Clarus Partners Merges with Blue & Co.

Columbus, Ohio-based Clarus Partners (FY18 net revenue of $6.3 million) has merged with Carmel, Ind.-based Blue & Co. (FY18 net revenue of $83.2 million). The deal was completed Dec. 1. The combined firm will operate as Blue & Co., and Clarus partners Barry Adelman, Michael Stevenson and Matthew Kaufman, will join Blue & Co. The combined staff of Blue & Co. and Clarus … [Read More...]

Haynie & Company Acquires Two CPA Firms

Salt Lake City-based Haynie & Co. (FY18 net revenue of $18.6 million) has announced its acquisition of two firms as of Dec. 1: Hales-Bradford of Brownsville, Texas, and W. Hamilton & Co. of Austin, Texas. The move adds two more Texas locations to the firm, which already operates from offices in San Antonio and The Woodlands. “Our vision is to exceed expectations by focusing on growth, … [Read More...]

Traina & Associates Rebrands as CapinTech

Greenwood, Ind.-based CapinCrouse (FY18 net revenue of $23.6 million), which focuses on serving nonprofit organizations, has announced a new brand for its information security division. Traina & Associates, a CapinCrouse company, is now CapinTech. Traina & Associates joined CapinCrouse in January 2017, allowing the firm to provide nonprofit clients with a wider range of information … [Read More...]

Reyes Admitted as Partner at Cherry Bekaert

Richmond, Va.-based Cherry Bekaert (FY19 net revenue of $219.7 million) has admitted Luis Reyes as an assurance partner in the Atlanta practice. Reyes will provide clients with audit, assurance and consulting services. He will serve clients in numerous industries including medical device and technology, professional services, specialty retailers, construction and real estate, health care and … [Read More...]

RoseRyan Vice President David Roberson Named CEO

RoseRyan of Newark, Calif., announced that David Roberson will lead the firm as CEO on Jan. 1. Roberson, who led Hitachi Data Systems as CEO, joined the firm last year as vice president. He is also the chief executive of RoseRyan subsidiary Kukuza Associates, which concentrates solely on the cannabis market. Founder Kathy Ryan will transition from CEO to chair while retaining ownership of … [Read More...]

The 2019 Most Recommended Consultants

Based on more than 550 participating firms in the 2019 IPA Survey and Analysis of Firms, the following individuals represent the 2019 IPA Most Recommended Consultants. These individuals received the highest share of responses to the 2019 IPA survey question: “Please name up to three outside consultants / companies your firm has used whom you would recommend.” IPA congratulates all the … [Read More...]

Reyes Admitted as Partner at Cherry Bekaert

Richmond, Va.-based Cherry Bekaert (FY19 net revenue of $219.7 million) has admitted Luis Reyes as an assurance partner in the Atlanta practice. Reyes will provide clients with audit, assurance and consulting services. He will serve clients in numerous industries including medical device and technology, professional services, specialty retailers, construction and real estate, health care and … [Read More...]

IPA INSIDER

George Gans Joins KPMG as Partner

George Gans has joined Big 4 firm KPMG and been admitted as a partner in the firm’s business tax services practice. Gans, who will operate from Pittsburgh, brings to KPMG more than 20 years of diverse … [Read More...]

Squar Milner Acquires Accounting Practice of Arnold Zippel

Irvine, Calif.-based Squar Milner LLP (FY18 net revenue of $98.2 million) announces that on Jan. 1 it is merging in the accounting practice of Arnold Zippel, who operates a law and accounting firm in San … [Read More...]

BDO USA Names Kelly Johnson as Board Chair; Four Partners Elected to Board of Directors

Chicago-based BDO USA (FY19 net revenue of $1.64 billion) announced the appointment of Kelly Johnson as board chair, along with Mark Ellenbogen, Hoon Lee and Steven Shill as new board directors. Tony Lawrence … [Read More...]

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Reyes Admitted as Partner at Cherry Bekaert

Richmond, Va.-based Cherry Bekaert (FY19 net revenue of $219.7 million) has admitted Luis Reyes as an assurance partner in the Atlanta practice. Reyes will provide clients with audit, assurance and … [Read More...]

RoseRyan Vice President David Roberson Named CEO

RoseRyan of Newark, Calif., announced that David Roberson will lead the firm as CEO on Jan. 1. Roberson, who led Hitachi Data Systems as CEO, joined the firm last year as vice president. He is also the chief … [Read More...]

Thomas Blaney to Lead New England Growth for PKF O’Connor Davies

New York-based PKF O’Connor Davies (FY18 net revenue of $170 million) has appointed partner Thomas Blaney to lead the New England region. Blaney serves as director of the private foundations practice. He … [Read More...]

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