Blue Williams Merges With Heard & Medack

Walker Reid Strategies and Blue Energy Group Merge to Form Walker Blue, LLC

May 21, 2025

Energy

Walker Reid Strategies and Blue Energy Group have completed a merger to form Walker Blue, LLC, a national energy tax incentive and engineering firm that combines 179D/45L tax certification, ITC services, prevailing wage/domestic content compliance, and energy engineering. The new firm is led by CEO Josh Howes and CSO David Diaz and will serve CPAs, ESCOs, developers, building owners, architects and related clients nationwide.

MedCraft Merges with Walker & Associates

October 12, 2021

Healthcare Services

MedCraft Healthcare Real Estate has merged with Walker & Associates to expand its healthcare project management and owner's representation platform. The combination integrates Walker & Associates' specialized project management, owner's representation and facility planning capabilities with MedCraft's development, financing and management services to serve health systems, ambulatory care and senior care clients nationwide.

Mission Wealth Merges with Hamilton Walker Advisers

August 19, 2025

Wealth Management

Mission Wealth Management, LP has merged with Hamilton Walker Advisers, a San Francisco–based financial planning firm. The deal expands Mission Wealth's presence in the Bay Area and brings Hamilton Walker's founder, Sarah Hamilton, into Mission Wealth as the firm's 54th equity partner.

Mission Wealth Announces Merger with PBL Wealth Management

February 6, 2026

Wealth Management

Mission Wealth Management, LP has merged with Austin-based PBL Wealth Management, LLC; PBL founder Adam Broughton joins Mission Wealth as a Partner and Senior Wealth Advisor. The deal expands Mission Wealth's presence in Texas and integrates PBL's tax-aware planning and educational resources into Mission Wealth's national RIA platform.

McDermott Will & Emery and Schulte Roth & Zabel Merge to Form McDermott Will & Schulte

August 1, 2025

Professional Services

Leading international law firms McDermott Will & Emery and Schulte Roth & Zabel completed a merger effective August 1, launching the combined firm McDermott Will & Schulte. The combination creates a global legal platform with roughly 1,750+ attorneys across 20+ offices and expanded capabilities across healthcare, private capital, tax, litigation and regulatory services, with reported annual revenue of roughly $3 billion.

Hub International Acquires Merriwether & Williams Insurance Services, Inc.

May 2, 2024

Insurance

Hub International Limited has acquired Merriwether & Williams Insurance Services, Inc., a California-based insurance brokerage and risk management firm with locations in San Francisco and Los Angeles. The acquisition strengthens Hub's aligned risk management and commercial insurance capabilities in Central & Northern California; terms were not disclosed.