24
Total deals
$87.6M
Total value
$43.8M
Avg deal
$81.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Marcum
Marcum is a public accounting firm providing financial valuation, tax, and litig…
|
2024-07-31 | Acquisition | Complete | — | Deal → |
| 2 |
Compudata Services
CompuData is an award-winning business technology solution provider.
|
2024-03-01 | Acquisition | Complete | — | Deal → |
| 3 |
Erickson, Brown & Kloster
Erickson, Brown & Kloster is an accounting firm that specializes in financial pl…
|
2024-02-07 | Acquisition | Complete | — | Deal → |
| 4 |
American Pension Advisors
American Pension Advisors expertise in providing a range of retirement plans adm…
|
2023-07-05 | Acquisition | Complete | — | Deal → |
| 5 |
Pivot Point Security
Pivot Point Security is a cybersecurity company that provides security, complian…
|
2023-06-05 | Acquisition | Complete | $6.6M | Deal → |
| 6 |
Stinnett & Associates
The Stinnett Advantage. What We Do We help companies manage risk and improve per…
|
2022-07-08 | Acquisition | Complete | — | Deal → |
| 7 |
Marks Paneth & Shron LLP
Marks Paneth & Shron LLP is a firm providing certified public accountant and fin…
|
2022-01-10 | Acquisition | Complete | $81.0M | Deal → |
| 8 |
Shea Labagh Dobberstein
Shea Labagh Dobberstein is an accounting firm based in California.
|
2021-09-01 | Acquisition | Complete | — | Deal → |
| 9 |
Optumas
The Optumas team collaborates with clients to develop the most relevant, efficie…
|
2021-06-04 | Acquisition | Complete | — | Deal → |
| 10 |
Borden Perlman
Borden Perlman is a insurance agency that consults in bonds, risk management and…
|
2020-12-31 | Acquisition | Complete | — | Deal → |
| 11 |
BeyondPay
BeyondPay specializes in providing workforce management solutions.
|
2020-12-01 | Acquisition | Complete | — | Deal → |
| 12 |
Brinig Taylor Zimmer
Brinig Taylor Zimmer is an established financial consulting firm that has been p…
|
2019-09-03 | Acquisition | Complete | — | Deal → |
| 13 |
Paytime
Paytime is a privately held company that provides integrated payroll, human reso…
|
2019-07-03 | Acquisition | Complete | — | Deal → |
| 14 |
Gavion
Gavion is a registered investment advisor providing investment consulting servic…
|
2019-07-03 | Acquisition | Complete | — | Deal → |
| 15 |
The Wenner Group
The Wenner Group provides accounting, tax and consulting services to small and m…
|
2019-01-07 | Acquisition | Complete | — | Deal → |
| 16 |
InR Advisory Services
InR is a pension and investment consulting services firm.
|
2018-04-03 | Acquisition | Complete | — | Deal → |
| 17 |
Laurus Transaction Advisors
Laurus Transaction Advisors is a boutique advisory firm.
|
2018-02-02 | Acquisition | Complete | — | Deal → |
| 18 |
CMF Associates
CMF Associates provides financial and operational consulting, executive recruitm…
|
2017-06-08 | Acquisition | Complete | — | Deal → |
| 19 |
Flex-Pay Business Services
Flex-Pay Business Services operates as a payroll service company.
|
2016-06-01 | Acquisition | Complete | — | Deal → |
| 20 |
T
The Cottonwood Group
The Cottonwood Group provided pension plan consulting
|
2015-12-02 | Acquihire | Complete | — | Deal → |
| 21 |
Gresham, Smith and Partners
Gresham, Smith and Partners is a firm of architects, engineers, interior designe…
|
2011-11-01 | Acquisition | Complete | — | Deal → |
| 22 |
Multiple Benefit Services
Multiple Benefit Services provides employee benefit consulting, support and serv…
|
2011-08-01 | Acquisition | Complete | — | Deal → |
| 23 |
Thompson Dunavant
Largest public accounting firm
|
2011-07-26 | Acquisition | Complete | — | Deal → |
| 24 |
Goldstein Lewin & Co
Goldstein Lewin & Co. is a full service accounting and consulting firm; providin…
|
2010-01-04 | — | Complete | — | Deal → |