Barsz Gowie Amon & Fultz Merges with William E. Howe & Co.

G&A Partners Acquires GrowthForce

July 8, 2025

Accounting & Tax

G&A Partners, a Houston-based professional employer organization (PEO), has acquired GrowthForce, an outsourced accounting firm, and will merge it into G&A's outsourced accounting division. The combined team will operate under the GrowthForce brand as a G&A Partners company, aiming to create an enhanced financial operations platform and expand outsourced bookkeeping, accounting, and controller services.

Family Office of America Acquires Toone & Associates

October 15, 2025

Accounting & Tax

Family Office of America, Inc. (FOFA), through its subsidiary Family Office of Maryland, has acquired Toone & Associates, a Maryland-based CPA firm. The deal launches FOFA's roll-up strategy to expand into accounting and tax services for high-net-worth individuals and families and to broaden its family office service platform.

Doeren Mayhew Acquires AGL CPA Group to Enter Atlanta Market

July 16, 2025

Accounting & Tax

Doeren Mayhew has merged AGL CPA Group into its firm, establishing a new Atlanta (Duluth) office effective July 16, 2025. AGL brought more than 20 employees and expands Doeren Mayhew's capabilities across tax, audit, transaction advisory, CFO advisory and sector expertise including technology and broker-dealer/alternative investments.

Wealth Enhancement Group Acquires Levy Wealth Management Group, LLC

September 5, 2024

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Levy Wealth Management Group, LLC, a Philadelphia-based hybrid RIA that oversees more than $1.3 billion in client assets. The Levy team will operate as the Levy‑Clatterbuck‑Robostello Team at Wealth Enhancement Group, expanding WEG's presence in Pennsylvania and increasing its total client assets to over $90.5 billion.

Arthur J. Gallagher & Co. Acquires B&W Insurance Agency

February 19, 2026

Insurance

Arthur J. Gallagher & Co. has acquired B&W Insurance Agency, Inc., a Washington, Pennsylvania-based personal and commercial insurance brokerage. Terms were not disclosed; the B&W team, including Paul Barzd III and Jim Cote, will remain in Washington and report into Gallagher Select as part of Gallagher's strategy to expand its retail brokerage footprint in southwest Pennsylvania.

Hightower Advisors Acquires Farr, Miller & Washington

July 27, 2021

Financial Services

Hightower Advisors has acquired Farr, Miller & Washington, a Washington, D.C.-based wealth management firm with approximately $2 billion in AUM and 20 employees. Michael Farr will join Hightower as Chief Market Strategist while Farr, Miller & Washington's advisory business and team integrate into Hightower's advisor platform to expand capabilities and service offering.