Prime Capital Financial Acquires Harman Wanzor McNamara LLP to Launch Tax Advisory Service

Prime Capital Financial Acquires Bradshaw Rogers Financial Partners

January 23, 2026

Financial Services

Prime Capital Financial has acquired Bradshaw Rogers Financial Partners, a Salisbury, North Carolina-based wealth management firm with roughly $600 million in assets under management. The seven-person Bradshaw Rogers team — including founders Trent Bradshaw and Brandon Rogers — will join Prime Capital as partners, strengthening Prime Capital's planning-first and tax-integrated offering and expanding its footprint in the Carolinas.

Citrin Cooperman Acquires HW&Co.

February 18, 2025

Accounting & Tax

Citrin Cooperman has acquired substantially all the assets of HW&Co., an Ohio-based accounting and advisory firm, adding 14 partners and over 140 employees to its platform. The deal expands Citrin Cooperman's Midwest footprint and broadens its audit, tax and advisory capabilities across industries including healthcare, nonprofit, real estate and manufacturing & distribution.

NFP Acquires Harabedian, Hall & Co.

August 12, 2024

Wealth Management

NFP acquired Los Angeles-based business management firm Harabedian, Hall & Co. and will integrate the practice into its Ground Control Business Management division. Principals Rob Harabedian and Allen Freiman will join NFP as managing directors to expand Ground Control's business-management, tax and estate planning capabilities for high-net-worth and entertainment clients.

WilliamsMarston Acquires Paradigm Advisory Group

August 18, 2022

Accounting & Tax

WilliamsMarston LLC, a PE-backed accounting, tax and valuation advisory firm, has acquired Atlanta-based Paradigm Advisory Group, a boutique accounting advisory practice. The acquisition (WilliamsMarston's sixth in two years) expands WM’s Southeast presence and enhances its technical accounting and transaction advisory capabilities; Paradigm co-founders Travis Hannon and Chris Bitler and the full Paradigm team joined WilliamsMarston at close.

Springline Advisory Adds HM&M Advisory as Founding Firm

December 11, 2024

Accounting & Tax

Springline Advisory, a PE-backed middle-market accounting and advisory platform, announced that Dallas-based HM&M Advisory, LLC has joined as a founding firm under an alternative practice structure. The move expands Springline's geographic footprint and capabilities in tax, accounting, business valuation and litigation support while giving HM&M access to capital and broader resources.

DuCharme, McMillen & Associates Acquires Tax Advisors, PLLC

September 2, 2025

Professional Services

DuCharme, McMillen & Associates, Inc. (DMA) has acquired Tax Advisors, PLLC, a Vancouver, Washington-based property tax consulting firm. The deal expands DMA's property tax and cost segregation capabilities, strengthens its presence in the Portland area, and brings Tax Advisors' specialized expertise (including cost segregation/179D studies) into DMA's national platform.