Wolf & Company Acquires The Kafafian Group

PKF O'Connor Davies Acquires Wolf Maryles & Associates

January 1, 2026

Professional Services

PKF O'Connor Davies announced that Wolf Maryles & Associates will join the firm effective January 1, 2026. The integration adds a team of 11 professionals to PKF O'Connor Davies' New York City office and expands the firm's private client tax and wealth advisory capabilities, building on a recent strategic growth investment from Investcorp and PSP Investments.

CW Advisors Acquires Wolf Group Capital Advisors and Parsons Capital Management

May 1, 2025

Wealth Management

CW Advisors, an SEC-registered investment advisor headquartered in Boston, has acquired Wolf Group Capital Advisors (Fairfax, VA) and Parsons Capital Management, LLC (New Hope, PA). The transactions add more than $1.4 billion in assets under management to CW Advisors, bringing the firm to over $13 billion in AUM, 17 offices and 140+ employees; terms were not disclosed.

The Wolfe Companies Acquires Reaf Marketing

April 19, 2023

Marketing & Advertising

The Wolfe Companies, LLC has acquired Reaf Marketing, an independent Cincinnati-based agency specializing in B2B gift card sales and marketing. The acquisition expands Wolfe's merchant solutions and gift-card capabilities by integrating Reaf's merchant relationships and expertise into Wolfe's existing fintech and gifting platform portfolio.

Credit Suisse Acquires The Klein Group (MK&C) for $175M

February 9, 2023

Financial Services

Credit Suisse Group AG has acquired The Klein Group LLC (MK&C), the investment banking business of M. Klein & Company LLC, for USD 175 million. The seller will receive equity exposure in CS First Boston via a convertible note and warrant, and Michael Klein will be appointed CEO of Banking, CEO Americas and designated CEO of CS First Boston. The deal is intended to strengthen and accelerate the carveout and build-out of CS First Boston as an independent capital markets and advisory-led business.

PKF O'Connor Davies Acquires Rainer & Company

June 2, 2025

Accounting & Tax

PKF O'Connor Davies announced the addition of Philadelphia-area Rainer & Company into its national accounting, tax and advisory platform. The four-shareholder firm—with 25 staff—will expand PKF O'Connor Davies' regional presence and deepen capabilities across industries including construction, real estate, manufacturing and employee retirement plans.

United Capital Financial Advisors Acquires The Paul Group

August 22, 2025

Wealth Management

United Capital Financial Advisors has acquired The Paul Group, a boutique ultra-high-net-worth advisory firm managing $1.1 billion in client assets; the transaction closed on August 22, 2025. The four-person team will join United Capital to strengthen its presence in Los Angeles and New York and expand its suite of wealth management, estate planning, tax and business advisory services for sophisticated family clients. ECHELON Partners served as exclusive advisor to The Paul Group.