Salina, Kan.-based IPA 100 firm Pinion (formerly K·Coe Isom LLP) (FY22 net revenue of $80.6 million) is merging in Helena, Mont.-based IPA 200 firm Anderson ZurMuehlen & Co. (FY21 net revenue of $29.2 million), effective Jan. 1, 2023.
“This combination was an outstanding fit as both our storied histories center on community-focused values and a shared mission to drive businesses forward and improve the lives of those we work with,” says Pinion CEO Jeff Wald. “As a combined firm, we look forward to the powerful expansion of resources, locations and scope of service that will elevate businesses across the U.S.”
Founded in 1957, Anderson ZurMuehlen provides tax, audit, accounting, advisory and technology services, and has become the largest Montana-based CPA and business services firm, with a team of 217 personnel in offices across the state.
“This opportunity to join with Pinion has exceeded our hopes in finding a partner firm that offers complementary service and industry expertise,” says Anderson ZurMuehlen CEO Rick Reisig. “With our shared values and vision for serving our clients, we are excited to see how this relationship will evoke greater solutions and results across an expanded footprint.”
“I have worked with both firms for years and their cultures, people and dedication to excellence are perfectly matched,” adds Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the deal. “I am very confident they will accomplish great things together.”