Marcum LLP Acquires Croskey Lanni, PC

Marcum LLP Acquires Federman, Lally & Remis LLC

January 1, 2024

Accounting & Tax

Marcum LLP has acquired Connecticut-based accounting firm Federman, Lally & Remis LLC (FLR), effective January 1, 2024. The deal adds five partners and twelve associates to Marcum, strengthening its New England presence and expanding tax and assurance capabilities, particularly in the Automotive and Food & Beverage sectors.

CBIZ Acquires Marcum’s Non-Attest Business

July 31, 2024

Accounting & Tax

CBIZ, Inc. has completed the acquisition of the non-attest business of Marcum LLP in a cash-and-stock transaction valued at approximately $2.3 billion, creating a combined organization with expected annualized revenue of about $2.8 billion. Concurrently, Marcum’s attest practice was transferred to an independent CPA firm (reported as Mayer Hoffman McCann P.C., which has since adopted the CBIZ CPAs P.C. name), and the deal expands CBIZ’s scale, service breadth and market position in accounting, tax, advisory and related professional services.

Citrin Cooperman Acquires Maier Markey & Justic LLP

May 2, 2024

Accounting & Tax

Citrin Cooperman has acquired Maier Markey & Justic LLP (MMJ), a White Plains, New York-based CPA firm, adding four partners and a team of professionals to expand its NYC metro footprint. The acquisition strengthens Citrin Cooperman's Business Process Outsourcing (BPO) capabilities and broadens its service offerings in outsourced accounting, controllership, CFO, HR, and tax services.

Brixey & Meyer Acquires LAMP CFO & Accounting Services

October 14, 2020

Accounting & Tax

Miamisburg-based accounting and advisory firm Brixey & Meyer acquired Columbus-based LAMP CFO & Accounting Services effective October 2020. The deal expands Brixey & Meyer’s presence and CFO services capability in the Columbus market and brings LAMP founder Jonathan Harrington into the firm.

Citrin Cooperman Acquires Keefe McCullough & Co., LP

February 6, 2024

Accounting & Tax

Citrin Cooperman has acquired Keefe McCullough & Co., LP (KMC), a Fort Lauderdale-based tax, attest, and business advisory firm, effective February 1, 2024. The deal brings KMC's 11 partners and more than 75 employees (and over $15M in revenue) into Citrin Cooperman as part of a strategic expansion of the firm's Florida presence.

SAX Acquires Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC

January 7, 2026

Accounting & Tax

SAX (SAX Advisory Group) acquired Scheidel, Sullivan & Lanni CPA LLC (SSL) and Sierra Financial Advisors, LLC effective January 4, 2026; Sierra’s wealth management business was integrated into SAX Wealth Advisors, a wholly owned subsidiary. The acquisition expands SAX’s accounting, tax, advisory and wealth management capabilities, bringing the firm to 73 partners and close to 400 team members and enhancing SAX Wealth Advisors’ footprint (approximately 20 wealth advisors and over $4.5 billion AUM).