Referral Relationship Systems: Turning COIs Into a Predictable Growth Engine
In middle-market M&A and investment banking, referral relationships still carry enormous weight. Deals do not come only from outbound prospecting,...
M&A
Growth by Capability: Why Specialty Practices Are Becoming the New Currency in Accounting Firm M&A
When AAFCPAs announced its acquisition of McLaren & Associates CPAs, the headline was not simply about growth in size. The more meaningful shift was...
AI Adoption Without Governance Is a Brand Risk
If you lead an accounting, advisory, or M&A practice, you have probably felt the shift: AI went from “interesting” to “everywhere” in about a year....
Accounting Firm M&A Trends 2026: What January Deals Reveal
January 2026 delivered a revealing snapshot of the accounting firm M&A market. Not because of a single blockbuster transaction, but because of the...
When the Acquiring Firm Leaves You Out: A Warning Sign for Your Transition
Acquisitions often start with a sense of optimism and anticipation. The initial discussions resemble a courtship, each side eager to impress. The...
The Real Work Begins After the Deal: Navigating M&A and Private Equity Integration
Mergers and acquisitions (M&A) and private equity (PE) investments are powerful accelerators of growth. They can provide access to new markets, bring...
Growth Strategies for M&A and Investment Banking Firms: A Framework for Growth
In the competitive landscape of middle-market mergers and acquisitions (M&A) and investment banking (IB) firms, growth is never incidental. It...
Deal Ready: Strengthening Your Firm’s Position for Private Equity or Acquisition
Why Private Equity (PE) is Investing in Accounting Private equity investments and merger activity have reshaped the accounting landscape. Between...
Deal Marketing: Faster, Smarter, More Automated
In today’s competitive middle-market landscape, investment banking and M&A advisory firms face a familiar challenge: grow through a steady stream of...
Integrating Acquisitions: A 5-Step Framework for Successful Accounting Firm M&A
Mergers and acquisitions have become a common growth strategy in the mid-market accounting space. Whether the goal is to expand into a new geographic...