Operating Company Business Services

Baker Tilly

Seattle, Washington, United States

Formerly known as Baker Tilly US and Moss Adams (combined firm), Baker Tilly and Moss Adams (combined firm announcement reference), Moss Adams

Advisory, tax, and assurance firm serving the middle market with accounting, consulting, and related services.

Focus Areas
Accounting and assurance, Tax and business advisory, Professional services

Tracked deals

4

4 tracked deals across 2022-2025.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Buyout

4 buyout

Baker Tilly Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for Baker Tilly. 2 2022 1 2024 1 2025

Supporting Data

Recent Transactions

  • Buyer
    Baker Tilly, Moss Adams, Hellman & Friedman, Valeas Capital Partners
    Target
    Moss Adams, Baker Tilly
    Industry
    Accounting & Tax
    Location
    United States
    Type
    Buyout

    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.

  • Buyer
    Moss Adams
    Target
    Yurgosky Consulting Limited, LLC
    Industry
    Software
    Type
    Buyout

    Moss Adams has acquired Yurgosky Consulting Limited, LLC, a New York–based Salesforce-focused technology, strategy and analytics firm. The acquisition expands Moss Adams’ technology and applications capabilities by adding Yurgosky’s Salesforce expertise and native applications to the firm’s consulting offerings.

  • Buyer
    Moss Adams
    Target
    Kurtz & Company, P.C.
    Seller
    Kurtz & Company, P.C., David Kurtz
    Industry
    Accounting & Tax
    Type
    Buyout

    Moss Adams has entered into an asset purchase agreement to combine with Dallas-based Kurtz & Company, P.C. Under the agreement, Kurtz's founder David Kurtz and a team of 18 employees will join Moss Adams and Kurtz's client relationships will transition to Moss Adams effective December 1, 2022, strengthening Moss Adams' Dallas market presence and tax/accounting capabilities.

  • Buyer
    Moss Adams
    Target
    Mengali Accountancy
    Industry
    Accounting & Tax
    Type
    Buyout

    Moss Adams has combined with Mengali Accountancy, a boutique Healdsburg, California firm specializing in real estate accounting and outsourced accounting services, with the Mengali team joining Moss Adams effective August 1, 2022. The deal expands Moss Adams' outsourced accounting capabilities and brings experienced personnel (including founder Renee Mengali) into its consulting and outsourced accounting practice.

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