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

Moss Adams

Acquisition in 2025
Moss Adams is an accounting firm based in Seattle, Washington, founded in 1913. With a workforce of over 2,200, including more than 260 partners, the firm offers a wide range of services, including assurance, tax, consulting, risk management, and transaction services. Moss Adams serves public, private, and not-for-profit organizations across various industries, including aerospace, defense, agribusiness, automotive, communications, media, e-commerce, energy, food and beverages, financial services, life sciences, professional services, real estate, retail, transportation, gaming, and technology. The firm's specialized industry and service teams provide tailored insights and expertise essential for the success of its clients on a national and global scale.

Invoke Tax Partners

Acquisition in 2025
Invoke Tax Partners is a consulting firm specializing in tax savings strategies. It assists corporations across various industries, such as commercial real estate, manufacturing, and energy, by providing state and local tax services. The company's expertise lies in helping clients minimize their tax burden, thereby improving their financial performance.

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 is a technology consulting firm specializing in robotic process automation (RPA) services. It caters to the finance, accounting, human resources, and legal sectors, offering solutions such as RPA implementation, robotic operations centers, managed services, training, and software test automation. The company's goal is to leverage technology to enhance productivity, improve customer experiences, and streamline operations for its clients.

Seiler & Company, LLP

Acquisition in 2024
Seiler & Company is an established accounting firm founded in 1957, with its headquarters in Redwood City, California. The firm offers a range of services, including tax advisory and accounting, specifically tailored for individuals, families, closely-held businesses, and non-profit organizations. Its clientele consists of business and community leaders, philanthropic figures, high-net-worth families, and successful entrepreneurs. Seiler also provides training, education, mentorship, and leadership programs to enhance its clients' financial knowledge and capabilities. As a member of HLB International, Seiler is connected to a global network of independent accounting and business advisory firms, enabling it to serve internationally-based clients effectively.

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 focused on IFS applications. The company provides a range of services including technical consulting, project management, training, data migration, and business process management. With an emphasis on helping organizations optimize their use of ERP systems, Vanilla offers tailored assistance to enhance operational efficiency and improve overall business performance.

Orchestrate Healthcare

Acquisition in 2022
Orchestrate Healthcare is a healthcare IT consulting firm located in West Palm Beach, Florida. The company is dedicated to enhancing healthcare providers' processes and systems through specialized services such as electronic medical record (EMR) implementation, optimization, integration, interoperability, information security, and go-live support. With a relatively flat leadership structure, Orchestrate Healthcare fosters a culture of independence and accountability among its consultants, who lead their respective projects to success. The firm's president, Charlie Cook, is known for his hands-on approach, often visiting client sites to ensure quality and engagement. Orchestrate Healthcare is recognized for its excellence in the industry, earning accolades such as the Best in KLAS award for its healthcare IT consulting services.

The MFA Companies

Acquisition in 2021
The MFA Companies is a comprehensive financial services firm headquartered in Tewksbury, Massachusetts. It specializes in a wide range of offerings, including tax planning and compliance, retirement plans, and transaction advisory services. In addition, MFA provides audit and assurance services, technical accounting, financial planning and analysis, and valuations. The firm also has expertise in wealth management, equity compensation, risk advisory, fraud and forensic accounting, litigation support, nonprofit advisory, and talent acquisition. MFA Companies was acquired by Baker Tilly, enhancing its ability to serve a diverse clientele.

Moody Famiglietti & Andronico

Acquisition in 2021
Moody Famiglietti & Andronico (MFA), established in 1981, is a prominent Certified Public Accounting (CPA) firm situated north of Boston, Massachusetts, with national and global reach. MFA employs over 150 professionals, including 25 partners, who provide proactive tax, audit, and consulting services to a diverse client base. The firm's success lies in its commitment to facilitating clients' growth by offering deep expertise, critical guidance, and strategic advice beyond routine accounting tasks.

AcctTwo Shared Services

Acquisition in 2021
AcctTwo is a consulting firm and reseller specializing in cloud-based accounting and financial management software. It addresses challenges faced by growing middle-market companies, such as the limitations of QuickBooks and the complexities of on-premise accounting systems. AcctTwo has implemented Intacct for numerous organizations across various industries, helping them determine system fit, identify necessary modules, design solutions, and provide training and support. In addition to software implementation, AcctTwo offers back-office process outsourcing, allowing clients to concentrate on their core business competencies. Their services include accounts payable, billing and accounts receivable, cash management, payroll, and expense reporting. By providing the necessary personnel, processes, and technology, AcctTwo enables businesses to achieve scalability and efficiency while managing back-office challenges like employee turnover and limited resources.

Margolin, Winer & Evens

Acquisition in 2021
Margolin, Winer & Evens is an accounting firm with locations in New York City and Long Island, as well as a former presence in Uniondale, New York. The firm offers a range of accounting and auditing services tailored to meet the needs of its diverse clientele. Known for its commitment to quality and client service, Margolin, Winer & Evens provides expertise in various sectors, ensuring compliance with financial regulations and helping businesses achieve their financial goals. The firm has expanded its reach and capabilities through its acquisition by Baker Tilly, enhancing its service offerings while maintaining its reputation for excellence in the accounting profession.

Brown Adams Agbayani

Acquisition in 2020
Brown Adams Agbayani is an accounting firm that specializes in providing accounting, tax, and financial services to individuals, private businesses, and organizations. The firm is particularly adept at developing tax strategies tailored for high-net-worth clients, with a strong focus on the technology sector. By offering a comprehensive range of services, Brown Adams Agbayani aims to address the unique financial needs and challenges faced by its diverse clientele.

Talavant

Acquisition in 2020
Talavant, Inc. is a data analytics management consulting firm based in Madison, Wisconsin, established in 2015. The company specializes in helping organizations across various industries leverage data to drive business progress. Talavant focuses on assessing organizational readiness and facilitating effective implementations of data analytics solutions. By collaborating closely with clients, the firm aims to identify critical data insights, enabling businesses to ask the right questions and make informed decisions. As of March 2020, Talavant operates as a subsidiary of Baker Tilly Virchow Krause, LLP.

H.J. Umbaugh & Associates, CPAs, LLP

Acquisition in 2019
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 Group

Acquisition in 2013
RSM Tenon Group was a professional services firm located 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 was known for its comprehensive approach to addressing the diverse needs of its clients. In June 2014, RSM Tenon was acquired by Towry, marking a significant transition in its operational structure and service delivery.

FENA Design

Venture Round in 2003
FENA Design, established in 1992 and based in Plymouth, Minnesota, specializes in designing and manufacturing innovative power mobility devices. The company's flagship product is Vertran, a standing power wheelchair that enables users with paraplegia or quadriplegia to stand and navigate through various environments, offering medical, therapeutic, functional, and personal benefits compared to traditional sitting wheelchairs.
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