McMillan Consulting Acquires Practice of Paul Rafanello CPA

AAFCPAs Acquires McLaren & Associates CPAs, PC

January 26, 2026

Accounting & Tax

AAFCPAs, a Top 100 U.S. CPA and advisory firm, has acquired McLaren & Associates CPAs, PC to expand its forensic accounting, litigation support, business valuation, and tax advisory capabilities. The deal brings McLaren's team of approximately 17 professionals into AAFCPAs and reinforces the firms' shared Certified B Corporation commitments.

United Capital Financial Advisors Acquires The Paul Group

August 22, 2025

Wealth Management

United Capital Financial Advisors has acquired The Paul Group, a boutique ultra-high-net-worth advisory firm managing $1.1 billion in client assets; the transaction closed on August 22, 2025. The four-person team will join United Capital to strengthen its presence in Los Angeles and New York and expand its suite of wealth management, estate planning, tax and business advisory services for sophisticated family clients. ECHELON Partners served as exclusive advisor to The Paul Group.

Calvetti Ferguson Acquires Mark M. Jones & Associates, RLLP

December 7, 2020

Accounting & Tax

Houston-based accounting firm Calvetti Ferguson LLC announced it will acquire Fort Worth-based Mark M. Jones & Associates, RLLP. The deal adds two partners and four staff to Calvetti Ferguson, expanding its Fort Worth presence and broadening client services in tax, assurance, and accounting for private businesses and high-net-worth individuals.

McMillan Pazdan Smith Acquires Fuqua & Partners Architects

July 1, 2025

Engineering Services

McMillan Pazdan Smith has acquired Fuqua & Partners Architects, integrating FPA's leadership and approximately 30 team members into MPS' practice and establishing a Huntsville, Alabama studio as the firm's 10th Southeast office. The transaction is a strategic growth investment to expand McMillan Pazdan Smith's presence in North Alabama and southern Tennessee and to broaden project expertise across commercial, civic, education, and healthcare markets.

AAFCPAs Acquires Scott A. Goffstein & Associates

June 1, 2020

Accounting & Tax

AAFCPAs has acquired Scott A. Goffstein & Associates, a 14-person CPA firm based in Waltham, Massachusetts. The acquisition strengthens AAFCPAs' international tax capabilities, expands its headcount to roughly 240 professionals across four offices, and brings Scott Goffstein into the firm as a Partner.

Mercer Advisors Acquires Rowland Carmichael Advisors

December 31, 2020

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Rowland Carmichael Advisors, Inc. (RCA), a Scottsdale-based wealth management and family office firm. The deal (closed Dec 31, 2020) brings RCA’s nine-person team and its retirement-plan capability into Mercer’s existing Scottsdale office to expand Mercer’s Arizona presence and augment its ERISA/retirement plan business.