SAX Acquires Owen J. Flanagan & Co.

SAX Acquires Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC

January 7, 2026

Accounting & Tax

SAX (SAX Advisory Group) acquired Scheidel, Sullivan & Lanni CPA LLC (SSL) and Sierra Financial Advisors, LLC effective January 4, 2026; Sierra’s wealth management business was integrated into SAX Wealth Advisors, a wholly owned subsidiary. The acquisition expands SAX’s accounting, tax, advisory and wealth management capabilities, bringing the firm to 73 partners and close to 400 team members and enhancing SAX Wealth Advisors’ footprint (approximately 20 wealth advisors and over $4.5 billion AUM).

SAX Completes Two Add-On Acquisitions: SCL Consulting and Maddaloni, Nydick & Keenan

November 21, 2025

Accounting & Tax

SAX has completed two add-on acquisitions, acquiring Maryland-based SCL Consulting and New Jersey-based Maddaloni, Nydick & Keenan, P.C. These are the first add-ons since Cobepa’s minority investment in SAX in July 2025 and are intended to expand SAX’s Client Accounting Services capabilities and strengthen its presence across the Mid‑Atlantic and New Jersey/New York markets.

SAX Acquires Sewald & Anastasia CPAs

June 10, 2025

Accounting & Tax

New Jersey-based accounting, tax and advisory firm SAX has acquired Sewald & Anastasia CPAs, effective June 1, 2025. The deal adds an office in Morganville, NJ and brings onboard partners Charlie Anastasia and Steven Sewald, strengthening SAX’s foothold in Monmouth County and expanding its real estate and private client services capabilities.

AssuredPartners Acquires Saxon Financial Services

October 30, 2024

Insurance

AssuredPartners, a global insurance brokerage based in Orlando, acquired Saxon Financial Services, an employee benefits and financial management firm based in Cincinnati, Ohio. Saxon’s 16 employees will fold into AssuredPartners’ Cincinnati office to bolster employee benefits capabilities, while Saxon’s financial advisory business will continue to operate independently.

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.

NFP Acquires Thompson Flanagan

August 1, 2021

Financial Services

NFP, a leading insurance broker and consultant, acquired TF Holdings, LLC (doing business as Thompson Flanagan) in a transaction that closed August 1, 2021. The acquisition expands NFP’s property & casualty presence in its Central region and adds Thompson Flanagan’s specialized expertise serving law firms, private equity firms, and their portfolio companies.