Maschoff Brennan Acquires Mauriel Kapouytian Woods

Crescendo Capital Partners Acquires Montbleau & Associates; Montbleau Acquires Northwest Woodworks

May 1, 2023

Building Products

Crescendo Capital Partners has acquired Montbleau & Associates and is backing Montbleau’s subsequent acquisition of Northwest Woodworks, combining two architectural millwork firms to accelerate national expansion. The transaction was supported with senior debt from First Merchants Bank and junior debt/equity co-investments from Callodine Strategic Credit and Muzinich & Co.; sellers retain equity and continue in leadership roles.

Baretz+Brunelle Acquires Berardi Consulting LLC

October 20, 2021

Consulting

Baretz+Brunelle has merged Berardi Consulting LLC into its firm, with founder Jeff Berardi joining Baretz+Brunelle as a partner. The acquisition adds legal-industry marketing and business development advisory capabilities to Baretz+Brunelle’s NewLaw practice and expands its advisory services offering to Am Law and other legal-sector clients.

Baretz+Brunelle Acquires LexFusion

February 25, 2025

Consulting

Baretz+Brunelle, a New York–based growth advisory firm for the legal industry, has acquired LexFusion, a legal-innovation accelerator. The LexFusion founders and global team will integrate into Baretz+Brunelle to expand B+B's capabilities in legal technology, in-house counsel relationships, and marketplace intelligence.

PKF O'Connor Davies Acquires Wolf Maryles & Associates

January 1, 2026

Professional Services

PKF O'Connor Davies announced that Wolf Maryles & Associates will join the firm effective January 1, 2026. The integration adds a team of 11 professionals to PKF O'Connor Davies' New York City office and expands the firm's private client tax and wealth advisory capabilities, building on a recent strategic growth investment from Investcorp and PSP Investments.

Mattioli Woods Acquires Ludlow Wealth Management

May 26, 2021

Wealth Management

Mattioli Woods plc has agreed to acquire Ludlow Wealth Management from Mobeus Equity Partners for an enterprise value of £36.1 million, subject to regulatory approval and a Mattioli Woods share placing. The deal expands Mattioli Woods' wealth management footprint and brings Ludlow’s ~£1.6 billion of Assets under Advice and a team of 22 advisers into Mattioli Woods’ platform, delivering an exit for Mobeus.

Mercer Advisors Acquires Berkson Asset Management and Steven M. Berkson, CPA

June 8, 2022

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation, expanding Mercer's presence in California. Berkson — a Woodland Hills-based wealth management, tax and accounting practice managing roughly $185 million AUM for about 100 clients — will join Mercer's Woodland Hills location with the entire Berkson team.