Mazars USA Names New OMP, Practice Leaders

New York-based Mazars USA (FY18 net revenue of $205 million) announced that partner Paula Ferreira will succeed Michael Coletti as the New Jersey OMP and Coletti will succeed Kathryn Byrne as the manufacturing and distribution practice leader. Both changes are effective Sept. 1.

Ferreira’s more than 20 years of experience encompass tax planning and business consulting services, augmented by her solid background in individual, corporate, partnership and LLC tax issues. In addition to her new role as the New Jersey office leader, she will continue to serve as the New Jersey entrepreneurial business services leader.

Coletti has approximately 20 years of experience providing advisory, audit, accounting and tax services, and specializes in delivering such services to domestic and international companies in industrials, food and beverage, and consumer products. He has extensive experience in advising clients on exit strategies, succession planning and restructuring. He is also experienced in relating to contractual arrangements, gross profit improvement analysis, costing and valuation of inventory, as well as debt and equity transactions.

Mazars USA also announced that partner Robert Kastenschmidt was named Mazars global consulting leader. He served previously as national consulting and advisory practice. He also serves as a member of both the global sectors and services team, as well as the global leadership team.

Kastenschmidt has over 20 years of experience providing accounting and management consulting services to clients in a range of industries, both in the U.S. and internationally. He has devised and implemented transformational business strategies while minimizing operational expenses, improving enterprise processes, and building talented teams across a variety of professional disciplines.

“As a firm, we consider consulting a critical growth area,” Kastenschmidt says. “Leading the expansion of this practice and being able to contribute to the success of both Mazars USA and Mazars Group is a real honor. Client complexity, needs and engagement size continue to increase, creating tremendous synergies between these two leadership roles.”

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Boeckermann Grafstrom & Mayer Hires First CFO

Clare Chisholm

Bloomington, Minn.-based Boeckermann Grafstrom & Mayer (FY18 net revenue of $19.5 million) announces that Clare Chisholm has joined the firm as its first CFO.

Chisholm will direct and oversee the fiscal functions for Boeckermann Grafstrom & Mayer (BGM), as well as for the other entities of the BGM Group, which includes BGM Wealth Partners, Bridge West, Cornerstone Private Asset Trust Company, Element Technologies and Hunter Advisors.

“Since our founding in 1982, BGM has experienced steady growth,” says COO Brad Mayer. “Our strategic vision for the future includes expanding our service offerings, the industries we serve and our areas of expertise – all to best serve our clients.”

Chisholm, who has more than 25 years of experience, started her career in public accounting, and then transitioned to corporate management, leading finance, IT and operational teams. Prior to joining BGM, she worked for a regional accounting firm as its director of client accounting services and director of finance.

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PBMares Hires Managing Director for Transaction Advisory Services

Enrique C. Brito

Enrique C. Brito

Newport News, Va.-based PBMares (FY18 net revenue of $41.4 million) announces that Enrique C. Brito has joined the firm as managing director of its transaction advisory services team.

Brito will drive the strategy, growth and innovation of consulting solutions in mergers and acquisitions, business strategy, business intelligence, corporate finance, business valuation, due diligence and operational improvement. Brito has more than 25 years of experience with an extensive track record in leading M&A transactions for middle market clients. He has raised more than $1 billion in equity and debt capital from institutional sources for companies in the U.S., Mexico, Colombia, Venezuela, Argentina and Peru.

“In today’s professional services environment, you need to be intimately familiar with your clients’ and prospects’ financial habits, goals and objectives so you know what solutions to bring to them,” says Keith Wampler, leader of the firm’s consulting service Line and board chair. “Enrique’s background and experience has prepared him to form these strong relationships to fully understand their needs and provide value-added solutions to help them reach their goals.”

Brito has worked in investment banking, has co-founded an investment advisory firm and served as a partner and practice leader of corporate advisory services at an executive advisory firm. He then started his own consulting firm, where he advised middle-market clients on business strategy and M&A, two of his top specialties.

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Alexander Thompson Arnold Admits Marcie Williams as Partner

Marcie Williams

Marcie Williams

Union City, Tenn.-based Alexander Thompson Arnold (FY18 net revenue of $26.6 million) has admitted Marcie Williams to the partnership.

Williams has been with the firm for 12 years in the Jackson, Tenn., office. She is an assurance partner specializing in internal school funds, school districts, single audits, contractors and other for-profit engagements.

“This is a goal I have been working toward for some time,” says Williams. “I have always enjoyed the people I work with and the niches I have developed throughout my career. Becoming a partner in these areas of practice and continuing relationships with my coworkers and clients is not only a privilege but an honor.”

Williams has gained extensive experience in several divisions of ATA, including technical review, which has made her a valuable resource. Additionally, she leads regular internal training sessions and offers guidance to staff and newly acquired firms to maintain quality control standards, the firm announced.

“Marcie has shown exceptional leadership over the past 12 years,” says MP John Whybrew. “She takes initiative and is always a team player.”

ATA has 16 office locations in Tennessee, Indiana, Kentucky and Mississippi. The firm is an alliance member of BDO USA.

DHG Welcomes New Coach for Partners and Principals

Bob Kunkle

Bob Kunkle

Charlotte, N.C.-based Dixon Hughes Goodman (FY19 net revenue of $462.5 million) announces that Bob Kunkle has joined the firm as director of executive coaching and development.

Kunkle will provide executive coaching to DHG’s partners and principals through their career stages, leadership roles and retirement.

“Bob will partner with our leaders to accelerate performance, maximize professional development and make high-value transitions as we continue on our journey to be the ‘Firm of the Future,’ ” says Mike Crawford, DHG’s COO.

Prior to joining DHG, Kunkle was an executive coach at a Big 4 firm. He also owned an executive and life coaching practice. “Bob has a passion for coaching people to live out their full potential personally and professionally, a complement to DHG’s people strategy,” the firms says.

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Brian McCuller Joins BDO’s Atlanta Office as Tax Partner

Brian McCuller

Brian McCuller

Chicago-based BDO USA (FY19 net revenue of $1.64 billion) announces that Brian McCuller has joined the firm and been admitted as a tax partner based in Atlanta.

McCuller is an attorney and CPA with more than 26 years of experience. Specializing in multi-state taxes, he has advised Fortune 500, as well as middle-market companies, with multi-state and multi-national operations. He previously served as tax practice leader at a regional firm for three years, as well as state and local tax practice leader for 14 years at both regional and national firms. He is a frequent speaker and author on multi-state tax issues.

“His strong leadership skills, combined with his technical knowledge and commitment to client service, will make him an asset to BDO Atlanta,” says Karen Stone, tax MP for the Southeast region.

Prior to joining BDO Atlanta, McCuller spent much of his career in Tennessee, where he was actively involved in the community.

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Kelli Winter Named Tidwell Group’s New PIC of Audit and Assurance

Kelli Winter

Birmingham, Ala.-based Tidwell Group (FY18 net revenue of $24.1 million) announces that Kelli Winter is the new PIC of audit and assurance.

With extensive experience in real estate and construction accounting, Winter has played an integral role in the audit engagements for affordable housing partnerships financed through the Department of Housing and Urban Development. Additionally, her areas of expertise include budgeting, forecasting and mergers, and acquisitions.

“We could not have been more fortunate in our acquisition of the level of talent and capability that Kelli brings to our team. With Kelli managing audit and assurance for Tidwell Group, our ability to continue the growth trajectory of our firm with security and confidence is greatly enhanced,” says MP Barry Tidwell.

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MBAF Names John Vides Principal

John Vides

Miami-based MBAF (FY18 net revenue of $132.5 million) has announced that John Vides has been admitted as a principal in the tax and accounting department.

A member of the accounting profession since 2001, Vides has nearly 20 years of experience working with high-net-worth clients related to pre-immigration tax planning and international estate and trust planning. He commonly assists clients on inbound and outbound structuring of investments, wealth transfer strategies, sales and acquisitions of business entities, offshore voluntary disclosure, and more.

“John’s tax and accounting expertise and commitment to furthering MBAF’s mission of providing clients with the highest level of service have made him an instrumental team member,” says CEO Antonio Argiz.

Vides is trilingual, speaking English, Spanish and Portuguese. He is based in Miami.

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Jay Persaud Named Americas and U.S. Vice Chair for Risk Management

Jay Persaud

Jay Persaud

Big 4 firm Ernst & Young (EY) has announced that Jay Persaud has been appointed Americas and U.S. Vice Chair–Risk Management.

Persaud succeeds Ted Acosta, who was named regional MP for the Latin America South region.

“In an era of dynamic change, Jay understands how our business is evolving and can apply that experience in his new role as we develop new and expanded offerings,” says Kelly Grier, EY U.S. chair and MP and Americas MP.  “His leadership will position our risk management function front and center in helping us understand evolving risks to better enable our business.”

Grier adds that Persaud’s team will support EY’s growth goals by being “strategic, innovative and collaborative.” He will lead the risk management function and focus on helping EY grow and increase market agility while managing existing and emerging risks.

In nearly 30 years at EY, Persaud has served in a number of leadership roles while working across service lines and geographies. He will be a member of the Americas operating executive and U.S.executive committee.

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Peko to Lead Grant Thornton’s National Advisory Services Practice

Jim Peko

Jim Peko

Chicago-based Grant Thornton (FY18 net revenue of $1.87 billion) has named Jim Peko as the national MP of its advisory services practice.

Peko succeeds Srikant Sastry, who is credited with transforming the advisory practice into a full-service consultancy that has nearly doubled in size and revenue over the past five years.

Peko most recently served as national MP of the firm’s transaction services practice, where he guided a wide range of clients through a variety of complex transactions. The practice grew 17% annually over the last three years. Peko has served as a member of the firm’s partnership board for the past 20 months. In 2018, Consulting magazine named Peko a “Top 25 Consultant.”

“Jim has built a high-growth practice focused on creating value in a volatile market, and he has done so through innovative leadership and a people-first management style,” says Brad Preber, interim CEO of Grant Thornton. “He takes over a well-positioned advisory practice, and we know Jim will help our clients continue to grow and thrive.”

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