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 accounting, audit and tax management services.

Golden Trail Advisers

Acquisition in 2023
Golden Trail Advisers is a wealth management consulting firm that provides comprehensive financial services for business owners and individuals. The firm specializes in investment management, retirement planning, and business succession planning. In addition to these core services, Golden Trail Advisers offers personalized advice and acts as a Chief Financial Officer (CFO) to coordinate all aspects of a client's financial plan. The company is dedicated to delivering innovative investment strategies aimed at helping clients achieve their financial goals.

Vonya Global

Acquisition in 2022
Vonya Global is a consulting firm that specializes in internal audit services and corporate governance, catering to a diverse range of industries such as private equity, health care, manufacturing, and distribution. The firm provides a comprehensive suite of services that includes internal controls, risk and compliance management, technology consulting, and data analytics. By integrating business insights with a systematic approach, Vonya Global aims to enhance operational efficiency and improve business processes for its clients.

O'Malley & Kwit

Acquisition in 2022
O'Malley & Kwit is an accounting firm focused on delivering personalized tax strategies and business solutions. It serves privately held companies, hedge funds, and high-net-worth individuals by providing tax compliance, analysis, and planning services. The firm assists clients in maximizing their wealth, adapting to changes in the business environment, and navigating complex tax laws. Additionally, O'Malley & Kwit collaborates with legal and financial advisors to protect and preserve clients' wealth while offering guidance on foreign investment and entity structure compliance within the United States.

Accelerated Growth

Acquisition in 2022
Accelerated Growth is a business consulting firm that specializes in enhancing the performance of entrepreneurial organizations through a range of services. The company offers analytics, business development, management consulting, and architecture management, as well as accounting and finance services. Its offerings include managed accounting, finance transformation, technology and data analytics, training and development, and board advisory. By focusing on transparent pricing, Accelerated Growth aims to provide clients with effective financial and operational consulting tailored to their specific needs.

Petrow Kane Leemhuis

Acquisition in 2022
Petrow Kane Leemhuis is a CPA firm that specializes in providing a range of accounting services tailored to businesses, entrepreneurs, individuals, and families. The firm offers comprehensive services including taxation, auditing, payroll, and financial planning, as well as expertise in QuickBooks. By delivering these essential services, Petrow Kane Leemhuis aims to help its clients achieve financial stability and secure a sound financial future.

Cotton & Company

Acquisition in 2022
Cotton & Company specializes in professional services tailored for governmental agencies, offering expertise in financial and information assurance, information systems consulting, contracts and grants management, and litigation support. The firm is dedicated to ensuring the proper handling of taxpayer money and data, serving a diverse clientele that includes cabinet-level civilian and defense agencies, independent federal and legislative branch agencies, as well as state governments and commercial entities. Through its comprehensive service offerings, Cotton & Company aims to enhance the operational effectiveness and accountability of its clients.

PA Group

Acquisition in 2021
PA Group is a software and cloud services firm that focuses on helping businesses grow through a range of consulting services. The company specializes in customer relationship management (CRM) and enterprise resource planning (ERP), alongside offering business intelligence and marketing automation solutions. By providing these services, PA Group enables companies to enhance their operational efficiency and compete effectively on a global scale. Additionally, the firm offers cloud and IT infrastructure services, further supporting businesses in their digital transformation efforts.

Process Stream

Acquisition in 2021
Process Stream is a consulting firm specializing in business process and technology solutions for the pharmaceutical, biotechnology, and medical device sectors. The company offers a comprehensive range of services, including system design and implementation, software product development, staff augmentation, and analytics support. As a partner of Sparta Systems, Process Stream assists clients in optimizing their use of TrackWise, an enterprise quality management software, by incorporating features like web services integrations and mobile access. Additionally, through its collaboration with FusionsMS, Process Stream enhances its service offerings within Microsoft SharePoint environments, focusing on areas such as complaints, deviations, audit management, and corrective and preventive actions (CAPAs). This diverse skill set positions Process Stream to deliver effective total quality system support solutions to its clients.

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 suite of services that includes accounting, auditing, taxation, and management advisory services. The firm caters to a diverse clientele, including corporations, closely-held businesses, non-profit organizations, and employee benefit plans. Its management advisory services encompass financial consulting, business planning, and personal financing, aimed at providing strategic financial guidance and support tailored to the unique needs of each client.

Knutte & Associates

Acquisition in 2018
Knutte & Associates, P.C. (K&A) is an accounting and audit firm based in Darien, Illinois, providing a range of services including audit, accounting, tax, and management advisory solutions. Founded in 1973 by J. Michael Knutte and two other CPAs, the firm initially catered to businesses and individuals in Chicago and its suburbs. As the firm grew, it relocated from its original small office to its current facility in Darien in the mid-1980s. K&A has established a reputation for delivering comprehensive financial services tailored to the needs of its clients.

Evolution Retirement Services

Acquisition in 2017
Evolution Retirement Services, Inc. specializes in retirement plan design and administrative services tailored for small to midsize businesses. Established in 2004 and located in Wauwatosa, Wisconsin, the company provides comprehensive offerings including plan design, recordkeeping, and government reporting for various retirement plans such as 401(k), Profit Sharing, and Money Purchase plans. By focusing on the unique goals and needs of smaller companies, Evolution Retirement Services aims to deliver exceptional solutions that facilitate effective retirement planning for its clients.

SCS

Acquisition in 2016
SCS operates as a reseller of enterprise resource planning (ERP) software, catering to various industries such as entertainment, food distribution, manufacturing, nonprofit, high-tech, and transportation. The company provides notable ERP products, including Navision and Axapta, which support diverse functionalities such as analytics, financial management, supply chain management, and customer relationship management. In addition to software solutions, SCS offers services that include implementation, training, consultation, and ongoing support. Their clientele encompasses a wide range of sectors, including education, government, petroleum refining, automotive, and retail. Founded in 1979 and based in Santa Monica, California, with another office in Silicon Valley, SCS has established itself as a prominent Microsoft Dynamics NAV Solution Center in the United States, recognized for its extensive experience in implementing and customizing ERP solutions across numerous industries.

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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