Cherry Bekaert

Cherry Bekaert is an accounting and consulting firm founded in 1947, with its headquarters located in Atlanta, Georgia. The firm provides a range of services including tax, audit, advisory, and wealth management, tailored to meet the diverse needs of its clients. Its clientele encompasses global corporations, private businesses, government entities, non-profits, emerging firms, startups, and individuals across various industries such as technology, healthcare, real estate, and manufacturing. Cherry Bekaert is committed to helping clients achieve their organizational goals through effective and cost-efficient solutions, supporting their growth and compliance needs in an evolving market landscape.

Todd Batchelor

Partner, Assurance Services

Jim Chappell

Senior Vice President, Corporate Development

Kasey George

Partner Assurance Services

Charles LeBoeuf

Partner, Assurance Services

Michael Ludwig

Partner Deal Advisory Services and Principal - Transaction Advisory Services

5 past transactions

CoNexus CPA Group

Acquisition in 2020
CoNexus CPA Group is a certified public accounting firm established in 2015 and based in Atlanta, Georgia. The firm provides a comprehensive range of services, including tax preparation, accounting, auditing, and assurance services, as well as business advisory solutions. By focusing on the unique needs of its clients, CoNexus CPA Group aims to deliver tailored financial guidance and support, helping businesses navigate complex financial landscapes.

PMB Helin Donovan

Acquisition in 2020
PMB Helin Donovan, LLP is a full-service accounting firm based in Austin, Texas, founded in 1987. Formerly known as Helin Donovan Trubee & Wilkinson, LLP, the firm rebranded in 2001 and operates as a subsidiary of Cherry Bekaert LLP since July 2020. PMB Helin Donovan offers a range of accounting services, including audits, tax planning, return preparation, cash flow planning, and operational objectives. The firm serves various sectors, including construction, education, energy, financial services, government, healthcare, hospitality, manufacturing, and real estate.

Icimo

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

CTS Capital Advisors

Acquisition in 2018
CTS Capital Advisors, LLC is a consulting firm that specializes in financial due diligence, portfolio monitoring, and business advisory services. Established in 2003 and headquartered in Bethesda, Maryland, with an additional office in El Segundo, California, the firm offers a range of services including buy-side and sell-side due diligence, recurring revenue and working capital analysis, cash flow forecasting, and asset-based collateral examinations. Its clientele spans various sectors such as distribution, manufacturing, healthcare, industrial, agriculture, leisure, entertainment, media, professional services, real estate, transportation, software, technology, and communication. In 2018, CTS Capital Advisors became a subsidiary of Cherry Bekaert LLP.

Berlin Ramos & Co.

Acquisition in 2017
Berlin Ramos & Co. specializes in accounting, audit, and tax services, offering a comprehensive range of solutions such as tax planning, valuation, bookkeeping, CFO outsourcing, succession planning, and financial planning for both individuals and businesses across various industries. The firm prides itself on its experienced staff and commitment to client satisfaction, aiming to understand and adapt to the evolving needs of its clientele. By combining specialized services with a personalized approach, Berlin Ramos & Co. ensures that clients receive tailored support that meets or exceeds their expectations. As a subsidiary of Cherry Bekaert LLP, the firm leverages its resources while maintaining a focus on individualized service.
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