SUCCESS STORIES
Real experience across a range of M&A engagements
Our work includes acquisitions, mergers, internal succession, firm sales, and advisory engagements. The examples below reflect the range of work we have supported across the professional services markets we serve while protecting client confidentiality.
SUCCESS STORIES
Recent experience in the CPA & public accounting industry
Our work includes a range of transactions and advisory engagements across the CPA and public accounting market, from internal succession and boutique firm combinations to regional sales and private equity-backed transactions.
While client confidentiality limits what we can disclose, the examples listed highlight the types of situations we have helped clients navigate.
Acquisition of a boutique CPA firm by a new investment company, providing capital for expansion with the leadership team and client relationships intact
Merger of an established practice into a regional leader, broadening its service offering and market reach
Employee buyout of a 30-year-old CPA firm, allowing senior partners to transition out under internal succession
Merger of two boutique practices with complementary niches
Sale of a regional firm to a capital-backed accounting roll-up
Advised private equity firms on CPA market dynamics, talent strategy and post-transaction leadership retention
Selected CPA firm experience
Client confidentiality prevents us from naming firms. The following examples are representative of work Navigate has already publicly shared.
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Internal succession
A CPA firm of more than thirty years whose senior partners wanted to step back while the practice continued under internal ownership. Navigate supported firm leadership through an employee buyout.
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Strategic merger
An established accounting practice looking to broaden its service offering and market presence. Navigate introduced the firm to a leading regional organization and supported conversations around strategic and cultural fit.
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Capital-backed combination
A regional CPA firm that joined a well-capitalized accounting platform. Navigate made the introduction and supported both sides through the process.
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Boutique combination
Two niche CPA practices with complementary specialties. Navigate identified the potential fit, made the introduction and supported both firms through the combination.
The conversation can start before the decision does
Although some people come to us with a decision already made, most do not. Succession, an offer already on the table, an acquisition plan, or simply wanting to understand the market before there is anything to decide are all reasonable places to start.
An initial conversation is not a commitment to pursue a transaction.