Establishing a presence in the Pacific Northwest, Chicago-based IPA 100 firm Baker Tilly (FY21 net revenue of $1 billion) is merging in Seattle-based IPA 300 firm Bader Martin PS (FY20 net revenue of $17.9 million).
“Bader Martin has exceptional leaders and has earned the trust and respect of clients whose relationships span decades,” says Baker Tilly CEO Alan Whitman. “This combination signals Baker Tilly’s commitment to the Pacific Northwest by honoring and elevating what makes Bader Martin special.”
Founded nearly 100 years ago, Bader Martin provides tax and accounting services to affluent individuals and their families, family offices, family-owned and closely held businesses. as well as professionals, executives and not-for-profit organizations.
“Joining forces with Baker Tilly provides international capabilities and incredible talent to do more for our clients whose needs are complex,” says Bader Martin managing principal Kelly Nelson, who will become Baker Tilly’s MP for the Seattle market. “Our people are now connected with an organization whose very existence is to help them discover their strengths, sharpen their skills, deepen their knowledge and soar to personal heights.”
“Bader Martin’s reputation and deep-rooted relationships are something to be admired,” adds Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the combination. “They recognized in Baker Tilly a vision and strategy that resonates and leads to endless possibilities for their clients and people.”