Rosen, Sapperstein & Friedlander Acquires Mister, Burton & Associates

Frazier & Deeter Acquires Rosen, Sapperstein & Friedlander (RS&F)

November 5, 2025

Accounting & Tax

Frazier & Deeter has completed its acquisition of Rosen, Sapperstein & Friedlander, LLC (RS&F), a Towson, Maryland–based CPA and advisory firm serving family offices, ultra-high-net-worth families, and middle-market organizations. The deal expands Frazier & Deeter's Mid-Atlantic footprint and broadens its advisory capabilities across industries including real estate, healthcare, government contracting, construction, manufacturing and technology.

Mercer Advisors Acquires Berkson Asset Management and Steven M. Berkson, CPA

June 8, 2022

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation, expanding Mercer's presence in California. Berkson — a Woodland Hills-based wealth management, tax and accounting practice managing roughly $185 million AUM for about 100 clients — will join Mercer's Woodland Hills location with the entire Berkson team.

Calvetti Ferguson Acquires Mark M. Jones & Associates, RLLP

December 7, 2020

Accounting & Tax

Houston-based accounting firm Calvetti Ferguson LLC announced it will acquire Fort Worth-based Mark M. Jones & Associates, RLLP. The deal adds two partners and four staff to Calvetti Ferguson, expanding its Fort Worth presence and broadening client services in tax, assurance, and accounting for private businesses and high-net-worth individuals.

ZBS Group LLP Acquires Saul Rosenberg CPA PLLC

November 6, 2024

Accounting & Tax

ZBS Group LLP, a Plainview, New York-based CPA firm, has acquired Saul Rosenberg CPA PLLC to expand its tax, accounting and consulting capabilities. The purchase will integrate Saul Rosenberg's expertise into ZBS's service offerings and broaden the combined firm's client coverage across industries such as real estate, healthcare and non-profits.

CBIZ Acquires Erickson, Brown & Kloster; Mayer Hoffman McCann Acquires EBK Attest Assets

February 1, 2024

Accounting & Tax

CBIZ, Inc. acquired tax and accounting firm Erickson, Brown & Kloster, LLC (EBK) of Colorado Springs, CO, effective February 1, 2024. Concurrently, Mayer Hoffman McCann P.C. acquired the attest assets of EBK; EBK has 50 employees and reported about $8.9 million in revenue over the past year.

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.