Source Advisors Acquires Intrepid Advisors

BV Investment Partners Makes Majority Investment in Source Advisors

April 7, 2022

Accounting & Tax

BV Investment Partners has made a majority investment in Source Advisors, a Fort Worth-based tax incentive solutions and software provider. Gainline Capital Partners sold its portfolio company Source Advisors to BV as part of a transaction aimed at accelerating Source's technology-enabled offerings and expansion through the CPA channel.

Source Advisors Acquires United Paramount Tax Group

July 12, 2024

Accounting & Tax

Source Advisors, a specialty tax consulting firm backed by BV Investment Partners, has acquired United Paramount Tax Group (UPTG), a property tax consulting and business personal property tax management firm. The deal expands Source Advisors' service offering by adding real property tax reduction and ongoing property tax management capabilities to its suite of tax advisory services.

Ryan Acquires Inspired Corporate Advisory Limited

June 5, 2025

Accounting & Tax

Ryan, a global tax services and software provider, has acquired Northern Ireland-based Inspired Corporate Advisory Limited, a specialist tax advisory and compliance firm focused on R&D, capital allowances and patent box incentives. The deal adds roughly 16 tax professionals and two new offices (Holywood and Dungiven), expanding Ryan's regional capability in Northern Ireland and the Republic of Ireland and strengthening its corporate tax incentives and compliance offering.

Systems Planning & Analysis (SPA) Acquires Intrepid

March 19, 2025

Aerospace & Defense

Systems Planning & Analysis (SPA), a portfolio company of Arlington Capital Partners, has acquired Intrepid, a Huntsville, Alabama-based engineering firm with prime positions in missiles and space, enterprise modernization, and aviation and mission support. The add-on strengthens SPA's capabilities in integrated battle management and enterprise modernization, broadening its presence with the U.S. Army and enhancing mission support across missile, space and aviation domains.

Source Advisors Acquires PMBA

June 5, 2023

Accounting & Tax

Source Advisors, a Fort Worth-based specialized tax consulting firm backed by BV Investment Partners, has acquired PMBA, a New York–based business asset recovery and state and local sales tax consulting firm. The deal expands Source Advisors' service offering to include state and local tax and asset recovery capabilities, enabling a fuller suite of specialty tax solutions for CPA firms and corporate clients.

Gainline Capital Partners Acquires SourceHOV Tax from Exela Technologies

March 24, 2020

Accounting & Tax

Gainline Capital Partners has acquired SourceHOV Tax in a carve-out transaction from Exela Technologies. SourceHOV Tax, headquartered in Fort Worth, Texas, is a provider of tax incentive solutions to accounting firms and middle-market companies and will remain led by its current management team as it pursues standalone growth with Gainline's support.