Tracked deals
6
6 tracked deals across 2021-2026.
Atlanta, Georgia, United States
Tax, accounting, advisory and assurance firm headquartered in Atlanta offering audit, tax, international tax/transfer pricing, cyber risk compliance, R&D tax credits, SOC reporting, and related consulting. Operates through a Family of Companies that also provides wealth management, sales/use tax, property tax, management/finance/human capital consulting, and executive search.
Tracked deals
6
6 tracked deals across 2021-2026.
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Buyout
5 buyout · 1 divestiture
Last 4 years
Supporting Data
Smith + Howard, an accounting and advisory firm, announced its acquisition of Bauknight Pietras & Stormer, P.A. (BPS), one of the largest locally owned public accounting firms in South Carolina. The deal is intended to expand Smith + Howard’s Southeastern footprint and broaden advisory capabilities, with BPS transitioning to the Smith + Howard brand following closing.
Smith + Howard, a national tax, accounting, and advisory firm, announced its acquisition of Horton, Lee, Burnett, Peacock, Cleveland & Grainger (known as Horton, Lee & Burnett). The deal expands Smith + Howard’s presence into Alabama and broadens its full suite of audit, tax, and advisory services for clients in the Southeast. Terms were not disclosed and Horton, Lee & Burnett will transition to the Smith + Howard brand following the close.
Smith + Howard, a portfolio company of Broad Sky Partners, acquired The Fahrenheit Group, LLC d/b/a Fahrenheit Advisors. Fahrenheit is a Richmond, Virginia-based middle-market business advisory and management consulting firm focused on finance and accounting, human capital, and business advisory services for the Office of the CFO, CHRO, and CEO.
Smith + Howard has acquired VIP Search Group, LLC and VIP Solutions Group, LLC effective April 30, 2024. The acquisition expands Smith + Howard’s accounting and finance consulting, recruiting and interim management capabilities and broadens its geographic reach in the Dallas (Richardson), Texas market while VIP's founders remain in leadership roles.
Smith + Howard, a national tax, accounting and advisory firm headquartered in Atlanta, acquired JMM CPAs, a specialty employee benefit plan (EBP) audit practice headquartered in Chicago, effective January 31, 2024. The combined EBP practice will serve over 500 plans and comprises 30 dedicated EBP employees, expanding Smith + Howard's national footprint and specialized EBP capabilities.
CBIZ, Inc.'s subsidiary CBIZ Accounting, Tax & Advisory of Washington, LLC acquired the non-attest assets of Berntson Porter & Company, PLLC (effective May 1, 2021). Concurrently, Mayer Hoffman McCann P.C. acquired the attest assets; Berntson Porter (Bellevue, WA) has ~120 employees and approximately $26 million in annual revenue. The deal establishes CBIZ's presence in the Puget Sound / Pacific Northwest market and expands its service offerings.
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