BDO USA, LLP Adds Lowery Asset Consulting, LLC

BDO USA, LLP Acquires Loughlin Management Partners + Co

July 30, 2019

Consulting

BDO USA, LLP has acquired Loughlin Management Partners + Co, a boutique advisory firm specializing in corporate restructuring, turnaround services, interim management, and operational value creation. The LM+Co team and affiliated LM+Co Capital professionals will join BDO and operate as BDO Consulting Group, LLC to expand BDO's turnaround, restructuring, and operational consulting capabilities.

BDO USA Acquires Blue Beyond Consulting

January 12, 2025

Professional Services

BDO USA, an accounting and advisory firm, announced the addition of Blue Beyond Consulting, integrating 48 professionals into BDO’s management consulting practice. The deal is subject to customary closing conditions and is expected to be completed on March 1, expanding BDO’s ability to combine human capital management with strategy, operations, and technology.

Choreo, LLC Acquires BDO USA's Affiliated Wealth Management Business

October 31, 2023

Wealth Management

Choreo, LLC has acquired the affiliated wealth management business of BDO USA, a transaction that closed on October 31, 2023. The deal brings approximately $8.1 billion in assets under management or advisement and seven locations to Choreo, increasing the firm's total AUM/AUA to roughly $23.2 billion; terms were not disclosed.

MAI Capital Management Acquires Lowe Wealth Advisors

December 15, 2025

Financial Services

MAI Capital Management has acquired Columbia, Maryland-based Lowe Wealth Advisors, a registered investment advisor with $527 million in assets under management. The deal expands MAI’s footprint in the Mid-Atlantic — adding Lowe’s nine-person, boutique, family-led practice and its niche client base while transitioning the firm onto MAI’s national platform; terms were not disclosed.

AssuredPartners Acquires Duley-Bolwar & Associates (Duley Bolwar Pederson)

May 17, 2022

Insurance

AssuredPartners, Inc. announced that Duley-Bolwar & Associates, Inc. (also referenced as Duley Bolwar Pederson) of Scottsdale, Arizona joined AssuredPartners in May 2022. The Duley Bolwar team will remain under current leadership and will leverage AssuredPartners' national platform and resources to expand client services in the greater Phoenix area.

Mercer Advisors Acquires Lewis Wealth Management

May 8, 2025

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors), a national RIA, has acquired Denver-based Lewis Wealth Management, LLC, an advisory firm led by Austin Lewis that manages roughly $75 million in client assets. The deal expands Mercer’s footprint and client assets in the Denver area while providing a succession plan and access to Mercer’s broader family office and back‑office capabilities.