pe

aprio sells majority stake to charlesbank pe

by

kopelman

aprio is breaking off its cpa firm after reportedly selling a majority stake to charlesbank capital partners, a private equity firm.

already on a growth-by-acquisition streak, aprio has logged dozens of deals in the last few years. with fresh cash on hand, this pace is sure to accelerate.

more richard kopelman talks with rob brown on accounting influencers

aprio plans to adopt an “alternative practice structure,” with aprio llp as the legacy licensed cpa firm and aprio advisory group llc as the new pe-backed acquisition engine. read more →

accounting firms face up to private equity

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it should be a record year for m&a.

by allan koltin
the rosenberg map survey: national study of cpa firm statistics

if the last 12 months was the “calm before the storm,” the next 12 months will be the start of the storm! i think we will see some of the big 4 entering into a “conscious uncoupling” and tax planning and consulting going “left” and assurance going “right.”

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i also think we will see some of the big 4 firms truly coming together as one global firm. today we have global brands but the firms operate as separate partnerships and don’t operate as one firm when it comes to partner compensation or decision making. i think this will change and ultimately a majority of the top 10 firms will in fact operate as global businesses. i also think we will see a majority of the top 20 cpa firms go the way of private equity (that’s not a typo!).
read more →

systems integration: unifying operations post-acquisition

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the pe-backed cpa firm isn’t just a new owner. it’s a new machine.

by 卡塔尔世界杯常规比赛时间 research

beneath the headline acquisitions and high-multiple deals lies a quieter transformation: economic integration. after the handshakes and wiring instructions, firms must align systems, staff, and incentives to run as one business. that’s where the real work begins—and where many stumble.

more private equity

integration timelines vary. some platforms take a light-touch approach for the first year post-close, focusing on relationship continuity. others push hard for standardization within six months. read more →