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Mergers & Acquisitions
Taylor Portela
September 22, 2026
Stambaugh Ness, Zweig Group to Merge, Form SNZweig
Taylor Portela
September 16, 2026
RLN US Acquires Sternbach & Rose
Taylor Portela
September 10, 2026
UHY Expands in Texas with Adamson & Company
Taylor Portela
September 9, 2026
Hall CPA Acquires Tooth & Coin
Taylor Portela
September 3, 2026
H&CO Acquires Mexico-Based Moore Orozco Medina
Taylor Portela
September 2, 2026
Trout CPA Acquires Schiff & Associates
Taylor Portela
September 1, 2026
Withum Expands in Southern California with Farber Hass Hurley
Taylor Portela
September 1, 2026
CRI Expands Alabama Footprint with Morrison & Smith Merger
Taylor Portela
September 1, 2026
Optimus Capital Advisors Joins WPWealth
Taylor Portela
August 31, 2026
BGM Expands Northeast Presence with John T. Chipman & Company
Taylor Portela
August 27, 2026
Ascend Expands in Texas with Miller Grossbard Advisors
Taylor Portela
August 24, 2026
SAX Wealth Advisors Acquires Lighthouse Financial
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