Lists/Top50

Top 50 U.S. Accounting Firm Profiles (Structured Narrative)

This page provides structured narrative summaries of leading U.S. accounting firms. For each firm, key services, industries, and notable M&A or growth items are highlighted where identifiable from public narrative summaries.

Index

1. Deloitte LLP
2. PwC
3. Ernst & Young LLP
4. KPMG
5. RSM US LLP
6. Baker Tilly
7. CBIZ
8. BDO USA
9. Grant Thornton
10. Forvis Mazars LLP
11. CLA
12. Crowe LLP
13. Plante Moran
14. CohnReznick LLP
15. Eisner Advisory Group LLC
16. Citrin Cooperman
17. Eide Bailly LLP
18. Andersen
19. Armanino Advisory LLC
20. Cherry Bekaert
21. Wipfli LLP
22. WithumSmith+Brown PC
23. Carr Riggs & Ingram LLC
24. Aprio LLP
25. Sikich LLC
26. PKF O’Connor Davies
27. UHY
28. Weaver
29. Kearney & Company PC
30. HORNE
31. Holthouse Carlin & Van Trigt LLP
32. BPM LLP
33. RubinBrown LLP
34. Whitley Penn
35. LBMC PC
36. Novogradac & Company LLP
37. Rehmann LLC
38. Frank Rimerman + Co. LLP
39. Elliott Davis LLC
40. The Bonadio Group
41. Frazier & Deeter LLC
42. Cohen & Co.
43. BerryDunn
44. Hill Barth & King LLC
45. Schellman
46. Doeren Mayhew
47. Katz Sapper & Miller
48. Warren Averett
49. Kaufman Rossin
50. Anchin Block & Anchin LLP

Deloitte LLP

Overview

Deloitte LLP is a leading global professional services firm specializing in audit, consulting, financial advisory, risk management, tax, and related services. Founded in 1845 by William Welch Deloitte in London, the firm has grown into one of the "Big Four" accounting organizations. Deloitte LLP refers specifically to the U.S. member firm of Deloitte Touche Tohmatsu Limited (DTTL), a UK private company limited by guarantee.

• • Headquarters:** New York City, USA
  • Year Founded:** 1845 (global), U.S. LLP established later as part of the global network
  • Estimated Number of Employees:** Over 100,000 employees in the U.S.; globally, Deloitte employs approximately 415,000 professionals (as of 2024)
  • Primary Service Lines:**

- Audit & Assurance - Consulting (including Strategy & Operations, Technology, Human Capital) - Financial Advisory - Risk Advisory - Tax Services

• • Industries Served:**

Deloitte serves a broad range of industries including but not limited to: - Financial Services (banking, insurance, capital markets) - Technology, Media & Telecommunications - Consumer & Industrial Products - Energy & Resources - Life Sciences & Healthcare - Public Sector & Government

• • Notable Recent News / M&A Activity:**

- Deloitte continues to invest heavily in technology and digital transformation capabilities, including AI and cloud services. - In recent years, Deloitte has expanded its consulting and advisory footprint through strategic acquisitions, such as the purchase of cloud and cybersecurity firms to bolster its technology services. - The firm has also been active in ESG (Environmental, Social, and Governance) consulting, reflecting growing client demand. - Deloitte has maintained a strong position in the audit market despite regulatory scrutiny faced by Big Four firms globally.

• • Typical Client Profile:**

Deloitte’s clients range from large multinational corporations, mid-sized companies, public sector entities, and startups. The firm is known for serving Fortune 500 companies and large government agencies, providing tailored services to complex, global business challenges.

• • Sources:**

- Deloitte official website (deloitte.com) - Recent press releases and industry news from Reuters, Bloomberg, and Financial Times - Professional services market reports (e.g., Gartner, IDC)

In summary, Deloitte LLP is a globally recognized, diversified professional services firm with a strong presence in audit, consulting, and advisory services, serving a wide spectrum of industries and clients worldwide.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Digital Transformation
• Risk Advisory
• Tax

Industries Served

• Banking
• Consumer & Retail
• Energy & Natural Resources
• Financial Services
• Healthcare
• Insurance
• Life Sciences
• Media & Entertainment
• Public Sector / Government
• Technology
• Telecommunications

Recent News & Transactions

• LLP established later as part of the global network
  • Estimated Number of Employees:** Over 100,000 employees in the U.S.; globally, Deloitte employs approximately 415,000 professionals (as of 2024)
  • Primary Service Lines:**

- Audit & Assurance - Consulting (including Strategy & Operations, Technology, Human Capital) - Financial Advisory - Risk Advisory - Tax Services

• • Industries Served:**

Deloitte serves a broad range of industries including but not limited to: - Financial Services (banking, insurance, capital markets) - Technology, Media & Telecommunications - Consumer & Industrial Products - Energy & Resources - Life Sciences & Healthcare - Public Sector & Government

• • Notable Recent News / M&A Activity:**

- Deloitte continues to invest heavily in technology and digital transformation capabilities, including AI and cloud services.

• - In recent years, Deloitte has expanded its consulting and advisory footprint through strategic acquisitions, such as the purchase of cloud and cybersecurity firms to bolster its technology services.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

PwC

Overview

PricewaterhouseCoopers (PwC) is one of the world’s largest professional services networks, primarily offering audit and assurance, consulting, and tax services.

- **Year Founded:** PwC was formed in 1998 through the merger of Price Waterhouse (founded 1849) and Coopers & Lybrand (founded 1854). - **Headquarters:** London, United Kingdom. - **Employees:** Approximately 328,000 employees globally (as of 2023). - **Primary Service Lines:** Audit and Assurance, Consulting, Tax Advisory, Risk Assurance, and Deals Advisory. - **Industries Served:** Financial Services, Technology, Consumer Markets, Healthcare, Energy, Industrial Manufacturing, Government & Public Services, and more. - **Typical Client Profile:** Large multinational corporations, mid-sized companies, public sector entities, and startups across various industries. - **Notable Recent News/M&A:** PwC has been actively expanding its consulting and digital transformation capabilities, including investments in AI and data analytics. In 2023, PwC announced strategic acquisitions to bolster its cloud consulting and cybersecurity services, reflecting a broader industry trend toward technology-driven advisory.

Sources: PwC official website, recent press releases, and industry reports as of early 2024.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Data & Analytics
• Deals / M&A Advisory
• Digital Transformation
• Risk Advisory
• Tax

Industries Served

• Consumer & Retail
• Energy & Natural Resources
• Financial Services
• Healthcare
• Manufacturing
• Public Sector / Government
• Technology

Recent News & Transactions

• - **Year Founded:** PwC was formed in 1998 through the merger of Price Waterhouse (founded 1849) and Coopers & Lybrand (founded 1854).
• - **Primary Service Lines:** Audit and Assurance, Consulting, Tax Advisory, Risk Assurance, and Deals Advisory.
• - **Notable Recent News/M&A:** PwC has been actively expanding its consulting and digital transformation capabilities, including investments in AI and data analytics.
• In 2023, PwC announced strategic acquisitions to bolster its cloud consulting and cybersecurity services, reflecting a broader industry trend toward technology-driven advisory.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Ernst & Young LLP

Overview

Ernst & Young LLP (EY) is a leading global professional services firm specializing in assurance (including audit), tax, consulting, and advisory services. Founded in 1989 through the merger of Ernst & Whinney and Arthur Young & Co., EY traces its origins back to the early 20th century. The firm is headquartered in New York City, USA.

As of recent reports (2023-2024), EY employs approximately 365,000 people worldwide, making it one of the largest professional services networks globally. EY’s primary service lines include Assurance (Audit), Consulting, Strategy and Transactions, and Tax services.

EY serves a broad range of industries, including but not limited to financial services, technology, consumer products, healthcare, energy, manufacturing, and government/public sector clients. Its client base typically comprises large multinational corporations, mid-sized enterprises, and public sector organizations.

Notable recent developments include EY’s continued investment in digital transformation and technology-driven services, including AI and data analytics capabilities. EY has also been active in mergers and acquisitions to bolster its consulting and advisory offerings, such as acquiring specialized firms in cybersecurity and digital consulting. For example, in 2023, EY acquired a cybersecurity consultancy to expand its risk advisory services.

Overall, EY is recognized for its global reach, comprehensive service offerings, and focus on innovation to meet evolving client needs in a complex business environment.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Data & Analytics
• Digital Transformation
• Risk Advisory
• Tax
• Transaction Advisory

Industries Served

• Consumer & Retail
• Energy & Natural Resources
• Financial Services
• Healthcare
• Manufacturing
• Public Sector / Government
• Technology

Recent News & Transactions

• Founded in 1989 through the merger of Ernst & Whinney and Arthur Young & Co., EY traces its origins back to the early 20th century.
• EY’s primary service lines include Assurance (Audit), Consulting, Strategy and Transactions, and Tax services.
• EY has also been active in mergers and acquisitions to bolster its consulting and advisory offerings, such as acquiring specialized firms in cybersecurity and digital consulting.
• For example, in 2023, EY acquired a cybersecurity consultancy to expand its risk advisory services.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

KPMG

Overview

KPMG is one of the largest global professional services firms, known primarily for its audit, tax, and advisory services.

- **Year Founded:** 1987 (through the merger of Klynveld Main Goerdeler (KMG) and Peat Marwick International) - **Headquarters:** Amstelveen, Netherlands - **Employees:** Approximately 265,000 professionals worldwide (as of 2023) - **Primary Service Lines:**

 - Audit and Assurance
 - Tax Services
 - Advisory Services, including Management Consulting, Risk Consulting, and Deal Advisory

- **Industries Served:** Financial Services, Technology, Healthcare, Consumer Markets, Energy & Natural Resources, Industrial Manufacturing, Government & Public Sector, and more - **Recent News / M&A Activity:**

 - KPMG has been focusing on expanding its advisory and technology consulting capabilities, including investments in digital transformation and cybersecurity.
 - In 2023, KPMG announced strategic partnerships and acquisitions to bolster its cloud and data analytics services.
 - The firm has also been involved in initiatives to enhance ESG (Environmental, Social, and Governance) advisory services.

- **Typical Client Profile:** Large multinational corporations, mid-sized companies, public sector entities, and financial institutions, often requiring complex audit, tax compliance, and consulting services.

Sources: KPMG official website, recent press releases, and industry reports (2023).

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Data & Analytics
• Deals / M&A Advisory
• Digital Transformation
• Risk Advisory
• Tax
• Technology Consulting

Industries Served

• Consumer & Retail
• Energy & Natural Resources
• Financial Services
• Healthcare
• Manufacturing
• Public Sector / Government
• Technology

Recent News & Transactions

• - **Year Founded:** 1987 (through the merger of Klynveld Main Goerdeler (KMG) and Peat Marwick International)

- **Headquarters:** Amstelveen, Netherlands - **Employees:** Approximately 265,000 professionals worldwide (as of 2023) - **Primary Service Lines:**

 - Audit and Assurance
 - Tax Services
 - Advisory Services, including Management Consulting, Risk Consulting, and Deal Advisory

- **Industries Served:** Financial Services, Technology, Healthcare, Consumer Markets, Energy & Natural Resources, Industrial Manufacturing, Government & Public Sector, and more - **Recent News / M&A Activity:**

 - KPMG has been focusing on expanding its advisory and technology consulting capabilities, including investments in digital transformation and cybersecurity.

• - In 2023, KPMG announced strategic partnerships and acquisitions to bolster its cloud and data analytics services.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

RSM US LLP

Overview

RSM US LLP is a leading accounting and consulting firm primarily serving middle-market businesses. Founded in 1926, the firm is headquartered in Chicago, Illinois. It employs approximately 15,000 professionals across the United States.

• • Primary Service Lines:**

- Audit and Assurance - Tax Consulting and Compliance - Consulting Services (including risk advisory, technology consulting, and transaction advisory)

• • Industries Served:**

RSM US focuses on a broad range of industries, including but not limited to: - Manufacturing and Distribution - Financial Services - Healthcare - Technology - Private Equity - Real Estate - Energy and Natural Resources

• • Typical Client Profile:**

RSM US primarily serves middle-market companies, which are generally defined as businesses with revenues between $50 million and $1 billion. Their clients include privately held companies, public companies, and private equity firms.

• • Notable Recent News / M&A Activity:**

- In recent years, RSM US has expanded its consulting capabilities through strategic hires and acquisitions, enhancing its technology and advisory services. - The firm continues to invest in digital transformation and data analytics to better serve clients amid evolving market demands. - No major headline-grabbing mergers or acquisitions have been reported in the last 12 months, but RSM US remains active in expanding its service offerings organically and through smaller-scale acquisitions.

• • Summary:**

RSM US LLP is a top-tier accounting and consulting firm focused on middle-market clients, offering comprehensive audit, tax, and consulting services across diverse industries. With nearly a century of experience and a strong national presence, it is recognized for its specialized industry knowledge and commitment to client service.

Sources: - RSM US official website (rsmus.com) - Accounting Today and other industry publications - Recent press releases and financial news outlets

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Data & Analytics
• Digital Transformation
• Risk Advisory
• Tax
• Technology Consulting
• Transaction Advisory

Industries Served

• Energy & Natural Resources
• Financial Services
• Healthcare
• Manufacturing
• Private Equity
• Real Estate
• Technology

Recent News & Transactions

• **Primary Service Lines:**

- Audit and Assurance - Tax Consulting and Compliance - Consulting Services (including risk advisory, technology consulting, and transaction advisory)

• • Industries Served:**

RSM US focuses on a broad range of industries, including but not limited to: - Manufacturing and Distribution - Financial Services - Healthcare - Technology - Private Equity - Real Estate - Energy and Natural Resources

• • Typical Client Profile:**

RSM US primarily serves middle-market companies, which are generally defined as businesses with revenues between $50 million and $1 billion.

• **Notable Recent News / M&A Activity:**

- In recent years, RSM US has expanded its consulting capabilities through strategic hires and acquisitions, enhancing its technology and advisory services.

• - No major headline-grabbing mergers or acquisitions have been reported in the last 12 months, but RSM US remains active in expanding its service offerings organically and through smaller-scale acquisitions.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Baker Tilly

Overview

Baker Tilly is a leading global accounting and advisory firm known for providing a wide range of professional services. Here is a concise summary based on publicly available information:

• • Year Founded:**

Baker Tilly was originally founded in 1931.

• • Headquarters:**

The firm’s global headquarters is located in Chicago, Illinois, USA.

• • Estimated Number of Employees:**

Baker Tilly employs approximately 5,000 professionals worldwide.

• • Primary Service Lines:**

- Audit and Assurance - Tax Services - Consulting and Advisory - Risk Management - Corporate Finance - Technology Consulting

• • Industries Served:**

Baker Tilly serves a diverse range of industries including: - Financial Services - Manufacturing and Distribution - Healthcare - Real Estate and Construction - Not-for-Profit Organizations - Technology - Consumer Products - Energy and Utilities

• • Notable Recent News / M&A Activity:**

- Baker Tilly has been actively expanding through strategic mergers and acquisitions to enhance its geographic footprint and service capabilities. - In recent years, the firm has acquired several regional firms in the U.S. and internationally to strengthen its advisory and consulting practices. - In 2023, Baker Tilly expanded its presence in the UK and Europe through acquisitions, reinforcing its position as a top 10 global accounting network. - The firm continues to invest in technology and innovation to support digital transformation for clients.

• • Typical Client Profile:**

Baker Tilly primarily serves mid-market companies, privately held businesses, public companies, and not-for-profit organizations. Its clients range from small enterprises to large multinational corporations, with a focus on delivering tailored solutions that address complex business challenges.

• • Additional Notes:**

- Baker Tilly International is a global network of independent accounting and advisory firms, with Baker Tilly US, LLP being a prominent member. - The firm is recognized for its collaborative culture and commitment to client service excellence.

• • Sources:**

- Baker Tilly official website (bakertilly.com) - Industry publications such as Accounting Today and International Accounting Bulletin - Recent press releases and news articles on mergers and acquisitions

---

This summary reflects the latest publicly available information as of mid-2024.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Digital Transformation
• Risk Advisory
• Tax
• Technology Consulting

Industries Served

• Construction
• Consumer & Retail
• Energy & Natural Resources
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• **Primary Service Lines:**

- Audit and Assurance - Tax Services - Consulting and Advisory - Risk Management - Corporate Finance - Technology Consulting

• • Industries Served:**

Baker Tilly serves a diverse range of industries including: - Financial Services - Manufacturing and Distribution - Healthcare - Real Estate and Construction - Not-for-Profit Organizations - Technology - Consumer Products - Energy and Utilities

• • Notable Recent News / M&A Activity:**

- Baker Tilly has been actively expanding through strategic mergers and acquisitions to enhance its geographic footprint and service capabilities.

• - In recent years, the firm has acquired several regional firms in the U.S.
• - In 2023, Baker Tilly expanded its presence in the UK and Europe through acquisitions, reinforcing its position as a top 10 global accounting network.
• **Sources:**

- Baker Tilly official website (bakertilly.com) - Industry publications such as Accounting Today and International Accounting Bulletin - Recent press releases and news articles on mergers and acquisitions

---

This summary reflects the latest publicly available information as of mid-2024.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

CBIZ

Overview

CBIZ, Inc. is a prominent professional services firm specializing in accounting, tax, advisory, and consulting services. Founded in 1991, CBIZ is headquartered in Cleveland, Ohio. The firm employs approximately 4,000 professionals nationwide.

• • Primary Service Lines:**

- Accounting and Audit Services - Tax Planning and Compliance - Advisory and Consulting Services (including risk management, valuation, and financial advisory) - Benefits and Insurance Services (through its CBIZ Benefits & Insurance Services division)

• • Industries Served:**

CBIZ serves a diverse range of industries including healthcare, real estate, manufacturing, financial services, construction, retail, and nonprofit organizations.

• • Typical Client Profile:**

CBIZ primarily caters to middle-market companies, privately held businesses, and public entities seeking comprehensive financial and consulting solutions.

• • Recent News and M&A Activity:**

CBIZ has actively expanded through strategic acquisitions to broaden its service offerings and geographic footprint. Notably, in recent years, CBIZ acquired several regional accounting and advisory firms to strengthen its presence in key markets. The company also continues to invest in technology and talent to enhance client service delivery.

• • Summary:**

With over three decades of experience, CBIZ is a leading national accounting and advisory firm focused on delivering integrated financial and consulting services to middle-market clients across various industries. Its growth strategy includes targeted acquisitions and expanding service capabilities, positioning it as a comprehensive resource for businesses seeking expert financial guidance.

• Sources: CBIZ official website, recent press releases, industry news outlets (as of mid-2024).*

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax
• Valuation Services

Industries Served

• Construction
• Financial Services
• Healthcare
• Insurance
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Retail & Consumer
• Technology

Recent News & Transactions

• **Recent News and M&A Activity:**

CBIZ has actively expanded through strategic acquisitions to broaden its service offerings and geographic footprint.

• Notably, in recent years, CBIZ acquired several regional accounting and advisory firms to strengthen its presence in key markets.
• Its growth strategy includes targeted acquisitions and expanding service capabilities, positioning it as a comprehensive resource for businesses seeking expert financial guidance.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

BDO USA

Overview

BDO USA, LLP is a leading accounting and advisory firm in the United States, part of the global BDO network. Founded in 1910, BDO USA is headquartered in Chicago, Illinois. The firm employs approximately 10,000 professionals across more than 60 offices nationwide.

• • Primary Service Lines:**

- Audit & Assurance - Tax Services - Advisory & Consulting (including risk advisory, technology consulting, transaction advisory) - Business Services & Outsourcing

• • Industries Served:**

BDO USA serves a broad range of industries including manufacturing, construction, real estate, financial services, healthcare, technology, consumer business, nonprofit, and government sectors.

• • Typical Client Profile:**

BDO primarily serves middle-market companies, including privately held businesses, public companies, family-owned enterprises, and nonprofit organizations. The firm is known for catering to clients seeking personalized service combined with the resources of a large global network.

• • Notable Recent News / M&A Activity:**

- In recent years, BDO USA has expanded its advisory and consulting capabilities through strategic hires and acquisitions, enhancing its technology and cybersecurity services. - The firm continues to grow organically and through selective acquisitions to strengthen its presence in key markets and sectors. - BDO USA remains focused on innovation in audit technology and ESG (Environmental, Social, and Governance) advisory services, reflecting broader industry trends.

• • Summary:**

BDO USA is a well-established, mid-tier accounting firm with a strong national footprint and global reach through BDO International. It is recognized for its comprehensive service offerings tailored to middle-market clients across diverse industries, emphasizing personalized client service supported by deep technical expertise.

Sources: - BDO USA official website (bdo.com) - Accounting Today and other industry publications - Recent press releases and news articles on BDO USA’s strategic initiatives

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Outsourcing
• Risk Advisory
• Tax
• Technology Consulting
• Transaction Advisory

Industries Served

• Construction
• Consumer & Retail
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Technology

Recent News & Transactions

• **Primary Service Lines:**

- Audit & Assurance - Tax Services - Advisory & Consulting (including risk advisory, technology consulting, transaction advisory) - Business Services & Outsourcing

• • Industries Served:**

BDO USA serves a broad range of industries including manufacturing, construction, real estate, financial services, healthcare, technology, consumer business, nonprofit, and government sectors.

• **Notable Recent News / M&A Activity:**

- In recent years, BDO USA has expanded its advisory and consulting capabilities through strategic hires and acquisitions, enhancing its technology and cybersecurity services.

• - The firm continues to grow organically and through selective acquisitions to strengthen its presence in key markets and sectors.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Grant Thornton

Overview

Grant Thornton is a leading global accounting and advisory firm known for providing audit, tax, and consulting services. Founded in 1924, the firm is headquartered in Chicago, Illinois, USA. It operates as a network of independent member firms in over 130 countries, collectively employing approximately 58,000 professionals worldwide.

• • Primary Service Lines:**

- Audit and Assurance - Tax Services - Advisory and Consulting (including risk management, business consulting, and transaction advisory)

• • Industries Served:**

Grant Thornton serves a diverse range of industries, including but not limited to: - Financial Services - Technology and Software - Manufacturing and Distribution - Healthcare and Life Sciences - Real Estate and Construction - Energy and Natural Resources - Consumer and Retail

• • Typical Client Profile:**

The firm primarily targets mid-market companies, including privately held businesses, public companies, and public sector organizations. It is known for serving dynamic, growth-oriented enterprises that seek personalized service and global capabilities.

• • Notable Recent News / M&A Activity:**

- In recent years, Grant Thornton has focused on expanding its advisory capabilities through strategic hires and acquisitions, particularly in consulting and technology advisory sectors. - The firm has invested in digital transformation initiatives to enhance audit quality and client service, including the adoption of advanced data analytics and AI tools. - Specific recent M&A transactions by Grant Thornton member firms are typically regional and aimed at broadening service offerings or geographic reach, though no major headline global acquisitions have been publicly reported as of mid-2024.

Overall, Grant Thornton is recognized for its strong mid-market focus, global reach, and commitment to innovation in professional services.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Data & Analytics
• Digital Transformation
• Risk Advisory
• Tax
• Transaction Advisory

Industries Served

• Construction
• Consumer & Retail
• Energy & Natural Resources
• Financial Services
• Healthcare
• Life Sciences
• Manufacturing
• Public Sector / Government
• Real Estate
• Retail & Consumer
• Software & Technology
• Technology

Recent News & Transactions

• **Primary Service Lines:**

- Audit and Assurance - Tax Services - Advisory and Consulting (including risk management, business consulting, and transaction advisory)

• • Industries Served:**

Grant Thornton serves a diverse range of industries, including but not limited to: - Financial Services - Technology and Software - Manufacturing and Distribution - Healthcare and Life Sciences - Real Estate and Construction - Energy and Natural Resources - Consumer and Retail

• • Typical Client Profile:**

The firm primarily targets mid-market companies, including privately held businesses, public companies, and public sector organizations.

• **Notable Recent News / M&A Activity:**

- In recent years, Grant Thornton has focused on expanding its advisory capabilities through strategic hires and acquisitions, particularly in consulting and technology advisory sectors.

• - Specific recent M&A transactions by Grant Thornton member firms are typically regional and aimed at broadening service offerings or geographic reach, though no major headline global acquisitions have been publicly reported as of mid-2024.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Forvis Mazars LLP

Overview

• • Forvis Mazars LLP - Profile Summary**

- **Overview:** Forvis Mazars LLP is a prominent accounting and advisory firm formed through the merger of Forvis and Mazars USA LLP, combining their expertise to enhance service offerings and geographic reach in the U.S. market.

- **Year Founded:**

 - *Mazars* was originally founded in 1945 in France.  
 - *Mazars USA LLP* was established later as the U.S. member firm.  
 - *Forvis* was formed in 2022 from the merger of BKD and DHG.  
 - The combined entity, Forvis Mazars LLP, emerged through a recent merger finalized in 2023.

- **Headquarters:**

 - Forvis is headquartered in Springfield, Missouri.  
 - Mazars USA is headquartered in New York, NY.  
 - The merged firm maintains a strong presence in both locations, with integrated operations.

- **Estimated Number of Employees:**

 Combined, the firm employs approximately 4,000+ professionals, including CPAs, consultants, and support staff, making it one of the larger mid-tier accounting firms in the U.S.

- **Primary Service Lines:**

 - Audit & Assurance  
 - Tax Advisory & Compliance  
 - Consulting & Advisory Services (including risk management, technology consulting, and transaction advisory)  
 - Outsourcing Services  
 - Wealth Management and Financial Planning (in some offices)

- **Industries Served:**

 - Manufacturing & Distribution  
 - Financial Services  
 - Healthcare & Life Sciences  
 - Real Estate & Construction  
 - Technology & Software  
 - Nonprofits & Government Entities  
 - Consumer Products & Retail

- **Notable Recent News / M&A Activity:**

 - In 2023, Forvis and Mazars USA LLP announced a strategic merger to combine their U.S. operations, aiming to expand their national footprint and service capabilities.  
 - This merger positions Forvis Mazars LLP among the top 15 accounting firms in the U.S. by revenue and staff size.  
 - The combined firm is focusing on enhancing digital transformation services and ESG (Environmental, Social, Governance) advisory.

- **Typical Client Profile:**

 - Middle-market companies ranging from $10 million to $1 billion in revenue  
 - Privately held businesses and family-owned enterprises  
 - Publicly traded companies requiring SEC audit and compliance services  
 - Nonprofit organizations and government contractors  
 - Clients seeking specialized industry expertise and integrated advisory services

• • Sources:**

- Forvis official website and press releases - Mazars USA official communications - Accounting Today and other industry news outlets (2023 merger announcements) - LinkedIn company profiles and industry reports

---

• This summary reflects publicly available information as of mid-2024.*

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Digital Transformation
• Outsourcing
• Risk Advisory
• Tax
• Technology Consulting
• Transaction Advisory

Industries Served

• Construction
• Consumer & Retail
• Financial Services
• Healthcare
• Life Sciences
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Retail & Consumer
• Software & Technology
• Technology

Recent News & Transactions

• **Forvis Mazars LLP - Profile Summary**

- **Overview:** Forvis Mazars LLP is a prominent accounting and advisory firm formed through the merger of Forvis and Mazars USA LLP, combining their expertise to enhance service offerings and geographic reach in the U.S.

• - *Forvis* was formed in 2022 from the merger of BKD and DHG.
• - The combined entity, Forvis Mazars LLP, emerged through a recent merger finalized in 2023.
• - The merged firm maintains a strong presence in both locations, with integrated operations.
• - **Primary Service Lines:**

 - Audit & Assurance  
 - Tax Advisory & Compliance  
 - Consulting & Advisory Services (including risk management, technology consulting, and transaction advisory)  
 - Outsourcing Services  
 - Wealth Management and Financial Planning (in some offices)

- **Industries Served:**

 - Manufacturing & Distribution  
 - Financial Services  
 - Healthcare & Life Sciences  
 - Real Estate & Construction  
 - Technology & Software  
 - Nonprofits & Government Entities  
 - Consumer Products & Retail

- **Notable Recent News / M&A Activity:**

 - In 2023, Forvis and Mazars USA LLP announced a strategic merger to combine their U.S.

• - This merger positions Forvis Mazars LLP among the top 15 accounting firms in the U.S.
• - **Typical Client Profile:**

 - Middle-market companies ranging from $10 million to $1 billion in revenue  
 - Privately held businesses and family-owned enterprises  
 - Publicly traded companies requiring SEC audit and compliance services  
 - Nonprofit organizations and government contractors  
 - Clients seeking specialized industry expertise and integrated advisory services

• • Sources:**

- Forvis official website and press releases - Mazars USA official communications - Accounting Today and other industry news outlets (2023 merger announcements) - LinkedIn company profiles and industry reports

---

• This summary reflects publicly available information as of mid-2024.*

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

CLA

Overview

CLA (CliftonLarsonAllen LLP) is a leading U.S.-based professional services firm specializing in accounting, tax, audit, and consulting services. Founded in 2012 through the merger of Clifton Gunderson LLP and LarsonAllen LLP, CLA is headquartered in Minneapolis, Minnesota.

The firm employs approximately 7,000 professionals nationwide. CLA’s primary service lines include audit and assurance, tax planning and compliance, consulting (including advisory, risk management, and technology services), and wealth advisory.

CLA serves a broad range of industries, with particular strength in agribusiness, construction, financial services, healthcare, manufacturing and distribution, nonprofit and education, real estate, and technology.

The typical CLA client profile ranges from privately held businesses and family-owned enterprises to nonprofit organizations and public entities, often mid-market companies seeking integrated financial and consulting solutions.

In recent years, CLA has been active in expanding its consulting capabilities and geographic footprint, including strategic acquisitions of boutique advisory firms to enhance technology and risk advisory services. The firm is consistently ranked among the top 10 accounting firms in the U.S. by revenue.

Sources: CLA official website, Accounting Today, recent press releases (2023-2024).

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• Founded in 2012 through the merger of Clifton Gunderson LLP and LarsonAllen LLP, CLA is headquartered in Minneapolis, Minnesota.
• In recent years, CLA has been active in expanding its consulting capabilities and geographic footprint, including strategic acquisitions of boutique advisory firms to enhance technology and risk advisory services.

Notable Clients

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Notes

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Crowe LLP

Overview

Crowe LLP is a global public accounting, consulting, and technology firm founded in 1942. Headquartered in Chicago, Illinois, Crowe employs approximately 4,000 professionals worldwide. The firm offers a broad range of services including audit and assurance, tax, advisory, risk consulting, and technology solutions.

Crowe serves a diverse set of industries such as financial services, healthcare, manufacturing, government, retail, and construction. Its client base typically includes mid-market companies, public entities, and privately held businesses seeking comprehensive financial and consulting services.

Notable recent developments include Crowe’s continued expansion through strategic acquisitions to enhance its consulting and technology capabilities, although no major headline M&A deals have been reported in the last year. The firm emphasizes innovation in data analytics and digital transformation to support client growth and compliance.

Sources: Crowe official website, recent industry news (2023-2024), accounting industry reports.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Data & Analytics
• Deals / M&A Advisory
• Digital Transformation
• Risk Advisory
• Tax

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Public Sector / Government
• Retail & Consumer
• Technology

Recent News & Transactions

• Notable recent developments include Crowe’s continued expansion through strategic acquisitions to enhance its consulting and technology capabilities, although no major headline M&A deals have been reported in the last year.

Notable Clients

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Notes

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Plante Moran

Overview

Plante Moran is a prominent U.S.-based accounting and consulting firm known for its comprehensive professional services.

- **Year Founded:** 1924 - **Headquarters:** Southfield, Michigan, USA - **Estimated Number of Employees:** Approximately 3,000+ professionals - **Primary Service Lines:** Audit and Assurance, Tax, Consulting, Wealth Management, Risk Advisory, and Technology Services - **Industries Served:** Manufacturing, Construction, Real Estate, Financial Services, Healthcare, Private Equity, Nonprofit, Technology, and Energy sectors - **Typical Client Profile:** Mid-market companies, family-owned businesses, privately held enterprises, nonprofits, and public companies seeking tailored accounting, advisory, and consulting solutions - **Notable Recent News / M&A Activity:** Plante Moran has expanded its consulting capabilities through strategic acquisitions, including the 2021 acquisition of a digital consulting firm to enhance technology advisory services. The firm continues to invest in technology and talent to support digital transformation for clients.

Plante Moran is recognized for its employee-centric culture and strong regional presence in the Midwest, while serving clients nationally and internationally. It consistently ranks among the largest U.S. accounting firms by revenue and headcount.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Digital Transformation
• Risk Advisory
• Tax

Industries Served

• Construction
• Energy & Natural Resources
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Private Equity
• Real Estate
• Technology

Recent News & Transactions

• - **Year Founded:** 1924

- **Headquarters:** Southfield, Michigan, USA - **Estimated Number of Employees:** Approximately 3,000+ professionals - **Primary Service Lines:** Audit and Assurance, Tax, Consulting, Wealth Management, Risk Advisory, and Technology Services - **Industries Served:** Manufacturing, Construction, Real Estate, Financial Services, Healthcare, Private Equity, Nonprofit, Technology, and Energy sectors - **Typical Client Profile:** Mid-market companies, family-owned businesses, privately held enterprises, nonprofits, and public companies seeking tailored accounting, advisory, and consulting solutions - **Notable Recent News / M&A Activity:** Plante Moran has expanded its consulting capabilities through strategic acquisitions, including the 2021 acquisition of a digital consulting firm to enhance technology advisory services.

Notable Clients

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Notes

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CohnReznick LLP

Overview

CohnReznick LLP is a leading U.S.-based accounting, tax, and advisory firm. Founded in 1919, it is headquartered in New York City. The firm employs approximately 2,700 professionals nationwide.

• • Primary Service Lines:**

- Audit and Assurance - Tax Services - Advisory Services (including consulting, risk management, and transaction advisory) - Consulting (technology, cybersecurity, and business transformation)

• • Industries Served:**

CohnReznick serves a diverse range of industries, including real estate, construction, financial services, government and public sector, healthcare, manufacturing and distribution, retail, and nonprofit organizations.

• • Notable Recent News / M&A Activity:**

In recent years, CohnReznick has expanded its footprint through strategic acquisitions, including the 2021 acquisition of Friedman LLP, which enhanced its presence in the Northeast and broadened its service capabilities. The firm continues to invest in technology and advisory services to meet evolving client needs.

• • Typical Client Profile:**

Clients range from middle-market companies to large enterprises, including privately held businesses, public companies, nonprofits, and government entities. The firm is known for serving real estate and construction firms as a core client base.

• • Summary:**

With over a century of experience, CohnReznick LLP is a top 10 U.S. accounting firm known for its comprehensive service offerings, industry expertise, and strategic growth through acquisitions. It maintains a strong presence in key sectors such as real estate and financial services, supported by a workforce of nearly 3,000 professionals.

• Sources: CohnReznick official website, Accounting Today, recent press releases*

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax
• Transaction Advisory

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Retail & Consumer
• Technology

Recent News & Transactions

• **Primary Service Lines:**

- Audit and Assurance - Tax Services - Advisory Services (including consulting, risk management, and transaction advisory) - Consulting (technology, cybersecurity, and business transformation)

• • Industries Served:**

CohnReznick serves a diverse range of industries, including real estate, construction, financial services, government and public sector, healthcare, manufacturing and distribution, retail, and nonprofit organizations.

• **Notable Recent News / M&A Activity:**

In recent years, CohnReznick has expanded its footprint through strategic acquisitions, including the 2021 acquisition of Friedman LLP, which enhanced its presence in the Northeast and broadened its service capabilities.

• accounting firm known for its comprehensive service offerings, industry expertise, and strategic growth through acquisitions.

Notable Clients

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Notes

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Eisner Advisory Group LLC

Overview

Eisner Advisory Group LLC (EAG) is a U.S.-based accounting and advisory firm known for providing a broad range of financial services.

- **Year Founded:** 2011 - **Headquarters:** New York, NY - **Estimated Number of Employees:** Approximately 150-200 professionals - **Primary Service Lines:** Audit and assurance, tax advisory, business consulting, transaction advisory, forensic accounting, and valuation services - **Industries Served:** Real estate, private equity, hedge funds, technology, media, entertainment, and professional services - **Typical Client Profile:** Middle-market companies, private equity firms, hedge funds, family offices, and high-net-worth individuals - **Notable Recent News / M&A Activity:** Eisner Advisory Group has been active in expanding its service offerings and geographic footprint through strategic hires and partnerships. In 2022-2023, the firm notably enhanced its real estate and private equity advisory capabilities, reflecting growth in these sectors. No major public M&A transactions have been reported recently.

EAG is recognized for its tailored advisory approach, combining technical expertise with industry-specific knowledge to serve complex client needs, particularly in financial services and real estate sectors.

• Sources: Eisner Advisory Group official website, industry publications (Accounting Today, CPA Practice Advisor), and recent press releases.*

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Forensic & Litigation Support
• Tax
• Transaction Advisory
• Valuation Services

Industries Served

• Financial Services
• Media & Entertainment
• Private Equity
• Real Estate
• Technology

Recent News & Transactions

• - **Year Founded:** 2011

- **Headquarters:** New York, NY - **Estimated Number of Employees:** Approximately 150-200 professionals - **Primary Service Lines:** Audit and assurance, tax advisory, business consulting, transaction advisory, forensic accounting, and valuation services - **Industries Served:** Real estate, private equity, hedge funds, technology, media, entertainment, and professional services - **Typical Client Profile:** Middle-market companies, private equity firms, hedge funds, family offices, and high-net-worth individuals - **Notable Recent News / M&A Activity:** Eisner Advisory Group has been active in expanding its service offerings and geographic footprint through strategic hires and partnerships.

• No major public M&A transactions have been reported recently.

Notable Clients

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Notes

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Citrin Cooperman

Overview

Citrin Cooperman is a prominent accounting and advisory firm founded in 1979. Headquartered in New York City, the firm has grown to employ approximately 800 professionals across multiple offices in the United States.

• • Primary Service Lines:**

- Audit and Assurance - Tax Planning and Compliance - Advisory and Consulting Services - Wealth Management - Business Valuation and Litigation Support - Technology Consulting

• • Industries Served:**

Citrin Cooperman serves a diverse range of industries including real estate, manufacturing and distribution, technology, healthcare, nonprofit organizations, professional services, financial services, and construction.

• • Typical Client Profile:**

The firm primarily caters to privately held businesses, family-owned enterprises, high-net-worth individuals, and nonprofit organizations, offering tailored solutions to meet complex financial and operational needs.

• • Recent News / M&A Activity:**

In recent years, Citrin Cooperman has expanded its footprint through strategic acquisitions to enhance its service capabilities and geographic reach. Notably, the firm has acquired several regional accounting practices to strengthen its presence in key markets, reflecting a growth strategy focused on broadening expertise and client base.

• • Summary:**

Citrin Cooperman is a well-established, mid-sized accounting firm known for comprehensive accounting, tax, and advisory services tailored to private companies and individuals. With a strong presence in New York and beyond, it continues to grow through strategic acquisitions and service diversification.

• Sources: Citrin Cooperman official website, Accounting Today, industry news outlets (as of 2024).*

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax
• Technology Consulting
• Valuation Services

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• **Recent News / M&A Activity:**

In recent years, Citrin Cooperman has expanded its footprint through strategic acquisitions to enhance its service capabilities and geographic reach.

• Notably, the firm has acquired several regional accounting practices to strengthen its presence in key markets, reflecting a growth strategy focused on broadening expertise and client base.
• With a strong presence in New York and beyond, it continues to grow through strategic acquisitions and service diversification.

Notable Clients

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Notes

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Eide Bailly LLP

Overview

Eide Bailly LLP is a top 25 U.S.-based accounting and business advisory firm founded in 1917. Headquartered in Fargo, North Dakota, the firm employs approximately 1,200 professionals across more than 40 offices nationwide. Eide Bailly offers a broad range of services including audit and assurance, tax planning and compliance, consulting, wealth management, and technology advisory.

The firm serves a diverse client base spanning industries such as agriculture, construction, financial services, healthcare, manufacturing, nonprofit, and government sectors. Its typical clients range from privately held businesses and family-owned enterprises to public companies and nonprofit organizations.

Recent notable activity includes continued strategic growth through mergers and acquisitions, expanding its geographic footprint and service capabilities, with several acquisitions announced in 2023 to strengthen its presence in the Midwest and Southwest U.S. markets.

Eide Bailly is recognized for its client-centric approach, combining deep industry expertise with personalized service to mid-market companies and organizations seeking comprehensive accounting and advisory solutions.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Technology

Recent News & Transactions

• Recent notable activity includes continued strategic growth through mergers and acquisitions, expanding its geographic footprint and service capabilities, with several acquisitions announced in 2023 to strengthen its presence in the Midwest and Southwest U.S.

Notable Clients

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Notes

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Andersen

Overview

Andersen is a global professional services firm primarily known for its accounting, tax, and consulting services. It traces its roots back to Arthur Andersen LLP, originally founded in 1913. After the dissolution of Arthur Andersen in the early 2000s, several successor firms emerged using the Andersen name in various regions.

• • Year Founded:** The original Arthur Andersen LLP was founded in 1913. The current Andersen-branded firms, such as Andersen Global, were established more recently—Andersen Global was founded in 2014.

• • Headquarters:** Andersen Global is headquartered in Miami, Florida, USA.

• • Estimated Number of Employees:** Andersen Global comprises a network of independent member firms with over 5,000 professionals worldwide.

• • Primary Service Lines:** Andersen offers audit, tax, consulting, and advisory services, with a strong emphasis on tax advisory and consulting services.

• • Industries Served:** The firm serves a broad range of industries including technology, manufacturing, financial services, real estate, healthcare, and consumer products.

• • Notable Recent News or M&A Activity:** Andersen Global has been expanding rapidly through strategic alliances and mergers with local firms worldwide to strengthen its global footprint. In recent years, it has notably grown in Latin America, Europe, and Asia-Pacific regions. No major headline-grabbing M&A deals have been publicly reported, but the firm’s growth strategy focuses on organic expansion and network partnerships.

• • Typical Client Profile:** Andersen’s clients range from middle-market companies to large multinational corporations, often focusing on privately held businesses, family-owned enterprises, and entrepreneurial ventures seeking high-quality tax and advisory services with a global reach.

• • Sources:** Andersen Global official website, industry reports (e.g., Accounting Today), and recent press releases.

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Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Deals / M&A Advisory
• Tax

Industries Served

• Consumer & Retail
• Financial Services
• Healthcare
• Manufacturing
• Real Estate
• Technology

Recent News & Transactions

• After the dissolution of Arthur Andersen in the early 2000s, several successor firms emerged using the Andersen name in various regions.
• **Notable Recent News or M&A Activity:** Andersen Global has been expanding rapidly through strategic alliances and mergers with local firms worldwide to strengthen its global footprint.
• No major headline-grabbing M&A deals have been publicly reported, but the firm’s growth strategy focuses on organic expansion and network partnerships.

Notable Clients

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Notes

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Armanino Advisory LLC

Overview

Armanino Advisory LLC is a prominent U.S.-based accounting and consulting firm founded in 1956. Headquartered in San Ramon, California, the firm employs approximately 700 professionals. Armanino offers a broad range of services including audit and assurance, tax, consulting, technology solutions, and advisory services such as risk management and cybersecurity.

The firm serves diverse industries with a strong focus on technology, life sciences, manufacturing, real estate, financial services, and nonprofit sectors. Its client base typically includes mid-market companies, private equity firms, startups, and high-growth enterprises.

Recent notable developments include Armanino’s strategic expansion in advisory and technology consulting capabilities, including partnerships and acquisitions aimed at enhancing digital transformation and cloud consulting services. The firm is recognized for integrating advanced technology solutions like data analytics and automation into its service offerings.

Overall, Armanino Advisory LLC is regarded as one of the largest independent accounting and consulting firms in the U.S., known for combining deep industry expertise with innovative advisory services tailored to growth-oriented clients.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Data & Analytics
• Digital Transformation
• Risk Advisory
• Tax
• Technology Consulting

Industries Served

• Financial Services
• Life Sciences
• Manufacturing
• Nonprofit & Charities
• Private Equity
• Real Estate
• Technology

Recent News & Transactions

• Recent notable developments include Armanino’s strategic expansion in advisory and technology consulting capabilities, including partnerships and acquisitions aimed at enhancing digital transformation and cloud consulting services.

Notable Clients

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Notes

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Cherry Bekaert

Overview

Cherry Bekaert is a prominent U.S.-based accounting and advisory firm known for providing a broad range of professional services. Here is a concise summary based on publicly available information:

- **Year Founded:** 1947 - **Headquarters:** Raleigh, North Carolina, USA - **Estimated Number of Employees:** Approximately 1,000+ professionals - **Primary Service Lines:**

 - Audit & Assurance  
 - Tax Services  
 - Consulting & Advisory (including risk advisory, technology consulting, and business advisory)  
 - Outsourcing Services  

- **Industries Served:**

 - Healthcare & Life Sciences  
 - Real Estate & Construction  
 - Financial Services  
 - Manufacturing & Distribution  
 - Technology  
 - Nonprofit Organizations  
 - Government & Public Sector  

- **Typical Client Profile:** Mid-market companies, privately held businesses, nonprofit organizations, and public entities, often focusing on growth-oriented companies seeking tailored financial and advisory services. - **Notable Recent News / M&A Activity:**

 - Cherry Bekaert has been active in expanding its advisory and consulting capabilities, including investments in technology-driven solutions.  
 - The firm has engaged in strategic hires and regional office expansions to enhance service delivery, though no major M&A deals have been publicly reported recently.  
 - Recognized for workplace culture and industry awards, reflecting ongoing growth and market presence.

Cherry Bekaert is widely regarded as a top 25 U.S. accounting firm, balancing traditional accounting services with modern advisory solutions tailored to dynamic industries and evolving client needs.

• Sources: Company website, industry rankings (Accounting Today, Inside Public Accounting), recent press releases.*

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Deals / M&A Advisory
• Outsourcing
• Risk Advisory
• Tax
• Technology Consulting

Industries Served

• Construction
• Financial Services
• Healthcare
• Life Sciences
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Technology

Recent News & Transactions

• - **Notable Recent News / M&A Activity:**

 - Cherry Bekaert has been active in expanding its advisory and consulting capabilities, including investments in technology-driven solutions.

• - The firm has engaged in strategic hires and regional office expansions to enhance service delivery, though no major M&A deals have been publicly reported recently.

Notable Clients

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Notes

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Wipfli LLP

Overview

Wipfli LLP is a prominent U.S.-based accounting and consulting firm founded in 1930. Headquartered in Milwaukee, Wisconsin, it employs approximately 1,200 professionals across more than 40 offices nationwide. The firm offers a broad range of services including audit and assurance, tax, consulting, risk advisory, and technology solutions.

Wipfli serves a diverse set of industries such as manufacturing and distribution, construction and real estate, financial services, healthcare, nonprofit, and government sectors. Its client base typically includes mid-market companies, family-owned businesses, nonprofits, and public entities seeking comprehensive accounting and advisory support.

In recent years, Wipfli has expanded through strategic mergers and acquisitions to enhance its geographic footprint and service capabilities, including notable acquisitions in technology consulting and specialized advisory practices. The firm is recognized for its focus on industry-specific expertise and integrated service delivery.

Sources: Wipfli official website, Accounting Today, recent press releases (2023-2024).

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax
• Technology Consulting

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Technology

Recent News & Transactions

• In recent years, Wipfli has expanded through strategic mergers and acquisitions to enhance its geographic footprint and service capabilities, including notable acquisitions in technology consulting and specialized advisory practices.

Notable Clients

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Notes

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WithumSmith+Brown PC

Overview

WithumSmith+Brown PC, commonly known as Withum, is a prominent accounting and advisory firm founded in 1974. Headquartered in Princeton, New Jersey, Withum has grown to employ approximately 1,200 professionals across more than 20 offices nationwide.

• • Primary Service Lines:**

Withum offers a broad range of services including audit and assurance, tax planning and compliance, advisory services, risk management, technology consulting, and business valuation. The firm is also known for its expertise in emerging technologies such as blockchain and cryptocurrency.

• • Industries Served:**

Withum serves a diverse client base spanning industries such as technology, real estate, construction, healthcare, financial services, manufacturing, nonprofit, and government sectors.

• • Recent News and M&A Activity:**

In recent years, Withum has expanded its footprint through strategic mergers and acquisitions, including the 2021 acquisition of the New York-based firm, The Bonadio Group’s New Jersey office, enhancing its presence in the Northeast. The firm has also been recognized for its innovation in technology integration and advisory services.

• • Typical Client Profile:**

Withum’s clients range from startups and mid-sized businesses to large privately held companies and nonprofits. The firm is particularly noted for working with high-growth companies and those in dynamic sectors like fintech and life sciences.

• • Summary:**

WithumSmith+Brown PC is a well-established, mid-to-large accounting firm with a strong regional presence and growing national reach, known for comprehensive accounting and advisory services tailored to a wide variety of industries, with a focus on innovation and client growth.

Sources: Withum official website, Accounting Today, CPA Practice Advisor, recent press releases.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax
• Technology Consulting
• Valuation Services

Industries Served

• Construction
• Financial Services
• Healthcare
• Life Sciences
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Technology

Recent News & Transactions

• **Recent News and M&A Activity:**

In recent years, Withum has expanded its footprint through strategic mergers and acquisitions, including the 2021 acquisition of the New York-based firm, The Bonadio Group’s New Jersey office, enhancing its presence in the Northeast.

• The firm has also been recognized for its innovation in technology integration and advisory services.

Notable Clients

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Notes

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Carr Riggs & Ingram LLC

Overview

Carr, Riggs & Ingram LLC (CRI) is a prominent regional accounting and advisory firm in the United States. Founded in 1997, the firm is headquartered in Enterprise, Alabama. CRI has grown significantly over the years and currently employs approximately 600 professionals across multiple offices primarily in the Southeastern U.S.

• • Primary Service Lines:**

- Audit & Assurance - Tax Services - Advisory & Consulting - Wealth Management - Business Valuation - Risk Advisory

• • Industries Served:**

CRI serves a diverse range of industries including healthcare, manufacturing, construction, government contracting, financial services, nonprofit organizations, and real estate.

• • Typical Client Profile:**

Their clients range from small and mid-sized businesses to large privately held companies, government entities, and nonprofit organizations, with a strong focus on middle-market businesses.

• • Notable Recent News / M&A Activity:**

In recent years, CRI has expanded through strategic mergers and acquisitions to enhance geographic reach and service capabilities. For example, in 2021 and 2022, CRI completed several mergers with regional firms in Alabama, Georgia, and Florida, reinforcing its position as one of the largest regional firms in the Southeast. The firm is also known for investing in technology and advisory services to meet evolving client needs.

• • Summary:**

Carr, Riggs & Ingram LLC is a well-established, mid-sized accounting and advisory firm headquartered in Alabama, with a strong regional presence in the Southeast U.S. It offers a broad range of services tailored to middle-market clients across various industries, supported by ongoing growth through M&A and service innovation.

• Sources: Company website (cricpa.com), industry publications, and recent press releases as of 2023-2024.*

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax
• Valuation Services

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Technology

Recent News & Transactions

• **Notable Recent News / M&A Activity:**

In recent years, CRI has expanded through strategic mergers and acquisitions to enhance geographic reach and service capabilities.

• For example, in 2021 and 2022, CRI completed several mergers with regional firms in Alabama, Georgia, and Florida, reinforcing its position as one of the largest regional firms in the Southeast.
• It offers a broad range of services tailored to middle-market clients across various industries, supported by ongoing growth through M&A and service innovation.

Notable Clients

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Notes

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Aprio LLP

Overview

Aprio LLP is a U.S.-based accounting and advisory firm founded in 1952. Headquartered in Atlanta, Georgia, Aprio has grown to employ approximately 1,000 professionals across multiple offices nationwide. The firm offers a broad range of services including audit and assurance, tax planning and compliance, consulting, risk advisory, and technology solutions.

Aprio serves a diverse client base spanning industries such as technology, real estate, construction, manufacturing, healthcare, financial services, and nonprofit organizations. Its typical clients range from middle-market businesses to large enterprises, including privately held companies and public entities.

Notably, Aprio has expanded through strategic mergers and acquisitions in recent years to enhance its geographic footprint and service capabilities. For example, in 2021-2023, Aprio completed several M&A transactions, integrating regional firms to strengthen its presence in key markets.

Overall, Aprio LLP is recognized for combining deep technical expertise with industry-specific knowledge to deliver tailored accounting and advisory services to a wide array of clients.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax
• Transaction Advisory

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• Notably, Aprio has expanded through strategic mergers and acquisitions in recent years to enhance its geographic footprint and service capabilities.
• For example, in 2021-2023, Aprio completed several M&A transactions, integrating regional firms to strengthen its presence in key markets.

Notable Clients

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Notes

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Sikich LLC

Overview

Sikich LLC is a national professional services firm specializing in accounting, advisory, technology, and managed services. Founded in 1982, the firm is headquartered in Naperville, Illinois. Sikich employs approximately 900 professionals across multiple offices in the United States.

• • Primary Service Lines:**

- Audit and Assurance - Tax Services - Consulting and Advisory - Technology Solutions (including ERP implementations, cloud services, and managed IT) - Outsourced Accounting and CFO Services

• • Industries Served:**

Sikich serves a diverse range of industries, including manufacturing and distribution, professional services, healthcare, financial services, construction, technology, and nonprofit organizations.

• • Notable Recent News / M&A Activity:**

Sikich has been active in expanding its footprint through acquisitions, including recent purchases of regional accounting and consulting firms to bolster its technology and advisory capabilities. For example, in 2023, Sikich acquired several firms to enhance its cloud and managed services offerings, reflecting a strategic focus on technology-driven solutions.

• • Typical Client Profile:**

The firm primarily serves mid-market companies, ranging from privately held businesses to publicly traded firms, often focusing on organizations seeking integrated accounting and technology services to support growth and operational efficiency.

• • Summary:**

Sikich LLC is a well-established, mid-sized accounting and consulting firm with a strong emphasis on combining traditional accounting services with technology and advisory solutions. Its strategic growth through acquisitions and broad industry expertise positions it as a competitive player in the national professional services market.

Services & Expertise

• Advisory
• Audit & Assurance
• CFO Advisory
• Consulting
• Tax

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Technology

Recent News & Transactions

• **Notable Recent News / M&A Activity:**

Sikich has been active in expanding its footprint through acquisitions, including recent purchases of regional accounting and consulting firms to bolster its technology and advisory capabilities.

• For example, in 2023, Sikich acquired several firms to enhance its cloud and managed services offerings, reflecting a strategic focus on technology-driven solutions.
• Its strategic growth through acquisitions and broad industry expertise positions it as a competitive player in the national professional services market.

Notable Clients

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Notes

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PKF O’Connor Davies

Overview

PKF O’Connor Davies is a prominent U.S.-based accounting and advisory firm known for providing a broad range of professional services. Here is a concise summary based on publicly available information:

• • Year Founded:** 1954

• • Headquarters:** New York, NY, USA

• • Estimated Number of Employees:** Approximately 600 professionals

• • Primary Service Lines:**

- Audit and Assurance - Tax Planning and Compliance - Advisory and Consulting Services (including risk management, forensic accounting, and business valuation) - Wealth Management - Technology Consulting

• • Industries Served:**

- Real Estate and Construction - Financial Services - Manufacturing and Distribution - Not-for-Profit Organizations - Healthcare - Professional Services - Hospitality and Leisure

• • Typical Client Profile:**

PKF O’Connor Davies serves a diverse client base ranging from privately held businesses, family-owned enterprises, and middle-market companies to nonprofit organizations and high-net-worth individuals. The firm is noted for its personalized service approach tailored to complex organizational needs.

• • Notable Recent News / M&A Activity:**

- In recent years, PKF O’Connor Davies has focused on strategic growth through expanding advisory capabilities and deepening industry expertise rather than large-scale mergers. - The firm is a member of PKF International, a global network of independent accounting firms, which enhances its cross-border service offerings. - There have been no widely reported major mergers or acquisitions involving PKF O’Connor Davies in the last few years, indicating a steady, organic growth strategy.

• • Additional Notes:**

PKF O’Connor Davies is consistently ranked among the top accounting firms in the U.S. and is recognized for its commitment to quality, client service, and community involvement.

---

• • Sources:**

- PKF O’Connor Davies official website (ocd.com) - Industry publications such as Accounting Today and Inside Public Accounting - PKF International website - Recent press releases and business news aggregators

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Forensic & Litigation Support
• Risk Advisory
• Tax
• Technology Consulting
• Valuation Services

Industries Served

• Construction
• Financial Services
• Healthcare
• Hospitality & Leisure
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• **Notable Recent News / M&A Activity:**

- In recent years, PKF O’Connor Davies has focused on strategic growth through expanding advisory capabilities and deepening industry expertise rather than large-scale mergers.

• - There have been no widely reported major mergers or acquisitions involving PKF O’Connor Davies in the last few years, indicating a steady, organic growth strategy.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

UHY

Overview

UHY is a global network of independent accounting and consulting firms. Here is a concise summary based on publicly available information:

- **Year Founded:** UHY was established in 1986.

- **Headquarters:** The network is headquartered in London, United Kingdom.

- **Estimated Number of Employees:** UHY collectively employs approximately 8,000 professionals worldwide.

- **Primary Service Lines:** UHY member firms provide a broad range of services including audit and assurance, tax advisory, business consulting, corporate finance, forensic accounting, and outsourcing.

- **Industries Served:** UHY serves diverse industries such as manufacturing, real estate, financial services, technology, healthcare, retail, and not-for-profit organizations.

- **Notable Recent News / M&A Activity:** UHY has been expanding its global footprint through strategic alliances and the addition of new member firms, particularly in emerging markets. Specific recent M&A activity is limited as UHY operates as a network of independent firms rather than a single corporate entity.

- **Typical Client Profile:** UHY’s clients range from owner-managed businesses and mid-market companies to large multinational corporations, with a strong focus on privately held enterprises seeking personalized service combined with global reach.

• • Sources:** UHY International official website, industry publications, and recent press releases (as of 2024).

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Forensic & Litigation Support
• Outsourcing
• Tax

Industries Served

• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Retail & Consumer
• Technology

Recent News & Transactions

• - **Notable Recent News / M&A Activity:** UHY has been expanding its global footprint through strategic alliances and the addition of new member firms, particularly in emerging markets.
• Specific recent M&A activity is limited as UHY operates as a network of independent firms rather than a single corporate entity.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

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Weaver

Overview

Weaver is a prominent accounting and advisory firm in the United States, known for providing a broad range of professional services. Here is a concise summary based on publicly available information:

• • Year Founded:** 1954

• • Headquarters:** Houston, Texas

• • Estimated Number of Employees:** Approximately 600+

• • Primary Service Lines:**

- Audit and Assurance - Tax Advisory and Compliance - Consulting and Advisory Services - Risk Advisory - Wealth Management - Technology Consulting

• • Industries Served:**

- Energy and Natural Resources - Real Estate and Construction - Manufacturing and Distribution - Healthcare - Financial Services - Private Equity - Technology

• • Typical Client Profile:**

Weaver serves a diverse client base including privately held businesses, publicly traded companies, governmental entities, and nonprofit organizations. Their clients range from middle-market companies to large enterprises, often within sectors like energy, real estate, and healthcare.

• • Notable Recent News / M&A Activity:**

- In 2022, Weaver merged with BDO USA’s Houston office, significantly expanding its footprint and service capabilities in Texas. - The firm has been actively growing through strategic acquisitions to enhance its regional presence and industry expertise, particularly in energy and technology sectors.

• • Additional Notes:**

Weaver is recognized as one of the largest independent accounting firms in Texas and is a member of the BDO Alliance USA, which enhances its national reach and resources.

• • Sources:**

- Weaver official website (weaver.com) - Industry news outlets such as Accounting Today and CPA Practice Advisor - Press releases on recent mergers and acquisitions

This profile reflects Weaver’s position as a well-established, full-service accounting firm with strong regional roots and expanding national influence.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax
• Technology Consulting

Industries Served

• Construction
• Energy & Natural Resources
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Private Equity
• Public Sector / Government
• Real Estate
• Technology

Recent News & Transactions

• **Notable Recent News / M&A Activity:**

- In 2022, Weaver merged with BDO USA’s Houston office, significantly expanding its footprint and service capabilities in Texas.

• - The firm has been actively growing through strategic acquisitions to enhance its regional presence and industry expertise, particularly in energy and technology sectors.
• **Sources:**

- Weaver official website (weaver.com) - Industry news outlets such as Accounting Today and CPA Practice Advisor - Press releases on recent mergers and acquisitions

This profile reflects Weaver’s position as a well-established, full-service accounting firm with strong regional roots and expanding national influence.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

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Kearney & Company PC

Overview

Kearney & Company PC is a U.S.-based accounting firm specializing primarily in government auditing and consulting services. Founded in 1985, the firm is headquartered in Alexandria, Virginia. It employs approximately 300 professionals, including CPAs and consultants.

• • Primary Service Lines:**

- Government auditing and assurance services - Financial statement audits - IT audits and cybersecurity assessments - Consulting on compliance and regulatory requirements - Advisory services related to federal financial management

• • Industries Served:**

- Federal government agencies (primary focus) - State and local government entities - Nonprofit organizations with government funding

• • Typical Client Profile:**

Kearney & Company primarily serves U.S. federal government agencies, including departments and independent agencies requiring audit and advisory services to comply with federal regulations such as the Single Audit Act and OMB Circular A-133. Their clients often include large government programs and entities needing specialized financial and IT audit expertise.

• • Notable Recent News / M&A Activity:**

As of the latest publicly available information, Kearney & Company has not been involved in any major mergers or acquisitions. The firm continues to grow organically, maintaining a strong reputation in federal audit services. They have been recognized for their expertise in government audits and have received accolades for workplace culture and employee satisfaction.

• • Summary:**

Kearney & Company PC is a well-established, mid-sized accounting firm with deep expertise in federal government auditing and consulting. With over 35 years of experience, a focused client base in the public sector, and a comprehensive suite of audit and advisory services, the firm is a trusted partner for government financial management and compliance needs.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting

Industries Served

• Nonprofit & Charities
• Public Sector / Government

Recent News & Transactions

• **Notable Recent News / M&A Activity:**

As of the latest publicly available information, Kearney & Company has not been involved in any major mergers or acquisitions.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

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HORNE

Overview

HORNE is a prominent accounting and advisory firm headquartered in Roanoke, Virginia. Founded in 1948, the firm has grown to employ approximately 700 professionals across multiple offices primarily in the Southeastern and Mid-Atlantic United States.

• • Primary Service Lines:**

- Audit and Assurance - Tax Planning and Compliance - Consulting and Advisory Services - Wealth Management - Risk Advisory - Technology Solutions

• • Industries Served:**

HORNE serves a diverse range of industries including healthcare, manufacturing, construction, real estate, financial services, government and nonprofit, agriculture, and professional services.

• • Recent News / M&A Activity:**

In recent years, HORNE has expanded its footprint through strategic mergers and acquisitions to enhance its regional presence and service capabilities. For example, in 2022, HORNE merged with the accounting firm McNair, McLemore, Middlebrooks & Co., LLP, strengthening its position in Alabama and Georgia markets.

• • Typical Client Profile:**

HORNE’s clients range from privately held businesses and family-owned enterprises to nonprofit organizations and public entities. The firm is known for serving mid-market companies seeking comprehensive accounting, tax, and advisory services with a focus on personalized client relationships.

Overall, HORNE is recognized as one of the largest regional accounting firms in the Southeastern U.S., combining deep industry expertise with a broad service portfolio to support business growth and compliance needs.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Technology

Recent News & Transactions

• **Recent News / M&A Activity:**

In recent years, HORNE has expanded its footprint through strategic mergers and acquisitions to enhance its regional presence and service capabilities.

• For example, in 2022, HORNE merged with the accounting firm McNair, McLemore, Middlebrooks & Co., LLP, strengthening its position in Alabama and Georgia markets.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Holthouse Carlin & Van Trigt LLP

Overview

Holthouse Carlin & Van Trigt LLP (HCVT) is a prominent accounting and advisory firm founded in 1982. Headquartered in Irvine, California, HCVT has grown to employ approximately 300 professionals. The firm offers a broad range of services including audit and assurance, tax planning and compliance, business consulting, and wealth management.

HCVT serves a diverse client base across multiple industries such as real estate, manufacturing and distribution, technology, construction, hospitality, and professional services. Their client profile typically includes privately held businesses, high-net-worth individuals, and family-owned enterprises.

In recent years, HCVT has focused on expanding its advisory capabilities and enhancing industry-specific expertise, although there have been no widely reported mergers or acquisitions. The firm is recognized for its commitment to personalized service and deep industry knowledge, positioning itself as a trusted partner for middle-market companies primarily on the West Coast.

Sources: HCVT official website, industry publications, and recent firm press releases.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax

Industries Served

• Construction
• Healthcare
• Hospitality & Leisure
• Manufacturing
• Real Estate
• Technology

Recent News & Transactions

• In recent years, HCVT has focused on expanding its advisory capabilities and enhancing industry-specific expertise, although there have been no widely reported mergers or acquisitions.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

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BPM LLP

Overview

BPM LLP is a prominent accounting and advisory firm in the United States, known for providing a broad range of professional services.

- **Year Founded:** 1923 - **Headquarters:** San Francisco, California - **Estimated Number of Employees:** Approximately 1,000+ professionals - **Primary Service Lines:** Audit & Assurance, Tax Services, Consulting, Advisory, Risk Advisory, Wealth Management, and Technology Solutions - **Industries Served:** Technology, Life Sciences, Manufacturing & Distribution, Real Estate, Financial Services, Healthcare, and Nonprofit sectors - **Typical Client Profile:** Mid-market companies, privately held businesses, family-owned enterprises, and emerging growth companies, with a focus on those requiring specialized industry expertise and tailored advisory services - **Notable Recent News / M&A Activity:** In recent years, BPM LLP has expanded its geographic footprint and service capabilities through strategic acquisitions, including the 2021 acquisition of a boutique consulting firm to enhance its technology advisory practice. The firm also actively participates in industry thought leadership and has been recognized for workplace culture and client service excellence.

BPM LLP is regarded as one of the largest independent accounting and advisory firms on the West Coast, emphasizing a client-centric approach combined with deep industry knowledge and innovative solutions.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax

Industries Served

• Financial Services
• Healthcare
• Life Sciences
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• - **Year Founded:** 1923

- **Headquarters:** San Francisco, California - **Estimated Number of Employees:** Approximately 1,000+ professionals - **Primary Service Lines:** Audit & Assurance, Tax Services, Consulting, Advisory, Risk Advisory, Wealth Management, and Technology Solutions - **Industries Served:** Technology, Life Sciences, Manufacturing & Distribution, Real Estate, Financial Services, Healthcare, and Nonprofit sectors - **Typical Client Profile:** Mid-market companies, privately held businesses, family-owned enterprises, and emerging growth companies, with a focus on those requiring specialized industry expertise and tailored advisory services - **Notable Recent News / M&A Activity:** In recent years, BPM LLP has expanded its geographic footprint and service capabilities through strategic acquisitions, including the 2021 acquisition of a boutique consulting firm to enhance its technology advisory practice.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

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RubinBrown LLP

Overview

RubinBrown LLP is a prominent accounting and advisory firm founded in 1932. Headquartered in St. Louis, Missouri, the firm employs approximately 500 professionals. RubinBrown offers a broad range of services including audit and assurance, tax planning and compliance, consulting, risk advisory, and wealth management. The firm serves diverse industries such as manufacturing, healthcare, financial services, government, real estate, and nonprofit organizations.

RubinBrown is known for its regional strength in the Midwest and has expanded its footprint through strategic growth initiatives, though no major recent mergers or acquisitions have been publicly reported as of mid-2024. Its typical clients range from middle-market companies and family-owned businesses to large privately held enterprises and public entities.

The firm emphasizes personalized service and industry expertise, positioning itself as a trusted advisor for complex financial and operational challenges. RubinBrown is also recognized for its commitment to community involvement and professional development.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax

Industries Served

• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate

Recent News & Transactions

• RubinBrown is known for its regional strength in the Midwest and has expanded its footprint through strategic growth initiatives, though no major recent mergers or acquisitions have been publicly reported as of mid-2024.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

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Whitley Penn

Overview

Whitley Penn is a prominent accounting and advisory firm headquartered in Dallas, Texas. Founded in 1985, the firm has grown to employ approximately 300 professionals. Whitley Penn offers a broad range of services including audit and assurance, tax planning and compliance, business advisory, consulting, and wealth management.

The firm serves a diverse set of industries such as real estate, construction, manufacturing, healthcare, financial services, technology, and private equity. Its client base typically includes middle-market companies, privately held businesses, family-owned enterprises, and high-net-worth individuals.

In recent years, Whitley Penn has expanded its footprint through strategic mergers and acquisitions, notably merging with firms like the Texas-based accounting practice of McBee & Associates in 2021 to enhance its regional presence and service capabilities. The firm is recognized for its commitment to personalized client service and industry-specific expertise.

Overall, Whitley Penn is regarded as a leading regional CPA firm with a strong focus on delivering tailored solutions to middle-market clients across various industries.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Private Equity
• Real Estate
• Technology

Recent News & Transactions

• In recent years, Whitley Penn has expanded its footprint through strategic mergers and acquisitions, notably merging with firms like the Texas-based accounting practice of McBee & Associates in 2021 to enhance its regional presence and service capabilities.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

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LBMC PC

Overview

LBMC PC is a Tennessee-based accounting and consulting firm founded in 1975. Headquartered in Brentwood, TN, LBMC has grown to approximately 300 employees. The firm offers a broad range of services including audit and assurance, tax planning and compliance, business consulting, risk advisory, and technology solutions.

LBMC primarily serves middle-market companies across various industries such as healthcare, manufacturing and distribution, real estate, construction, financial services, and nonprofit organizations. Their client base typically includes privately held businesses, family-owned enterprises, and public companies seeking comprehensive accounting and advisory support.

In recent years, LBMC has expanded its capabilities through strategic acquisitions, including the 2021 merger with The Alexander Group, enhancing its consulting and technology advisory services. The firm is recognized for integrating accounting expertise with business advisory to support client growth and operational efficiency.

Sources: LBMC official website, industry news releases, accounting industry publications.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• In recent years, LBMC has expanded its capabilities through strategic acquisitions, including the 2021 merger with The Alexander Group, enhancing its consulting and technology advisory services.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

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Novogradac & Company LLP

Overview

Novogradac & Company LLP is a national certified public accounting and consulting firm specializing primarily in real estate and community development industries.

• • Year Founded:** 1989
  • Headquarters:** San Francisco, California, USA
  • Estimated Number of Employees:** Approximately 300+ professionals (including CPAs, consultants, and support staff)
  • Primary Service Lines:**

- Accounting and auditing - Tax compliance and consulting - Valuation services - Advisory and consulting services related to affordable housing, historic rehabilitation, renewable energy, and community development tax credits

• • Industries Served:**

- Affordable housing (Low-Income Housing Tax Credit - LIHTC) - Historic rehabilitation (Historic Tax Credit) - Renewable energy (Renewable Energy Tax Credit) - Community development and economic revitalization projects

• • Typical Client Profile:**

Clients typically include real estate developers, investors, syndicators, nonprofit organizations, and government agencies involved in tax credit-driven projects and community development initiatives.

• • Notable Recent News / M&A Activity:**

- Novogradac has continued expanding its footprint with new office openings and strategic hires to deepen expertise in tax credit consulting and real estate advisory. - The firm is recognized for hosting the annual Novogradac Journal of Tax Credits conference, a leading industry event. - No major public M&A activity reported recently; growth appears organic and focused on sector specialization.

• • Sources:**

- Novogradac official website (novoco.com) - Industry publications such as Journal of Tax Credits and Affordable Housing Finance - LinkedIn company profile and recent press releases

In summary, Novogradac & Company LLP is a well-established, specialized accounting and consulting firm focused on tax credit-driven real estate and community development sectors, serving a niche but critical market with deep technical expertise.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax
• Technology Consulting
• Valuation Services

Industries Served

• Energy & Natural Resources
• Nonprofit & Charities
• Public Sector / Government
• Real Estate

Recent News & Transactions

• **Notable Recent News / M&A Activity:**

- Novogradac has continued expanding its footprint with new office openings and strategic hires to deepen expertise in tax credit consulting and real estate advisory.

• - No major public M&A activity reported recently; growth appears organic and focused on sector specialization.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

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Rehmann LLC

Overview

Rehmann LLC is a professional accounting and advisory firm founded in 1923. Headquartered in Troy, Michigan, Rehmann is one of the largest independent accounting firms in the United States, with an estimated 700+ employees across multiple offices nationwide.

• • Primary Service Lines:**

- Audit & Assurance - Tax Planning & Compliance - Consulting & Advisory Services (including risk management, technology consulting, and business advisory) - Wealth Management

• • Industries Served:**

Rehmann serves a diverse range of industries including manufacturing, construction, healthcare, financial services, nonprofit organizations, real estate, and technology.

• • Typical Client Profile:**

Their clients range from privately held businesses and family-owned companies to nonprofit organizations and government entities, often focusing on mid-market companies seeking comprehensive accounting and advisory support.

• • Recent News / M&A Activity:**

In recent years, Rehmann has expanded its footprint through strategic acquisitions to broaden its service capabilities and geographic reach. For example, in 2022 and 2023, Rehmann acquired several regional firms to strengthen its presence in the Midwest and Southeast U.S. markets. The firm continues to invest in technology and advisory services to meet evolving client needs.

• • Summary:**

Rehmann LLC is a well-established, mid-to-large regional accounting firm with deep expertise in audit, tax, and advisory services, serving a broad client base primarily in the mid-market segment. Its growth strategy includes targeted acquisitions and expanding advisory capabilities, positioning it as a competitive player among independent U.S. accounting firms.

Sources: Rehmann official website, Accounting Today, Inside Public Accounting, recent press releases.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax
• Technology Consulting

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Technology

Recent News & Transactions

• **Recent News / M&A Activity:**

In recent years, Rehmann has expanded its footprint through strategic acquisitions to broaden its service capabilities and geographic reach.

• For example, in 2022 and 2023, Rehmann acquired several regional firms to strengthen its presence in the Midwest and Southeast U.S.
• Its growth strategy includes targeted acquisitions and expanding advisory capabilities, positioning it as a competitive player among independent U.S.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Frank Rimerman + Co. LLP

Overview

Frank Rimerman + Co. LLP is a well-established accounting and consulting firm headquartered in San Francisco, California. Founded in 1973, the firm has grown to employ approximately 100 professionals. It primarily offers a range of services including audit and assurance, tax planning and compliance, business consulting, and advisory services.

The firm serves a diverse client base, with a strong focus on technology, life sciences, real estate, and professional services industries. Its typical clients range from startups and emerging growth companies to established middle-market businesses, particularly in the Bay Area’s vibrant innovation ecosystem.

Frank Rimerman + Co. LLP is recognized for its expertise in working with venture-backed companies and has built a reputation for supporting clients through complex financial reporting and regulatory environments. There are no widely reported recent mergers or acquisitions involving the firm.

Overall, Frank Rimerman + Co. LLP is regarded as a reputable regional accounting firm with deep industry knowledge, particularly in technology and life sciences sectors, catering primarily to growth-oriented companies.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax

Industries Served

• Life Sciences
• Real Estate
• Technology

Recent News & Transactions

• There are no widely reported recent mergers or acquisitions involving the firm.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Elliott Davis LLC

Overview

Elliott Davis LLC is a prominent accounting and advisory firm founded in 1972. Headquartered in Columbia, South Carolina, the firm employs approximately 1,000 professionals across multiple offices primarily in the Southeastern United States. Elliott Davis offers a broad range of services including audit and assurance, tax planning and compliance, consulting, wealth management, and advisory services.

The firm serves a diverse client base spanning industries such as manufacturing, healthcare, financial services, real estate, construction, government, nonprofit, and technology. Elliott Davis is known for catering to middle-market companies, privately held businesses, and public entities.

In recent years, Elliott Davis has engaged in strategic growth through mergers and acquisitions to expand its geographic footprint and service capabilities, notably merging with firms like Horne LLP in 2020 to strengthen its market position.

Overall, Elliott Davis LLC is recognized as a leading regional CPA firm with a strong focus on delivering tailored solutions to a wide range of industries and client sizes.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Technology

Recent News & Transactions

• In recent years, Elliott Davis has engaged in strategic growth through mergers and acquisitions to expand its geographic footprint and service capabilities, notably merging with firms like Horne LLP in 2020 to strengthen its market position.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

The Bonadio Group

Overview

The Bonadio Group is a prominent accounting and advisory firm headquartered in Rochester, New York. Founded in 1978, the firm has grown to become one of the largest regional accounting firms in New York State, with an estimated 300+ employees.

• • Primary Service Lines:**

- Audit and Assurance - Tax Planning and Compliance - Business Advisory and Consulting - Risk Management and Internal Controls - Forensic Accounting and Litigation Support - Wealth Management

• • Industries Served:**

The Bonadio Group serves a diverse range of industries including manufacturing, construction, healthcare, financial services, nonprofit organizations, real estate, and professional services.

• • Recent News / M&A Activity:**

In recent years, The Bonadio Group has expanded its footprint through strategic acquisitions of smaller regional firms to broaden its service capabilities and geographic reach. For example, in 2021-2023, the firm completed several mergers with local accounting firms in Upstate New York, enhancing its presence in key markets. The firm also invests in technology-driven advisory services to meet evolving client needs.

• • Typical Client Profile:**

The firm primarily serves middle-market businesses, nonprofit organizations, and high-net-worth individuals. Clients range from closely held family businesses to larger privately held companies seeking comprehensive accounting, tax, and advisory services.

• • Summary:**

The Bonadio Group is a well-established, full-service accounting firm focused on delivering tailored financial and advisory solutions to a broad client base primarily in New York State. Its growth strategy includes both organic expansion and acquisitions, positioning it as a leading regional player with deep industry expertise and a commitment to client service.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Forensic & Litigation Support
• Risk Advisory
• Tax

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• **Recent News / M&A Activity:**

In recent years, The Bonadio Group has expanded its footprint through strategic acquisitions of smaller regional firms to broaden its service capabilities and geographic reach.

• For example, in 2021-2023, the firm completed several mergers with local accounting firms in Upstate New York, enhancing its presence in key markets.
• Its growth strategy includes both organic expansion and acquisitions, positioning it as a leading regional player with deep industry expertise and a commitment to client service.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Frazier & Deeter LLC

Overview

Frazier & Deeter LLC is a prominent U.S.-based accounting and advisory firm known for serving middle-market companies. Here is a concise profile based on publicly available information:

- **Year Founded:** 1969 - **Headquarters:** Atlanta, Georgia, USA - **Estimated Number of Employees:** Approximately 400+ professionals - **Primary Service Lines:**

 - Audit & Assurance  
 - Tax Planning and Compliance  
 - Advisory Services (including transaction advisory, consulting, and risk management)  
 - Outsourced Accounting and CFO Services  

- **Industries Served:**

 - Technology and Software  
 - Manufacturing and Distribution  
 - Real Estate and Construction  
 - Healthcare and Life Sciences  
 - Financial Services  
 - Nonprofit Organizations  

- **Typical Client Profile:** Middle-market companies, often privately held businesses, including emerging growth companies and established firms seeking tailored accounting, tax, and advisory solutions. - **Notable Recent News / M&A Activity:**

 - In 2021, Frazier & Deeter expanded its geographic footprint and service capabilities through strategic acquisitions, including the purchase of specialized advisory and tax firms to enhance sector expertise.  
 - The firm has been recognized in industry rankings such as Accounting Today’s Top 100 Firms, reflecting consistent growth and reputation.  
 - Recent initiatives emphasize technology integration and advisory services to support clients’ digital transformation and compliance needs.

Frazier & Deeter is regarded for its client-centric approach, combining technical expertise with industry knowledge to serve complex middle-market challenges. The firm’s growth strategy includes both organic expansion and targeted acquisitions to broaden service offerings and geographic reach.

• • Sources:**

- Frazier & Deeter official website (frazierdeeter.com) - Accounting Today rankings and news articles - Industry press releases and M&A announcements (2020-2023)

Services & Expertise

• Advisory
• Audit & Assurance
• CFO Advisory
• Consulting
• Digital Transformation
• Risk Advisory
• Tax
• Transaction Advisory

Industries Served

• Construction
• Financial Services
• Healthcare
• Life Sciences
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Software & Technology
• Technology

Recent News & Transactions

• Here is a concise profile based on publicly available information:

- **Year Founded:** 1969 - **Headquarters:** Atlanta, Georgia, USA - **Estimated Number of Employees:** Approximately 400+ professionals - **Primary Service Lines:**

 - Audit & Assurance  
 - Tax Planning and Compliance  
 - Advisory Services (including transaction advisory, consulting, and risk management)  
 - Outsourced Accounting and CFO Services  

- **Industries Served:**

 - Technology and Software  
 - Manufacturing and Distribution  
 - Real Estate and Construction  
 - Healthcare and Life Sciences  
 - Financial Services  
 - Nonprofit Organizations  

- **Typical Client Profile:** Middle-market companies, often privately held businesses, including emerging growth companies and established firms seeking tailored accounting, tax, and advisory solutions.

• - **Notable Recent News / M&A Activity:**

 - In 2021, Frazier & Deeter expanded its geographic footprint and service capabilities through strategic acquisitions, including the purchase of specialized advisory and tax firms to enhance sector expertise.

• - Recent initiatives emphasize technology integration and advisory services to support clients’ digital transformation and compliance needs.
• The firm’s growth strategy includes both organic expansion and targeted acquisitions to broaden service offerings and geographic reach.
• **Sources:**

- Frazier & Deeter official website (frazierdeeter.com) - Accounting Today rankings and news articles - Industry press releases and M&A announcements (2020-2023)

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Cohen & Co.

Overview

Cohen & Co. is a prominent accounting and advisory firm primarily serving middle-market businesses. Founded in 1962, the firm is headquartered in Baltimore, Maryland. It employs approximately 400 professionals across multiple offices in the Mid-Atlantic region.

• • Primary Service Lines:**

- Audit and Assurance - Tax Planning and Compliance - Business Advisory and Consulting - Wealth Management - Technology Consulting

• • Industries Served:**

Cohen & Co. focuses on a diverse range of industries including real estate, manufacturing, distribution, professional services, healthcare, construction, and nonprofit organizations.

• • Typical Client Profile:**

The firm primarily serves privately held businesses, family-owned companies, and entrepreneurial ventures, often in the middle market segment.

• • Recent News / M&A Activity:**

In recent years, Cohen & Co. has expanded its footprint through strategic office openings and talent acquisitions rather than large-scale mergers. The firm emphasizes growth in advisory services and technology integration to enhance client service.

• • Summary:**

With a strong regional presence and a comprehensive suite of accounting and advisory services, Cohen & Co. is recognized for its client-focused approach tailored to middle-market companies across various industries.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax
• Technology Consulting

Industries Served

• Construction
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• **Recent News / M&A Activity:**

In recent years, Cohen & Co.

• has expanded its footprint through strategic office openings and talent acquisitions rather than large-scale mergers.
• The firm emphasizes growth in advisory services and technology integration to enhance client service.

Notable Clients

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Notes

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BerryDunn

Overview

BerryDunn is a well-established accounting and consulting firm founded in 1978. Headquartered in Portland, Maine, the firm has grown to employ approximately 400 professionals across multiple offices in the United States. BerryDunn offers a broad range of services including audit and assurance, tax, consulting, technology, and cybersecurity.

The firm serves a diverse set of industries, with particular strength in healthcare, financial services, government and nonprofit, higher education, and manufacturing. BerryDunn is known for its client-focused approach, typically working with mid-sized organizations, public sector entities, and nonprofits.

In recent years, BerryDunn has expanded its capabilities through organic growth and strategic hires rather than major mergers or acquisitions. The firm emphasizes innovation in technology and advisory services to meet evolving client needs.

Overall, BerryDunn is recognized for its regional presence in New England and the Mid-Atlantic, strong industry expertise, and commitment to personalized service for mid-market clients and public sector organizations.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax

Industries Served

• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Technology

Recent News & Transactions

• In recent years, BerryDunn has expanded its capabilities through organic growth and strategic hires rather than major mergers or acquisitions.

Notable Clients

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Notes

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Hill Barth & King LLC

Overview

Hill Barth & King LLC is a well-established accounting firm founded in 1958, headquartered in New York City. The firm employs approximately 100 professionals, including CPAs and consultants. It primarily offers services in audit and assurance, tax planning and compliance, business advisory, and consulting. Hill Barth & King serves a diverse range of industries, with a strong focus on real estate, construction, manufacturing, professional services, and nonprofit organizations. The firm is known for catering to mid-sized businesses, closely held companies, and high-net-worth individuals. There is no widely reported recent M&A activity or major news publicly available as of mid-2024. Hill Barth & King emphasizes personalized client service and industry expertise to support growth and compliance needs.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax

Industries Served

• Construction
• Manufacturing
• Nonprofit & Charities
• Real Estate

Recent News & Transactions

• There is no widely reported recent M&A activity or major news publicly available as of mid-2024.

Notable Clients

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Notes

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Schellman

Overview

Schellman & Company, LLC is an independent CPA firm specializing in attestation and compliance services. Founded in 2000, Schellman is headquartered in Tampa, Florida. The firm has grown to employ approximately 500 professionals across multiple U.S. offices.

• • Primary Service Lines:**

- SOC (System and Organization Controls) examinations (SOC 1, SOC 2, SOC 3) - ISO certifications (ISO 27001, ISO 22301, etc.) - PCI DSS assessments - HIPAA and HITRUST compliance - FedRAMP assessments - Other cybersecurity and privacy attestation services

• • Industries Served:**

Schellman primarily serves technology, financial services, healthcare, and cloud service providers, focusing on organizations requiring rigorous compliance and security attestations.

• • Notable Recent Activity:**

- Schellman has been recognized as one of the fastest-growing firms in the U.S. accounting sector, reflecting strong demand for cybersecurity and compliance services. - The firm has expanded its service offerings and geographic footprint through organic growth rather than major acquisitions. - In recent years, Schellman has invested in automation and technology to streamline audit processes.

• • Typical Client Profile:**

Clients range from mid-sized to large enterprises, particularly SaaS companies, managed service providers, and organizations undergoing digital transformation requiring SOC reports and other compliance attestations to satisfy customer and regulatory demands.

• • Summary:**

Schellman is a specialized CPA firm founded in 2000, headquartered in Tampa, FL, with about 500 employees. It focuses on SOC audits, cybersecurity, and compliance attestations for technology-driven industries, maintaining a strong growth trajectory without notable M&A activity.

Services & Expertise

• Audit & Assurance
• Digital Transformation

Industries Served

• Financial Services
• Healthcare
• Technology

Recent News & Transactions

• - The firm has expanded its service offerings and geographic footprint through organic growth rather than major acquisitions.
• It focuses on SOC audits, cybersecurity, and compliance attestations for technology-driven industries, maintaining a strong growth trajectory without notable M&A activity.

Notable Clients

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Notes

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Doeren Mayhew

Overview

Doeren Mayhew is a nationally recognized accounting, advisory, and consulting firm founded in 1946. Headquartered in Troy, Michigan, the firm employs approximately 400 professionals across multiple offices in the United States.

• • Primary Service Lines:**

- Audit and Assurance - Tax Planning and Compliance - Advisory Services (including cybersecurity, risk management, and transaction advisory) - Consulting (business consulting, technology solutions)

• • Industries Served:**

Doeren Mayhew serves a diverse range of industries, including manufacturing, distribution, construction, real estate, technology, professional services, nonprofit organizations, and financial services.

• • Client Profile:**

The firm primarily works with middle-market companies, privately held businesses, family-owned enterprises, and nonprofit organizations, focusing on delivering tailored solutions to help clients grow and manage risk effectively.

• • Notable Recent News / M&A Activity:**

In recent years, Doeren Mayhew has expanded its footprint through strategic office openings and acquisitions to enhance its service capabilities and geographic reach. For example, the firm acquired the Michigan-based accounting firm, The Bonadio Group’s Troy office, in 2021 to strengthen its presence in the region. The firm is also active in thought leadership and industry events, emphasizing technology integration and advisory services.

• • Summary:**

Doeren Mayhew is a well-established, mid-sized accounting and advisory firm with a strong regional presence and growing national footprint. It offers comprehensive services tailored to middle-market clients across various industries, emphasizing personalized service and industry expertise.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Risk Advisory
• Tax
• Transaction Advisory

Industries Served

• Construction
• Financial Services
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• **Primary Service Lines:**

- Audit and Assurance - Tax Planning and Compliance - Advisory Services (including cybersecurity, risk management, and transaction advisory) - Consulting (business consulting, technology solutions)

• • Industries Served:**

Doeren Mayhew serves a diverse range of industries, including manufacturing, distribution, construction, real estate, technology, professional services, nonprofit organizations, and financial services.

• **Notable Recent News / M&A Activity:**

In recent years, Doeren Mayhew has expanded its footprint through strategic office openings and acquisitions to enhance its service capabilities and geographic reach.

• For example, the firm acquired the Michigan-based accounting firm, The Bonadio Group’s Troy office, in 2021 to strengthen its presence in the region.
• The firm is also active in thought leadership and industry events, emphasizing technology integration and advisory services.

Notable Clients

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Notes

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Katz Sapper & Miller

Overview

Katz, Sapper & Miller (KSM) is a prominent regional accounting and consulting firm in the United States. Founded in 1953, the firm is headquartered in Milwaukee, Wisconsin. KSM employs approximately 300 professionals, including CPAs and consultants.

• • Primary Service Lines:**

- Audit and Assurance - Tax Planning and Compliance - Business Consulting - Wealth Management - Technology Consulting - Outsourcing Services

• • Industries Served:**

KSM serves a diverse range of industries, including manufacturing, distribution, construction, real estate, healthcare, nonprofit organizations, and professional services.

• • Client Profile:**

Their typical clients are middle-market companies, privately held businesses, family-owned enterprises, and nonprofit organizations, primarily in the Midwest region.

• • Recent News / M&A Activity:**

As of the latest available information (2023-2024), KSM has focused on expanding its advisory and technology consulting capabilities but has not publicly announced major mergers or acquisitions recently. The firm continues to invest in talent and technology to enhance client service.

• • Summary:**

Katz, Sapper & Miller is a well-established, full-service accounting and consulting firm with deep regional roots in the Midwest, known for serving middle-market and privately held businesses with a broad suite of financial and advisory services.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Outsourcing
• Tax
• Technology Consulting

Industries Served

• Construction
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Real Estate
• Technology

Recent News & Transactions

• **Recent News / M&A Activity:**

As of the latest available information (2023-2024), KSM has focused on expanding its advisory and technology consulting capabilities but has not publicly announced major mergers or acquisitions recently.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

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Warren Averett

Overview

Warren Averett is a prominent regional accounting and consulting firm founded in 1958. Headquartered in Mobile, Alabama, the firm has grown to employ approximately 600 professionals across multiple offices in the Southeastern United States.

• • Primary Service Lines:**

- Audit & Assurance - Tax Services - Consulting (including advisory, risk management, and technology consulting) - Wealth Management - Outsourcing Services

• • Industries Served:**

Warren Averett serves a diverse range of industries, including manufacturing, construction, healthcare, financial services, government, nonprofit, real estate, and professional services.

• • Notable Recent News / M&A Activity:**

In recent years, Warren Averett has expanded its footprint through strategic mergers and acquisitions, notably merging with firms in Georgia and Florida to broaden its regional presence. The firm emphasizes growth in advisory and consulting services alongside traditional accounting.

• • Typical Client Profile:**

Clients range from privately held businesses and middle-market companies to nonprofit organizations and government entities, often seeking comprehensive accounting, tax, and consulting solutions tailored to their industry-specific needs.

• • Summary:**

Warren Averett is a well-established, full-service accounting and consulting firm with a strong Southeastern U.S. presence, known for its broad service offerings and industry expertise, serving mid-sized to large clients across various sectors.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Outsourcing
• Risk Advisory
• Tax
• Technology Consulting

Industries Served

• Construction
• Financial Services
• Healthcare
• Manufacturing
• Nonprofit & Charities
• Public Sector / Government
• Real Estate
• Technology

Recent News & Transactions

• **Notable Recent News / M&A Activity:**

In recent years, Warren Averett has expanded its footprint through strategic mergers and acquisitions, notably merging with firms in Georgia and Florida to broaden its regional presence.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Kaufman Rossin

Overview

Kaufman Rossin is a well-established accounting and advisory firm founded in 1932. Headquartered in Miami, Florida, the firm employs approximately 300 professionals. It offers a broad range of services including audit and assurance, tax planning and compliance, advisory and consulting, wealth management, and forensic accounting.

The firm serves a diverse client base across industries such as real estate, construction, hospitality, healthcare, financial services, manufacturing, and nonprofit organizations. Kaufman Rossin is known for its strong regional presence in Florida and expanding footprint in the southeastern U.S.

Recent publicly available information does not indicate major M&A activity but highlights ongoing growth through service expansion and strategic hires. Typical clients range from privately held businesses and family-owned enterprises to public companies and high-net-worth individuals.

Sources: Kaufman Rossin official website, industry profiles, and recent press releases.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Forensic & Litigation Support
• Tax

Industries Served

• Construction
• Financial Services
• Healthcare
• Hospitality & Leisure
• Manufacturing
• Nonprofit & Charities
• Real Estate

Recent News & Transactions

• Recent publicly available information does not indicate major M&A activity but highlights ongoing growth through service expansion and strategic hires.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.

Anchin Block & Anchin LLP

Overview

Anchin Block & Anchin LLP is a prominent accounting and advisory firm headquartered in New York City. Founded in 1942, the firm has grown to employ approximately 350 professionals. Anchin specializes in providing a broad range of services including audit and assurance, tax planning and compliance, consulting, and advisory services.

The firm serves a diverse array of industries, with particular strength in real estate, construction, private equity, hedge funds, technology, and nonprofit sectors. Its client base typically includes mid-sized to large privately held companies, investment funds, and high-net-worth individuals.

Anchin is known for its deep industry expertise and tailored client service, often working with complex financial structures and transactions. While there is no widely reported recent M&A activity involving the firm, Anchin continues to expand its service offerings and market presence through strategic hires and sector-focused initiatives.

Overall, Anchin Block & Anchin LLP is recognized as a leading independent accounting firm in the New York metropolitan area, combining technical proficiency with industry-specific knowledge to serve sophisticated clients.

Services & Expertise

• Advisory
• Audit & Assurance
• Consulting
• Tax
• Transaction Advisory

Industries Served

• Construction
• Nonprofit & Charities
• Private Equity
• Real Estate
• Technology

Recent News & Transactions

• Anchin is known for its deep industry expertise and tailored client service, often working with complex financial structures and transactions.
• While there is no widely reported recent M&A activity involving the firm, Anchin continues to expand its service offerings and market presence through strategic hires and sector-focused initiatives.

Notable Clients

Add notable publicly disclosed client relationships here, if desired and appropriate.

Notes

Additional commentary or internal notes can be recorded here.