Cherry Bekaert
Cherry Bekaert is an established accounting firm headquartered in Raleigh, North Carolina, founded in 1947. The firm offers a wide range of services, including tax, accounting, assurance, wealth management, and consulting. With a diverse client base, Cherry Bekaert serves various industry sectors such as government services, healthcare, industrial manufacturing, real estate, non-profits, and technology. The firm is committed to providing tailored solutions to meet the needs of its clients, which include businesses in sectors like life sciences, retail, restaurants, government contracting, construction, distribution, and educational institutions.
Top Stages
Past deals in Accounting
Katz, Nannis + Solomon, P.C.
Acquisition in 2024
Katz, Nannis + Solomon is an accounting company specializing in tax, audit, and consultancy services.
Cordia Partners
Acquisition in 2023
Cordia Partners is an accounting firm that specializes in providing accounting, technology consulting, and business services. Founded in 1948, it has established itself as a prominent player in the industry. Based in Vienna, Virginia, Cordia Partners was known for its comprehensive offerings in accounting and consulting. On September 13, 2023, the firm was acquired by Cherry Bekaert, a national accounting and advisory firm, which further enhances its capabilities and reach within the market.
MCM
Acquisition in 2023
MCM CPAs & Advisors is an accounting company specializing in tax, assurance, and accounting services.
CoNexus CPA Group
Acquisition in 2020
CoNexus CPA Group is a certified public accounting firm established in 2015 and based in Atlanta, Georgia. The firm specializes in providing a comprehensive range of services, including tax preparation, accounting, auditing, and business advisory. With a focus on delivering tailored solutions, CoNexus CPA Group aims to support clients in navigating their financial challenges and optimizing their business operations.
PMB Helin Donovan
Acquisition in 2020
PMB Helin Donovan, LLP is a full-service accounting firm based in Austin, Texas, founded in 1987. Originally known as Helin Donovan Trubee & Wilkinson, LLP, the firm rebranded in 2001. It provides a wide range of accounting services, including audits, tax planning, return preparation, cash flow planning, and operational objectives. PMB Helin Donovan serves various sectors such as construction, education, energy, financial services, government, healthcare, hospitality, manufacturing, and real estate. In 2020, the firm became a subsidiary of Cherry Bekaert LLP, expanding its capabilities and resources.
Berlin Ramos & Company
Acquisition in 2017
Berlin Ramos & Company, a subsidiary of Cherry Bekaert LLP, is a professional services firm specializing in accounting, audit, and tax services. With a team of experienced professionals, they prioritize understanding their clients' unique needs and industry dynamics to deliver proactive, responsive, and personalized service. Their comprehensive range of services includes tax planning, valuation, bookkeeping, CFO outsourcing, succession planning, estate and financial planning, catering to both businesses and individuals across diverse sectors. Despite their size, they maintain a high degree of personalization, ensuring close client collaboration.
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