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Former PCAOB Executive Joins Weaver

Patrick Brown

Patrick Brown

Houston-based Weaver (FY19 net revenue of $141.1 million) announces that former PCAOB executive Patrick Brown has joined the firm and been admitted as a partner in the quality and risk management team.

Brown will be based in the firm’s Dallas office and will focus on assurance and advisory services. Brown was previously an executive leader and associate director for inspections at the PCAOB, where he spent close to a decade performing regulatory oversight of public company audits.

At Weaver, he will work with firm leaders to refine quality assurance processes and help ensure that audit services meet established standards.

“As Weaver continues to grow nationwide and expand our public company audit practice, Patrick will help us maintain the quality our clients, markets and regulators expect,” says CEO and MP John Mackel. “His experience at the PCAOB and as a Big 4 audit leader will add depth to our QRM processes.”

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Weaver Adds Oklahoma City Office

Zeeshan Khan

Houston-based Weaver (FY19 net revenue of $141.1 million) has added an office in Oklahoma City with audit partner Zeeshan Khan leading it.

“Oklahoma has been a target market for Weaver’s strategic growth,” says MP John Mackel. “Zeeshan’s deep energy industry experience and broad commercial industry experience, combined with his established relationships and knowledge of the local market are an ideal match for the firm.”

Weaver’s newest office, at 101 Park Ave., will initially focus on working with energy companies and middle market businesses across other industry sectors. The Oklahoma City office marks the firm’s 12th U.S. location.

Khan says, “I see tremendous opportunity with Weaver’s culture and my background that will prove successful in helping us grow a strong practice.”

Khan was formerly with PwC for almost 14 years, providing assurance services to both public and privately held companies across a range of industries including oil and gas, manufacturing (industrial products) and retail. One of his industry accomplishments is co-authoring select chapters and making numerous edits throughout the widely used and respected PwC oil and gas textbook, Petroleum Accounting – Principles, Procedures & Issues, 8th Edition.

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Weaver Acquires HSSK

Houston-based Weaver (FY19 net revenue of $141.1 million) has acquired HSSK LLC of Houston. The combined firm will offer expanded forensic accounting, litigation support and business valuation practices.

Joining Weaver will be three partners and more than 20 professional staff from HSSK. They will be part of Weaver’s Financial Advisory Services practice. HSSK will add to Weaver’s ability to provide forensic accounting, investigation, litigation support and valuation services to clients.

“HSSK’s values, leadership styles and technical capabilities align well with ours,” says Weaver CEO John Mackel, “and we’re excited about the new capabilities we’ll be able to offer clients and the new opportunities that will arise for our leaders and team members.”

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Councilor Buchanan & Mitchell Adds Daniel Weaver to Executive Team

Daniel L. Weaver

Daniel L. Weaver

Councilor Buchanan & Mitchell (CBM), with offices in Bethesda, Md., and Washington, D.C., announces that Daniel L. Weaver, a partner at the firm since 2011, has joined the executive committee.

CBM’s executive committee is composed of CBM president and MP Peter B. Reilly, Richard E. Morris, tax practice director, and Debora E. May, financial planning practice director. Patricia Drolet became chair of the board.

The change in the structure of the firm’s executive committee, enacted Jan. 1, means new perspectives in vision and decision-making voices to help determine the future direction of CBM, the firm announced.

In addition to his oversight role in the delivery of audit and assurance, tax preparation and advisory services to CBM’s for-profit clients, Weaver is director of the firm’s not-for-profit practice. He is also a regular presenter, having spoken in the past year at the Greater Washington Society of CPAs’ Nonprofit Symposium on new accounting standards, and has also presented on the impact of the Tax Cuts and Jobs Act.

“Dan has long shown outstanding leadership as lead of CBM’s not-for-profit practice,” says Reilly, “and we are confident that he will continue to bring new perspective to helping CBM chart a successful path into the future.”

Weaver will continue to lead the firm’s not-for-profit practice.

Weaver Continues Rapid Expansion with Addition of In-House Counsel

Frank McElroy

Frank McElroy

Houston-based Weaver (FY18 net revenue of $127.1 million) announced the addition of its sixth new partner or director in four months. The newest partner is Frank McElroy who joined the firm as its in-house legal counsel. McElroy has more than a decade of experience guiding and defending CPAs. He will manage Weaver’s corporate legal needs and will be active in the firm’s contract and acquisition negotiation, quality review teams and risk management.

Weaver CEO and MP John Mackel says, “As the firm continues to grow, so does our need for legal expertise. Frank has worked with us as outside counsel on a variety of legal issues, including quality and risk management, contract matters and regulatory filings. His excellent work for Weaver and his commitment to the accounting profession made him our top choice for in-house counsel.”

Formerly the managing shareholder of Forrest McElroy PC, McElroy has spent more than 10 years guiding and defending CPAs, primarily on issues related to licensing, client disputes and litigation.

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Weaver Admits DiBrienza to Partnership

Matthew DiBrienza

Houston-based Weaver (FY18 net revenue of $127.1 million) is expanding its financial services industry practice with the addition of Matthew DiBrienza as an audit partner in the New York office.

DiBrienza, who was previously an audit partner for KPMG and a principal of Rothstein Kass, offers more than 20 years of experience serving the alternative investment industry. He offers the full range of services to his clients, which have included hedge funds, private equity funds, fund-of-funds and commodity pools.

In addition to financial audits, DiBrienza provides tax planning and organizational structure advice; he also reviews investment partnership agreements for structure, accounting and tax-related compliance

“With our midtown Manhattan office and our financial services practice both growing rapidly, Matthew’s experience and industry understanding are very valuable to Weaver and our clients,” says CEO and MP John Mackel. “He brings a rare combination of both audit and tax knowledge, which will help him advise alternative investment firms about a wide range of issues from partnership structures to the tax implications of new financial reporting requirements.”

Weaver Opens New Office in New York

Houston-based Weaver (FY18 net revenue of $127.1 million) opens the firm’s newest office in Midtown Manhattan in New York, on Nov. 1.

Firm leaders chose New York to better serve current and prospective clients in its financial services and energy compliance services practices and to accommodate anticipated growth.

The new Weaver office is located in the Times Square/Theater District, placing it at the intersection of major business, commercial, tourist and entertainment destinations. The new space is more than three times larger than the previous temporary space that provided work areas for a limited number of Weaver professionals.

Partner Ronald Honka will lead the growth of Weaver’s financial services industry practice with Kevin Sanford, PIC of the national financial services and alternative investment fund practice.

The energy compliance services’ East Coast practice, previously located in Stamford, Conn., and led by David Bennett and Greg Staiti, will also move to the new office.

“The new office location, combined with Ron’s experience, give us the presence to expand Weaver’s brand on the East Coast and nationally,” says MP John Mackel. He said the combination of experience, relationships and capabilities “will enable us to deliver top-notch service to the many companies based in that region.”

Weaver Admits Nabors to Partner, IT Advisory Services

Brett Nabors

Brett Nabors

Houston-based Weaver (FY18 net revenue of $127.1 million) admitted Brett Nabors to partner in IT advisory services effective Sept. 1. He works in the firm’s Austin, Texas office, where he will continue leading development of that market and expanding the IT-related services available to Weaver’s clients across the country.

“We are very pleased to promote Brett to partner,” says John Mackel III, Weaver’s MP and CEO. “Since joining Weaver, he has demonstrated leadership to team members and exceptional customer service for clients, exemplifying the firm’s core values.”

Nabors joined Weaver in 2016 as a senior manager, bringing 12 years of experience in advisory services that included directing a Big 4 firm’s risk assurance practice in Austin. He is well versed in IT compliance initiatives, IT control evaluations, internal audits, system implementations, data analytics, and other aspects of managing and improving IT performance, effectiveness and security. He assists clients with improving controls and processes, identifying and addressing risks and aligning IT processes with overall organizational strategy.

Weaver Admits Seven Professionals to Partnership

John Mackel

Houston-based Weaver (FY18 net revenue of $127.1 million) recently admitted the following professionals to partner in audit services: Matt Federle, Andy Flores, Phil Ilgenstein and Jennifer Ripka. The following were admitted as tax partners: Kurtis Dixon, Blayne Lowary and Jon Pezzi.

“We are very pleased to promote these Weaver team members to partner,” says John J. Mackel III, Weaver’s MP and CEO. “Each has demonstrated outstanding dedication, expertise and leadership during their time with the firm. They will continue to deliver exceptional service to our clients, and we look forward to seeing their continued growth and leadership in their service lines and locations as they take on their new roles.”

Federle, North Texas Audit Services, Dallas In 2005, Federle began his career as an intern for Weaver. He now leads assurance and consulting services engagements for public, private and private equity-funded companies in upstream and midstream oil and gas, property and casualty insurance, oil field service and employee benefit plans industries. He also advises on financial reporting and technical accounting matters for clients ranging from start-up companies to companies with annual revenues up to $500 million.

Flores, South Texas Audit Services, Houston Flores joined Weaver in 2007 as an associate when the firm expanded into Houston and merged with McDonald Fox and Lund. He focuses on audits of public and private upstream and midstream oil and gas companies, royalty trusts and manufacturing companies. Flores has extensive experience in International Financial Reporting Standards  reporting and international group audits.

Ilgenstein, South Texas Audit Services, Austin, Texas Joining Weaver in 2016 as a senior manager, after more than 10 years of public accounting experience in both Texas and Louisiana, Ilgenstein has overseen teams that provide audit and assurance services for a wide variety of clients, ranging from small venture capital and private equity-backed startups to Fortune 200 and multinational corporations.

Kipka, North Texas Audit Services, Dallas In 2007, Ripka began her career as an intern with Weaver and joined the firm as an associate later that year. She leads engagement teams that provide financial statement audits and single audits for government entities such as large municipalities and school districts, as well as nonprofit organizations. She is well versed in the Comprehensive Annual Financial Report (CAFR) requirements for the Government Finance Officers Association (GFOA) Certificate of Achievement for Excellence in Financial Reporting.

Dixon, North Texas Business Tax Services, Dallas – Dixon began his career as an intern at Weaver in 2008 and joined the firm as an associate shortly thereafter. He provides tax compliance, planning and consulting services, including multi-state issues, to corporations, S corporations, partnerships and individuals. He focuses on serving the needs of health care professionals, other service professionals, inventory-based businesses, manufacturing entities and high-net-worth individuals.

Lowary, Investment Fund Tax Services, Fort Worth, Texas Joining Weaver in 2017 as a senior manager, Lowary originally began his career nine years ago with a Big 4 accounting firm and has provided tax compliance and consulting services for alternative investments, including private equity and real estate funds. He has extensive experience with distressed debt funds, fund-of-funds, deal structuring and foreign investment considerations.

Pezzi, South Texas Business Tax Services, Houston – Pezzi joined Weaver in 2012 as a senior associate. He focuses on federal and state taxation of partnerships, corporations and S corporations, primarily working with companies in private equity, midstream oil and gas, real estate and manufacturing industries. Pezzi provides tax consulting for mergers and acquisitions, including tax structuring and tax due diligence.

Weaver Announces Industry Group Leadership Changes

Houston-based Weaver (FY18 net revenue of $127.1 million) has reorganized its financial and commercial industry groupings. The leadership changes enable specific teams to better focus on the firm’s primary industry areas: financial services, commercial services, public sector and private client services.

Effective June 1, Brian Reed, PIC of transaction advisory services and private equity services works with both Kevin Sanford, leader of the national financial services industry group and Melvin “Trey” Hunt III, PIC and leader of the commercial services industry group. The following industry leaders work primarily with Sanford in the national financial services industry group: Matt Anderson, PIC, alternative investments; and James Mihills, PIC, financial institutions services.

Working with Hunt, the following leaders will focus on specific industries: Rob Myatt, who now leads energy services; Brad Jay, who has led manufacturing and distribution services, is now also responsible for technology services; Mark Lund, continues to lead construction services; and Colby Horn, promoted to director of real estate and hospitality services.

Public sector services continue under the leadership of PIC Sara Dempsey. Private client services is co-led by Justin Reeves, PIC, North Texas, and Elizabeth Bunk, PIC, South Texas.

“As a significant part of Weaver’s strategy, our industry groups drive the organization because our clients care that we understand their business,” says Sanford. “They count on us to understand the industry regulations they face, the market and labor trends they feel, and the opportunities and threats that exist and drive their strategic decisions.”