Operating Company Business Services

Smith + Howard

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.

Focus Areas
Public Accounting, Tax & Advisory, Audit

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

Smith + Howard Acquisition Volume by Year

Last 4 years

Acquisition volume by year Annual acquisition counts for the last 4 years for Smith + Howard. 1 2021 3 2024 1 2025 ~1 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Buyer
    Smith + Howard
    Target
    Bauknight Pietras & Stormer, P.A. (BPS)
    Industry
    Accounting & Tax
    Type
    Buyout

    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.

  • Buyer
    Smith + Howard
    Target
    Horton, Lee, Burnett, Peacock, Cleveland & Grainger (Horton, Lee & Burnett)
    Industry
    Accounting & Tax
    Type
    Buyout

    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.

  • Buyer
    Smith + Howard, Broad Sky Partners
    Target
    The Fahrenheit Group, LLC d/b/a Fahrenheit Advisors
    Type
    Buyout

    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.

  • Buyer
    Smith + Howard
    Target
    VIP Search Group, LLC, VIP Solutions Group, LLC
    Industry
    Accounting & Tax
    Type
    Buyout

    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.

  • Buyer
    Smith + Howard
    Target
    JMM CPAs
    Industry
    Accounting & Tax
    Type
    Buyout

    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.

  • Buyer
    CBIZ Accounting, Tax & Advisory of Washington, LLC (CBIZ, Inc.), Mayer Hoffman McCann P.C.
    Target
    Berntson Porter & Company, PLLC
    Seller
    Berntson Porter & Company, PLLC
    Industry
    Accounting & Tax

    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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