Earned Acquires Schwartz & Schwartz PC

Earned Wealth Acquires Chahal & Associates

April 21, 2025

Financial Services

Earned Wealth, a tech-enabled financial services firm focused on doctors, has acquired Chahal & Associates, a Hercules, California-based tax and accounting firm serving roughly 2,200 doctors and high-net-worth clients. The deal expands Earned's tax, accounting and payroll capabilities as part of its doctor-focused platform following a 2024 growth investment from Summit Partners and Silversmith Capital.

Earned Acquires OJM Group

December 9, 2025

Financial Services

Earned, a PE-backed wealth management platform focused on healthcare professionals, has acquired OJM Group, a Cincinnati-based registered investment adviser serving physicians and high-net-worth clients. The deal adds nearly $1 billion in assets under management and brings OJM's ~12-person team onto Earned's platform, further expanding Earned's integrated services for medical professionals.

Smith + Howard Acquires JMM CPAs

January 31, 2024

Accounting & Tax

Smith + Howard, a national tax, accounting and advisory firm headquartered in Atlanta, acquired JMM CPAs, a specialty employee benefit plan (EBP) audit practice headquartered in Chicago, effective January 31, 2024. The combined EBP practice will serve over 500 plans and comprises 30 dedicated EBP employees, expanding Smith + Howard's national footprint and specialized EBP capabilities.

CohnReznick Acquires Smith Schafer & Associates

January 1, 2026

Professional Services

CohnReznick acquired Minneapolis-based Smith Schafer & Associates effective January 1, 2026, marking the firm's entry into Minnesota and expanding its Midwest footprint. Smith Schafer brings three local offices, 12 partners and 89 employees, and expertise across professional services firms, construction, manufacturing, and transportation to strengthen CohnReznick's advisory, assurance, and tax capabilities.

Mazars Acquires Boston-based Samet & Company PC

December 1, 2022

Accounting & Tax

Mazars USA LLP has acquired Boston-based accounting firm Samet & Company PC, adding five partners, three managing directors and 65 professionals to its US practice. The deal expands Mazars' footprint in the Boston/New England market and augments its audit, tax and advisory capabilities serving privately owned businesses, family offices and high-net-worth clients.

Merit Financial Advisors Acquires SSC Wealth LLC

January 20, 2026

Wealth Management

Merit Financial Advisors has acquired SSC Wealth LLC, the wealth management division of SSC CPAs + Advisors, adding approximately $259.6 million in AUM and transferring the advisory business, assets, and four employees to Merit. The deal formalizes a strategic partnership between Merit and SSC CPAs + Advisors to deepen coordination between wealth management and advanced tax planning for high-net-worth clients and business owners.