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MGO Announces New OMPs

Los Angeles-based MGO (FY18 net revenue of $60.4 million) announced three personnel changes.

Maria Sanjurjo will serve as MGO’s OMP of the Bellmore, N.Y., office on Long Island. She joined the firm when it acquired Schwartz & Company, where she served as an assurance partner. She works with investment advisors, investment funds, high-net-worth individuals and middle market companies.

Steven Kreit will serve as OMP for the New York office, where he leads the firm’s SEC practice. He leads training sessions on assurance topics, including Section 404 of the Sarbanes-Oxley Act, audit methodology and risk-related issues.

Richard Paris, formerly the OMP in New York, will move into the role of leader of the tri-state area (Connecticut, New Jersey and New York). He will focus on growing MGO’s services including assurance, tax and advisory services as well as MGO’s China practice.

“Our firm’s remarkable growth throughout the East Coast is largely due to the strength and vision of our leadership team,” says MGO CEO and MP Kevin O’Connell. “As we continue on our upward trajectory, these leaders’ expertise is increasingly important.”

MGO began on the West Coast, but has since expanded to the Midwest, New York and the East Coast. Staff now number more than 475.

“With the cohesion of these spectacular teams, we continue to see growth in other areas, not just in the U.S., but abroad as well,” O’Connell says.

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MGO Acquires Schwartz & Company

Los Angeles-based MGO (FY18 net revenue of $60.4 million) has acquired Bellmore, N.Y.-based Schwartz & Company.

The transaction expands MGO’s presence in New York and throughout the East Coast. All five Schwartz & Company partners are joining the team at MGO, formerly Macias Gini & O’Connell.

“We welcome the entire Schwartz & Company team to MGO. While formidable as separate companies, combining these two elite teams will enable us to deliver an unmatched experience to our clients,” says Kevin O’Connell, CEO and MP of MGO. “Schwartz brings deep experience representing private equity and venture capital firms, investment partnerships, family offices and public and closely held corporations. We also look to capitalize on these capabilities, as well as the firm’s expansive East Coast footprint.”

The combination expands the resources and offerings of both firms, strengthening the capabilities of several practice areas including SEC/public company, private equity, family office, audits, tax planning strategies, international business and wealth management.

“MGO is one of the most impressive and innovative firms in the country. Not only will this move strengthen our practice, it will expand our geographical footprint, provide a deeper bench of resources and expertise to service public companies,” says founder and MP Michael Schwartz. “The two firms have very similar cultures and common commitment to client service.”

Over the past year, MGO has expanded its business in multiple ways, including the creation of new partnerships and lines of business to address the needs of cannabis companies and those who want to invest in the sector. In 2018, the MGO | ELLO Alliance was launched to provide professional services to the cannabis market. Through this alliance, the firm last year also launched ELLO Capital, one of the first U.S.-based investment banks and M&A advisory firms focused on cannabis.

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Joanne Chiu Joins MGO as Managing Director of Firm’s Asia Practice

Joanne Chiu

Joanne Chiu

Los Angeles-based Macias Gini & O’Connell (FY17 net revenue of $53.6 million) has announced the addition of Joanne Chiu as managing director of MGO’s Asia practice.

She brings decades of experience coordinating cross-border services for businesses exploring opportunities in Asia and for Asian companies seeking to establish a presence or expand in the U.S.

“Joanne’s expertise in a tax planning and accounting, specifically navigating in-bound and out-bound complexities in the Asia Pacific markets makes her an ideal addition to our MGO team,” says Richard Paris, MP of the New York office. “Our international practice has seen escalating activity related to China and Asia as a whole, and Joanne’s impressive skill regarding market entry and navigating local market intricacies are a perfect addition to this team at just the right time.”

Prior to joining MGO, Chiu worked as the director of the China desk for a large regional CPA firm on the East Coast. With more than 20 years of accounting experience, her areas of expertise include international tax, financial due diligence, real estate, high-net-worth individuals, e-commerce, import and export, and M&A advisory.

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Reynoso Joins MGO As Partner

Cesar Reynoso

Cesar Reynoso

Los Angeles-based Macias Gini & O’Connell (FY17 net revenue of $53.6 million) announces that Cesar Reynoso has joined the firm as an assurance partner in the Newport Beach, Calif., office.

He serves SEC registrants and other companies, using his expertise in the real estate and cannabis industries to help clients planning to go public or already listed on public exchanges in the U.S. Canada.

“Cesar’s expertise leading all aspects of audit and related services to some of the largest and most complex multi-national public SEC registrant companies is a significant addition to MGO’s team,” says Kevin O’Connell, CEO and MP.

Prior to joining MGO, Reynoso worked with several large firms where he focused on providing assurance service to SEC accelerated filers, public cannabis companies, large multi-national companies, private corporations and real estate companies.

MGO Adds Chung as Partner

Sanjay Agarwal

Los Angeles-based Macias Gini & O’Connell (FY17 net revenue of $53.6 million) has admitted Joseph Chung  as a new partner in their Silicon Valley office. He will be the lead partner for assurance engagements in the technology sector.

Chung first joined MGO in 2003, during which time he supervised the annual financial and compliance audits of large governmental entities, as well as public and private technology companies. He later moved on to join other large CPA firms, including a Big 4 firm where he managed audit engagements for publicly traded and venture backed clients in the technology industry. Now he returns to MGO.

“We’re focusing on strengthening our technology industry corporate practice to keep up with the demand for our services in that area,” says Sanjay Agarwal, MGO’s Silicon Valley MP. “Joseph has solid industry experience with very complex technology engagements, which will support our service delivery to this sector.”

Chung has more than 15 years of audit experience working with both privately held and publicly traded organizations, primarily within the technology industry. He has specific expertise transitioning public clients from their previous auditors and assisting those companies in navigating the disclosure, logistics and the impact of that process.

New York Office Opening for MGO

Kevin O’Connell

Los Angeles-based Macias Gini & O’Connell (FY17 net revenue of $53.6 million) announced the opening of a new flagship office in New York. The new office, led by New York office MP Rich Paris, will serve MGO’s growing list of clients in New York and across the East Coast.

“MGO is doing so much business on the East Coast, we couldn’t ignore the need for a brick and mortar presence in Manhattan,” says CEO and MP Kevin O’Connell. “This expansion will not only strengthen our existing traditional operations, but as the market leader taking cannabis companies public, we will be ideally positioned to support clients when the U.S. public markets open their doors to the cannabis industry.”

Paris has more than 20 years of experience in human resources and accounting. Paris was previously the founder and leader of a successful executive search company based in New York. “We already have deep connections to the New York business ecosystem and a physical presence here will help us deliver MGO’s dynamic service offerings with great attention and personal touch,” he says.

MGO’s New York City office, located at 622 Third Ave., will provide a full suite of assurance, tax, advisory, capital markets advisory and staffing services.

Magee Joins MGO Wealth Advisors

Kurtis Magee

Kurtis Magee

MGO Wealth Advisors, an affiliate of Los Angeles-based Macias Gini & O’Connell (FY17 net revenue of $53.6 million) announced the addition Kurtis Magee to the wealth management team. Magee will be joining the MGO Wealth Advisors Los Angeles office where he will provide investment management, retirement planning, estate planning, cash management and other wealth management services for a variety of clients.

“We are thrilled to announce that Kurtis Magee is joining our firm as a Wealth Advisor,” says Robert Roman, the CEO and managing director of MGO Wealth Advisors. “Kurtis’ experience and planning capabilities will enhance our current value proposition and further boost our service level to all of our clients.”

Most recently, Magee was a Financial Advisor at a large wealth management firm where he built a list of high net worth and ultra-high net worth clients. He joined MGO Wealth Advisors after seeing the advantages to the firms’ holistic approach to wealth management. MGO Wealth Advisors focuses on a highly personalized service rooted in proven tools, technologies and investment practices.

Macias Admitted as Partner at MGO LLP

Rodrigo Macias

Rodrigo Macias

Los Angeles-based Macias Gini & O’Connell (FY17 net revenue of $53.6 million) announced that Rodrigo Macias has been admitted as the firm’s newest partner. Macias joined MGO in 2014 as a director in the San Diego office, where he helped build the firm’s gaming, hospitality and tribal services practice. In that role, he broadened MGO’s advisory service capabilities while establishing himself as an industry thought leader, publishing articles and speaking at national conferences on the subjects of forensic accounting, risk management and operational performance.

In 2016, Macias was named the leader of MGO’s firmwide Advisory Services practice. In that role, he helped expand the firm’s solution architecture to include forensic accounting, risk advisory, transaction advisory, financial advisory and management consulting.

“Rodrigo truly exemplifies the values of the firm in his work and his day-to-day interaction with clients and colleagues,” says Kevin O’Connell, CEO and MP of MGO. “I’m proud to have him as a partner and I look forward to everything he will achieve in his new role.”

Macias has experience managing internal audits on an international scale for fortune 500 companies as well as consulting in various areas such as human resources, purchasing, manufacturing, marketing, hotel, retail and casinos.

MGO Expands Entertainment Business with Merger

Los-Angeles based MGO (FY15 net revenue of $39 million) has strengthened its entertainment business management practice by joining forces with Meschures Snyder Pocras & Levin (MSPL) of Beverly Hills, Calif.

Variety called the move “a sign of further consolidation among Hollywood business management practices,” and cited an MGO client as writer and producer Roberto Orci, whose “Hawaii Five-0” has been airing on CBS since 2010. For its part, MSPL brings to the merger about 100 film and TV clients, including actors, writers, directors and producers.

This is an important milestone in the history of both firms, says MGO CEO and MP Kevin O’Connell. “Victor Meschures and Dusty Snyder are pioneers in the discipline of business management. It’s impossible to measure the value of the knowledge and relationships they bring to the team.”

O’Connell adds that MSPL’s strength in film and television will bolster MGO’s continuing expansion of its entertainment, sports and music practice. MGO brings a wide range of services and systems that extend beyond the capabilities of traditional business management firms.

MGO Names Yorkshire as Partner Overseeing Music Practice

Adam Yorkshire

Adam Yorkshire

Los Angeles-based Macias Gini & O’Connell (MGO) (FY15 net revenue of $39 million) has bolstered its service offering by adding music to its list of industry specialties.

Adam Yorkshire, who joins the firm as partner, will lead a team of music and business management industry professionals based in Los Angeles.

“We are assembling a cadre of young, talented professionals, like Adam, to better address the ever evolving shifts in the industries we serve,” said MGO’s CEO and MP Kevin O’Connell. “Adam brings a specialized expertise to our practice, specifically in the areas of touring, merchandising and royalties.”

MGO is one of the 2016 IPA 100 Fastest-Growing Firms. It offers assurance, tax, advisory, outsourcing, staffing and business management services, expands its value to clients by offering music industry expertise in much the same way that it has long served the film, television and sports sectors.

“My team and I bring a new and different perspective on the handling of music and sports clientele,” Yorkshire says. “Together with the other MGO partners, we have a veritable plethora of ways – including business management services – that we can add value to firm clients.”

Yorkshire says he particularly loves working with concert tours. “Overseeing a tour is one of the most exciting aspects of what we do, and is a constant reminder of the number of talented artists that exist. We work with them and their teams to ensure all aspects of a tour are properly executed in order to ensure the artist can create a memorable experience for fans.”