Todd Batchelor

Partner, Assurance Services

Jim Chappell

Senior Vice President, Corporate Development

Kasey George

Partner Assurance Services

Charles LeBoeuf

Partner, Assurance Services

Michael Ludwig

Director Transaction Services

5 past transactions

CoNexus CPA Group

Acquisition in 2020
CoNexus CPA Group is a certified public accounting firm that offers a suite of tax, assurance and advisory services.

PMB Helin Donovan

Acquisition in 2020
PMB Helin Donovan is a full service regional accounting firm based in Texas.

Icimo

Acquisition in 2020
Icimo provides instant data insights to drive business performance.

CTS Capital Advisors

Acquisition in 2018
CTS Capital Advisors is a consulting firm that provides financial due diligence, portfolio monitoring, and business advisory services. The firm’s services include buy-side and sell-side due diligence; recurring revenue and working capital analysis, projection model preparation, and cash flow forecasting; monitoring of portfolio companies; and asset-based collateral examinations.

Berlin Ramos & Co.

Acquisition in 2017
Berlin Ramos & Co. has an experienced staff with a long history of providing client satisfaction. Our basic philosophy is to anticipate and satisfy the ever-changing needs of our clients by providing proactive, responsive and personalized service. We make sure we fully understand your expectations so we can meet or exceed them. While we are large enough to offer specialized services, we are also small enough to maintain a high degree of personalization. We work closely with you to gain a clear understanding of your business and the industry in which it operates.
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