PKF O'Connor Davies Acquires Wolf Maryles & Associates

PKF O'Connor Davies Acquires Topping Kessler & Company

January 13, 2026

Accounting & Tax

PKF O'Connor Davies announced that Hollywood, Florida-based Topping Kessler & Company has joined the firm, bringing Topping Kessler's tax, accounting and advisory capabilities and its team of four partners and more than 30 staff into PKF's platform. The combined practice will operate across Hollywood and PKF O'Connor Davies' Fort Lauderdale office, expanding PKF's Florida footprint and service depth following its strategic growth investment from Investcorp and PSP Investments.

Wolf & Company Acquires The Kafafian Group

January 5, 2026

Professional Services

Wolf & Company, P.C. has acquired The Kafafian Group, Inc., a Pennsylvania-based bank consulting firm, bringing the two firms together under the Wolf & Company brand to expand advisory capabilities for banks and credit unions. The combination is intended to create a more comprehensive financial-institution advisory platform covering strategy, performance measurement, regulatory assistance and related services.

PKF O'Connor Davies Acquires Rainer & Company

June 2, 2025

Accounting & Tax

PKF O'Connor Davies announced the addition of Philadelphia-area Rainer & Company into its national accounting, tax and advisory platform. The four-shareholder firm—with 25 staff—will expand PKF O'Connor Davies' regional presence and deepen capabilities across industries including construction, real estate, manufacturing and employee retirement plans.

Investcorp and PSP Investments Make Strategic Growth Investment in PKF O'Connor Davies

November 18, 2024

Accounting & Tax

Investcorp, in partnership with PSP Investments, made a strategic growth investment in PKF O'Connor Davies to provide capital for accelerated growth, increased M&A activity, technology investment and expanded service offerings. PKF O'Connor Davies will continue operating its attest and advisory practices through existing licensed entities while leveraging the strengthened balance sheet and investor resources to pursue expansion.

Mercer Advisors Acquires MDK Private Wealth Management

March 5, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired MDK Private Wealth Management, a Seattle-based multi-family office serving ultra-high-net-worth clients with over $2.5 billion in assets under supervision. The deal expands Mercer Advisors' family office capabilities and strengthens its Pacific Northwest / Seattle presence.

WilliamsMarston Acquires Moffett & Associates

May 25, 2022

Accounting & Tax

WilliamsMarston LLC, the Align Capital Partners-backed accounting, tax and valuation advisory firm, has acquired Moffett & Associates, a boutique corporate tax consultancy headquartered in El Segundo, California. The deal brings WilliamsMarston's headcount to 156 professionals and expands its corporate tax capabilities and West Coast presence; founder Marty Moffett and his team joined WilliamsMarston at close.