BCF Business Law Acquires Leroux Côté Burrogano (LCB) Notaries

BMO to Acquire Burgundy Asset Management

June 19, 2025

Wealth Management

BMO and Burgundy Asset Management Ltd. signed a definitive agreement for BMO to acquire Burgundy for approximately $625 million. The transaction is expected to close by the end of calendar 2025, subject to customary regulatory approvals and other closing conditions.

Jorges & Bowers, LLP Formed Through Merger of NBowers, P.C. and The Jorges Law Firm, PLLC

September 17, 2024

Legal Services

Nicholas E. Bowers, Esq. (NBowers, P.C.) and Andrew C. Jorges, Esq. (The Jorges Law Firm, PLLC) have merged their practices to form Jorges & Bowers, LLP, a New York City–based law firm focused on real estate and estate planning. The combined firm brings together multiple partners and of‑counsel attorneys to expand legal capabilities and better serve individual, family and business clients across the New York metropolitan area.

Citrin Cooperman Acquires Berdon LLP's Nonattest Business

February 1, 2023

Professional Services

Citrin Cooperman Advisors LLC has acquired the nonattest business of New York-based Berdon LLP, adding approximately $110 million in revenue and ~450 partners and associates. The combined firm will have annual revenue exceeding $600 million and a team of over 2,400 professionals, expanding Citrin Cooperman's capabilities across real estate, construction, family office, and manufacturing & distribution clients.

Mercer Advisors Acquires Beach Freeman Lim & Cleland

November 14, 2025

Wealth Management

Mercer Advisors has acquired Beach Freeman Lim & Cleland (BFLC), a Southern California tax, accounting and business advisory firm, to deepen its tax capabilities and expand its footprint across Los Angeles, Orange County and the Inland Empire. BFLC brings a team of roughly 20 tax professionals across offices in El Segundo, Irvine and Ontario; all BFLC team members will join Mercer Advisors with equity ownership opportunities. Republic Capital Group served as exclusive advisor to Mercer Advisors on the transaction.

Magna Legal Services Acquires Bosco Legal Services

July 1, 2024

Professional Services

Magna Legal Services has acquired Bosco Legal Services, effective July 1, 2024. The deal brings Bosco's legal investigations, record retrieval, and process serving capabilities into Magna's litigation support platform and expands Magna's footprint and capabilities; Bosco owners Jeremiah, Joseph, and Job Jones will continue to lead the Bosco team within Magna.

Baretz+Brunelle Acquires LexFusion

February 25, 2025

Consulting

Baretz+Brunelle, a New York–based growth advisory firm for the legal industry, has acquired LexFusion, a legal-innovation accelerator. The LexFusion founders and global team will integrate into Baretz+Brunelle to expand B+B's capabilities in legal technology, in-house counsel relationships, and marketplace intelligence.