Baker Tilly

Baker Tilly is a global consulting firm established in 1931, providing a diverse array of services including advisory, tax, audit, and assurance. The firm specializes in analytics, valuation, government contractor advising, investment banking, performance optimization, internal audit, cybersecurity, and executive search. Baker Tilly serves a wide range of sectors, including agribusiness, banking, construction, healthcare, education, insurance, technology, and government. In addition to its core offerings, the firm also provides services related to risk management, compliance, and turnaround management. With a commitment to delivering customized solutions, Baker Tilly aims to help clients navigate complex business challenges and achieve sustainable growth.

Carmelo Bueti

Principal, Head of Corporate Development

21 past transactions

Invoke Tax Partners

Acquisition in 2025
Invoke Tax Partners is a tax savings consulting firm that provides state and local agile tax solutions to corporations.

Cirone Friedberg

Acquisition in 2025
Cirone Friedberg provides accounting, employee benefits plans, outsourced CFO, litigation support, taxation, audits and consulting services.

Alirrium

Acquisition in 2024
Alirrium's mission is to humanize the latest technology to drive unprecedented levels of productivity for their organization.

Seiler & Company, LLP

Acquisition in 2024
Seiler & Company, LLP they provide service tax advisory, audit, family office, and more.

Evergreen Renewables

Seed Round in 2023
Evergreen is creating a marketplace for clean energy projects that is accessible to all, ensures additionality, and quantifies the impact of every Renewable Energy Certificate (REC) over the life of every project.

Management Partners

Acquisition in 2022
Management Partners provides executive coaching, recruitment, process improvement, and strategic planning services to the government.

Bader Martin, P.S.

Acquisition in 2022
Bader Martin, P.S. is a CPA and business advisory firm based in Seattle, Washington, founded in 1990. The firm specialized in a range of services, including mergers and acquisitions, estate and wealth planning, transaction advisory, tax and business consulting, succession planning, and forensic accounting. It served a diverse clientele across various sectors, such as real estate, hospitality, manufacturing and distribution, retail, life sciences, and medical technology. In June 2022, Bader Martin was acquired by Baker Tilly, expanding its reach and resources in the accounting and advisory landscape.

Vanilla

Acquisition in 2022
Vanilla is a consulting firm specializing in ERP software solutions, particularly focusing on IFS applications. The company provides a range of services including technical consulting, project management, training, data migration, and business process management. By offering these services, Vanilla assists organizations in optimizing their enterprise resource planning systems and improving overall operational efficiency.

Orchestrate Healthcare

Acquisition in 2022
Orchestrate Healthcare is a healthcare IT consulting firm based in West Palm Beach, Florida, known for its hands-on approach and flat organizational structure. Led by President Charlie Cook, the firm emphasizes accessibility and client engagement, with Cook often visiting project sites to ensure success. The company specializes in various competencies, including EMR implementation, optimization, integration, interoperability, information security, and go-live support. By empowering each consultant to lead their projects, Orchestrate Healthcare fosters a work environment that encourages independent effort and personal accountability. Their commitment to delivering measurable outcomes has earned them recognition in the healthcare IT sector, including accolades for their consulting expertise.

The MFA Companies

Acquisition in 2021
The MFA Companies, headquartered in Tewksbury, Massachusetts, provides a comprehensive range of financial services, including tax planning and compliance, audit and assurance, transaction advisory, and retirement plans. The firm also specializes in technical accounting, financial planning and analysis, valuations, wealth management, equity compensation, and risk advisory. Additionally, MFA offers services in fraud and forensic accounting, litigation support, nonprofit advisory, and talent acquisition. The firm has been recognized for its expertise and was acquired by Baker Tilly, further enhancing its capabilities and reach in the financial advisory sector.

Moody Famiglietti & Andronico

Acquisition in 2021
MFA – Moody, Famiglietti & Andronico, LLP is a proactive CPA and consulting firm located north of Boston with national and global reach. Since 1981, clients have relied on MFA’s exceptional tax, audit and consulting services, but have stayed with us year after year because of our value as a proactive and trusted advisor. Our over 150 professionals, including 25 partners, facilitate growth for our client base by going beyond ‘nuts and bolts’ accounting and supporting them with deep expertise, critical guidance and strategic advice when they need it most.

AcctTwo Shared Services

Acquisition in 2021
AcctTwo is a leading consulting firm and reseller of cloud-based accounting and financial management software. Our sophisticated systems solve the issues growing middle market companies face today, including: Outgrowing Quickbooks Cost and headaches of on-premise accounting systems and IT infrastructure Replacing old, outdated accounting systems as they become more and more difficult to support Need for instant access and rapid scalability for high-growth companies We have successfully implemented Intacct for a large number of companies in multiple industries. Our professionals can help determine whether Intacct is a good fit for your organization, identify the modules and functionality you require, design and implement the system and related business processes, and provide training and ongoing support to your company’s user base. AcctTwo also outsources back office processes, allowing our clients to focus on the core competencies of their business. We provide the people, processes, technology and office facilities to perform these functions, while allowing our clients to collaborate interactively through an on-line portal. We solve the following challenges: Headaches of attracting, retaining and managing back office personnel Inability to realize economies of scale and segregation of duties due to limited headcount Need for immediate and scalable back office processes and systems for high growth companies Dealing with employee turnover in the back office Outsourced accounts payable Outsourced billing and accounts receivable Outsourced general ledger and month-end close Outsourced fixed asset tracking Outsourced financial accounting and ERP system

Margolin, Winer & Evens

Acquisition in 2021
Margolin, Winer & Evens is an accounting firm located in New York City and Long Island, with a strong presence in Uniondale, New York. The firm specializes in providing a range of accounting and auditing services to its clients. Recently, Margolin, Winer & Evens was acquired by Baker Tilly, which has expanded its capabilities and resources. The firm is known for its commitment to delivering high-quality service and tailored solutions to meet the diverse needs of its clientele.

Brown Adams Agbayani

Acquisition in 2020
Brown Adams Agbayani is an accounting firm that specializes in providing tax strategies and financial services to individuals, private businesses, and organizations. The firm places a particular emphasis on serving high net-worth clients in the technology sector, offering tailored solutions to meet their unique financial needs. Through its expertise in accounting and tax services, Brown Adams Agbayani aims to support clients in navigating complex financial landscapes and optimizing their financial outcomes.

Talavant

Acquisition in 2020
Talavant, Inc. is a management consulting firm based in Madison, Wisconsin, specializing in data analytics. Founded in 2015, the company provides consulting services that assist organizations across various industries in leveraging data to drive business growth. Talavant focuses on helping clients identify key questions and implement effective data analytics solutions to enhance decision-making processes. As a subsidiary of Baker Tilly Virchow Krause, LLP since March 2020, Talavant collaborates closely with its clients, guiding them through the assessment of their organizational readiness and the acceleration of data analytics implementations.
H.J. Umbaugh and Associates, Certified Public Accountants, LLP (Umbaugh) is a CPA firm and one of the largest and most active independent financial advisors to governmental units in the Midwest. Umbaugh is ranked by Inside Public Accounting as one of the fastest growing CPA firms in the nation in 2018. Umbaugh combines the ethics, structure, quality control and business discipline of a CPA firm with the skills and knowledge of a municipal financial advisor. Umbaugh advises cities, towns, townships, counties, utilities, schools, libraries, hospitals and airports regarding financing, long-range planning, tax and utility rates, budgets, debt management, revenue forecasts, economic development and financial management.

Springsted Incorporated

Acquisition in 2019
Springsted Incorporated (Springsted) is an independent advisory firm with a mission to provide high quality, independent financial and management advisory services to public and non-profit organizations, and work with them in the long-term process of building their communities on a fiscally sound and well-managed basis. In business for over 60 years, the firm is one of the largest and longest established independent public sector advisory firms in the United States. Headquartered in Minnesota, the firm has offices in Wisconsin, Iowa, Missouri, Virginia, Texas, Georgia and Colorado. Its service areas include municipal finance and post-issuance compliance, housing and economic development, operational finance, investment advisory, executive search, organizational management, compensation consulting and statistical surveys.

MiddletonRaines + Zapata

Acquisition in 2018
MiddletonRaines+Zapata is a certified public accounting firm headquartered in Houston, TX, with an additional office in Spring. The firm serves privately held, middle market companies and individuals and places a premium on client experience.

RSM Tenon

Acquisition in 2013
RSM Tenon was a professional services firm based in the United Kingdom, offering a wide range of accounting and consultancy services. Its client base included individuals, entrepreneurially-led owner-managed businesses, large corporations, and public sector organizations across the UK. The firm aimed to address the diverse needs of its clients through tailored solutions. On June 9, 2014, RSM Tenon was acquired by Towry, marking a significant change in its operational structure.

FENA Design

Venture Round in 2003
FENA Design is a technology-focused design company based in Plymouth, Minnesota, founded in 1992. The company specializes in the design and manufacture of innovative standing power mobility devices, notably its flagship product, the Vertran. This power wheelchair is specifically engineered to enhance mobility for individuals with paraplegia and quadriplegia, allowing users to stand and navigate their environments, including homes, offices, and outdoor spaces. The Vertran aims to provide a range of medical, therapeutic, functional, and personal benefits compared to traditional sitting wheelchair designs, thereby improving overall user experience and independence.
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