M&A review: EY, Withum, EB&K and Harris grow

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Details: WithumSmith + Brown, one of the Top 25 companies based in Princeton, New Jersey, joined Glick & Associates, a company headquartered in San Francisco, effective November 15, 2022.

As part of the deal, Jeffrey Glick, Managing Partner of Glick & Associates, will join Withum, along with six other team members. They will move to Withum’s existing offices in San Francisco.

Financial terms of the deal were not disclosed. Withum ranked # 24 on Accounting todaythe 2021 list of the top 100 companies. Withum has annual sales of $ 330 million, 15 offices, more than 135 partners and more than 1,400 employees.

“We are very excited to join forces with Withum and believe this union will take us to the next level in customer service and career opportunities for Glick & Associates team members.” Glick said in a statement last week. “Both companies share the same commitment to the highest level of integrity, as well as an agile, flexible and innovative culture that emphasizes problem solving. These factors played a decisive role in our decision to unite.

His firm specializes in providing tax services to high net worth clients, as well as in the professional services and technology industries, and in executive compensation tax advice.

“Not only does this strategic partnership strengthen our presence in the San Francisco Bay Area, which is home to a strong high-tech community, but just as important, this union is a tremendous cultural fit as both companies have similar core values ​​that put our people first, which in turn produces natural synergies that will benefit our clients through our industry expertise and innovative solutions, ”said Chris DeMayo, Practice Manager for Technology and Services at emerging growth at Withum, in a statement.

This month, Withum also teamed up with another company, Monacelli Restaurant in Providence, Rhode Island. Last month Withum added Maffei, Masiello & Co., a company based in Mendham, New Jersey. In July, he added OUM & Cie., a company headquartered in San Francisco. In January, Withum merged into the Doyle Carden Group, a New York-based private investigation firm. Last year, the company expanded to California by merging into KSJG, a business in Irvine.


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