Sensiba San Filippo LLP Merges with SGA CPAs & Consultants LLP

Sensiba LLP Acquires AssuranceLab Pty. Ltd.

May 5, 2025

Cybersecurity

Pleasanton, California-based Sensiba LLP has acquired AssuranceLab Pty. Ltd., an Australia-headquartered cybersecurity audit and risk assurance firm with operations across the Americas, APAC and EMEA. The deal expands Sensiba’s international footprint and strengthens its security, privacy and compliance capabilities, while bringing AssuranceLab’s tech-forward audit programs into Sensiba’s platform.

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.

SAX Acquires Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC

January 7, 2026

Accounting & Tax

SAX (SAX Advisory Group) acquired Scheidel, Sullivan & Lanni CPA LLC (SSL) and Sierra Financial Advisors, LLC effective January 4, 2026; Sierra’s wealth management business was integrated into SAX Wealth Advisors, a wholly owned subsidiary. The acquisition expands SAX’s accounting, tax, advisory and wealth management capabilities, bringing the firm to 73 partners and close to 400 team members and enhancing SAX Wealth Advisors’ footprint (approximately 20 wealth advisors and over $4.5 billion AUM).

BPM LLP Combines with Gumbiner Savett Inc.

July 1, 2021

Accounting & Tax

BPM LLP, one of the 50 largest public accounting and advisory firms, announced a business combination with Santa Monica-based full-service accounting and consulting firm Gumbiner Savett Inc., effective July 1, 2021. The deal expands BPM's presence in Southern California by adding a Santa Monica office rebranded under the BPM name and provides Gumbiner Savett clients access to BPM's broader resources and 800+ professionals.

Citrin Cooperman Acquires S&G LLP

July 9, 2024

Accounting & Tax

Citrin Cooperman Advisors, LLC and Citrin Cooperman & Company LLP have acquired substantially all assets and the attest assets, respectively, of S&G LLP, a Worcester, Massachusetts-based assurance, tax and advisory firm. The deal brings five partners and more than 30 professionals into Citrin Cooperman and expands the firm's presence in New England.

Nepsis Acquires Sevenich, Butler, Gerlach & Brazil, Ltd.

November 16, 2023

Accounting & Tax

Nepsis, Inc., a Minneapolis-based financial advisor and investment management firm, has acquired full-service tax, accounting and consulting firm Sevenich, Butler, Gerlach & Brazil, Ltd. (SBGB). The deal integrates SBGB into the Nepsis Family Office Framework to expand tax and accounting capabilities and enhance wealth management offerings for high-net-worth and family-owned business clients.