| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Jefferson Wells
Jefferson Wells provides risk, compliance, tax, finance, and accounting services…
|
2026-04-30 | Acquisition | Pending | $100.0M | Deal โ |
| 2 |
Burwood Group
Burwood Group is a systems integrator.
|
2026-04-07 | Acquisition | Pending | — | Deal โ |
| 3 |
Cherry Bekaert
Cherry Bekaert is an accounting firm that offers tax, audit, and advisory soluti…
|
2024-12-16 | Acquisition | Pending | — | Deal โ |
| 4 |
Saggar & Rosenberg
Saggar & Rosenberg accounting, audit and tax management services.
|
2024-08-26 | Acquisition | Complete | — | Deal โ |
| 5 |
Golden Trail Advisers
Golden Trail Advisers is a wealth management consulting firm that offers investm…
|
2023-12-06 | Acquisition | Complete | — | Deal โ |
| 6 |
Vonya Global
Vonya Global is a consulting firm that offers internal audit services, data anal…
|
2022-12-08 | Acquisition | Complete | — | Deal โ |
| 7 |
O'Malley and Kwit
O’Malley & Kwit is an accounting firm that provides tax, auditing, and advisory …
|
2022-11-22 | Acquisition | Complete | — | Deal โ |
| 8 |
Accelerated Growth
Accelerated Growth Advisors develops and executes creative, effective strategies…
|
2022-11-17 | Acquisition | Complete | — | Deal โ |
| 9 |
Petrow Kane Leemhuis
Petrow Kane Leemhuis is a CPA firm that offers taxation, auditing, payroll, Quic…
|
2022-06-30 | Acquisition | Complete | — | Deal โ |
| 10 |
Cotton & Company
Cotton & Company is an accounting company that provides auditing, accounting, an…
|
2022-02-15 | Acquisition | Complete | — | Deal โ |
| 11 |
PA Group
PA Group offers ERP & CRM consulting, business intelligence, marketing automatio…
|
2021-10-19 | Acquisition | Complete | — | Deal โ |
| 12 |
Process Stream
Enterprise Quality Management Software
|
2021-04-08 | Acquisition | Complete | — | Deal โ |
| 13 |
Heinold Banwart
Heinold Banwart is an accounting firm providing audit, accounting, and tax servi…
|
2020-07-23 | Acquisition | Complete | — | Deal โ |
| 14 |
Halt, Buzas & Powell, Ltd.
Halt, Buzas & Powel is an accounting company providing management systems & IT s…
|
2019-12-17 | Acquisition | Complete | — | Deal โ |
| 15 |
F
Freyberg Hinkle Ashland Powers & Stowell
Freyberg Hinkle Ashland Powers & Stowell offers accounting, audit, tax complianc…
|
2019-10-10 | Acquisition | Complete | — | Deal โ |
| 16 |
Knutte & Associates
Knutte & Associates provide accounting tax service in chicago.
|
2018-12-07 | Acquisition | Complete | — | Deal โ |
| 17 |
Evolution Retirement Services
Evolution Retirement Services, Inc. is a third party retirement plan administrat…
|
2017-03-28 | Acquisition | Complete | — | Deal โ |
| 18 |
SCS Inc.
Microsoft Dynamics NAV Gold Partner
|
2016-10-03 | Acquisition | Complete | — | Deal โ |
| 19 |
BCG & Co
BCG & Co is an accounting firm that provides certified public accounting, includ…
|
2016-04-27 | Acquisition | Complete | — | Deal โ |