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

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.

SAX Acquires Owen J. Flanagan & Co.

January 22, 2026

Accounting & Tax

SAX, a top-75 national accounting, tax and advisory firm, has acquired Owen J. Flanagan & Co. The deal strengthens SAX's attest, tax, consulting and advisory capabilities while preserving personalized client service and expanding resources for clients and staff.

SolomonEdwards Acquires Steele Consulting

December 3, 2024

Accounting & Tax

SolomonEdwards has acquired Steele Consulting, a national tax advisory firm founded by Jay Steele, to expand its accounting and finance operations practice. The deal brings Steele’s tax expertise and its employees into SolomonEdwards’ platform (which is backed by Renovus Capital Partners) to broaden the firm’s tax support across state, local, federal and international jurisdictions.

Merit Financial Advisors Acquires SSC Wealth LLC

January 20, 2026

Wealth Management

Merit Financial Advisors has acquired SSC Wealth LLC, the wealth management division of SSC CPAs + Advisors, adding approximately $259.6 million in AUM and transferring the advisory business, assets, and four employees to Merit. The deal formalizes a strategic partnership between Merit and SSC CPAs + Advisors to deepen coordination between wealth management and advanced tax planning for high-net-worth clients and business owners.

Sikich LLP Acquires Thornhill Financial, LLC

November 9, 2023

Accounting & Tax

Sikich LLP has signed an agreement to acquire the operating assets of Thornhill Financial, LLC, a Cleveland-based accounting firm that provides tax, audit and financial advisory services. The deal expands Sikich's presence in the Northeast Ohio market and will allow the Thornhill team to continue operating from the Cleveland-Akron area while integrating with Sikich's local resources.