WilliamsMarston Acquires Oracle Capital

Align Capital Partners Invests Growth Capital in WilliamsMarston LLC

July 14, 2020

Accounting & Tax

Align Capital Partners (ACP) made a growth capital investment in WilliamsMarston LLC, an accounting advisory and management consulting firm with offices in Boston and New York. The founders Landen Williams and Jon Marston will continue to lead the firm as ACP supports expansion of sales, marketing, technology and geographic reach.

Kelso & Company Acquires WilliamsMarston from Align Capital Partners

August 30, 2022

Accounting & Tax

Kelso & Company (via its Kelso Fund XI) has agreed to acquire WilliamsMarston LLC from Align Capital Partners. WilliamsMarston is a Boston-based accounting, tax, valuation and managed SEC services advisor that grew significantly under ACP (expanding to multiple geographies, adding service lines and completing six add-on acquisitions) and will partner with Kelso to accelerate its next phase of growth.

WilliamsMarston Acquires Moffett & Associates

May 25, 2022

Accounting & Tax

WilliamsMarston LLC, the Align Capital Partners-backed accounting, tax and valuation advisory firm, has acquired Moffett & Associates, a boutique corporate tax consultancy headquartered in El Segundo, California. The deal brings WilliamsMarston's headcount to 156 professionals and expands its corporate tax capabilities and West Coast presence; founder Marty Moffett and his team joined WilliamsMarston at close.

WilliamsMarston Acquires Bay Valuation Advisors

January 6, 2022

Accounting & Tax

WilliamsMarston LLC, an Align Capital Partners-backed accounting, tax and valuation advisory firm, acquired Bay Valuation Advisors (BVA), a provider of valuation advisory services founded in Oakland, California. The deal expands WilliamsMarston’s valuation capabilities and national footprint, adding BVA’s 24 professionals and offices across multiple U.S. states to the platform as part of an ongoing add-on acquisition strategy.

WilliamsMarston LLC Acquires BA Major Associates LLC

December 8, 2020

Accounting & Tax

WilliamsMarston LLC, a PE-backed accounting advisory and management consulting firm, acquired BA Major Associates LLC, a Boston-based corporate tax advisory firm specializing in biotechnology, pharmaceuticals, medical devices, healthcare, renewable energy and technology sectors. The deal follows Align Capital Partners’ growth capital investment in WilliamsMarston earlier this year and brings BA Major’s partners into WilliamsMarston to expand the firm’s corporate tax capabilities.

WilliamsMarston Acquires Paradigm Advisory Group

August 18, 2022

Accounting & Tax

WilliamsMarston LLC, a PE-backed accounting, tax and valuation advisory firm, has acquired Atlanta-based Paradigm Advisory Group, a boutique accounting advisory practice. The acquisition (WilliamsMarston's sixth in two years) expands WM’s Southeast presence and enhances its technical accounting and transaction advisory capabilities; Paradigm co-founders Travis Hannon and Chris Bitler and the full Paradigm team joined WilliamsMarston at close.