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Tax advisory

Business Services

Baker Tilly Acquires Anchin

The target is a New York-based accounting, tax and advisory firm.

June 11, 2026

Financial services

Merit Financial Advisors Buys Mennenga Tax & Financial

Mennenga Tax & Financial is a wealth management and tax advisory practice in Madison, Wis.

November 6, 2025

Business Services

Cobepa Backs SAX Expansion

The firm will restructure into Sax LLP for attest services and Sax Advisory Group for consulting and advisory work.

July 18, 2025

Business Services

Andersen Group Files Confidentially for IPO

The filing follows Figma’s recent confidential IPO filing after a failed acquisition by Adobe.

April 28, 2025

Carlyle Invests in Captrust

Captrust Financial Advisors is a provider of investment management, financial planning, estate planning and tax advisory and compliance services based in Raleigh, N.C.

September 19, 2023