LBMC Acquires Torrillo & Associates

LBMC Adds Strothman & Co

October 20, 2023

Accounting & Tax

LBMC announced that Strothman & Co, a Louisville-based accounting firm, will join LBMC effective Nov. 1, expanding LBMC’s Kentucky presence and adding 60 professionals. The transaction increases LBMC’s footprint to five locations and enhances its service capabilities—particularly in healthcare and advisory services—while growing the firm’s total headcount to more than 850 team members.

Baker Tilly to Acquire Berkowitz Pollack Brant Advisors + CPAs

December 15, 2025

Professional Services

Baker Tilly plans to acquire Berkowitz Pollack Brant Advisors + CPAs, a Miami-headquartered accounting and advisory firm. The deal is intended to strengthen Baker Tilly’s presence in South Florida and deepen its East Coast reach while expanding specialized services, including real estate tax and cross-border advisory.

Baker Tilly US to Combine with Henry+Horne (Arizona CPA Firm)

November 3, 2022

Professional Services

Baker Tilly US, LLP and Henry+Horne, LLP announced their intent to combine effective Dec. 1, bringing Henry+Horne’s Arizona team (about 160 professionals) into Baker Tilly’s national accounting and advisory platform. The combination expands Baker Tilly’s presence in the Southwest—positioning Arizona as an entry point for the region and extending Baker Tilly’s west coast footprint.

Doeren Mayhew Acquires TBK CPA, PLLC

November 17, 2025

Accounting & Tax

Doeren Mayhew has acquired Houston-based TBK CPA, PLLC, with the transaction effective Nov. 17, 2025. The acquisition adds nearly 35 employees and brings TBK partners into Doeren Mayhew's leadership team, strengthening Doeren Mayhew's Houston footprint and expanding its tax advisory capabilities.

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.

Stout Acquires Torrey Partners

September 1, 2023

Professional Services

Stout acquired Torrey Partners, a San Diego-based economic, forensic accounting, and valuation services firm of approximately 25 professionals. The deal strengthens Stout's Disputes, Claims & Investigations practice and expands its West Coast presence as an add-on acquisition to the PE-backed Stout platform.