CohnReznick to Acquire the Aldrich Group of Companies

CohnReznick Acquires Smith Schafer & Associates

January 1, 2026

Professional Services

CohnReznick acquired Minneapolis-based Smith Schafer & Associates effective January 1, 2026, marking the firm's entry into Minnesota and expanding its Midwest footprint. Smith Schafer brings three local offices, 12 partners and 89 employees, and expertise across professional services firms, construction, manufacturing, and transportation to strengthen CohnReznick's advisory, assurance, and tax capabilities.

CohnReznick Combines with PIASCIK & Associates

July 1, 2025

Accounting & Tax

CohnReznick has combined with Richmond-based tax firm PIASCIK & Associates effective July 1, 2025, bringing PIASCIK partners Steve Piascik and Ryan Losi into CohnReznick’s Private Client Services and International Tax practices. The deal expands CohnReznick’s mid-Atlantic footprint (adding a Richmond office) and bolsters its specialized tax capabilities as an add-on to the CohnReznick platform.

Alliant Insurance Services Acquires Aldrich Benefits LP

January 4, 2024

Insurance

Alliant Insurance Services has acquired Oregon-based employee benefits firm Aldrich Benefits LP, expanding Alliant’s employee benefits capabilities and footprint in the Pacific Northwest, including Oregon and Vancouver, Washington. The entire Aldrich Benefits team will join Alliant; financial terms were not disclosed.

Cordance Acquires Aldrich Web Solutions

September 7, 2023

Cloud & SaaS

Cordance, a Raleigh-based software company that acquires and scales vertically-focused B2B SaaS businesses, has acquired Aldrich Web Solutions, an e-commerce and web development provider for industrial distributors. The deal adds Aldrich's WebAlliance ERP-integrated e-commerce platform and development expertise to Cordance's portfolio to accelerate capability expansion in the industrial distribution vertical.

Prime Pensions Acquires Aldrich Retirement Solutions (Carve-Out)

August 15, 2022

Financial Services

Prime Pensions, a Mill Point Capital portfolio company, completed a carve-out acquisition of Aldrich Retirement Solutions, an Oregon-based retirement plan design, administration and consulting firm. The deal expands Prime Pensions' geographic presence in the Western United States and adds retirement plan compliance, administration and actuarial capabilities to its platform.

Aldrich Capital Partners Invests $75M in Compliancy Group

February 9, 2022

Cloud & SaaS

Compliancy Group, a healthcare compliance SaaS provider, closed a $75 million growth investment from Aldrich Capital Partners. The capital will fund expansion of its compliance coach team, accelerate product and regulatory/security capabilities for its Guard platform, and support strategic acquisitions and business development to deepen its leadership in healthcare regulatory compliance.