Search Results for: Baker Tilly

Baker Tilly Acquires Talavant to Bolster Data Analytics Services

Chicago-based Baker Tilly (FY19 net revenue of $754.8 million) has acquired a data analytics consulting firm to expand Baker Tilly Digital services.

Madison, Wis.-based Talavant is a business intelligence consulting firm founded in 2015 that has quadrupled in size since then. The team has worked to leverage data to save their clients time and money. The combination is expected to be complete on April 1.

“Teaming Talavant’s deep analytics capabilities with Baker Tilly’s advanced technology solutions and industry specialization creates a unique combination of skills, knowledge and bench strength to help our clients anticipate market conditions and make strategic decisions,” principal and Baker Tilly digital leader John Runte says.

Baker Tilly Digital, launched in November 2019, offers data analytics and technology solutions to help companies with digital transformation challenges.

Dave DuVarney

“Joining forces with Baker Tilly broadens our capabilities to serve the growing needs of our clients and provide exciting opportunities for our team members,” says Dave DuVarney, Talavant president.

Baker Tilly Digital offers the firm’s most technical services, from analytics and cloud strategies to its own Digital | Labs, a development incubator of next-generation tools and services. The team includes technologists, data scientists, intelligent automation practitioners and emerging technology leaders.

Other recent acquisitions include the addition of Plano, Texas-based Montgomery Coscia Greilich and a three-way combination with municipal advisory firms H.J. Umbaugh and Associates and Springsted Incorporated. Both deals were announced in January of 2019.

In 2018, Baker Tilly added global financial investigations firm RGL Forensics and expanded to Houston with the addition of MiddletonRaines+Zapata.

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Baker Tilly Adds New Partner Bridget Quinn to Banking Practice in New Jersey

Chicago-based Baker Tilly (FY19 net revenue of $754.8 million) has admitted Bridget Quinn as a partner in the firm’s financial services practice.

Quinn has worked extensively with clients in the financial services, insurance and banking industries. She serves clients in both the private and public sectors, and has advised clients on financial statements and related disclosures, as well as the implementation and application of accounting rules, regulations and regulatory remediation issues.

Quinn has led assurance engagements for financial institutions, including large global institutions, regional and community banks, mortgage banks, asset managers and brokerage entities.

She was a founding member and former vice chair of the Baker Tilly International network’s financial institutions committee.

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Baker Tilly Launches New Practice to Help Clients with Digital Disruption

Chicago-based Baker Tilly (FY19 net revenue of $754.8 million) has launched Baker Tilly Digital, which brings together the firm’s analytic and advanced technology services.

Baker Digital is designed to help clients stay ahead of digital disruption. Baker Tilly CEO Alan Whitman says, “Keeping pace with new technology and making decisions today to shape tomorrow is never easy. We lean into and guide our clients through the complexities of digital disruption and the possibilities it brings.”

Baker Tilly Digital encompasses analytics, cloud strategies, connected devices, emerging technologies, intelligent automation, digital enterprise and Digital | Labs – an incubator for development of next-generation tools and services. The team includes data scientists, intelligent

Baker Tilly helped an aerospace and defense equipment manufacturer use advanced analytics, the firm says. “Before, I was watching 52 planes manually, which took me all day,” the fleet analytics manager of the company said. “After implementing the solution, I’m able to actively monitor the health of more than 400 planes using only 50% of my day. That extra time frees me up to tackle other critical issues that need my attention.”

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Baker Tilly Makes Three Hires to Expand Real Estate Services

Chicago-based Baker Tilly (FY19 net revenue of $754.8 million) has expanded its real estate valuation and advisory service offerings by hiring managing director Brent Maier, senior manager Kevin Secrist and manager Nicholas Palkovic.

“We are continuously looking for ways in which we can enhance and protect our clients’ value,” says transaction advisory services practice leader and Chicago OMP Tom Walker. “The addition of Brent and his team will offer our clients clear insight on their strategic growth plans.”

Team leader Maier will direct the firm’s newly expanded suite of real estate valuation and advisory offerings, which include overall portfolio consulting and real estate acquisition due diligence. Maier has more than 20 years of experience providing real estate users, owners and investors with valuation and advisory services for real estate entities, property portfolios and complex developments. He has completed numerous assignments of large portfolios for multi-national and global engagements, having worked throughout North America, Europe, Australia and Asia.

Maier, Secrist and Palkovic join Baker Tilly from investment bank Houlihan Lokey, where they were key members of the real estate valuation and advisory services practice in Chicago.

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Baker Tilly Adds New Partner to Commercial Practice in New York

Brian Francese

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that Brian Francese has joined the firm and been admitted as a partner in the firm’s commercial practice.

Baker Tilly’s New York market leader Christine M. Fenske says, “His depth of knowledge in a variety of industries combined with his understanding of the New York metro market will make him an invaluable asset to Baker Tilly’s numerous commercial clients in this region.”

With over 13 years of experience, most of it specializing in privately held companies, Francese will focus on a variety of commercial clients. He will lead phases of audit and attest engagements including audits of annual consolidated financial statements, internal controls and other agreed-upon procedures.

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Baker Tilly Partner Jonathan Marks Joins AICPA Task Force

Jonathan Marks

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that partner Jonathan T. Marks has been appointed a member of the AICPA Forensic and Litigation Services (FLS) Fraud Task Force.

The FLS Fraud Task Force serves to foster growth in the Forensic and Valuation Services (FVS) section and increase CPAs’ recognition of forensic accounting services as a growing practice niche by identifying, collecting, developing and disseminating technical, industry, legislative and regulatory issues related to fraud prevention, detection and response.

Marks says, “I hope my extensive experience in the fraud and forensic space will help in identifying opportunities to enhance or develop practical solutions related to fraud prevention, detection and response that ultimately help address the risks facing today’s businesses.”

Marks is partner and leader in Baker Tilly’s FLVS practice. He has more than 30 years of experience working closely with clients, boards, senior management and law firms on global and cross-border fraud and misconduct investigations, including bribery, corruption and compliance matters.

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Baker Tilly Expands Philadelphia Life Sciences and Technology Practices with New Partner

Immanuel John K.

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that Immanuel John K. has joined the firm and was admitted as a partner in the Philadelphia commercial practice. He will focus on the firm’s growing life sciences and technology industries.

John K. has more than 30 years of experience advising and auditing private and public companies in the following industries: technology, life sciences, professional services, medical devices, telecommunications, manufacturing and distribution. His experience includes advising and assisting clients in the IPO process and in secondary offerings.

“Immanuel’s experience as an advisor, auditor, thought leader and community advocate will greatly contribute to the growth and success of our firm in the Philadelphia market,” says Fred Massanova, Philadelphia MP and commercial practice leader.

John K. has authored many articles, frequently speaks at industry events and serves as the treasurer of the Philadelphia-Israel Chamber of Commerce.

In his previous position at a multinational accounting and consulting firm, John K. led the technology and life sciences industry practice in Philadelphia and the Northeast U.S. for several years. He also served as that firm’s national leader of the software and life sciences industry segments, advising companies on various business issues.

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Baker Tilly Admits 20 New Partners

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) admitted 20 new partners specializing in a variety of industries and services across the firm, effective June 1.

“Each of our new partners is a role model who demonstrates leadership and superior technical knowledge in their area of specialization,” says Baker Tilly CEO Alan Whitman. “We are proud of these new partners and look forward to them helping us become the advisory CPA firm of the future.”

Baker Tilly’s newest partners are:

  • Yunis Altahami, Assurance – Manufacturing and Distribution (Southfield, Mich.)
  • Carol Bolles, Assurance – Financial Services (Minneapolis)
  • Kevin Brandt, Consulting – Business Information Systems (Washington, D.C.)
  • Jeremy Chapman, Assurance – Commercial (Philadelphia)
  • Ashley Deihr, Consulting – Risk, Internal Audit and Cybersecurity (Washington, D.C.)
  • Brigid Elliott-Boger, Tax – Baker Tilly Advantage (Madison, Wis.)
  • Jennifer Finger, Assurance – Manufacturing and Distribution (Chicago and Houston)
  • Paul Frantz, Assurance – State and Local Government (Milwaukee)
  • Shanté George, Consulting – Forensic, Litigation and Valuation Services (New York)
  • Patrick Heavens, Assurance – Health care (Philadelphia)
  • Andrea Jansen, Assurance – State and Local Government (Madison)
  • Zachary Keenan, Assurance – Manufacturing and Distribution (Allentown, Pa.)
  • Amanda Klein, Consulting – Enterprise Transformation Services (Milwaukee)
  • Joseph McCaffrey, Consulting – Government Contractor Advisory Services (Washington, D.C.)
  • Tracey Nguyen, Consulting – Transactions (Philadelphia)
  • John Romano, Consulting – Risk, Internal Audit and Cybersecurity – Financial Services (Philadelphia)
  • Donna Scaffidi, Tax – Specialty Tax (Milwaukee)
  • Christopher Schmidt, Assurance – Commercial (Appleton, Wis.)
  • Renee Schwartz, Tax – Construction and Real Estate (Minneapolis)
  • Mallory Thomas, Consulting – Risk, Internal Audit and Cybersecurity (Minneapolis)

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Baker Tilly Makes Leadership Changes

Monica Modi Dalwadi

Monica Modi Dalwadi

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) has announced three leadership changes.

Monica Modi Dalwadi has been selected to serve as MP for the Washington, D.C. market effective June 1. She is succeeding Todd Stokes, who has been appointed to lead the firm’s people strategy.

“Monica brings an impressive background in consulting and a fresh perspective as managing partner of the metro D.C. market,” says Stokes. “Her passion and commitment to our clients and our people along with her willingness to try new things will serve her well in her new role.” The office is located in Tysons, Va., and has more than 400 team members.

Todd Stokes

Todd Stokes

Dalwadi, in her new role, will provide leadership, management and strategic direction for the firm’s metro D.C. market. She will continue serving clients focusing on internal auditing, risk assessment, fraud and forensics reviews and strategic consulting on a wide range of business issues. Dalwadi serves on numerous Baker Tilly committees and serves as a board member for various nonprofit organizations.

Stokes, in his new role, will lead a team to drive leading-edge practices in recruiting, learning and talent management and workplace culture. Stokes will be “laser-focused” on creating talent strategies at all career stages that anticipate and adapt to the future of work, the firm says. Last year, he was recognized by the Washington Business Journal as one of America’s top influencers in finance.

Baker Tilly CEO Alan Whitman called him a “creative leader,” and notes that his business acumen and curiosity push boundaries and challenge assumptions.

Fred Massanova

Fred Massanova

Additionally, the firm appointed Fred Massanova to serve as MP for the firm’s Philadelphia market. Effective June 1, Massanova will succeed Jeffrey Ferro, who will continue in his role as Baker Tilly’s East region MP.

“Fred is uniquely positioned for continuing our success in the Philadelphia marketplace,” Ferro says. “His strong relationship skills, commitment to the Philadelphia community and overall leadership will continue to be a significant asset to our Philadelphia market and firm.”

In his new role, Massanova will have responsibility for providing leadership, management and strategic direction for the firm’s Philadelphia market. He will continue serving clients and leading the firm’s Philadelphia commercial practice as well as Baker Tilly’s East region private equity practice.

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Baker Tilly Names Lynette Stolarzyk Specialty Tax Leader

Lynette Stolarzyk

Lynette Stolarzyk

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) has announced that principal Lynette Stolarzyk will lead the firm’s new specialty tax group.

In her new role, Stolarzyk will be responsible for driving growth and expanding the capabilities of Baker Tilly’s specialty tax group, which brings together the practices of international tax, IRS practice and procedures, methods and credits, and state and local tax.

Joseph C. O’Neill, Baker Tilly MP of tax services, says, “Bringing together these technically complex practice areas within a firmwide specialty tax group provides our clients with distinctive, value-added tax services, helping them solve complex business problems and interpret evolving rules and regulations.”

Stolarzyk has extensive experience providing tax consulting and compliance services for public and private companies, as well as historic experience in academia as a senior lecturer and director of professional programs in accounting at the University of Wisconsin, Madison. Over the last 20 years she has served as both advisor and client, which gives her a full perspective on how specialty tax services can help clients. Last year, she was named to Finance and Commerce’s Top Women in Finance and Minnesota Business Magazine’s Women Who Lead.

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