Cherry Bekaert Acquires Tax Advantage Group (TAG)

Cherry Bekaert Acquires TaxGroup Partners

November 8, 2021

Accounting & Tax

Cherry Bekaert has acquired TaxGroup Partners (TGP), a national private equity and transaction tax advisory firm, expanding Cherry Bekaert’s private equity tax and transaction advisory capabilities and establishing a West Coast presence. The TGP team will join Cherry Bekaert and Al Sanifar will serve as the Firm’s Private Equity Tax Services Leader, integrating TGP’s transaction tax structuring and due diligence expertise into Cherry Bekaert’s broader assurance, tax, and advisory platform.

Skylark Completes Growth Recapitalization of Tax Advisors Group

April 1, 2021

Accounting & Tax

Skylark Private Equity Partners acquired a majority equity position in Tax Advisors Group, LLC (TAG) through a growth recapitalization to support the firm's expansion of market reach, customer support services, and service capabilities. The transaction was executed in partnership with TAG management; financing was provided by Texas Capital Bank, Concentric Partners, and Jones Capital.

Mercer Advisors Acquires The Asset Advisory Group, Inc.

October 5, 2022

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired The Asset Advisory Group, Inc. (TAAG), a Cincinnati-based wealth management firm managing about $370 million in AUM across roughly 160 clients. The deal expands Mercer’s presence in Ohio and provides TAAG’s founders a succession solution while adding TAAG’s advisory team and capabilities to Mercer’s national RIA platform.

Cherry Bekaert Acquires Treacy & Company

December 14, 2022

Consulting

Cherry Bekaert has acquired Treacy & Company, a boutique growth and innovation consulting firm with offices in Boston and Chicago, to expand its strategy, innovation and digital advisory capabilities. The deal broadens Cherry Bekaert’s geographic footprint in the Midwest and Northeast U.S. and strengthens its industry depth across consumer products, manufacturing, automotive and healthcare.

Cherry Bekaert Acquires MCM CPAs & Advisors

August 10, 2023

Accounting & Tax

Cherry Bekaert has completed the acquisition of MCM CPAs & Advisors LLP, a regional accounting and advisory firm headquartered in Louisville, Kentucky. The deal expands Cherry Bekaert's footprint into Kentucky, Ohio and Indiana and adds approximately 370 employees and $72 million in annual revenue to the firm.

Cherry Bekaert Acquires Tarsus

January 15, 2026

Accounting & Tax

Cherry Bekaert has acquired Washington, D.C.-based accounting and advisory firm Tarsus for an undisclosed amount. The acquisition bolsters Cherry Bekaert's outsourced accounting and CFO advisory capabilities, expands its presence in the Washington, D.C. and Kansas City markets, and adds GovCon-compliant accounting and real-time reporting capabilities.