GTM (Global Tax Management) Acquires DMA's State Income & Franchise Tax Practice

DuCharme, McMillen & Associates Acquires Tax Advisors, PLLC

September 2, 2025

Professional Services

DuCharme, McMillen & Associates, Inc. (DMA) has acquired Tax Advisors, PLLC, a Vancouver, Washington-based property tax consulting firm. The deal expands DMA's property tax and cost segregation capabilities, strengthens its presence in the Portland area, and brings Tax Advisors' specialized expertise (including cost segregation/179D studies) into DMA's national platform.

Modern Wealth Management Acquires Martin James Investment & Tax Management

October 19, 2023

Accounting & Tax

Modern Wealth Management has acquired Indianapolis-based Martin James Investment & Tax Management, integrating the tax, accounting and wealth management firm into its national RIA platform. The deal brings roughly 10 employees and about 400 client relationships to Modern Wealth and adds dedicated tax planning and compliance capabilities to the buyer's service offering.

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.

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.

Source Advisors Acquires PMBA

June 5, 2023

Accounting & Tax

Source Advisors, a Fort Worth-based specialized tax consulting firm backed by BV Investment Partners, has acquired PMBA, a New York–based business asset recovery and state and local sales tax consulting firm. The deal expands Source Advisors' service offering to include state and local tax and asset recovery capabilities, enabling a fuller suite of specialty tax solutions for CPA firms and corporate clients.

MidOcean Partners Acquires GSTV; AMCSI and Monroe Support Transaction

April 23, 2025

Marketing & Advertising

MidOcean Partners has acquired GSTV, a national on-the-go video network serving fuel and convenience retailers, from Rockbridge Growth Equity, with Rockbridge retaining a minority stake. A&M Capital Strategic Investments (AMCSI) made a minority equity investment alongside MidOcean and Monroe Capital provided financing and an equity co-investment to support the deal; financial terms were not disclosed.