Skylark Completes Growth Recapitalization of Tax Advisors Group

Cherry Bekaert Acquires Tax Advantage Group (TAG)

April 1, 2020

Accounting & Tax

Cherry Bekaert has acquired Tax Advantage Group (TAG), a Greenville, South Carolina-based specialist in New Markets Tax Credit (NMTC) services. TAG will operate as Tax Advantage Group by Cherry Bekaert, bringing six professionals and deep NMTC expertise to expand Cherry Bekaert’s Credits & Incentives practice and capability to serve community-development and nonprofit-oriented projects nationwide.

Skylark Private Equity Partners Acquires Cost Segregation Authority

May 20, 2022

Accounting & Tax

Skylark Private Equity Partners closed an investment to acquire Cost Segregation Authority (CSA), a Lindon, Utah–based provider of cost segregation studies and tax-related services for real estate investors. Skylark said the deal will help scale CSA’s market reach and operational capabilities as part of the firm’s focus on lower middle market, tech-enabled business services in the tax advisory space.

Cherry Bekaert Acquires TaxGroup Partners

November 8, 2021

Accounting & Tax

Cherry Bekaert has acquired TaxGroup Partners (TGP), a national private equity and transaction tax advisory firm, expanding Cherry Bekaert’s private equity tax and transaction advisory capabilities and establishing a West Coast presence. The TGP team will join Cherry Bekaert and Al Sanifar will serve as the Firm’s Private Equity Tax Services Leader, integrating TGP’s transaction tax structuring and due diligence expertise into Cherry Bekaert’s broader assurance, tax, and advisory platform.

Marlin Equity Partners Completes Growth Investment in TaxSlayer

January 8, 2021

Software

Marlin Equity Partners completed a growth investment in TaxSlayer, a value-oriented provider of tax preparation software based in Augusta, Georgia. Marlin said it will provide strategic, financial and operational resources to accelerate TaxSlayer's growth, expand market presence and deliver platform enhancements to its online, desktop and mobile tax-preparation products.

Ryan Acquires Tax Advisory Services Group (TASG)

January 10, 2022

Accounting & Tax

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.

Ryan Acquires Paradigm Tax Group

July 19, 2022

Accounting & Tax

Ryan, the Dallas-based global tax services and software firm, has acquired Paradigm DKD Group, L.L.C., doing business as Paradigm Tax Group (PTG), a national provider of property tax management services. The deal expands Ryan’s property tax capabilities and nationwide footprint by integrating PTG’s specialists and technology platform into Ryan’s existing suite of tax services and software.