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Accounting

Accounting

August 5, 2026

Gloo Expands Financial Services Footprint with Cedarstone Acquisition

Gloo, a technology leader in financial services, has acquired Cedarstone, a business outsourcing firm known for its tailored solutions in banking and insurance. The acquisition aims to enhance Gloo’s service offerings and operational capabilities, positioning it to better serve a dynamic market. Key individuals involved include Gloo's CEO, John Smith, who emphasized the strategic importance of this deal for empowering financial institutions.

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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 6, 2026

CohnReznick Expands Texas Footprint with HLB Gross Collins Acquisition

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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

Sagility Expands Capabilities with Acquisition of AI-Driven CareSeed

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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

Long Lake Acquires American Express Global Business Travel for $6.3 Billion

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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

All In One Accounting Accelerates Entrepreneurial Roll-Up with New Economy Acquisition

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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

Frazier & Deeter Strengthens Southeast Footprint with Acquisition of Charlotte’s Pesta Finnie

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December 10, 2025

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

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