RubinBrown Expands To Las Vegas To Grow National Gaming Practice

Stewart Archibald & Barney (SAB), the sixth largest accounting firm in Las Vegas, is joining with St. Louis-based RubinBrown (FY16 net revenue of $86.1 million) June 1.

The combination will bring together more than 600 team members working from offices in Denver, Kansas City, Mo., Las Vegas, Nashville, Tenn., and St. Louis.

According to RubinBrown MP John Herber, the Las Vegas market was appealing not only for the thriving business climate, but also the strategic platform it will provide for RubinBrown’s national gaming practice. “Over the past decade, RubinBrown has become a leading provider of assurance and consulting services to gaming regulators and operators nationally. This provides us ‘boots on the ground’ for our commercial gaming clientele in Las Vegas, as well as the tribal market in the Southwest,” says Herber.

RubinBrown’s gaming practice provides audit, tax and consulting services to commercial and tribal casinos, state lotteries and online gaming operators.

Stewart Archibald & Barney MP Glenn Goodnough says, “The combination of RubinBrown and SAB will provide many advantages as we will gain the gaming expertise possessed by RubinBrown while also expanding the services and resources to our clients in the Las Vegas market.” Through RubinBrown’s longtime affiliation with Baker Tilly International, SAB’s clients will also have access to international expertise.

SAB and RubinBrown share a common history and culture that is founded upon client service. “Our culture aligns well with SAB’s where client relationships are revered and superior quality and service is a top priority,” says Herber.

Goodnough will continue in his current role as MP of the Las Vegas office. In addition, each of the nearly 60 other team members of SAB will all continue with the expanded RubinBrown.

Herber also announced the relocation of Daniel Holmes and his wife Jessica Holmes from St. Louis to the Las Vegas office. Daniel Holmes will serve as a partner and co-practice leader for RubinBrown’s gaming practice, focusing on expansion in the Las Vegas market. Jessica Holmes will serve in RubinBrown’s business advisory services group as a manager with a focus on data analytics and consulting services for the western United States.

RubinBrown expanded in Kansas City in 2005, Denver in 2010 and Nashville in 2015. Currently, the firm is ranked the 45th largest firm in the country by IPA.

Yeager & Boyd Joins Aprio

Atlanta-based Aprio LLP (FY15 net revenue of $73.5 million), formerly Habif Arogeti & Wynne, announced that it has combined with Yeager & Boyd of Birmingham, Ala.

Yeager & Boyd is a boutique accounting firm with a deep industry specialization in public housing authorities and small business tax. The firm has served public housing authorities for four decades, performing over 2,200 audits for authorities in 19 states across the U.S. The firm’s five partners and 15 staff will now join over 400 professionals of Aprio.

Yeager & Boyd’s specialties are a natural extension of Aprio’s robust affordable housing, assurance and small business tax practices. The combination also introduces the Aprio brand to the Birmingham market.

“Our housing authority, tax and assurance clients will benefit from a broader depth of expertise to help them continue to meet the regulatory, operational and financial challenges they face,” says Bobby Boyd, co-founder of Yeager & Boyd. “Aprio has tremendous industry and specialty service expertise in areas such as cybersecurity, transaction advisory and tax credits and incentives that we are excited to offer to the Birmingham market.”

“In today’s rapidly changing regulatory environment, we have strategically decided to enter the housing authority market to bolster our existing affordable housing practice,” says Richard Kopelman, CEO and MP at Aprio. “Given the current administration’s focus on less government and more privatization, the laws that benefit owners of real estate, specifically housing, are expected to change. We bring our best thinking to advise both private and government clients so they are prepared for what’s next.”

Reingruber & Company Joins Saltmarsh Cleaveland & Gund

Pensacola, Fla.-based Saltmarsh Cleaveland & Gund (FY15 net revenue of $15.6 million) announced that Reingruber & Company PA, of St. Petersburg, Fla. Has merged with the firm.

Claudia Reingruber joins the firm’s Tampa office as a shareholder, accompanied by her team of health care consultants. Formed in 1991, Reingruber’s practice brings a comprehensive focus to health care accounting and consulting, with clients including skilled nursing facilities, hospital-based transitional care units, rehab centers, hospices, home health agencies and continuing care retirement communities in more than 25 states.

Services include Medicare and Medicaid cost reporting, acquisition analysis, Certificate of Need applications, Proof of Financial Ability preparation, Medicare appeal representation, regulatory compliance evaluations and billing consulting. The Reingruber team also has unique expertise in specialized areas, including litigation support in complex regulatory matters such as medical record audits, Compliance Plan activities, governmental investigations and Qui Tam whistleblower defense cases.

“Claudia is nationally recognized in our profession for her expertise in the post-acute health care area, with a particular strength on the clinical side. Her team has been regarded for years as one of the best,” says Saltmarsh President Lee Bell. “This addition allows our firm to continue to realize our goal of expanding services in the increasingly complex area of health care.”

“As the industry we serve has continued to grow, the demand from our clients for additional services convinced me we needed a strong partner for the future,” says Reingruber. “The people and culture of Saltmarsh were the deciding factor.”

The addition of the Reingruber team provides Saltmarsh, Cleaveland & Gund with some of the nation’s top experts in health care consulting and enhances and expands the service offerings of the firm. The combined firm offers accounting, audit/assurance, tax, wealth advisory and many levels of specialized consulting services to clients throughout the U.S. and overseas.

Weber Shapiro Merges with NCM Capital Management

Weber Shapiro & Co. LLC of Woodcliff Lake, N.J., has merged its investment and financial planning practice into NCM Capital Management LLC (NCM), a wealth advisory firm in Ramsey, N.J.

As part of the agreement, Mark Weber of Weber Shapiro & Co. will become a principal of NCM.

“I’m delighted that Mark will be integrating with Weber Shapiro & Company’s investment practice into NCM,” says Nick LaVerghetta, who heads NCM, in a statement. “Mark’s integrity and extensive expertise in all aspects of financial planning will serve as great assets for our current and future clients.”

Weber Shapiro’s other service lines are not part of the merger.

“Both Nicholas and I are committed to providing sound financial advice and personalized attention to our clients,” says Weber. “Combining our expertise and resources enables us to operate more efficiently while enhancing our value proposition to the individuals and businesses we serve. Nick is a leader in his field, and I look forward to working closely with him on behalf of our clients.”

Maner Costerisan Merges in Vantage Business Solutions

Maner Costerisan (FY15 net revenue of $18.3 million) of Lansing, Mich., announced that Vantage Business Solutions, a Microsoft Dynamics consultancy with locations in Toledo, Ohio, and Northville, Mich., is now a part of Maner Costerisan’s Business Solutions and Technology Department as of Jan. 1.

Vantage Business Solutions brings more than 25 years of experience with Microsoft Business Solutions products, including Microsoft Dynamics GP, to Maner Costerisan. The co-founders and principals of Vantage Business Solutions, Tom Jablonski and Susan Veres, are now a part of the Maner Costerisan Business Solutions & Technology practice.

“The addition of the Vantage team grows our consulting and customer service resources allowing us to provide clients with an even higher level of service. And now that Vantage’s clients have come on board, they will gain the support and experience of a larger, more diverse organization,” says Jeffrey Stevens president of Maner Costerisan.

BDO USA Announces Addition of LBA Wealth Management

Chicago-based BDO USA (FY16 net revenue of $1.29 billion) announces the expansion of its wealth advisory practice through the addition of LBA Wealth Management of Jacksonville, Fla.

The announcement follows on the heels of The LBA Group, also of Jacksonville, (FY15 net revenue of $16 million) joining BDO USA last November.

The practice is a fee-only investment advisory firm encompassing seven professionals with $350 million in assets under management. The two entities will continue to share BDO’s Jacksonville offices.

David Albaneze, MP of LBA Wealth Management, will be joining BDO as managing director for BDO Wealth Advisory’s Southeast region. The combination of BDO and LBA Wealth Management is expected to be completed on April 1.

“When the LBA Group informed us of their intention to join BDO USA last fall, it was always our intention to reach a similar agreement with BDO’s Wealth Advisory practice,” Albaneze says. “We share numerous clients with the accounting practice and there are obvious advantages to being able to provide complementary services under one roof. As part of a national firm, our clients will have access to a wider range of services and our people will have access to many more opportunities to pursue career growth.”

“LBA’s experience working with high-net-worth clients in Jacksonville, Gainesville and throughout North Florida, combined with our previous expansion in South Florida last year, greatly increases our wealth management resources in the state of Florida,” says Steve Parish, national leader of Wealth Advisory Services at BDO USA. “Florida will serve as a stronghold for the continued expansion of our Wealth Advisory practice throughout the Southeast.”

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.

OverMont Consulting Joins Whitley Penn

Fort Worth, Texas-based Whitley Penn (FY15 net revenue of $72.4 million) announces that OverMont Consulting of Houston has joined Whitley Penn.

The move doubles the size of the firm’s forensic, litigation and valuation services group.

The OverMont team delivers financial, accounting, economic and statistical analysis for national and international clients both in and out of the context of high-stakes commercial disputes. OverMont provides economic damages analyses and other litigation support services in a variety of complex commercial disputes, including the areas of intellectual property, breach of contract, business interruption, fraud, and insolvency and bankruptcy, among others.

OverMont’s team includes CPAs, MBAs, and JDs who hold numerous relevant certifications and possess a broad array of experience across many different industries. The OverMont team, led by Walter Bratic, Carmen Eggleston and Justin Blok, is well versed in the litigation and trial process and have often testified as experts in various courts and arbitration panels.

Bratic has extensive business and consulting experience across a broad range of industries. He has been involved in a variety of litigation matters, involving patent, trademark, copyright infringement, theft of trade secrets, breach of contract, tax disputes, breach of fiduciary duty, energy and antitrust matters.

Eggleston has managed numerous valuation, corporate restructuring, litigation and strategic consulting engagements. Her experience includes consulting to both small firms and Fortune 500 companies in a variety of industries including manufacturing, retail and service.

Blok has engaged in a variety of litigation matters involving patent, trademark, and copyright infringement, theft of trade secrets, business valuation, business interruption, bankruptcy and fraud.

“The OverMont team brings deep experience in the commercial litigation arena, including an emphasis on intellectual property issues,” says Jim Penn, founding partner of Whitley Penn and PIC of the forensic, litigation and valuation services group. “OverMont’s expertise and experience testifying in high-stakes commercial disputes on behalf of national and international corporations deepens and expands our current FLVS team’s capabilities in the commercial litigation realm and serves as a powerful complement to our FLVS team’s existing specializations in family law and business valuation.”

MP Larry Autrey says he’s looking forward to the possibilities brought on by the “combined horsepower” of the union. “This will increase Whitley Penn’s firm size to more than 450 professionals including more than 35 professionals who focus on forensic, litigation and valuation services.”

Carr Riggs & Ingram Merges Atlanta Firm BNKJ

Enterprise, Ala.-based Carr Riggs & Ingram (CRI) (FY15 net revenue of $195.1 million) has merged in Babush Neiman Kornman & Johnson (BNKJ) of Atlanta (FY15 net revenue of $8.2 million).

BNKJ joins CRI’s Atlanta office and the expanded team becomes one of the top 15 largest accounting firms in Atlanta, the firms announced. CRI is located in 27 markets throughout Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, Tennessee and Texas.

“The CRI-BNKJ merger marks our third Atlanta expansion in the last five years,” says William Carr, chairman and MP of CRI. “We are proud of the investments and advancements that our firm is – and will continue – making in this thriving city.”

The CRI-BNKJ merger strengthens CRI’s position as one of the nation’s leading benefit plan audit service providers. Collectively, the two firms perform more than 450 benefit plan audits annually. BNKJ can now deliver additional specialty services such as IT audits and assurance, as well as investment banking and service organization control (SOC) reporting to their clients.

“This merger furthers CRI’s strategic goal of being a major powerhouse in the Atlanta market and the Southeast – where we can expect the firm to continue expanding through organic growth, additional mergers and high-level strategic hires,” says Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger. “More than a dozen firms – national, regional and local – have approached BNKJ due to its client base and reputation in the market, but the BNKJ team felt that CRI provided the best culture fit and the best launching pad for their young talent and the greatest array of services for their clients.”

Polk & Associates and Rogow & Loney Merge

Rogow & Loney PC (R&L) of Ann Arbor, Mich., has merged into Birmingham Farms, Mich.-based Polk & Associates PLC effective Feb. 1. Polk & Associates now has offices in Ann Arbor, Bingham Farms, and St. Clair Shores.

R&L partners Gary Rogow and Neil Loney will continue in their existing roles as principals in the combined firm. Both Rogow and Loney have established themselves as strong professionals serving the Ann Arbor market. The combined firm will operate as Polk & Associates PLC and operate from R&L’s existing offices in Ann Arbor.

“We are very proud of the more than 25-year history of our firm. We also recognize that the next step for our team and clients is to merge with a firm that is just as committed to high quality, enabling us to expand the platform of services we can offer to our local, regional, and national clients. We look forward to staying on the cutting edge of the change so prevalent in today’s consulting and accounting services markets”, says Rogow.