Moss Adams
Acquisition in 2025
Founded in 1913, Moss Adams is a nationwide accounting firm headquartered in Seattle, Washington. With over 2,200 staff including 260 partners, the firm specializes in assurance, tax, consulting, risk management, transactions, and private client services for public, private, and not-for-profit enterprises across various industries.
Invoke Tax Partners
Acquisition in 2025
Invoke Tax Partners is a consulting firm specializing in tax savings strategies. It assists corporations across various industries, such as commercial real estate, manufacturing, and energy, by providing state and local tax services. The company's expertise lies in helping clients minimize their tax burden, thereby improving their financial performance.
Cirone Friedberg
Acquisition in 2025
Cirone Friedberg provides accounting, employee benefits plans, outsourced CFO, litigation support, taxation, audits and consulting services.
Alirrium
Acquisition in 2024
Alirrium is a technology consulting firm specializing in robotic process automation (RPA) services. It caters to the finance, accounting, human resources, and legal sectors, offering solutions such as RPA implementation, robotic operations centers, managed services, training, and software test automation. The company's goal is to leverage technology to enhance productivity, improve customer experiences, and streamline operations for its clients.
Seiler & Company, LLP
Acquisition in 2024
Seiler & Company is an established accounting firm founded in 1957, with its headquarters in Redwood City, California. The firm offers a range of services, including tax advisory and accounting, specifically tailored for individuals, families, closely-held businesses, and non-profit organizations. Its clientele consists of business and community leaders, philanthropic figures, high-net-worth families, and successful entrepreneurs. Seiler also provides training, education, mentorship, and leadership programs to enhance its clients' financial knowledge and capabilities. As a member of HLB International, Seiler is connected to a global network of independent accounting and business advisory firms, enabling it to serve internationally-based clients effectively.
Bader Martin, P.S.
Acquisition in 2022
Bader Martin, P.S. is a CPA and business advisory firm based in Seattle, Washington, founded in 1990. The firm specialized in a range of services, including mergers and acquisitions, estate and wealth planning, transaction advisory, tax and business consulting, succession planning, and forensic accounting. It served a diverse clientele across various sectors, such as real estate, hospitality, manufacturing and distribution, retail, life sciences, and medical technology. In June 2022, Bader Martin was acquired by Baker Tilly, expanding its reach and resources in the accounting and advisory landscape.
The MFA Companies
Acquisition in 2021
The MFA Companies is a comprehensive financial services firm headquartered in Tewksbury, Massachusetts. It specializes in a wide range of offerings, including tax planning and compliance, retirement plans, and transaction advisory services. In addition, MFA provides audit and assurance services, technical accounting, financial planning and analysis, and valuations. The firm also has expertise in wealth management, equity compensation, risk advisory, fraud and forensic accounting, litigation support, nonprofit advisory, and talent acquisition. MFA Companies was acquired by Baker Tilly, enhancing its ability to serve a diverse clientele.
Moody Famiglietti & Andronico
Acquisition in 2021
Moody Famiglietti & Andronico (MFA), established in 1981, is a prominent Certified Public Accounting (CPA) firm situated north of Boston, Massachusetts, with national and global reach. MFA employs over 150 professionals, including 25 partners, who provide proactive tax, audit, and consulting services to a diverse client base. The firm's success lies in its commitment to facilitating clients' growth by offering deep expertise, critical guidance, and strategic advice beyond routine accounting tasks.
AcctTwo Shared Services
Acquisition in 2021
AcctTwo is a consulting firm and reseller specializing in cloud-based accounting and financial management software. It addresses challenges faced by growing middle-market companies, such as the limitations of QuickBooks and the complexities of on-premise accounting systems. AcctTwo has implemented Intacct for numerous organizations across various industries, helping them determine system fit, identify necessary modules, design solutions, and provide training and support. In addition to software implementation, AcctTwo offers back-office process outsourcing, allowing clients to concentrate on their core business competencies. Their services include accounts payable, billing and accounts receivable, cash management, payroll, and expense reporting. By providing the necessary personnel, processes, and technology, AcctTwo enables businesses to achieve scalability and efficiency while managing back-office challenges like employee turnover and limited resources.
Margolin, Winer & Evens
Acquisition in 2021
Margolin, Winer & Evens is an accounting firm with locations in New York City and Long Island, as well as a former presence in Uniondale, New York. The firm offers a range of accounting and auditing services tailored to meet the needs of its diverse clientele. Known for its commitment to quality and client service, Margolin, Winer & Evens provides expertise in various sectors, ensuring compliance with financial regulations and helping businesses achieve their financial goals. The firm has expanded its reach and capabilities through its acquisition by Baker Tilly, enhancing its service offerings while maintaining its reputation for excellence in the accounting profession.
Brown Adams Agbayani
Acquisition in 2020
Brown Adams Agbayani was an accounting and auditing firm established in 1980 in Mountain View, California. The firm offered tax, accounting, and financial statement preparation and related services to individuals, corporations, nonprofits, partnerships, fiduciaries, and other entities. It served clients across diverse sectors and provided guidance on financial reporting and compliance. In November 2020, Brown Adams Agbayani was acquired by Baker Tilly, incorporating its client base and expertise into Baker Tilly’s national accounting practice.
H.J. Umbaugh & Associates, CPAs, LLP
Acquisition in 2019
H.J. Umbaugh and Associates, Certified Public Accountants, LLP (Umbaugh) is a CPA firm and one of the largest and most active independent financial advisors to governmental units in the Midwest. Umbaugh is ranked by Inside Public Accounting as one of the fastest growing CPA firms in the nation in 2018. Umbaugh combines the ethics, structure, quality control and business discipline of a CPA firm with the skills and knowledge of a municipal financial advisor. Umbaugh advises cities, towns, townships, counties, utilities, schools, libraries, hospitals and airports regarding financing, long-range planning, tax and utility rates, budgets, debt management, revenue forecasts, economic development and financial management.
MiddletonRaines + Zapata
Acquisition in 2018
MiddletonRaines+Zapata is a certified public accounting firm headquartered in Houston, TX, with an additional office in Spring. The firm serves privately held, middle market companies and individuals and places a premium on client experience.
RSM Tenon
Acquisition in 2013
RSM Tenon was a professional services firm based in the United Kingdom, offering accounting and consultancy services to a diverse client base ranging from individuals to large corporations and public sector organizations.