Baldwin CPAs Acquires Louisville Firm

Richmond, Ky.-based Baldwin CPAs (FY16 net revenue of $7 million) acquired Buchenberger Eggers and Spurr of Louisville, Ky., according to The Lane Report. The merger will add two principals, Kathie Eggers and David Buchenberger.

“We are excited about this union because it will allow us to be associated with highly talented people and the latest technologies. We believe this will translate into better service with a wider range of expertise for our valued clients without losing the personal touch you have come to expect from us,” says Buchenberger.

“Dave and Kathie are the type of CPAs we’re pleased to be associated with. We look forward to offering additional services to the clients of Buchenberger, Eggers and Spurr, as well as the expertise that Dave and Kathie add to the Baldwin team,” says Baldwin CPAs managing member Alan Long.

As a full-service accounting firm, Baldwin CPAs provides a wide range of experience and services to a variety of businesses and industries. Baldwin CPAs offers audits, reviews and compilations, bookkeeping and payroll, business consulting, business valuation, estate planning, forensic and litigation services, human resources consulting, outsourced CFO services, peer reviews, retirement plan administration, strategic planning, and tax preparation and planning.

Whittington Jones & Rudert Admits Partner

Marc Hardeman

Marc Hardeman

Whittington Jones & Rudert of Rome, Ga., admitted Marc Hardeman as partner, according to Rome News-Tribune.

Hardeman has been with the firm for more than 10 years, beginning as a staff accountant. He works with individuals and small to mid-size businesses. His experience includes audits in construction, service, manufacturing and non-profit entities; he also performs compilation, review and tax services.

Whittington Jones & Rudert also acquired Robert McWhorter CPA of Summerville, Ga. McWhorter has provided accounting and tax services since 1984 and retired Dec. 31, 2017.

Whittington Jones & Rudert specialize in providing services to medical, real estate, construction, manufacturing, family owned businesses and estate and trust services.

PKF Texas Strengthens Entrepreneurial Advisory Services Team

Houston-based Pannell Kerr Forster of Texas (FY16 net revenue of $24.2 million) acquired D. Supkis Cheek LLP. Owner, Danielle Supkis Cheek will join as a director in the entrepreneurial advisory services department. Additionally, her team members, Karina Israyelyan and Roland Robb will join the firm as senior associates.

“PKF Texas continually evaluates ways to further enhance our client service offerings,” says Byron Hebert, chief growth officer. “With the addition of Danielle and her team, we are strengthening the depth of services we provide to our entrepreneur-owned client base.”

Supkis Cheek has focused her practice primarily on small and medium sized privately held companies in the manufacturing, distribution, professional services and construction industries. She also provides consulting to non-profit entities.

Two Florida Firms Merge

St. Petersburg, Fla.-based Spoor Bunch Franz acquired Strawn Marshall Cunningham Condon & Sweat also of St. Petersburg.

SBF was founded Jan. 2016, with the merger of Spence Marston Bunch & Morris and Spoor & Associates.

“Firm values were long-established by our founders – consistently thinking about people first,” says Steve Bunch, MP of SBF.

“In this merger and with this growth we’re reinforcing a foundation to best serve our clients and our employees,” says W.G. Spoor, partner at SBF.

Rotz & Stonesifer Acquires Butler Gingerich & Company

Chambersburg, Pa.-based Rotz & Stonesifer acquired Butler Gingerich & Company of York, Pa.

Butler Gingerich & Company’s four certified public accountants and three professional staff members will join Rotz & Stonesifer and will retain the York office location.

Butler Gingerich & Company has been serving businesses and individuals in the York area for more than 40 years, specializing in individual and small business tax, and accounting and business valuations.

“Our clients will benefit from Rotz & Stonesifer’s industry expertise and expansive suite of specialty services. We look forward to bringing more value to the local business community,” says Leon Butler of Butler Gingerich & Company.

Briggs & Veselka Acquires Pathway Forensics

Houston-based Briggs & Veselka (FY16 net revenue of $35.4 million) has acquired Pathway Forensics, a digital forensics firm specializing in computer forensics, eDiscovery processing and hosting, data analysis, corporate investigations and expert witness testimony.

“We believe this will be a great partnership because of our similar cultures and complimentary skill sets,” says Sheila Enriquez, leader of the Briggs & Veselka forensic, valuation and litigation support practice and the firm’s consulting group. “Pathway has received numerous kudos statewide for their computer forensics, corporate investigations, expert witness, and eDiscovery services, and they will be an excellent resource for our clients and the law firms we serve.”

“Pathway is excited to join a firm with such a remarkable market reputation, and with such a high degree of client loyalty. And our cultures align well, which was a critical point for me and our management team,” says Noel Kersh, partner with Pathway. “We’re excited about the ability to collaborate on litigation matters as well as the middle market corporate clients that Briggs & Veselka serves.”

The firm leadership brings more than 75 years of experience in conducting digital forensics acquisitions and analysis on a variety of cases involving business and employment disputes, investigating theft of intellectual property, compliance with discovery requests, family law, harassment, in-house investigations for large corporations, copyright infringement and criminal cases.

In addition to Kersh, Pathway principal, Dustin Hager, directors Chris Graham and Dennis Williams, and the staff, will be part of the new organization.

Dannible & McKee Acquires Sbarra & Company

Effective Jan. 1, Syracuse, N.Y.-based Dannible & McKee acquired Sbarra & Company CPAs of Endicott, N.Y., according to Business Journal News Network.

Dannible & McKee adds five employees, including one partner, Thomas Sbarra.

Sbarra & Company has been providing accounting, tax and consulting services to individuals, businesses and nonprofits since 1993. Its expertise ranges from basic tax and accounting services to more in-depth services such as audits, reviews, compilations, financial and tax planning.

“We are very proud of the nearly 25-year history of our firm and recognized that the next step for our team and clients was to merge with a firm as highly respected and renowned as Dannible & McKee,” says Sbarra. “We look forward to offering many new services for our clients and advancement opportunities for our employees.”

Cherry Bekaert Enters Austin Market with Strategic Acquisition

Richmond, Va.-based Cherry Bekaert (FY17 net revenue of $173.8 million) acquired Powell Ebert & Smolik of Austin, Texas. Danny Powell, Jim Smolik and Robert Schriber were admitted as partners.

“Austin was a key strategic target market for our firm in terms of geographic expansion,” says Howard Kies, Cherry Bekaert MP. “PES’s longstanding market reputation for quality work and client service make them a great synergistic fit for Cherry Bekaert. With their connections in the Austin community, we look forward to building a market presence for THInc, our specialty practice that serves the innovative needs of technology, health and life sciences, and industrial clients.”

“Our clients will benefit from Cherry Bekaert’s industry expertise and expansive suite of specialty services,” says Powell. “The growth catalysts for the Austin economy align well with the focused verticals of Cherry Bekaert.”

Grant Thornton Focuses on Interior British Columbia Expansion

Chicago-based Grant Thornton (FY16 net revenue of $1.7 billion) acquired White Kennedy of Penticton, British Columbia.

“We are extremely proud to welcome these new partners and professionals who share a likeminded entrepreneurial spirit and a client-first mentality,” says Paul Gallo, MP, interior British Columbia at Grant Thornton. “This expansion allows us to strengthen our team in the Okanagan Valley, with the added benefit of a new leadership team supporting holistic growth of local communities.”

Founded in 1992, White Kennedy is one of the largest CPA firms in Penticton. The new relationship adds more than 35 professionals to Grant Thornton, including six partners and a principal, who provide a broad range of services for privately-owned enterprises in the agriculture, real estate, hospitality and professional services sectors.

“It was an easy decision to join Grant Thornton with a strong cultural fit and community spirit between the two firms,” says Jon Milligan, partner at White Kennedy. “We look forward to providing our clients with a number of additional resources and services that Grant Thornton will now give us access to. This new relationship will continue to strengthen our customer experience through a new network of global professionals that will expand our client service.”

BDO Enhances Forensic Accounting Offering with Acquisition

BDO Canada acquired Ferguson + Mak, effective Feb. 1. The addition of the boutique forensic and investigative accounting firm strengthens BDO’s market-leading practice in the Greater Toronto Area.

“BDO wants to be the best professional services firm in the mid-market with dominance in the geography that it wishes to participate. The merger with Ferguson + Mak certainly helps to position the firm for the future given their excellence in innovation, attracting top talent, client service and reputation in the market,” says Jeffery Chapman, BDO’s MP, financial advisory services. “The culture of the two firms are very similar and service similar clients, which we believe will make the transition to BDO seamless.”

Founded in 2013, Ferguson + Mak has provided objective and independent forensic accounting, corporate investigations, litigation and dispute resolution, valuation opinions and economic loss calculations services to a wide variety of industries and to organizations of all sizes.

“BDO is a world class professional services firm that will enable us to better service our clients,” says Bob Ferguson, partner at Ferguson + Mak. “BDO has depth of resources and breadth of services, but is nimble enough to be agile and responsive to client needs. We are thrilled to be joining a culture for collective professional growth and opportunity, with the dynamic, visionary leadership of a client-oriented professional services firm.”