Columbus, Ohio-based IPA 100 firm GBQ Partners LLC (FY23 net revenue of $59.6 million) announced it has acquired Lillie & Co. and Lillie Resource Group, effective Dec. 2.
“We are thrilled to welcome the Lillie & Co. and Lillie Resource Group teams and clients to our GBQ family,” said GBQ’s director of financial services Scott Runyan. “Our shared commitment to the industry is reflected in our combined growth in size, scope and client relationships. Together, we are better positioned to provide comprehensive, best-in-class solutions to empower growth of our clients’ businesses.”
By integrating Lillie’s teams into GBQ, the firm adds significant expertise in fraud and bond claim recovery while also expanding educational resources for clients.
“Joining forces with GBQ is a natural next step for our team and clients,” said Steve Lillie, founder and president of Lillie & Co. “We share the same values and a passion for supporting the credit union industry. This partnership allows us to deliver the same exceptional service while giving our clients access to GBQ’s extensive range of solutions designed to meet their evolving needs.”
Keri Lillie, partner of Lillie Resource Group, added, “We look forward to combining our expertise and creating a best-in-class compliance and consulting team with extensive experience in the financial sector. Together, grounded in mutual principles with a shared approach to client service, we’ll deliver tailored solutions to support financial institutions in confidently navigating complex compliance requirements.”
