Tracked deals
7
7 tracked deals across 2020-2025.
Operating Company
Business Services
WilliamsMarston
Boston, Massachusetts, United States
WilliamsMarston is a national leader in complex accounting, tax, technology, transaction and valuation advisory services. Founded in 2014, the firm advises public, private equity-backed and pre-IPO companies and their investors managing rapid growth and transformation including mergers, acquisitions, carveouts, spin-offs, initial public offerings, complex technical accounting, corporate tax and restructuring.
- Focus Areas
- Valuation advisory, Accounting advisory, Technical accounting
- Website
- williamsmarston.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Addon
5 addon · 2 buyout
WilliamsMarston Acquisition Volume by Year
Last 4 years
Supporting Data
Recent Transactions
-
July 15, 2025
- Buyer
- WilliamsMarston LLC
- Target
- AIT Consulting Services
- Industry
- Consulting
- Location
- Texas, United States
- Type
- Buyout
WilliamsMarston LLC has acquired AIT Consulting Services, a Houston-based OneStream implementation and consulting firm. The deal expands WilliamsMarston's technology capabilities for the Office of the CFO and strengthens its presence in Texas by adding AIT's OneStream expertise and proprietary solutions.
-
August 18, 2022
- Buyer
- WilliamsMarston LLC, Align Capital Partners (ACP)
- Target
- Paradigm Advisory Group, LLC
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Addon
WilliamsMarston LLC, a PE-backed accounting, tax and valuation advisory firm, has acquired Atlanta-based Paradigm Advisory Group, a boutique accounting advisory practice. The acquisition (WilliamsMarston's sixth in two years) expands WM’s Southeast presence and enhances its technical accounting and transaction advisory capabilities; Paradigm co-founders Travis Hannon and Chris Bitler and the full Paradigm team joined WilliamsMarston at close.
-
August 9, 2022
- Buyer
- WilliamsMarston LLC, Align Capital Partners
- Target
- Oracle Capital LLC
- Industry
- Accounting & Tax
- Location
- Arizona, United States
- Type
- Addon
WilliamsMarston LLC, a national accounting, tax and valuation advisory firm backed by Align Capital Partners, has acquired Tucson-based Oracle Capital LLC, a provider of complex valuation consulting services. The deal brings Oracle Capital's managing partner Rob Maxfield and his team into WilliamsMarston and expands the firm's valuation capabilities and presence in the Southwest as an add-on to its platform.
-
May 25, 2022
- Buyer
- WilliamsMarston LLC, Align Capital Partners
- Target
- Moffett & Associates
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
WilliamsMarston LLC, the Align Capital Partners-backed accounting, tax and valuation advisory firm, has acquired Moffett & Associates, a boutique corporate tax consultancy headquartered in El Segundo, California. The deal brings WilliamsMarston's headcount to 156 professionals and expands its corporate tax capabilities and West Coast presence; founder Marty Moffett and his team joined WilliamsMarston at close.
-
January 6, 2022
- Buyer
- WilliamsMarston LLC, Align Capital Partners
- Target
- Bay Valuation Advisors, LLC
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
WilliamsMarston LLC, an Align Capital Partners-backed accounting, tax and valuation advisory firm, acquired Bay Valuation Advisors (BVA), a provider of valuation advisory services founded in Oakland, California. The deal expands WilliamsMarston’s valuation capabilities and national footprint, adding BVA’s 24 professionals and offices across multiple U.S. states to the platform as part of an ongoing add-on acquisition strategy.
-
September 9, 2021
- Buyer
- WilliamsMarston LLC
- Target
- Chord Advisors, LLC
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
WilliamsMarston LLC has acquired Chord Advisors, LLC to accelerate the firm's national expansion and broaden its accounting, tax and technical accounting advisory capabilities. Chord Advisors, founded in 2012 and headquartered in Newport Beach, California, brings more than 30 professionals and ~500 clients, expanding WilliamsMarston's headcount to over 100 and adding presence in southern California and Silicon Valley.
-
December 8, 2020
- Buyer
- WilliamsMarston LLC, Align Capital Partners
- Target
- BA Major Associates LLC
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Addon
WilliamsMarston LLC, a PE-backed accounting advisory and management consulting firm, acquired BA Major Associates LLC, a Boston-based corporate tax advisory firm specializing in biotechnology, pharmaceuticals, medical devices, healthcare, renewable energy and technology sectors. The deal follows Align Capital Partners’ growth capital investment in WilliamsMarston earlier this year and brings BA Major’s partners into WilliamsMarston to expand the firm’s corporate tax capabilities.
Related Acquisition Pages
Accounting & Tax Buyers & Acquisitions
6 tracked deals by WilliamsMarston.
Consulting Buyers & Acquisitions
1 tracked deal by WilliamsMarston.
Acquisitions in California
3 tracked deals by WilliamsMarston.
Acquisitions in Arizona
1 tracked deal by WilliamsMarston.
Acquisitions in Georgia
1 tracked deal by WilliamsMarston.
Acquisitions in Massachusetts
1 tracked deal by WilliamsMarston.
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