital Partners V, arranged debt financing for Lightbridge Academy, a portfolio company of Westerly Group and Elmsley Capital. The capital will support new location development and other growth initiatives as Lightbridge continues geographic expansion along the East Coast.

Apex Accounting and Tax, Inc. Acquires Phases Accounting & Tax Service, Inc.

March 2, 2023

Accounting & Tax

Apex Accounting and Tax, Inc. has acquired Phases Accounting & Tax Service, Inc., a Colorado Springs–based accounting and tax firm founded in 1987 by Debby Miller. The deal, advised on the sell-side by SDR Ventures, brings Phases’ ~1,750 clients into Apex’s Littleton-based accounting platform to expand Apex’s service offering and regional footprint in the Rocky Mountain region.

BK Plus Acquires Abrams Ashton

January 31, 2024

Accounting & Tax

BK Plus has acquired St Helens-based accountancy practice Abrams Ashton, expanding BK Plus's footprint in the North West. The deal is the first add-on since BK Plus received investment from private equity firm Palatine in September 2023; Abrams Ashton's partners will remain in place and the practice will continue to operate from its St Helens offices.

Hyperion Capital Partners Acquires A Plus Tree

November 8, 2022

Environmental Services

Hyperion Capital Partners has completed a control acquisition of A Plus Tree, Inc. from Paula Tibbets and family. Debt financing and equity co-investment for the transaction were provided by Source Capital (SCCO IV) and Plexus Capital, with Hyperion positioning the investment to support continued growth and expansion of A Plus's tree care services across the West Coast.