Tracked deals
159
159 tracked deals across 2006-2026.
Tracked deals
159
159 tracked deals across 2006-2026.
Buyer mix
Mixed buyer set
120 pe · 97 strategic
Top trend
Volume peaked in 2025
43 tracked deals announced in 2025.
Buyer Snapshot
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Align Capital Partners | 6 | Growth-oriented private equity firm that partners with lo... | PE |
| Alpine Investors | 6 | People-driven private equity firm focused on investments ... | PE |
| Unity Partners LP | 6 | Principles-based private equity firm focused on partnerin... | PE |
| Ascend | 5 | Platform for regional accounting and advisory firms provi... | Strategic (PE-backed) |
| WilliamsMarston LLC | 5 | National accounting, tax and valuation advisory firm serv... | Strategic (PE-backed) |
| Dains Group | 4 | National accountancy and business advisory group providin... | Strategic (PE-backed) |
| Horizon Capital | 4 | UK private equity investor focused on growing technology ... | PE |
| Prosperity Partners | 4 | Chicago-headquartered tax and accounting platform providi... | Strategic (PE-backed) |
| Aprio | 3 | Top-25 national business advisory and accounting firm pro... | Strategic (PE-backed) |
| BK Plus | 3 | UK accountancy and financial advisory group consolidating... | Strategic (PE-backed) |
Last 8 years
Supporting Data
CFGI acquired BAO Consulting Group, a Texas-based provider of Office of the CFO and finance advisory services. The combination expands CFGI’s Dallas-area presence and adds capabilities and delivery capacity to serve management teams and private equity sponsors across Texas.
CohnReznick agreed to acquire the Aldrich group of companies, including Aldrich CPAs + Advisors, Aldrich Wealth, Aldrich Capital Advisors, and Aldrich Solutions. The deal is expected to close in mid-December 2026 and will expand CohnReznick’s West Coast footprint while adding more than 500 professionals and a wealth advisory platform with over $8 billion in assets under advisement.
H.I.G. Capital, through an affiliate, agreed to make a strategic growth investment in HBK, an integrated accounting, tax, audit, consulting, technology, and wealth management firm, establishing H.I.G. as HBK’s first institutional partner. HBK partners will continue to lead the firm, with the deal expected to close in Q4 2026 subject to customary regulatory approvals and closing conditions.
Adeptus, a tax, audit and business management firm, has completed its third acquisition since joining the Current platform in 2025, expanding its Southern California advisory practice. The acquired firm is Shapiro Villalobos & Associates (SVA), a Burbank, California-based accounting and business management firm that provides personalized tax planning, accounting, payroll, and advisory services.
Unity Partners, a Dallas-based private equity firm, completed a strategic growth investment backing the non-attest advisory services business of Meaden & Moore Advisors, LLC. The deal supports Meaden & Moore’s restructuring to separate attest (Meaden & Moore, Ltd.) from non-attest advisory and forensic work (Meaden & Moore Advisors, LLC), along with the launch of an Employee Purpose Plan.
Reverence Capital Partners announced a definitive agreement to make a significant investment in Eide Bailly, a top accounting and advisory firm. The investment is expected to close in Q3 2026 and is intended to fund added talent, technology, and expanded innovation and client services while Eide Bailly maintains leadership continuity.
Ascend, the Arlington, Virginia-based strategic platform for regional accounting and advisory firms backed by Alpine Investors, announced the addition of Maumee, Ohio-based William Vaughan Company. The firm will join the Ascend platform and adopt an alternative practice structure, with WVC Advisors providing tax and advisory services while attest services continue through an independently owned CPA firm.
Cohen 26 Co announced it will acquire Gordon Advisors, P.C., a Troy, Michigan-based public accounting and business consulting firm. The transaction is expected to close on June 1, 2026, with Gordon Advisors’ client service team—including five leadership team members—joining Cohen 26 Co at closing and the Troy office retained.
Nichols Cauley, a financial services company focused on small and midsized businesses, announced it has acquired The Molieri Group, a Miami-based specialty tax boutique. The Molieri Group adds expertise in inbound and outbound international tax consulting, estate and trust matters, and complex planning for high-net-worth individuals and their businesses.
Sovereign Capital Partners will exit its investment in Affinia through a sale to RedBird Capital Partners. The deal is subject to approval from the Financial Conduct Authority and is part of Sovereign’s buy-and-build accounting platform strategy that rebranded as Affinia in 2024.
Xendoo announced its strategic acquisition of Botkeeper’s AI-powered bookkeeping automation platform, Infinite. The deal is intended to expand Xendoo’s AI capabilities and broaden access to CPA firms via the Botkeeper platform, while bringing more advanced automation to Xendoo’s existing SMB client base.
Sorren, a national tax, accounting, and advisory firm, announced that Connected Accounting has joined the organization. Connected Accounting is a technology-forward firm founded in 2019 in Los Angeles, focused on streamlining accounting through cloud-based and automated processes.
Doeren Mayhew acquired Birmingham, Alabama-based CPA firm Dent Moses, LLP and its affiliate Impact Technology Group LLC, expanding Doeren Mayhew’s footprint into Alabama. The deal adds nine principals and nearly 65 professionals, while Impact Technology Group continues under the “A Doeren Mayhew Company” designation.
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.
Seekye Capital has acquired a majority stake in DuvallWheeler LLP, a Manassas, Virginia-based accounting and advisory firm founded in 1986. The transaction represents Seekye’s first platform investment in the accounting and professional services vertical and will provide strategic resources, leadership development, and operational support while preserving the firm’s client-first culture.
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.
PKF O'Connor Davies announced that Hollywood, Florida-based Topping Kessler & Company has joined the firm, bringing Topping Kessler's tax, accounting and advisory capabilities and its team of four partners and more than 30 staff into PKF's platform. The combined practice will operate across Hollywood and PKF O'Connor Davies' Fort Lauderdale office, expanding PKF's Florida footprint and service depth following its strategic growth investment from Investcorp and PSP Investments.
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).
Ascend, a private-equity-backed platform for regional accounting and advisory firms, has integrated Tyler, Texas-based Gollob Morgan Peddy into its platform. The addition brings nine partners and approximately 100 professionals (FY24 net revenue of $17.3 million) to Ascend, expanding the platform's Southwest footprint; GMP will adopt an alternative practice structure with GMP Advisors (affiliated with Ascend) providing tax and business advisory services while attest services remain independently owned and licensed.
BELAY, a U.S.-based virtual staffing and outsourced services provider, has acquired Fully Accountable, a Fairlawn, Ohio outsourced accounting firm that serves eCommerce and digitally native brands. The deal expands BELAY's financial solutions capabilities (including fractional CFO and ecommerce accounting) and is supported by BELAY's private equity backer, Tenex Capital Management.
Aiwyn has acquired Column Tax's tax technology and integrated key team members (including former Column Tax CEO Gavin Nachbar) to accelerate launch of Aiwyn Tax, a modern 1040 preparation engine. The move shortens Aiwyn's development timeline by leveraging Column Tax's proven platform (over 1M returns processed) and supports a pilot program seeking 100 accounting firms for the 2026 tax season.
Crete Professionals Alliance announced that Legacy Valuations & Forensics, LLC, a Hauppauge, New York-based valuation and forensic accounting firm, has joined the Crete network. The move brings valuation, forensic accounting and litigation support capabilities onto Crete's national platform while Legacy retains its name and leadership and gains access to Crete's enterprise services, AI tools and nationwide network.
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.
Winter Park-based BryteBridge Group has acquired Foundation Group, a Nashville-based provider of nonprofit formation, compliance, accounting and tax services. Backed by RFE Investment Partners and Knox Capital, the deal expands BryteBridge's nonprofit services platform, integrates Foundation Group's Assurance membership with BryteBridge's Connect platform, and broadens the combined group's reach to serve more small- and medium-sized nonprofit organizations nationwide.
IK Partners’ IK Small Cap IV Fund (IK SC IV) has signed an agreement to invest in Endrix, a French accountancy and advisory firm, alongside existing partners. The deal is subject to customary regulatory approvals and financial terms were not disclosed.
Ascend, a private equity-backed platform for regional accounting firms, announced the addition of Colorado accounting firm BiggsKofford to its national Ascend platform. The deal brings nine partners and more than 40 staff across Colorado Springs and Denver to Ascend (backed by Alpine Investors); terms were not disclosed and BiggsKofford will operate with an alternative practice structure for attest and non-attest services.
Enterprise, Alabama-based Carr, Riggs & Ingram (CRI) announced that Florence-based Abroms & Associates has joined the firm, expanding CRI's presence in northern Alabama. The Abroms team will continue to operate from its Florence office under the CRI name as part of CRI's broader Southeast growth strategy.
Kerogo Finance, a Perwyn‑backed accountancy group, has acquired two French accounting firms — Expertise Comptable Lelouch Assuied (ECLA) in Courbevoie and Cabinet Joël Pruvost in Douai — as bolt-on additions to its platform. The acquisitions expand Kerogo Finance’s regional footprint and capabilities, leveraging the Group's digital and technology expertise to accelerate growth toward its target scale.
Elevate LLC has made a strategic and capital investment in Gilmore Advisors LLC, the non-attest business of San Mateo–based Gilmore & Associates, LLP, effective September 1, 2025. The partnership gives Gilmore access to Elevate's capital, technology and growth platform while preserving the independence of the CPA attest practice.
Ascend, the PE-backed accounting platform supported by Alpine Investors, completed its largest merger to date by bringing Miami-based KSDT onto its platform effective September 1. The merger adds five offices, 29 partners and 276 professionals to Ascend’s southeastern footprint and integrates KSDT’s India team into Ascend’s offshore captive, Sentient Solutions; terms were not disclosed.
FMS Solutions, a New Heritage Capital portfolio company, has acquired Merchants Accounting Services (MAS) and AMP Services (AMP) to expand into the restaurant accounting vertical. The transactions are add-on acquisitions that broaden FMS's tech-enabled and SaaS-based managed accounting and advisory offerings for multi-site restaurants and hospitality customers.
Citrin Cooperman Advisors LLC has acquired substantially all assets of Barkin, Perren, Schwager & Dolan, LLP (BPSD), a Woodland Hills, California-based accounting and advisory firm. The deal expands Citrin Cooperman’s Southern California presence and capabilities in sectors including entertainment and professional services; BPSD joins with three partners and more than 20 professionals.
Chicago-headquartered Prosperity Partners, a tax and accounting firm backed by Unity Partners, has acquired Vienna, Virginia-based transaction advisory firm Pipaya. The acquisition expands Prosperity's transaction services capabilities—particularly in aerospace, defense and government contracting—and grows its presence in the Washington, D.C. metro area; terms were not disclosed.
Moore Kingston Smith has acquired CBW Recovery, a London-based restructuring and insolvency partnership, adding 13 staff including two licensed insolvency practitioners. The deal strengthens Moore Kingston Smith's restructuring and insolvency capability and enhances its offering to the non-profit sector as part of the firm's ongoing M&A-led growth strategy.
New York-based Earned, a tech-enabled financial services firm for healthcare professionals, has acquired Boston-area accounting and tax firm Schwartz & Schwartz PC to establish an East Coast footprint. The acquisition expands Earned's integrated wealth, tax, retirement and practice services offering to dental and other healthcare practices in the greater Boston market.
Wipfli LLP (and related entities) entered into a definitive agreement for a significant minority investment from New Mountain Capital. The investment is intended to accelerate Wipfli’s growth, expand talent and technology investments, and support innovation while Wipfli remains majority-owned and partner-led following closing.
TowerBrook Capital Partners (via TowerBrook Fund VI) has completed the acquisition of RYDGE Conseil, the carved‑out Chartered Accountancy division of KPMG France. The deal creates an independent French professional services platform delivering accounting, payroll, tax & legal and advisory services to SMEs, with TowerBrook partnering with RYDGE management to support a transformational growth strategy.
CohnReznick has combined with Richmond-based tax firm PIASCIK & Associates effective July 1, 2025, bringing PIASCIK partners Steve Piascik and Ryan Losi into CohnReznick’s Private Client Services and International Tax practices. The deal expands CohnReznick’s mid-Atlantic footprint (adding a Richmond office) and bolsters its specialized tax capabilities as an add-on to the CohnReznick platform.
Aprio has acquired Needham Heights-based boutique CPA firm Sandler & Company, P.C., effective July 1, 2025. The deal brings Managing Partner Don Sandler and a team of nine professionals to Aprio, expanding its Financial Services capabilities and deepening its presence in the Greater Boston market.
CenterOak Partners, a Dallas-based private equity firm, has completed a majority recapitalization of NOW CFO, a Salt Lake City-based provider of outsourced finance and accounting services focused on SMB clients. CenterOak will support NOW CFO's growth by investing in technology, business development and client engagement and by expanding the company's geographic reach and service offerings; terms were not disclosed.
Exonas Capital has made a strategic growth investment in VFG Advisory LLC (Vision), a Morganville, New Jersey-based accounting and business services firm. The transaction was supported by Avante Capital Partners and Brightwood Capital Advisors, which provided debt and equity financing; Vision will operate as a growth platform pursuing expanded services and add-on acquisitions. Financial terms were not disclosed.
Boston-based private equity firm Abry Partners has made a strategic growth investment in Burgess Hodgson, a Canterbury-headquartered accounting and business advisory firm. The investment will support Burgess Hodgson’s expansion across London and South East England, enhance digital capabilities, and enable targeted M&A while the firm's leadership and partnership retain significant equity.
Prosperity Partners, a Chicago-based tax and accounting platform backed by Unity Partners, completed the acquisition of South Burlington, Vermont-based Danaher Attig & Plante (DAP). The deal expands Prosperity’s tax and accounting capabilities and establishes a Vermont presence; terms were not disclosed and DAP partners will remain actively involved.
Carr, Riggs & Ingram (CRI) is expanding into East Texas by merging with Axley & Rode, a CPA firm headquartered in Lufkin, Texas. The deal terms were not disclosed, and Axley & Rode’s 10 partners and current staff are expected to join CRI once the transaction closes.
Dains Group, backed by IK Partners, has acquired Barnes Roffe, one of the UK’s top 50 accounting firms. The deal (effective 4 June 2025) adds over 29 partners and more than 200 employees in the London area, strengthening Dains' national footprint and client proposition in audit, tax, corporate finance and advisory services.
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.
Rentvine has acquired Bynnd, a provider of trust accounting and bookkeeping services for property managers, and will integrate Bynnd’s accounting expertise into its platform. Kristin Johnson, Bynnd’s founder, is joining Rentvine’s leadership team as part of the transaction; Rentvine is a PE-backed property-management software provider (backed by Mainsail Partners).
Baker Tilly and Moss Adams announced a planned combination to create a larger advisory and accounting firm, expected to close in early June 2025. Hellman & Friedman will make an additional strategic investment post-close, with Valeas Capital Partners also increasing its investment.
Capstone Accounting and Tax announced that Keller & Mendoza CPAs has joined Capstone, with Maury Keller joining as a Partner and continuing to lead the Vail office. The move marks Capstone’s first expansion into Colorado and the Rocky Mountain region; Capstone is backed by Seaside Equity Partners and is executing add-on acquisitions to grow its accounting platform.
EQT, through its EQT X fund, has become an anchor investor in WTS Group in a long-term strategic partnership that will provide significant growth capital. The partnership will support WTS's international expansion and investments in digital services and AI while enabling inorganic growth through M&A.
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