BDO USA
BDO USA is an established accounting and financial advisory firm headquartered in Chicago, Illinois, with origins dating back to 1910. The firm offers a comprehensive range of services, including audit, assurance, taxation, advisory, and business outsourcing. BDO serves clients across various sectors of the economy, such as real estate, financial services, and information technology. In addition to traditional accounting services, the firm provides specialized support in areas like mergers and acquisitions, risk management, corporate governance, financial reporting, and valuation. BDO is recognized for its commitment to delivering tailored solutions that meet the diverse needs of its clientele, both nationally and globally.
Adaptalogix
Acquisition in 2022
AdaptaLogix specializes in providing tailored financial and data operation solutions for the pharmaceutical and biotechnology sectors, including contract development and manufacturing organizations (CDMOs) and good manufacturing practice (GMP) facilities. The company addresses the unique challenges faced by smaller pharmaceutical entities that often struggle to find appropriate software solutions, as they are typically caught between expensive options designed for large pharmaceutical companies and generic solutions that do not meet industry-specific needs. AdaptaLogix offers enterprise resource planning and material requirements planning software that covers finance, procurement, manufacturing, and supply chain management. By focusing on right-sized solutions for pre-revenue and smaller commercial organizations, AdaptaLogix aims to reduce risk, improve return on investment, and streamline processes such as forecasting, inventory costing, and contract management, all while maintaining a commitment to fair pricing and proven implementation methodologies.
Culbert Healthcare Solutions
Acquisition in 2021
Culbert Healthcare Solutions is a management consulting firm based in Massachusetts that specializes in driving operational change within the healthcare sector. The firm offers a range of services designed to enhance the performance of healthcare organizations. These services include physician support, practice optimization, telehealth strategy, medical staff development, clinical integration alignment, revenue cycle management, business intelligence, legacy system management, and digital health strategy. By providing these consulting services, Culbert Healthcare Solutions aims to help clients improve their financial, clinical, and digital outcomes while effectively navigating the evolving challenges in the healthcare landscape.
Piercy Bowler Taylor & Kern
Acquisition in 2020
Piercy Bowler Taylor & Kern is an accounting firm established in 1990, with offices in Las Vegas and Salt Lake City. The firm offers a range of services including audit, tax, and consulting, focusing on identifying profit enhancement opportunities for its diverse clientele. Its clients encompass publicly-traded companies, privately-owned businesses, government entities, not-for-profit organizations, professional firms, and high-net-worth individuals. Piercy Bowler Taylor & Kern serves various industries such as gaming and hospitality, government and non-profit, real estate and construction, retail and wholesale, and finance and leasing, providing tailored solutions to meet the unique needs of each sector.
Peterson Sullivan
Acquisition in 2019
Peterson Sullivan is an accounting and business advisory firm based in Seattle, Washington, established in 1953. The firm offers a range of services, including auditing, employee benefit plan audits, SEC audit services, estate planning, litigation support, and assistance with mergers and acquisitions. Additionally, it provides succession planning, valuations, and both business and individual tax consulting. Peterson Sullivan primarily serves clients in various sectors, such as construction, dealerships, hospitality, life sciences, non-profit organizations, professional services, real estate, and technology. As of September 2020, it operates as a subsidiary of BDO USA, LLP.
Loughlin Management Partners +
Acquisition in 2019
Loughlin Management Partners is a boutique business advisory firm based in New York City, specializing in corporate restructuring and turnaround services. Established in 2002, the firm offers a range of services including interim management, operational value creation, pre-transaction diligence, and merger integration. It focuses on providing tailored solutions for private equity investors and serves large and mid-sized companies across various sectors such as healthcare, media and entertainment, transportation and logistics, defense, retail, energy, and manufacturing. The firm's expertise also encompasses performance improvement, exit preparation, crisis management, and bankruptcy advisory. Loughlin Management Partners was acquired by BDO USA, further enhancing its capabilities in the financial advisory space.
AC Lordi
Acquisition in 2019
AC Lordi Corporation is a boutique consulting firm based in Malvern, Pennsylvania, specializing in accounting, risk management, and search services. The company offers a range of services including project management, technical consulting, interim resources, and recruiting tailored for CFOs and finance executives. Its accounting services encompass SEC and financial reporting, transaction support, and special accounting projects, while risk management services include internal audit outsourcing, Sarbanes-Oxley compliance, and forensic accounting. Additionally, AC Lordi provides business advisory services that cover valuation, business analytics, and ERP implementation. The firm serves both public and private companies across various sectors, including consumer products, pharmaceuticals, technology, and telecommunications, primarily in the Greater Philadelphia and Mid-Atlantic region. Established in 2001, AC Lordi was formerly known as Carpathia Corporation before rebranding in 2009 and was acquired by BDO USA, LLP in 2019.
LBA Healthcare Management
Acquisition in 2016
The LBA Group is a certified public accounting and consulting services firm that offers a range of financial and strategic services to businesses. Its offerings include tax preparation, audit and accounting services, as well as strategic consulting, financial planning, and investment advisory services. The firm is dedicated to helping clients navigate the complexities of financial management and compliance while providing tailored solutions that meet their specific needs.
Armadillo.com
Series A in 2000
Armadillo.com is a developer of an e-commerce platform designed to unite the home furnishings industry.
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