Baker Tilly US has acquired Berkowitz Pollack Brant Advisors + CPAs for an undisclosed amount. Berkowitz Pollack Brant, one of the largest public accounting firms in the Southeastern US, will integrate its operations into Baker Tilly, marking a significant expansion for the acquiring firm. This transaction is a direct acquisition, where Baker Tilly US has purchased the entirety of Berkowitz Pollack Brant, rather than a funding round.
Berkowitz Pollack Brant is recognized for its comprehensive approach to income, estate, financial, and business planning. The firm’s team of accounting and consulting professionals delivers domestic and international tax, audit and assurance services, business advisory, estate and corporate planning, forensic accounting, litigation support, and business valuation. It serves a diverse client base including entrepreneurs, executives, and privately held and publicly traded companies across the United States and Latin America. The firm has consistently been recognized by Accounting Today and INSIDE Public Accounting as a top US firm, including 19 "Best of the Best" CPA firm designations. Its affiliated firms, Provenance Wealth Advisors, BayBridge Capital Advisors, and BayBridge Real Estate Capital, contribute to its holistic client service model.
This acquisition is strategically significant for Baker Tilly US, as it gains Berkowitz Pollack Brant’s extensive expertise and strong market presence in the Southeastern US. The move expands Baker Tilly's service capabilities, particularly in complex areas like international tax and forensic accounting, and reinforces its advisory offerings. Synergies are expected to arise from combining Berkowitz Pollack Brant's specialized services and regional leadership with Baker Tilly's broader national and international platform. This integration will enhance the depth of professional services available to clients across both entities.
The combined entity is poised to offer an even more robust suite of accounting and advisory services. Clients of both firms can anticipate access to expanded resources, a wider array of specialized expertise, and an enhanced geographic footprint. This acquisition strengthens Baker Tilly’s position in the public accounting landscape, enabling the firm to deliver greater value and comprehensive solutions to its diverse client base.