Schellman Acquires Scott S. Perry, CPA PLLC

Schellman & Company Acquires INSYTE CPAs Practice

August 15, 2024

Professional Services

Schellman & Company, LLC has acquired the practice of INSYTE CPAs, LLC, transferring INSYTE's clients and personnel to Schellman. The acquisition expands Schellman's attestation and compliance capabilities—particularly in risk management, internal control, and business process services—and supports the firm's 2024 growth plans.

SSC CPAs + Advisors Acquires Harrison Henderson PLLC

January 7, 2026

Accounting & Tax

SSC CPAs + Advisors, a 100% employee-owned CPA and wealth management firm based in Overland Park, Kansas, has merged with Harrison Henderson PLLC, an Oklahoma-based accounting firm with offices in Tulsa, Norman, and Perry. The combined firm will operate under the SSC CPAs + Advisors name and terms were not disclosed. The transaction expands SSC's geographic footprint into Oklahoma and transitions Harrison Henderson to employee ownership.

Reynolds, Bone & Griesbeck PLC Acquires Scott and Pohlman, P.C.

November 1, 2024

Accounting & Tax

Reynolds, Bone & Griesbeck PLC (RBG) has acquired Scott and Pohlman, P.C., with the transaction effective November 1, 2024. The acquisition brings S&P's team into RBG to strengthen RBG's tax, Client Advisory and Accounting Services (CAAS) capabilities and expand its talent pool to better serve businesses and individuals.

Schellman Acquires Connor Consulting's Third-Party Risk Management Practice

December 11, 2024

Cybersecurity

Schellman & Company, LLC has acquired the Third-Party Risk Management (TPRM) practice carved out from Connor Consulting. The deal transfers select personnel and TPRM capabilities to Schellman to strengthen its cybersecurity, governance, risk, and compliance offerings and expand its third-party risk management services.

Lightyear Capital Invests in Schellman & Company

September 17, 2021

Cybersecurity

Lightyear Capital's affiliated funds agreed to acquire assets from and partner with Schellman & Company, LLC, forming a new structure that separates attest services (Schellman) from non-attest services (Schellman Compliance, LLC). The transaction recapitalizes majority ownership interests of founder Chris Schellman (allowing his early exit) and positions the company for accelerated organic and M&A-driven growth under CEO Avani Desai. Financial terms were not disclosed.

Baker Tilly Acquires Seattle-based Bader Martin

June 1, 2022

Accounting & Tax

Baker Tilly US, LLP has combined with Seattle-based accounting firm Bader Martin, P.S., effective June 1, bringing roughly 100 professionals into the Baker Tilly network. The move expands Baker Tilly’s footprint into the Pacific Northwest and enhances its tax and wealth advisory capabilities for high-net-worth individuals, family businesses and nonprofits.