Sikich

Sikich is a Chicago-based accounting firm established in 1982 that provides a wide range of services, including accounting, auditing, tax planning, and information technology managed services. The firm also has a dedicated investment banking division that specializes in mergers and acquisitions, as well as capital raising for corporations, private equity firms, and entrepreneurs. Sikich serves various sectors, including healthcare and life sciences, agriculture, construction, manufacturing, technology, education, and retail, offering tailored financial and strategic advisory services to meet the unique needs of its clients.

James Savio

Partner

Hal Weinberger

Managing Director

17 past transactions

Cherry Bekaert

Acquisition in 2024
Cherry Bekaert is an established accounting firm headquartered in Raleigh, North Carolina, founded in 1947. The firm offers a wide range of services, including tax, accounting, assurance, wealth management, and consulting. With a diverse client base, Cherry Bekaert serves various industry sectors such as government services, healthcare, industrial manufacturing, real estate, non-profits, and technology. The firm is committed to providing tailored solutions to meet the needs of its clients, which include businesses in sectors like life sciences, retail, restaurants, government contracting, construction, distribution, and educational institutions.

Saggar & Rosenberg

Acquisition in 2024
Saggar & Rosenberg is a professional services firm specializing in accounting, audit, and tax management. It caters to a diverse client base, including government contractors, non-profit organizations, real estate companies, venture capital and private equity firms, manufacturers, and the federal government. The company's comprehensive suite of services encompasses tax planning and compliance, audit and assurance, mergers and acquisitions advisory, business consulting, strategy development, and specialized guidance for government contractors. Saggar & Rosenberg aims to empower its clients to enhance their performance and achieve their strategic objectives.

Golden Trail Advisers

Acquisition in 2023
Golden Trail Advisers is a wealth management consulting firm that specializes in providing tailored financial services to business owners and individuals. The firm offers a range of services, including investment management, retirement planning, and business succession planning. By acting as a Chief Financial Officer for its clients, Golden Trail Advisers coordinates all aspects of their financial plans, ensuring a comprehensive approach to wealth management. The company is committed to delivering personalized advice and innovative investment strategies designed to help clients achieve their financial goals.

Vonya Global

Acquisition in 2022
Vonya Global is a consulting firm that specializes in internal audit services, corporate governance, and technology consulting. The company serves a diverse range of industries, including private equity, healthcare, manufacturing, and distribution. Its offerings encompass internal controls, operational streamlining, information technology audits, risk and compliance management, and data analytics. By integrating business insight with a systematic approach, Vonya Global aims to enhance business processes and provide clients with comprehensive solutions tailored to their specific needs.

O'Malley & Kwit

Acquisition in 2022
O'Malley & Kwit is an accounting firm that specializes in providing personalized tax strategies and business solutions for privately held companies, hedge funds, and high-net-worth individuals. The firm focuses on tax compliance, analysis, and planning, helping clients navigate complex tax laws and maximize wealth. O'Malley & Kwit collaborates with legal and financial advisors to offer comprehensive support, ensuring that clients can adapt to changing business environments while effectively protecting and preserving their assets.

Accelerated Growth

Acquisition in 2022
Accelerated Growth is a business consulting firm that specializes in enhancing the performance of entrepreneurial organizations through a variety of services. The company offers managed accounting, finance transformation, technology and data analytics, as well as training and development. Additionally, it provides board advisory services, ensuring clients receive comprehensive financial and operational consulting at transparent prices. Accelerated Growth is committed to developing and executing creative strategies that drive business success.

Petrow Kane Leemhuis

Acquisition in 2022
Petrow Kane Leemhuis is a certified public accounting firm that provides a range of accounting services to businesses, entrepreneurs, individuals, and families. The firm specializes in taxation, auditing, payroll, QuickBooks assistance, and financial planning. By offering audit and attest services, as well as comprehensive business and accounting solutions, Petrow Kane Leemhuis aims to help its clients achieve financial stability and growth.

Cotton & Company

Acquisition in 2022
Cotton & Company is a professional services firm specializing in accounting and consulting for governmental agencies. The company offers a range of services, including financial and information assurance, information systems consulting, contracts and grants management, and litigation support. By focusing on these areas, Cotton & Company ensures the effective handling of taxpayer money and sensitive data. Its clientele encompasses cabinet-level civilian and defense agencies, independent federal and legislative branch agencies, as well as state government and commercial entities. Through its expertise, the firm aims to enhance the operational efficiency and accountability of its clients.

PA Group

Acquisition in 2021
PA Group is a software and cloud services firm that focuses on supporting business growth through a range of specialized services. The company provides consulting in enterprise resource planning (ERP) and customer relationship management (CRM), alongside offering business intelligence and marketing automation solutions. Additionally, PA Group delivers technical software, cloud, and IT infrastructure services, equipping organizations with the tools they need to enhance their competitiveness in the global market.

Process Stream

Acquisition in 2021
Process Stream is a specialized consulting firm focused on the life sciences industry, serving pharmaceutical, biotechnology, and medical device companies. They offer expertise in business process optimization and technology implementation, with a particular emphasis on enterprise quality management software (EQMS) solutions. Process Stream partners with market leaders like Sparta Systems (TrackWise EQMS) and FusionsMS (Microsoft SharePoint, Dynamics), enabling them to provide comprehensive consulting services tailored to these platforms. Their offerings include system design and implementation, software development, staff augmentation, and analytics support, helping clients achieve total quality system support solutions.

Heinold Banwart

Acquisition in 2020
Heinold Banwart is a public accounting firm based in East Peoria, Illinois, providing a comprehensive range of services to various industries, including manufacturing, construction, agribusiness, health care, real estate, and not-for-profit organizations. The firm specializes in traditional accounting, tax, and audit services, while also offering non-traditional consulting options such as business valuation, succession planning, and litigation support. Additionally, Heinold Banwart delivers retirement plan services and management consulting, catering to the diverse needs of businesses and local governments.

Halt, Buzas & Powell

Acquisition in 2019
Halt, Buzas & Powel is an accounting company providing management systems & IT services in Alexandria, VA, and Crofton, MD.

Freyberg Hinkle Ashland Powers & Stowell

Acquisition in 2019
Freyberg Hinkle Ashland Powers & Stowell is a public accounting firm located in Brookfield, Wisconsin, specializing in a comprehensive array of services including accounting, auditing, taxation, and management advisory. The firm provides management assistance and financial advice tailored to corporate clients, closely-held businesses, non-profit organizations, and employee benefit plans. Their offerings encompass financing consulting, business planning, and personal financing, aimed at addressing the diverse needs of their clientele. Through these services, the firm seeks to support the financial health and operational efficiency of the organizations they serve.

Knutte & Associates

Acquisition in 2018
Knutte & Associates, established in 1973, is a professional services firm headquartered in Darien, Illinois. It specializes in providing comprehensive audit, accounting, tax, and management advisory services to a diverse range of clients, including businesses and individuals. The firm's offerings include financial statement audits, tax planning and preparation, and the creation and administration of retirement plans. Originally founded in Westmont, Illinois, the firm moved to its current location in Darien by the mid-1980s. In 2018, Knutte & Associates became a subsidiary of Sikich LLP.

Evolution Retirement Services

Acquisition in 2017
Evolution Retirement Services, Inc. specializes in retirement plan design and administrative services tailored for small to mid-sized businesses. Founded in 2004 and based in Wauwatosa, Wisconsin, the company focuses on delivering customized solutions that address the unique needs and objectives of these organizations. Its services include plan design, recordkeeping, and government reporting for various retirement plans, such as 401(k), Profit Sharing, and Money Purchase plans. By prioritizing the specific requirements of smaller companies, Evolution Retirement Services aims to create effective retirement solutions that support their long-term goals.

SCS

Acquisition in 2016
SCS, Inc. is a software reseller that specializes in enterprise resource planning solutions for various sectors, including entertainment, food distribution, manufacturing, nonprofit, high-tech, and transportation. Established in 1979 and headquartered in Santa Monica, California, with an additional office in Silicon Valley, the company offers prominent software products such as Navision and Axapta, which enhance functionalities like financial management, supply chain management, and customer relationship management. SCS provides comprehensive services, including implementation, training, consultation, and ongoing support, catering to a diverse clientele that encompasses schools, government entities, and multiple industries such as automotive, electronics, and retail. Recognized as one of the largest Microsoft Dynamics NAV Solution Centers in the United States, SCS has successfully implemented solutions for over 350 companies across more than 20 industries, solidifying its reputation for delivering effective software solutions and exceptional support.

BCG

Acquisition in 2016
BCG & Co. is a management consulting and accounting firm that offers a range of services to clients in various industries, including manufacturing, distribution, construction, and real estate. The company specializes in audit and taxation services, as well as mergers and acquisitions, business valuations, and peer review. Additionally, BCG & Co. provides advisory services tailored to the specific needs of its clients, helping them navigate complex business challenges and achieve their strategic goals.
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