Calvetti Ferguson Acquires Mark M. Jones & Associates, RLLP

Calvetti Ferguson Acquires Dallas-based Gummer Group

December 18, 2023

Accounting & Tax

Houston-based CPA and advisory firm Calvetti Ferguson acquired Dallas-based tax-focused CPA firm Gummer Group, LLC effective December 1, 2023. The deal expands Calvetti Ferguson’s Dallas footprint and family office tax capabilities, increasing the Dallas office headcount and bringing additional expertise in real estate and oil & gas tax work.

Rosen, Sapperstein & Friedlander Acquires Mister, Burton & Associates

January 22, 2023

Accounting & Tax

Rosen, Sapperstein & Friedlander, LLC (RS&F) has acquired Mister, Burton & Associates, LLC (MBA), a Maryland-based full-service accounting firm. The deal brings MBA’s partners and staff into RS&F as part of RS&F’s strategy to expand talent and client services in the greater Baltimore region.

WilliamsMarston Acquires Moffett & Associates

May 25, 2022

Accounting & Tax

WilliamsMarston LLC, the Align Capital Partners-backed accounting, tax and valuation advisory firm, has acquired Moffett & Associates, a boutique corporate tax consultancy headquartered in El Segundo, California. The deal brings WilliamsMarston's headcount to 156 professionals and expands its corporate tax capabilities and West Coast presence; founder Marty Moffett and his team joined WilliamsMarston at close.

AAFCPAs Acquires McLaren & Associates CPAs, PC

January 26, 2026

Accounting & Tax

AAFCPAs, a Top 100 U.S. CPA and advisory firm, has acquired McLaren & Associates CPAs, PC to expand its forensic accounting, litigation support, business valuation, and tax advisory capabilities. The deal brings McLaren's team of approximately 17 professionals into AAFCPAs and reinforces the firms' shared Certified B Corporation commitments.

McMillan Consulting Acquires Practice of Paul Rafanello CPA

November 29, 2023

Accounting & Tax

McMillan Consulting LLC has acquired the Warwick, New York accounting practice of Paul Rafanello CPA. The combination expands McMillan Consulting's local accounting and financial consulting capabilities and ensures a planned transition as Paul Rafanello retires from active practice in 2024.

Marcum LLP Acquires Federman, Lally & Remis LLC

January 1, 2024

Accounting & Tax

Marcum LLP has acquired Connecticut-based accounting firm Federman, Lally & Remis LLC (FLR), effective January 1, 2024. The deal adds five partners and twelve associates to Marcum, strengthening its New England presence and expanding tax and assurance capabilities, particularly in the Automotive and Food & Beverage sectors.