Marcum LLP Acquires Federman, Lally & Remis LLC

Marcum LLP Acquires Croskey Lanni, PC

May 1, 2024

Accounting & Tax

Marcum LLP has acquired Croskey Lanni, PC, a Detroit-area accounting firm with an office in Boca Raton, Florida, effective May 1, 2024. The deal brings six partners and more than 50 associates to Marcum, expanding its Midwest presence and bolstering tax, assurance, technology, and financial advisory capabilities.

Calvetti Ferguson Acquires Mark M. Jones & Associates, RLLP

December 7, 2020

Accounting & Tax

Houston-based accounting firm Calvetti Ferguson LLC announced it will acquire Fort Worth-based Mark M. Jones & Associates, RLLP. The deal adds two partners and four staff to Calvetti Ferguson, expanding its Fort Worth presence and broadening client services in tax, assurance, and accounting for private businesses and high-net-worth individuals.

Mercer Advisors Acquires Beach Freeman Lim & Cleland

November 14, 2025

Wealth Management

Mercer Advisors has acquired Beach Freeman Lim & Cleland (BFLC), a Southern California tax, accounting and business advisory firm, to deepen its tax capabilities and expand its footprint across Los Angeles, Orange County and the Inland Empire. BFLC brings a team of roughly 20 tax professionals across offices in El Segundo, Irvine and Ontario; all BFLC team members will join Mercer Advisors with equity ownership opportunities. Republic Capital Group served as exclusive advisor to Mercer Advisors on the transaction.

Rosen, Sapperstein & Friedlander Acquires Mister, Burton & Associates

January 22, 2023

Accounting & Tax

Rosen, Sapperstein & Friedlander, LLC (RS&F) has acquired Mister, Burton & Associates, LLC (MBA), a Maryland-based full-service accounting firm. The deal brings MBA’s partners and staff into RS&F as part of RS&F’s strategy to expand talent and client services in the greater Baltimore region.

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.

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.