2025

Article/Speech Title	Publication/Conference	Date
“Baker Tilly to Acquire Berkowitz Pollack Brant”	CityBiz	December 16
“Baker Tilly to Acquire Berkowitz Pollack Brant, Strengthening Southeast Presence and East Coast Reach”	Morningstar	December 15
“Baker Tilly to Buy Berkowitz Pollack Brant”	Accounting Today	December 15
“Baker Tilly to Acquire Berkowitz Pollack Brant, Expanding Southeast and East Cost Presence”	Inside Public Accounting	December 15
“Baker Tilly Set to Acquire Top 100 Firm Berkowitz Pollack Brant”	CPA Practice Advisor	December 15
“Baker Tilly Enters South Florida Market with Deal for Berkowitz Pollack Brant”	Crain’s Chicago Business	December 15
“Baker Tilly to Acquire Berkowitz Pollack Brant, Strengthening Southeast Presence and East Coast Reach”	Business Wire	December 15
“The 2025 Top 100 People: Critical Concerns in Accounting”	Accounting Today	December 12
“Russ Shapiro and Allan Kolrin - The Secret Sauce of High Performers”	Levenfeld Pearlstein Podcast	November 26
“Assessing PE’s ‘Great Lab Experiment’, Four Years In”	Accounting Today	November 24
“Ascend Platform Firms Expand New England Presence Through Mergers at TSS and Walter Shuffain”	Inside Public Accounting	November 21
“M&A Roundup: Mauldin & Jenkins, Ascend and Crete Expand”	Accounting Today	November 20
“Ascend Member Firms TSS and Walter Shuffain Expand with Mergers”	CPA Practice Advisor	November 20
“M&A Roundup: Mauldin & Jenkins, Ascend and Crete Expand”	Business Post Corner	November 20
“Inside the Leadership Growth Agenda”	Dayshape	November 20
“Koltin and Beck Host Session on ‘Life With PE’”	Accounting Today PE Summit	November 20
“Koltin Delivers Keynote Address: PE & the Accounting Profession – A Look Back on the First Term (2021-2025)	Accounting Today PE Summit	November 19
“Koltin Presents on ‘Navigating Independence, The “Big Eight” Pillars of Success for Financial Firms”	Winning Ways Conference	November 13
“Will PE Eat the Big Four’s Lunch?	Boardroom Briefs	November 13
“Crete Professionals Alliance Partners with Hawaii’s Accuity”	Inside Public Accounting	November 13
“Crete Professionals Alliance Marks 30th Partnership with Hawaii’s Accuity”	National Law Review	November 13
“Crete Professionals Alliance Adds Accuity”	Accounting Today	November 12
“Hawaii-based Accounting Firm Accuity Joins Crete”	CPA Practice Advisor	November 12
“Crete Professionals Alliance Welcomes Accuity, Marking Its 30th Partnership and Expansion Beyond the Continental U.S.”	Business Wire	November 12
“Crete Professionals Alliance Welcomes Accuity, Marking Its 30th Partnership and Expansion Beyond the Continental U.S.”	Yahoo Finance	November 12
“Koltin Delivers Keynote on the State of the Accounting Profession and Best Practices of Successful Firms”	National Life CPA Symposium	November 11
“Crete Professionals Alliance Welcomes Accuity, Marking Its 30th Partnership and Expansion Beyond the Continental U.S.”	FinancialContent.com	November 11
“Crete Professionals Alliance Welcomes Accuity, Marking Its 30th Partnership and Expansion Beyond the Continental U.S.”	Morningstar.com	November 11
“Koltin Delivers Presentation on State of Private Equity and Mergers & Acquisitions”	CCH Connections Users Conference	October 23
“Koltin Speaks on Best Practices and Strategies to Remaining an Independent CPA Firm”	BDO Alliance Upstate NY Area Meeting	October 21
“Who Wins the Future of Accounting? Let’s Find Out with Allan D. Koltin”	SW India Podcast	October 18
“Everything You Need to Know About PE in Accounting”	Accounting Today PE Summit	October 17
“The Great Accounting Reckoning: Allan Koltin on What Happens When Tradition and Transformation Collide”	Dayshape Podcast	October 16
“The Accounting Profession and Best Practices of High Performing Firms”	Gray Matters Group Podcast with David Ryan	October 15
“Shakeups in CPA Firms: Allan Koltin’s Real-World Wisdom for Leaders Facing Disruption”	4Impact Data Podcast	October 10
“Koltin Speaks on the State of the Accounting Industry/Common Success Characteristics of High Performers/The Client’s Imaginary Report Card”	MUFG Investor Services Training Event	October 8
“An Offshore Team Providing Support Across the Deal Lifecycle”	Middle Market Growth	Fall 2025
“Independence at a Crossroads: Should Your Firm Take the Private Equity Path?”	Illinois CPA Society Insight Magazine	Fall 2025
“Aprio Acquires $1.8B RIA as Part of Midwest Accounting Firm Deal”	Investment News	September 22
“Why the Future of Accounting Lies Beyond Compliance”	Revrex	September 2025
“Aprio Expands in Midwest, Strengthens QSR Outsourcing with Mize CPAs Inc. and Prism Financial Group, LLC Acquisitions”	PR Newswire	September 19
“Aprio Acquires Mize CPAs and Prism Financial Group in Kansas”	CPA Practice Advisor	September 19
“Aprio Acquires Mize CPAs Inc. and Prism Financial Group LLC”	Inside Public Accounting	September 19
“Aprio Acquires Mize and Prism”	Accounting Today	September 19
“Koltin Speaks with Christine Robinson of Dayshape on the Biggest Challenges Facing the Accounting Profession”	Dayshape Podcast	September 18
“Koltin Speaks on Investing in Change: Private Equity and the Future of Accounting”	Mindbridge Vision Virtual 2025 Conference	September 17
“Grant Thornton Announces $1BN AI Global Investment After Irish Firm Merger”	Business Post	September 11
“Merger of Leading Firms Creates National Platform Under Richey May Brand”	Inside Public Accounting	September 9
“Five National Accounting Firms Combine Under the Richey May Brand”	CPA Practice Advisor	September 9
“Five Firms Merge to Create National Accounting ‘Powerhouse’ Richey May”	Accounting Today	September 9
“Koltin Named as Keynote Speaker on the Topic: PE and the Accounting Profession – A Look Back at the First Term (2021-2025)	Accounting Today Second Annual PE Summit	September 7
“Accounting Firms Around the World are Raising Funds Through Private Equity”	Nikkei Inc.	September 4
“Citrin Cooperman Expands Midwest Presence with Acquisition of ORBA”	National Law Review	September 4
“Behind the Deal: Blackstone’s Acquisition of Citrin Cooperman”	LumiQ	September 4
“Citrin Cooperman Expands Midwest Presence with Acquisition of ORBA”	PR Newswire	September 4
“Citrin Cooperman Acquires ORBA”	Accounting Today	September 4
“Citrin Cooperman Expands Midwest Presence with Acquisition of ORBA”	Inside Public Accounting	September 4
“Citrin Cooperman Acquires Ostro Reisin Berk & Abrams in Illinois”	CPA Practice Advisor	September 4
“Citrin Cooperman Purchases Chicago-based ORBA”	Mergers & Acquisitions Magazine	September 4
“Citrin Cooperman Strengthens Midwestern Reach Through ORBA Deal”	Investors Hangout	September 4
“Crete Adds Cabrillo Advisors”	Accounting Today	August 27
“Cabrillo Advisors Joins Crete Professionals Alliance”	Inside Public Accounting	August 27
“Cabrillo Advisors Joines Crete Professionals Alliance, Expanding National Network and Enhancing Client Capabilities”	CPA Practice Advisor	August 26
“The Next Chapter of AI Empowerment”	The CPA Journal	August 25
“Allan Koltin Ranked as One of Chicago’s Most Notable Deal Makers”	Crain’s Chicago Business	August 18
“Chicago’s Most Notable Dealmakers”	Crain’s Chicago Business	August 17
“Cohen & Co. Acquires Gioffre & Co. in New York”	Crain’s Cleveland Business	August 11
“Cherry Bekaert Acquires Jameson & Company CPAs”	Inside Public Accounting	August 7
“Cherry Bekaert Acquires Jameson & Company CPAs”	International Accounting Bulletin	August 7
“Koltin Speaks on the State of M&A and Private Equity in the Accounting Profession”	AICPA Focus Webinar Series Podcast	August 6
“Cherry Bekaert Buys Jameson”	Accounting Today	August 6
“Cherry Bekaert Picks Up Jameson & Co. CPAs in Massachusetts”	CPA Practice Advisor	August 6
“Cherry Bekaert Acquires Jameson & Company CPAs to Strengthen Government Contracting Services”	PR Newswire	August 6
“Wipfli Secures Strategic Investment from New Mountain Capital”	Inside Public Accounting	August 6
“Wipfli Secures Investment from New Mountain Capital”	Yahoo Finance	August 4
“Wipfli Secures Strategic Investment from New Mountain Capital”	National Law Review	August 4
“Wipfli Secures Investment from New Mountain Capital”	International Accounting Bulletin	August 4
“Wipfli Secures Strategic Investment from New Mountain Capital to Accelerate Growth, Innovation and Client Solutions”	PR Newswire	August 1
“Wipfli Scores Investment from New Mountain Capital”	CPA Practice Advisor	August 1
“Wipfli Scores PE Investment from New Mountain Capital”	Accounting Today	August 1
“Doeren Mayhew Expands into Atlanta with AGL CPA Group Merger”	Yahoo Finance	July 30
“Doeren Mayhew Expands into Atlanta with AGL CPA Group Merger”	International Accounting Bulletin	July 30
“Doeren Mayhew Opens Doors in Atlanta with AGL CPA Group Combination”	Inside Public Accounting	July 29
“Doeren Mayhew Merges with Atlanta-Area Firm AGL CPA Group”	CPA Practice Advisor	July 29
“Doeren Mayhew Expands to Atlanta”	Accounting Today	July 28
“Armanino Adds Strategic Accounting Outsourced Solutions”	CPA Practice Advisor	July 16
“Franklin Alliance Welcomes Robert Morris & Company”	Inside Public Accounting	July 9
“Franklin Alliance Acquires Second Firm”	Accounting Today	July 9
“CohnReznick Adds Richmond Office and Expands Specialized Tax Team with Piascik Combination”	Business Wire	July 8
“CohnReznick Merges in Piascik”	Accounting Today	July 8
“CohnReznick Combines with Piascik & Assoc. in Virginia”	CPA Practice Advisor	July 8
“Season 3 Recap so Far – Happy 4th of July	BabyBoomer.org	July 3
“Chicago Professional Services Giant to Acquire Kraft CPAs”	Nashville Post	July 2
“The Tax, Audit and Accounting Firm Mergers that Work are the Ones that Start Years in Advance”	Thompson Reuters	June 30
“Baker Tilly to Expand Southeast Presence with Addition of Kraft CPAs”	Yanoo Finance	June 27
“Baker Tilly to Acquire Kraft CPAs in Tennessee”	CPA Practice Adviser	June 26
“Baker Tilly to Expand Southeast Presence with Addition of Kraft CPAs”	Inside Public Accounting	June 26
“Baker Tilly to Acquire Kraft CPAs”	Accounting Today	June 26
“Private Equity Investors Targeting “Mid-Major” Accounting Firms”	Wall Street Journal/CFO Journal	June 25
“The Experiment is Back – Why Accounting Firms are Considering Life on Public Markets”	Financial Times	June 25
“Koltin Delivers Keynote on State of the Industry and Best Practices of High Performing Firms”	Alliance Group CPA Symposium	June 19
“You Should Be an Accountant”	Smith & Howard Worst Advice I Ever Got Podcast	June 13
“Koltin Presents Keynote on the State of the Accounting Industry & Best Practices of High Performing Firms”	Springline/Keystone Conference	June 11
“Elliott Davis Announces Strategic Growth Investment from Flexpoint Ford, Completes CEO Succession Plan”	PR Newswire	June 11
“Elliott Davis Secures Private Equity Backing”	CPA Practice Advisor	June 11
“Elliott Davis Announces Strategic Growth Investment from Flexpoint Ford”	Inside Public Accounting	June 11
“Elliott Davis Takes PE Investment”	Accounting Today	June 11
“Koltin Speaks on Current Trends in CPA Firm M&A and Private Equity”	AICPA ENGAGE 2025	June 10
“Koltin Presents Keynote on the State of the Accounting Industry & Best Practices of High Performing Firms”	National Life CPA Sympotium	June 2
“Staying Independent in the Age of Private Equity”	Accounting Today	June 2
“Private Equity in Accounting: The End of the Beginning”	Accounting Today	June 2
“Leading Accounting Firms Unite to Create “Sorren” – New Top 50 Firm”	Sorren Press Release	June 1
“Koltin Speaks on Leadership Lessons/What Makes a Great Leader”	PS+ Leaders Conference	May 20
“Koltin delivers keynote, M&A: Strategic Insights from the Front Line”	PS+ Leaders Conference	May 20
“Koltin Speaks on M&A and Private Equity-Driven Growth Strategies within the Tax and Accounting Industry”	Thomson Retuers – 2025 Tax & Accounting Executive Briefing	May 13
“Koltin Moderates M&A Marketplace Update”	BDO Alliance Evolve Conference	May 6
“Koltin Delivers Keynote ‘The Secret Sauce’ of America’s Most Successful Partners and Firms”	BDO Alliance Evolve Conference	May 6
“Group of Accounting Firms from Around the Country Unite to Form Sorren”	CPA Practice Advisor	May 6
“Multiple Firms Unite to Create Sorren”	Inside Public Accounting	May 5
“13 Firms Combine to Form Sorren”	Accounting Today	May 2
“CTM CPAs & Business Advisors Joins its Practice with Withum”	Inside Public Accounting	May 2
“Withum Merges in CTM CPAs & Business Advisors in Illinois”	CPA Practice Advisor	May 1
“Legacy Firms and Rising Stars/Insights from Allan Koltin”	IPA Insights	April 2025
“Withum Mergers in CTM CPAs”	Accounting Today	April 30
“Revived Andersen Tax and Advisory Firm Files to Pursue US Stock Listing”	Financial Times	April 28
“Baker Tilly and Moss Adams to Combine in a Strategic Merger Backed by Hellman & Friedman”	Inside Public Accounting	April 22
“The Evolution of Accounting Marketing”	Accounting Today	April 21
“Britain’s Bean Counters Want Fast Money, But Investors Smell Blood”	The Telegraph	April 18
“Baker Tilly in Talks to Merge with Moss Adams”	CFO Blue	April 14
“Sounds Like Baker Tilly and Moss Adams Are Getting Hitched”	CPA Practice Advisor	April 11
“Baker Tilly Plans MegaMerger with Moss Adams”	Accounting Today	April 10
“Baker Tilly is in Talks for a Merger that Would Vault It Into the Industry’s Top 10”	Crain’s Chicago Business	April 10
“The Fourth “T”: Why Trust Matters in Accounting’s Private Equity Revolution”	Corporate Compliance Insights	April 7
“Why History Isn’t the Only Path to CPA Firm Success - Legacy Firms and Rising Stars”	IPA Insights	April 2025
“Accounting Firm LBO’s: Financing Considerations for Lenders”	ABA Business Law Today	March 21
“Accounting Industry M&A: Navigating Independence & Compliance in the Age of Private Equity”	Intapp	March 12
“Broad Sky Backs Smith + Howard Acquires Accounting Practice Smith Kessler & Co.”	PE Hub	March 10
“Cleveland Accounting Firm Makes Chicago its #2 Market with Acquisition”	Crains Chicago Business	March 6
“CohnReznick Secures Strategic Growth Investment from Apax Partners”	ABF Journal	February 27
“Apax Partners Invests in US Accounting Firm CohnReznick”	International Accounting Buletin	February 27
“CohnReznick Secures Strategic Growth Investment from Apax Funds”	Inside Public Accounting	February 27
“HW&Co. CPAs & Advisors Acquired by Citrin Cooperman”	Cleveland Jewish News	February 27
“CohnReznick Secures Strategic Growth Investment from Apax Funds”	Yahoo Finance	February 26
“CohnReznick Secures Strategic Growth Investment from Apax Partners”	News Break Associated Press	February 26
“CohnReznick Gets Growth Investment from Apax Funds”	CPA Practice Advisor	February 26
“CohnReznick Gets PE Investment from Apax”	Accounting Today	February 26
“Koltin Speaks to Private Equity Firms that Have Invested in CPA Firms”	Thomson Reuters	February 26
“The Future of Accounting, Today”	Virginia Society of CPAs	February 21
“Accounting Thought Leaders Meet to Discuss Current and Future Issues Facing the Profession”	CPA Practice Advisor	February 20
“Baker Tilly to Buy CPA and Advisory Firm CironeFriedberg”	Pulse 2.0	February 19
“Citrin Cooperman Acquires HW&Co.”	International Accounting Buletin	February 19
“Citrin Cooperman Expands into Ohio with HW&Co. Acquisition”	Consulting.US	February 19
“Citrin Cooperman Acquires HW&Co.”	Yahoo Finance	February 19
“Citrin Cooperman Acquires HW&Co.”	City Biz	February 18
“Citrin Cooperman Acquires HW&Co.”	PR Newswire	February 18
“Citrin Cooperman Buys HW&Co.”	Accounting Today	February 18
“Prominent New York-based Firm Enters Ohio Market by Acquiring HW&Co”	Crain’s Cleveland Business	February 18
“Citrin Cooperman Buys HW&Co.”	Accounting Today	February 18
“Citrin Cooperman Acquires HW&C.”	Inside Public Accounting	February 18
“Citrin Cooperman Acquires HW&Co. in Ohio”	CPA Practice Advisor	February 18
“Cherry Bekaert Annual Private Equity Report:2024 Trends & 2025 Outlook”	Cherry Bekaert	February 13
“Smith + Howard Acquires Smith Kessler & Co.”	Inside Public Accounting	February 12
“Smith + Howard Buys Smith Kessler”	Accounting Today	February 11
“Smith + Howard Adds Smith Kessler & Co. in South Carolina”	CPA Practice Advisor	February 11
“Baker Tilly Plans to Acquire CironeFriedberg in Connecticut”	Accounting Today	February 11
“Baker Tilly to Acquire CironeFriedberg, Strengthening Presence in Northeast”	Business Wire	February 11
“PE-Backed Baker Tilly to Buy CPA Firm CironeFriedberg “	PE Hub	February 11
“Baker Tilly to Acquire CironeFriedberg in Connecticut”	CPA Practice Advisor	February 11
“Baker Tilly to Acquire CironeFriedberg, Strengthening Presence in Northeast”	Yahoo Finance	February 11
“Meet the Man Connecting PE with Accounting’s Hottest Firms”	Mergers & Acquisitions Magazine	February 5
“Baker Tilly to Acquire Hancock Askew”	Inside Public Accounting	February 4
“Baker Tilly Plans to Buy US Accounting Firm Hancock Askew”	International Accounting Bulletin	February 4
“Baker Tilly to Acquire Hancock Askew, Expanding Presence in the Southeast”	Business Wire	February 3
“Baker Tilly Expands Southeast Presence with Hancock Askew Acquisition”	Business-News-Today.com	February 3
“Baker Tilly to Buy Hancock Askew”	Accounting Today	February 3
“Baker Tilly to Acquire Top 200 Firm Hancock Askew”	CPA Practice Advisor	February 3
“CRI Acquires Non-Profit-Focused CPA CapinCrouse”	International Accounting Bulletin	January 23
“CRI Acquires Non-Profit-Focused CPA CapinCrouse”	Yahoo Finance Global Data	January 23
“CRI Announces Acquisition of CapinCrouse LLC”	Inside Public Accounting	January 22
“CRI Merges in CapinCrouse”	Accounting Today	January 21
“AI Has Venture Investors Excited About (Yes) Accounting Firms”	Wall Street Journey	January 13
“EisnerAmper Merges in HDA Accounting Group”	Accounting Today	January 9
“HDA Accounting Group Combines with EisnerAmper”	Inside Public Accounting	January 9
“Citrin Gets New PE Owner as Blackstone Buys Stake	Accounting Today	January 7
“Blackston Joins Private Equity Wave in US Accounting Sector”	Financial Times	January 7
“Citrin Cooperman’s PE-Backed Ownership Flips from New Mountain Capital to Blackstone in ‘Monumental’ Deal”	CPA Practice Advisor	January 7
“Top Consultants See a Wild Ride for 2025 in Consolidation, AI, Higher Starting Salaries”	Inside Public Accounting	January 2025