Appel Rejoins Berkowitz Pollack Brant

Judd Appel

Judd Appel

Miami-based Berkowitz Pollack Brant (FY16 net revenue of $51.2 million) announced that Judd Appel has returned to the firm. In his new role, Appel will assist clients with raising capital, exploring strategic partnerships, and mergers and acquisitions activity. Appel returns to the firm following positions with ITT Inc., Honeywell International, Global Infrastructure Partners and General Electric Company.

Appel has overseen global M&A transactions exceeding $10 billion during his career as a head of corporate strategy and M&A. He was also a CFO at Honeywell International, managing a $550 million business unit.

He most recently served as vice president of finance, corporate strategy and M&A with ITT, where he executed on more than $500 million of M&A transactions, including deal cultivation, leading the diligence process and contract negotiations. Prior to this he was a vice president of M&A and strategy at Honeywell International’s Automation and Control Systems Group.

Earlier in his career he worked in private equity at Global Infrastructure Partners and in finance, business development and M&A in various divisions of Honeywell International and General Electric Company. Appel has spent a significant portion of his time working in Europe, Middle-East and Asia.

Kirk Named Lead of Elliott Davis’ Cybersecurity Practice

Brian Kirk

Brian Kirk

Greenville, S.C.-based Elliott Davis (FY17 net revenue of $118.1 million) announced that Brian Kirk has been named practice lead of the firm’s growing cybersecurity division. He is based in the company’s Greenville headquarters.

“The need for solutions that mitigate the risk of cyber threats has never been greater,” says Jimmy Buddenberg, director of Elliott Davis’ risk advisory and cybersecurity practice. “Brian brings more than two decades of experience building, implementing and overseeing cyber security programs for companies in a variety of industries. He’ll use this knowledge to help clients identify vulnerabilities and create strategies to protect their enterprise.”

As the lead for Elliott Davis’ cybersecurity team, Kirk, who has more than 25 years of IT experience, the last 10 of which were in cybersecurity, will partner with organizations to develop and implement comprehensive cybersecurity solutions to safeguard their businesses, as well as their customers’ critical assets and data. He will work with clients to assess and improve their security posture through areas such as security and vulnerability assessments, IT budget and staffing reviews, and advisory services associated with technology and sourcing solutions.

“Competition aside, cyber-attacks are now one of the most formidable challenges facing today’s businesses,” says Kirk. “The impact of even a single data breach can be devastating, both to a company’s finances and its reputation. We’ll work with clients to develop tools, policies and procedures that minimize exposure and, enabling them to focus on running their business rather than worrying about a potential cyber-attack.”

Prior to joining Elliott Davis, Kirk most recently served as Chief Information Security Officer for CH2M, a Fortune 500 engineering firm that provides consulting, design, construction and operations services for corporations and federal, state and local governments. In this role, he led the establishment and growth of the company’s Information Security practice and directed all day-to-day information security operational activities for the global organization.

Resnick Joins Friedman as a Tax Principal

Barry Resnick

Barry Resnick

New York-based Friedman LLP (FY16 net revenue of $94 million) announced that Barry Resnick has joined the firm’s New York office as a principal in the consumer and industrial products group. Resnick has more than 35 years of experience providing accounting, tax, mergers and acquisitions, consulting and business advisory services. Through a hands-on and personalized approach, he advises clients across a range of industries, with a special focus on retail and apparel/textile as well as health care providers.

“Having worked in this industry for over 30 years, I have seen many transformations. I know that Barry’s in-depth industry knowledge and passion for staying at the forefront of change make him a perfect addition to the Friedman family,” says Harriet Greenberg, Friedman’s co-MP and leader of the fashion and diamond and jewelry practices.

“There are many nuances involved with navigating the rapidly evolving apparel/textile industries as well as working with healthcare providers. These areas require in-depth knowledge, flexibility and ensuring that clients are fully aware of the opportunities before them,” says Resnick. “I look forward to helping clients reach their unique business and financial goals.”

Prior to joining Friedman, Resnick served as a principal and senior advisor at Mazars, where he specialized in advising local and international business owners on succession planning strategies to ensure long-lasting, intergenerational wealth. He also positioned clients for long-term business success using in-depth business consulting services that identified process inefficiencies and recommended streamlined alternatives.

BKD Admits New Partners and Managing Directors

Springfield, Mo.-based BKD CPAs & Advisors (FY17 net revenue of $564.4 million) admitted new partners and managing directors, effective June 1.

“I want to congratulate our newest partners and managing directors on this major career milestone,” says Ted Dickman, CEO. “Both positions require significant personal and professional investment. The new responsibilities these leaders face will bring challenges, but I’m confident they’ll find innovative ways to transform them into opportunities.”

The newly admitted partners include:

  • Chad Back
  • Kristen Bright
  • Bryan Callahan
  • Tim Chitwood
  • Robb Conner
  • Michael Earls
  • Chad Garber
  • Michael Gerber
  • Scott Humphrey
  • Corey Jennings
  • Susan Jones
  • Lindsey Oakley
  • Juli Pascoe
  • Anthony Pasternak
  • Don Rawe
  • Erica Smith

The new managing directors include:

  • Bill Clark
  • Tod Eastlake
  • Denise Gros
  • Marcus Mitchell
  • Michael Pallas
  • Nancy Schoolman
  • Tammy Totzke

HBKS Wealth Advisors Acquires Portion of K·Coe Wealth

HBKS Wealth Advisors, affiliate of Canfield, Ohio-based HBK CPAs & Consultants (FY16 net revenue of $60.6 million) acquired a portion of K·Coe Wealth, subsidiary of Salina, Kan.-based K·Coe Isom (FY17 net revenue of $63.8 million).

“The access we will have to the resources, including the HBKS infrastructure, and depth of expertise is a clear, tangible benefit for our firm and our clients,” says K·Coe Isom CEO, Jeff Wald.

“HBKS’s success and growth in the past decade is remarkable. This partnership will amplify our wealth management capabilities and provide opportunities to collaborate with another CPA-centric wealth management firm to address client needs and develop solutions,” says Blake Allen, principal at K·Coe Wealth.

Blue & Co. Welcomes New Human Resources Officer

Nancy Rife

Carmel, Ind.-based Blue & Co. (FY16 net revenue of $77.5 million) welcomed Nancy Rife as the firm’s new human resources officer. Rife has nearly 20 years of experience in human resources along with a background in accounting and finance.

“Nancy’s expertise and broad experience will serve her well as she leads the recruiting and human resources efforts for our firm,” says Chris Olson, chief operations officer.

Over the past 13 years, Rife has served as director of human resources with MJ Insurance. Prior to accepting that role, she worked for Oak Street Mortgage and Banc One Mortgage Corporation.

Mazars USA Welcomes Schneider as National Tax Practice Leader

New York-based Mazars USA (FY16 net revenue of $187 million) welcomed Charles Schneider as the national tax practice leader.

“Charles’s extensive track record of effective leadership, in the U.S. and internationally, makes us confident that he will be a significant asset as head of the Mazars USA tax practice, contributing to the firm’s strategic plan as we continue expanding both nationally and globally,” says chairman and CEO, Victor Wahba.

Schneider spent the majority of his career with a Big 4 firm and, more recently, with a large regional firm. He has experience in domestic and international tax and business planning, working with large multinational corporations, as well as middle market businesses across various industries.

“I am confident our teams can leverage our experience to continue the firm’s expansion, both domestically and internationally. Ongoing development of our integrated global platform will help position Mazars to better serve our clients both locally and around the world,” says Schneider.

Postlethwaite & Netterville Names Gardiner CEO

Dan Gardiner

Dan Gardiner

Baton Rouge, La.-based Postlethwaite & Netterville (FY17 net revenue of $58.3 million) named Dan Gardiner CEO and managing director, effective May 1.

Bill Balhoff has been our CEO for the past decade, during which time our firm has experienced tremendous growth. I’m very honored to serve as the fifth managing director of one of the top 100 accounting and consulting firms in the country, and am looking forward to building upon the strong foundation of quality client services that P&N offers,” says Gardiner.

Balhoff, who joined P&N in 1976, will remain in a leadership position within the firm.

CliftonLarsonAllen Acquires Laffer & Gottlieb

Minneapolis-based CliftonLarsonAllen (FY16 net revenue of $755.9 million) acquired Laffer & Gottlieb of Beverly Hills, Calif., effective May 1.

“Aligning with a firm that shares our commitment to know and understand our clients is critical to our success,” says Barbara Gottlieb, Laffer & Gottlieb partner. “We’re not a ‘check the box’ organization. We take care to understand the person across the table from us, and put together a plan to move forward and resolve issues.”

Since 1982 Laffer & Gottlieb has offered financial and accounting services with an emphasis on civil litigation, white collar criminal defense and tax controversy.

“The issues our clients face are complex,” says Martin Laffer, Laffer & Gottlieb partner. “We understand what it takes to be successful, and we constantly develop our capabilities in order to help clients meet challenges head on. It’s not a job, it’s a purpose. We expect that our past successes as a niche practice will continue as we join forces with CLA.”

“We’re driven to create opportunities,” says Larry Taylor, CLA chief practice officer, Southwest region. “We uncover personal, financial and business goals, and work together to bring those goals to life. Barbara and Marty’s team deepens our experience and strengthens our ability to make a difference for our clients.”

Eide Bailly Names Erickson as Principal in Cybersecurity Services

Anders Erickson

Fargo, N.D.-based Eide Bailly (FY17 net revenue of $269.4 million) named Anders Erickson as principal, heading the cybersecurity services practice. In this position, Erickson will focus on leading and expanding the engagement and scope of the cybersecurity services team in helping companies understand cybersecurity risks, developing plans for mitigating weaknesses and managing ongoing cyberthreats.

“Eide Bailly is recognized as a leading business management and business services firm; we help company leaders identify and manage any risks to their business,” says James Lyons, strategic growth officer. “In today’s world, one of the most pressing threats to the bottom line is cyber risk.”

“Traditionally, companies have treated cybersecurity as an IT issue, but the truth is, cyberthreats can impact every aspect of a business, from revenue loss, damage to reputation and legal liability,” says Erickson. “Our cybersecurity professionals work with every level of an organization, starting at the top from the boards and executives, to the technical IT admins and general employees, to provide insight and guidance so they can feel confident their business is protected.”