Smith + Howard Acquires Horton, Lee & Burnett

Smith + Howard Acquires JMM CPAs

January 31, 2024

Accounting & Tax

Smith + Howard, a national tax, accounting and advisory firm headquartered in Atlanta, acquired JMM CPAs, a specialty employee benefit plan (EBP) audit practice headquartered in Chicago, effective January 31, 2024. The combined EBP practice will serve over 500 plans and comprises 30 dedicated EBP employees, expanding Smith + Howard's national footprint and specialized EBP capabilities.

Smith + Howard Acquires Bauknight Pietras & Stormer (BPS)

January 13, 2026

Accounting & Tax

Smith + Howard, an Atlanta-based accounting and advisory firm, has acquired Bauknight Pietras & Stormer, P.A. (BPS), a Columbia, South Carolina-based public accounting firm with nearly 100 certified public accountants and professional staff. Terms were not disclosed; the acquisition expands Smith + Howard's presence in the Southeastern United States and strengthens its advisory and industry-specific capabilities across areas such as construction, insurance, telecommunications, and manufacturing.

Broad Sky Partners Invests in Smith + Howard Advisory LLC

November 15, 2022

Professional Services

Broad Sky Partners, a New York-based private equity firm, has made a strategic investment in Smith + Howard through Smith + Howard Advisory LLC. The investment will fund expansion of advisory services, geographic growth, and technology initiatives as Broad Sky builds Smith + Howard as a platform for future acquisitions and growth.

Smith + Howard Acquires VIP Search Group and VIP Solutions Group

April 30, 2024

Accounting & Tax

Smith + Howard has acquired VIP Search Group, LLC and VIP Solutions Group, LLC effective April 30, 2024. The acquisition expands Smith + Howard’s accounting and finance consulting, recruiting and interim management capabilities and broadens its geographic reach in the Dallas (Richardson), Texas market while VIP's founders remain in leadership roles.

Mississippi Lime Company (MLC) Acquires Burnett, Inc.

January 6, 2026

Manufacturing

Mississippi Lime Company (MLC), an HBM Holdings company, has completed the acquisition of Burnett, Inc., a technical leader in lime slurry systems and services used in municipal water treatment. The deal includes Burnett's four Southeast U.S. operations, trucking business and proprietary technologies (CAL~FLO and the RE~MIN PROCESS); financial terms were not disclosed.

Marsh McLennan Agency Acquires The Horton Group, Inc.

July 9, 2024

Insurance

Marsh McLennan Agency (a subsidiary of Marsh) has entered into a definitive agreement to acquire The Horton Group, Inc., a full-service insurance brokerage based in Orland Park, Illinois. Horton’s approximately nine offices and employees (including CEO Dan Horton) will join Marsh McLennan Agency and continue operating locally; the deal is expected to close in the third quarter of 2024 and terms were not disclosed.