Source Advisors Acquires PMBA

BV Investment Partners Makes Majority Investment in Source Advisors

April 7, 2022

Accounting & Tax

BV Investment Partners has made a majority investment in Source Advisors, a Fort Worth-based tax incentive solutions and software provider. Gainline Capital Partners sold its portfolio company Source Advisors to BV as part of a transaction aimed at accelerating Source's technology-enabled offerings and expansion through the CPA channel.

Source Advisors Acquires United Paramount Tax Group

July 12, 2024

Accounting & Tax

Source Advisors, a specialty tax consulting firm backed by BV Investment Partners, has acquired United Paramount Tax Group (UPTG), a property tax consulting and business personal property tax management firm. The deal expands Source Advisors' service offering by adding real property tax reduction and ongoing property tax management capabilities to its suite of tax advisory services.

Brailsford & Dunlavey Merges with Project Management Advisors (PMA)

December 10, 2025

Engineering Services

BCP-backed Brailsford & Dunlavey (B&D) and Project Management Advisors (PMA) have merged to form an integrated institutional program management and real estate advisory platform. The combined firm—supported by Bernhard Capital Partners—brings together more than 450 professionals and expands geographic reach and sector capabilities across higher education, healthcare, life sciences, civic projects and energy infrastructure.

Mercer Advisors Acquires Private Asset Management, Inc.

August 1, 2023

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Private Asset Management, Inc. (PAM), a San Diego-based wealth management firm that serves over 600 clients with approximately $720 million in AUM. The acquisition strengthens Mercer Advisors' presence and capabilities in California and adds PAM's team and wealth planning, investment management and tax services to Mercer's national RIA and family-office platform.

Source Advisors Acquires Intrepid Advisors

December 8, 2020

Accounting & Tax

Source Advisors, supported by equity partner Gainline Capital Partners, has acquired Intrepid Advisors to expand its nationwide footprint and technical leadership in R&D tax credit and specialized tax incentive consulting. The deal strengthens Source Advisors' service offering for manufacturing, technology companies, and CPA firm partners by adding Intrepid's engineering-driven R&D tax credit expertise.

DuCharme, McMillen & Associates Acquires Tax Advisors, PLLC

September 2, 2025

Professional Services

DuCharme, McMillen & Associates, Inc. (DMA) has acquired Tax Advisors, PLLC, a Vancouver, Washington-based property tax consulting firm. The deal expands DMA's property tax and cost segregation capabilities, strengthens its presence in the Portland area, and brings Tax Advisors' specialized expertise (including cost segregation/179D studies) into DMA's national platform.