WilliamsMarston Acquires Paradigm Advisory Group

Kelso & Company Acquires WilliamsMarston from Align Capital Partners

August 30, 2022

Accounting & Tax

Kelso & Company (via its Kelso Fund XI) has agreed to acquire WilliamsMarston LLC from Align Capital Partners. WilliamsMarston is a Boston-based accounting, tax, valuation and managed SEC services advisor that grew significantly under ACP (expanding to multiple geographies, adding service lines and completing six add-on acquisitions) and will partner with Kelso to accelerate its next phase of growth.

WilliamsMarston Acquires Oracle Capital

August 9, 2022

Accounting & Tax

WilliamsMarston LLC, a national accounting, tax and valuation advisory firm backed by Align Capital Partners, has acquired Tucson-based Oracle Capital LLC, a provider of complex valuation consulting services. The deal brings Oracle Capital's managing partner Rob Maxfield and his team into WilliamsMarston and expands the firm's valuation capabilities and presence in the Southwest as an add-on to its platform.

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.

WilliamsMarston Acquires Chord Advisors

September 9, 2021

Accounting & Tax

WilliamsMarston LLC has acquired Chord Advisors, LLC to accelerate the firm's national expansion and broaden its accounting, tax and technical accounting advisory capabilities. Chord Advisors, founded in 2012 and headquartered in Newport Beach, California, brings more than 30 professionals and ~500 clients, expanding WilliamsMarston's headcount to over 100 and adding presence in southern California and Silicon Valley.

WilliamsMarston LLC Acquires BA Major Associates LLC

December 8, 2020

Accounting & Tax

WilliamsMarston LLC, a PE-backed accounting advisory and management consulting firm, acquired BA Major Associates LLC, a Boston-based corporate tax advisory firm specializing in biotechnology, pharmaceuticals, medical devices, healthcare, renewable energy and technology sectors. The deal follows Align Capital Partners’ growth capital investment in WilliamsMarston earlier this year and brings BA Major’s partners into WilliamsMarston to expand the firm’s corporate tax capabilities.

Align Capital Partners Invests Growth Capital in WilliamsMarston LLC

July 14, 2020

Accounting & Tax

Align Capital Partners (ACP) made a growth capital investment in WilliamsMarston LLC, an accounting advisory and management consulting firm with offices in Boston and New York. The founders Landen Williams and Jon Marston will continue to lead the firm as ACP supports expansion of sales, marketing, technology and geographic reach.