Meridian, Idaho–based firm Sorren was established by a collection of like-minded firms from across the country with the desire to create one firm and a shared purpose. The collection of firms, long connected through the BDO Alliance and industry relationships, have now formalized a shared vision of growth and collaboration by combining expertise, values and resources.
What began as a group of leaders supporting each other over several years evolved into a movement to strengthen client service, deepen expertise and address complex industry challenges together. “We realized we could do so much more — for our teams, our clients, and our communities — by working together,” said Josh Tyree, president of Sorren. “As Sorren, our clients still work with the trusted advisors they’ve always known, but now those same teams are backed by enhanced capabilities and infrastructure. Together, we’re more powerful. We’re better equipped to solve the industry’s most pressing issues, while staying rooted in the values that connected us in the first place.”
Sorren is supported by DFW Capital Partners, a New York based PE firm. Sorren CEO, Michael O’Donnell, has been critical in overseeing the growth of this accounting firm. “We acknowledge that our lead investor, DFW, has been vital in bringing our vision to life. They have backed and supported our strategy from the very beginning and it really shows with the progress that we’ve made and the fast success that we’ve seen,” O’Donnell stated. Together, Sorren is comprised of more than 1,000 U.S. professionals, across 20 offices nationwide. In addition to expanding services within their own client base, Sorren has also expanded a strong presence in India, the Philippines and St. Lucia. Sorren will continue to grow strategically by partnering with firms that share its commitment to personalized client relationships, community involvement and advances in technology.
Respected industry advisor, Allan Koltin, CEO of Koltin Consulting Group, expressed, “What makes Sorren stand out is the way these firms came together—with intention, shared values and a commitment to staying deeply connected to their local markets. This group didn’t just merge for size; they united around a common purpose. It’s a blueprint for how innovative firms can grow, while staying true to who they are.”
The firms that have combined to create Sorren include:
- Meridian, Idaho-based Harris & Co. (FY23 net revenue of $15.6 million)
- Chigbrow Ryan Murata of Boise, Idaho
- St Petersburg, Fla.-based SBF Advisors (FY23 net revenue of $16.1 million)
- KMA Advisors of Madison, Wis.
- Medford, Ore.-based KDP Advisors (FY23 net revenue of $14.4 million)
- Houston-based Aycock & Company (FY23 net revenue of $15.9 million)
- Santa Rosa, Cal.-based Pisenti & Brinker (FY23 net revenue of $16.5 million)
- St Petersburg, Fla.-based Hoerber Tillman & Company
- Colorado Springs, Colo.-based Stockman Kast Ryan & Company (FY24 net revenue of $19.5 million)
- Acuity of Altanta
- JRJBF of Chicago
- Capital Nomics Valuations of Bend, Ore.
- Roeser Accountancy of Fresno, Cal.
