Baker Tilly and Moss Adams to Combine in Strategic Merger Backed by Hellman & Friedman

Hellman & Friedman and Valeas Capital Partners Invest in Baker Tilly US

February 5, 2024

Accounting & Tax

Private equity firms Hellman & Friedman and Valeas Capital Partners are making a strategic investment in advisory CPA firm Baker Tilly US, LLP. The minority growth investment (expected to close in early June 2024) will recapitalize the firm, restructure it into two entities, and provide capital to accelerate growth through talent, technology and further strategic acquisitions.

Moss Adams Combines with Mengali Accountancy

August 1, 2022

Accounting & Tax

Moss Adams has combined with Mengali Accountancy, a boutique Healdsburg, California firm specializing in real estate accounting and outsourced accounting services, with the Mengali team joining Moss Adams effective August 1, 2022. The deal expands Moss Adams' outsourced accounting capabilities and brings experienced personnel (including founder Renee Mengali) into its consulting and outsourced accounting practice.

Baker Tilly Acquires Seattle-based Bader Martin

June 1, 2022

Accounting & Tax

Baker Tilly US, LLP has combined with Seattle-based accounting firm Bader Martin, P.S., effective June 1, bringing roughly 100 professionals into the Baker Tilly network. The move expands Baker Tilly’s footprint into the Pacific Northwest and enhances its tax and wealth advisory capabilities for high-net-worth individuals, family businesses and nonprofits.

Moss Adams Acquires Kurtz & Company, P.C.

September 28, 2022

Accounting & Tax

Moss Adams has entered into an asset purchase agreement to combine with Dallas-based Kurtz & Company, P.C. Under the agreement, Kurtz's founder David Kurtz and a team of 18 employees will join Moss Adams and Kurtz's client relationships will transition to Moss Adams effective December 1, 2022, strengthening Moss Adams' Dallas market presence and tax/accounting capabilities.

Baker Tilly to Acquire Berkowitz Pollack Brant Advisors + CPAs

December 15, 2025

Professional Services

Baker Tilly plans to acquire Berkowitz Pollack Brant Advisors + CPAs, a Miami-headquartered accounting and advisory firm. The deal is intended to strengthen Baker Tilly’s presence in South Florida and deepen its East Coast reach while expanding specialized services, including real estate tax and cross-border advisory.

Baker Tilly US to Combine with Henry+Horne (Arizona CPA Firm)

November 3, 2022

Professional Services

Baker Tilly US, LLP and Henry+Horne, LLP announced their intent to combine effective Dec. 1, bringing Henry+Horne’s Arizona team (about 160 professionals) into Baker Tilly’s national accounting and advisory platform. The combination expands Baker Tilly’s presence in the Southwest—positioning Arizona as an entry point for the region and extending Baker Tilly’s west coast footprint.