SAX Acquires Sewald & Anastasia CPAs

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).

SAX Completes Two Add-On Acquisitions: SCL Consulting and Maddaloni, Nydick & Keenan

November 21, 2025

Accounting & Tax

SAX has completed two add-on acquisitions, acquiring Maryland-based SCL Consulting and New Jersey-based Maddaloni, Nydick & Keenan, P.C. These are the first add-ons since Cobepa’s minority investment in SAX in July 2025 and are intended to expand SAX’s Client Accounting Services capabilities and strengthen its presence across the Mid‑Atlantic and New Jersey/New York markets.

SAX Acquires Owen J. Flanagan & Co.

January 22, 2026

Accounting & Tax

SAX, a top-75 national accounting, tax and advisory firm, has acquired Owen J. Flanagan & Co. The deal strengthens SAX's attest, tax, consulting and advisory capabilities while preserving personalized client service and expanding resources for clients and staff.

Dains Accountants Acquires PSTAX and S3TAX

August 22, 2023

Accounting & Tax

Dains Accountants has acquired PSTAX and S3TAX, specialist VAT and employment-tax advisory firms serving the public sector and not-for-profit clients in the United Kingdom. The deal, supported by Dains' investor Horizon Capital, expands Dains' tax capability and sector-specific services for public-sector, housing, charity and healthcare clients.

AssuredPartners Acquires Saxon Financial Services

October 30, 2024

Insurance

AssuredPartners, a global insurance brokerage based in Orlando, acquired Saxon Financial Services, an employee benefits and financial management firm based in Cincinnati, Ohio. Saxon’s 16 employees will fold into AssuredPartners’ Cincinnati office to bolster employee benefits capabilities, while Saxon’s financial advisory business will continue to operate independently.

CBIZ Acquires Non-Attest Assets of Somerset CPAs and Advisors

February 1, 2023

Accounting & Tax

CBIZ, Inc. acquired the non-attest assets of Somerset CPAs and Advisors, adding approximately $55 million of revenue and 250 employees to CBIZ’s business. Concurrently, Mayer Hoffman McCann P.C. (an independent CPA firm that works closely with CBIZ) acquired Somerset’s attest assets; the transaction expands CBIZ’s presence into the Indianapolis market and broadens its service capabilities.