SKDK Acquires Jasper Advisors

RKD Group Acquires Heller Consulting

May 1, 2024

Consulting

RKD Group has acquired Heller Consulting, a nonprofit-focused technology strategy, CRM planning and implementation firm. Heller will operate as a subsidiary of RKD Group with founder Keith Heller remaining as a strategic advisor and Jeffery Appell serving as President of Heller Consulting, an RKD Group company.

Mercer Advisors Acquires MDK Private Wealth Management

March 5, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired MDK Private Wealth Management, a Seattle-based multi-family office serving ultra-high-net-worth clients with over $2.5 billion in assets under supervision. The deal expands Mercer Advisors' family office capabilities and strengthens its Pacific Northwest / Seattle presence.

Katz Sapper & Miller Acquires Shanholt Glassman Klein Kramer & Co.

November 4, 2024

Accounting & Tax

Indianapolis-based Katz Sapper & Miller (KSM) has acquired New York City-based accounting firm Shanholt Glassman Klein Kramer & Co. (SGKK), adding 59 employees and six partners and increasing KSM's New York headcount to 87. The deal, which closed Thursday, expands KSM's New York footprint and makes that office its second-largest; financial terms were not disclosed.

Mercer Advisors Acquires Jordan Financial Strategies, LLC

September 7, 2022

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Jordan Financial Strategies, LLC, a Denver-based wealth management firm with approximately $120 million in AUM. Founder Kristy R. Jordan and her team will join Mercer as part of a succession plan, strengthening Mercer's Denver presence and expanding client services through Mercer’s broader wealth management and family office capabilities.

Spencer Stuart Acquires Cambria Consulting

January 8, 2020

Professional Services

Spencer Stuart, the global executive search and leadership advisory firm, has acquired Cambria Consulting, a Boston-based leadership development and coaching firm. The acquisition expands Spencer Stuart's Leadership Advisory Services by adding Cambria's coaching, executive assessment and team development capabilities.

Accenture Acquires SKS Group

February 16, 2023

Consulting

Accenture has completed its acquisition of SKS Group, a Germany-based consulting firm that helps banks across Germany, Austria and Switzerland modernize technology and meet regulatory requirements using SAP S/4HANA. Approximately 500 SKS Group professionals join Accenture Technology; financial terms were not disclosed.