Schellman & Company Acquires INSYTE CPAs Practice

Schellman Acquires Scott S. Perry, CPA PLLC

January 24, 2022

Professional Services

Tampa-based Schellman has acquired Bellevue-based Scott S. Perry, CPA PLLC to expand its crypto and Web3 digital trust practice. Scott Perry will join Schellman's leadership team as the firm integrates his expertise in certificate authority audits and related trust technologies.

Symphona LLP Acquires Schell & Hogan LLP

January 1, 2026

Accounting & Tax

Symphona LLP, a CPA and technology firm based in Savannah, Georgia, has acquired Schell & Hogan LLP, an accounting and advisory firm serving Southeast Georgia and North Florida, effective January 1, 2026. The acquisition expands Symphona's regional footprint and service capabilities while keeping Schell & Hogan's Saint Simons Island office and partner team in place under the Symphona name.

Lightyear Capital Invests in Schellman & Company

September 17, 2021

Cybersecurity

Lightyear Capital's affiliated funds agreed to acquire assets from and partner with Schellman & Company, LLC, forming a new structure that separates attest services (Schellman) from non-attest services (Schellman Compliance, LLC). The transaction recapitalizes majority ownership interests of founder Chris Schellman (allowing his early exit) and positions the company for accelerated organic and M&A-driven growth under CEO Avani Desai. Financial terms were not disclosed.

Schellman Compliance Acquires Sustas, LLC Sustainability Practice

November 12, 2024

Consulting

Schellman Compliance has acquired the sustainability reporting practice of Sustas, LLC, bringing Sustas's clients and personnel into Schellman's growing Sustainability practice. The move, announced Nov. 12, 2024, strengthens Schellman's environmental and sustainability compliance capabilities alongside its newly obtained ISO 14001 accreditation from ANAB to support clients navigating evolving climate disclosure rules.

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.

SSC CPAs + Advisors Acquires Harrison Henderson PLLC

January 7, 2026

Accounting & Tax

SSC CPAs + Advisors, a 100% employee-owned CPA and wealth management firm based in Overland Park, Kansas, has merged with Harrison Henderson PLLC, an Oklahoma-based accounting firm with offices in Tulsa, Norman, and Perry. The combined firm will operate under the SSC CPAs + Advisors name and terms were not disclosed. The transaction expands SSC's geographic footprint into Oklahoma and transitions Harrison Henderson to employee ownership.