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Accounting

August 26, 2026

Basware Expands Payment Security with Acquisition of Trustpair

Basware, a global leader in networked source-to-pay solutions based in Helsinki, has signed a definitive agreement to acquire Trustpair, a company specializing in payment verification technology. This acquisition, expected to finalize in Q4 2023, aims to bolster Basware's offerings in payment security and risk management, enhancing its existing solutions for clients worldwide.

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August 24, 2026

Cognida Expands AI Capabilities with Acquisition of Automate Platform

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August 20, 2026

Adeptus Enhances Southern California Presence with Strategic Acquisition of Barlow & Associates

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August 20, 2026

Mayatax Partners with Heritage Point Partners to Accelerate Growth in Tax Consulting Services

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August 20, 2026

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August 18, 2026

O’Reilly LLC Partners with Millenia Investments to Enhance Financial Services

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August 17, 2026

Maridea Wealth Management Expands Chicago Footprint with Acquisition of Park Ridge Financial

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August 11, 2026

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August 10, 2026

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August 10, 2026

Andersen Global Strengthens North American Reach with Six New Firm Additions

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August 5, 2026

Gloo Expands Financial Services Footprint with Cedarstone Acquisition

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August 4, 2026

Alphatax Expands Capabilities with Strategic Acquisitions in Transfer Pricing

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August 3, 2026

Frazier & Deeter Expands Market Reach with Acquisition of Gray, Gray & Gray

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July 28, 2026

Waverly Advisors Expands Wealth Management Footprint with InVista Advisors Acquisition

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July 21, 2026

Certinia Strengthens AI Capabilities with Acquisition of Moonnox

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July 15, 2026

CRC Oyster Expands Compliance Solutions with Acquisition of Modern Regulatory Services

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July 9, 2026

Winged Keel Group Acquires SBSI, Enhancing Financial Service Capabilities

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July 7, 2026

Gryphon Strategies Expands Investment Intelligence Practice with Strategic Acquisition

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July 7, 2026

Windes Expands Southern California Footprint with New Los Angeles Office

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July 5, 2026

AscentHR Expands APAC Leadership with Acquisition of OS HRS

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July 1, 2026

CrossCountry Consulting Expands Salesforce Expertise with Dupont Circle Solutions Acquisition

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July 1, 2026

Winged Keel Group Expands Leadership in PPLI with Acquisition of SBSI, Inc.

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June 30, 2026

Empower Retirement Expands Services with Acquisition of Milliman’s Retirement Administration Business

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June 30, 2026

EP Wealth Advisors Strengthens Northern California Operations with Opes Wealth Management Acquisition

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June 29, 2026

Korn Ferry Expands Talent Solutions with $1.5 Billion Acquisition of AMS

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June 24, 2026

ReSource Pro Acquires Flow Specialty's AI Technology, Appoints Sivan Iram as Chief AI Officer

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June 23, 2026

RVNA Technologies Expands CX Offerings with Acquisition of UXB

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June 19, 2026

DMA Expands North American Reach with Acquisition of Barron Corporate Tax Solutions

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June 17, 2026

Flexstone Partners Expands Portfolio with Acquisition of Glouston Capital Partners

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June 17, 2026

Waverly Advisors Expands Wealth Management Footprint with Smithfield Trust Acquisition

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June 11, 2026

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June 10, 2026

Baker Tilly Expands NYC Presence with Acquisition of Anchin

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June 9, 2026

Integrated Insurance Solutions Acquires Appel Insurance Advisors to Enhance Offerings for Financial Advisors

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June 9, 2026

MAI Capital Management Expands Northeast Footprint with Saybrook Wealth Group Acquisition

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June 9, 2026

Janus Henderson Expands Private Markets Expertise with Acquisition of Rantum Capital

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June 8, 2026

Cegid Expands Its Cloud Business Management Suite with Acquisition of Shine

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June 4, 2026

Airwallex Expands Financial Technology Capabilities with Leapfin Acquisition

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June 3, 2026

Soltis Investment Advisors Expands Midwest Presence with Artifex Financial Group Acquisition

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June 2, 2026

Wealthspire Advisors Expands Reach with Acquisition of Arena Wealth

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June 2, 2026

Waverly Advisors Expands Footprint with Acquisition of WealthPlans and Cooley Associates

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June 2, 2026

Strategic Partnership to Enhance Financial and Tax Advisory Services

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June 2, 2026

Prime Capital Financial Expands Investment Horizons with Access Capital Acquisition

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June 1, 2026

Ryan Expands European Footprint with Acquisition of Svalner & Atlas Advisors

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May 28, 2026

Fonoa Acquires PwC’s Tax Platform and Secures $110 Million in Series B Funding

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May 19, 2026

The McEwen Group and Prairie Wealth Advisors Unite to Create a $1 Billion RIA

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May 14, 2026

Nooma Emerges as Canada’s Premier AI-Powered Payroll Solution for Accountants

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May 13, 2026

Carta Expands Service Offerings with Avantia Acquisition, Launching Carta Law

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May 12, 2026

Integrated Partners Expands Greater Boston Presence with Acquisition of City Square Wealth Management

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May 11, 2026

Green Dot Reports Solid Q1 2026 Performance with Revenue Growth and Increased Profitability

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May 8, 2026

Janus Henderson Reports Strong Q1 2026 Results: AUM Up 5% with Positive Net Inflows

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May 8, 2026

DMA Expands Property Tax Services with Acquisition of Cost Containment Advisors, Inc.

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May 7, 2026

Globalstar Reports 28% Revenue Growth in Q1 2026 Driven by Satellite Service Expansion

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May 6, 2026

Andersen Group Inc. Expands Global Reach with Strategic Acquisitions in Ireland, New Zealand, and Nigeria

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May 5, 2026

William Blair Expands Sports Advisory Footprint with Inner Circle Sports Acquisition

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May 5, 2026

Regnology Strengthens Regulatory Technology Portfolio with Acquisition of Moody’s ALM Solutions

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May 4, 2026

Frazier & Deeter Expands Midwest Presence with Copeland Buhl Acquisition

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May 4, 2026

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April 30, 2026

Sikich Expands Service Offerings with Acquisition of Jefferson Wells

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April 29, 2026

Ameribrands Strengthens Market Position with Acquisition of Construction and Hospitality Services, LLC

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April 28, 2026

Waverly Advisors Expands Wealth Management Portfolio with Acquisition of TruWealth Advisors

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April 16, 2026

Janus Henderson Secures Strategic Investment from Trian Fund Management and General Catalyst

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April 14, 2026

Equity Methods Expands Stock Administration Services with Acquisition of Equity Plan Solutions

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April 7, 2026

Apollon Wealth Management Acquires Motley Fool Wealth Management: A Strategic Move to Enhance Investment Solutions

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April 7, 2026

Fiducient Advisors Enhances Offerings with Acquisition of Axia Advisory

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April 2, 2026

Modern Wealth Expands Footprint with Strategic Acquisition in Florida

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April 2, 2026

Financial Connections Group Partners with Apella Wealth to Expand West Coast Reach

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April 1, 2026

Foster & Foster Expands Midwest Presence with Acquisition of United Actuarial Services

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April 1, 2026

Carlyle Group Acquires Majority Stake in MAI Capital Management

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April 1, 2026

RFG Advisory Expands Wealth Management Footprint with RVA Wealth Management Acquisition

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March 31, 2026

Mercer Advisors Strengthens New England Presence with Charter Oak Acquisition

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March 31, 2026

EP Wealth Advisors Strengthens East Coast Presence with Divergent Planning Acquisition

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December 10, 2025

Prosperity Partners Bolsters Transaction Advisory Capabilities by Acquiring Pipaya

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December 10, 2025

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December 10, 2025

FOFA Enters Accounting Roll-Up Mode with Toone & Associates Acquisition

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December 10, 2025

Capstone Accounting & Tax Bolsters Central Oregon with Acquisition of Nissen & Meyer

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December 10, 2025

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Frazier & Deeter Strengthens Mid-Atlantic Advisory Business by Acquiring RS&F

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