Los Angeles-based IPA 100 firm MGO (FY22 net revenue of $134.4 million) is merging in J. Arthur Greenfield & Co. LLP (JAG) of Los Angeles.
“We are headquartered in Los Angeles and thrilled to be able to bolster our capabilities in a great market with a firm of great people that shares our values,” says MGO CEO and MP Kevin O’Connell. “This is another step as we continue to grow through strategic combinations with leading firms across key markets in the United States.”
Founded in 1920, JAG serves high-net-worth individuals and family groups, closely held businesses and philanthropic organizations throughout the greater Los Angeles area. The deal adds four JAG partners and 20 team members to the MGO office in Century City.
“MGO continues its journey of finding best-in-class CPA and advisory firms to combine with, as JAG is a preeminent tax and high-net-worth firm in Los Angeles and was sought after by many suitors,” adds Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the combination. “It chose MGO for the firm’s entrepreneurial culture and its depth of resources and service offerings for its clients.”