Plante Moran Acquires/Combines With Tonneson + Co

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.

Baker Tilly Acquires Seattle-based Bader Martin

June 1, 2022

Accounting & Tax

Baker Tilly US, LLP has combined with Seattle-based accounting firm Bader Martin, P.S., effective June 1, bringing roughly 100 professionals into the Baker Tilly network. The move expands Baker Tilly’s footprint into the Pacific Northwest and enhances its tax and wealth advisory capabilities for high-net-worth individuals, family businesses and nonprofits.

Taft Stettinius & Hollister to Merge With Morris, Manning & Martin

August 11, 2025

Professional Services

Taft Stettinius & Hollister and Morris, Manning & Martin announced a plan to combine effective December 31, 2025, operating under the joint brand “Taft and Morris Manning” in Atlanta and Washington, D.C. The deal will add more than 100 lawyers to the Taft platform and expand Taft’s Southeast and Washington, D.C. presence.

Health Management Associates Acquires The Moran Company

July 7, 2021

Healthcare Services

Health Management Associates (HMA) has acquired The Moran Company (TMC), a Washington, D.C.-based healthcare research and consulting firm specializing in Medicare payment systems, coding, and reimbursement modeling. The acquisition strengthens HMA’s Medicare policy and analytic capabilities to better serve public and private sector clients.

Baker Tilly and Moss Adams to Combine in Strategic Merger Backed by Hellman & Friedman

April 21, 2025

Accounting & Tax

Baker Tilly and Moss Adams announced a planned combination to create a larger advisory and accounting firm, expected to close in early June 2025. Hellman & Friedman will make an additional strategic investment post-close, with Valeas Capital Partners also increasing its investment.

Moss Adams Acquires Kurtz & Company, P.C.

September 28, 2022

Accounting & Tax

Moss Adams has entered into an asset purchase agreement to combine with Dallas-based Kurtz & Company, P.C. Under the agreement, Kurtz's founder David Kurtz and a team of 18 employees will join Moss Adams and Kurtz's client relationships will transition to Moss Adams effective December 1, 2022, strengthening Moss Adams' Dallas market presence and tax/accounting capabilities.