At a glance
- CohnReznick, the New York tax and consulting firm, announced a mid-December deal to bring in Aldrich CPAs + Advisors, including a wealth practice sized at $8 billion.
- The combination adds about 48 partners and more than 500 employees.
- Across the three transactions, the reported asset figures total roughly $8.4 billion, with $8 billion in the Aldrich practice and $412 million across the two RIA deals.
Apella is acquiring Blue Spark at $261 million and Waverly is acquiring MCS Family Wealth Advisors at $151 million. Blue Spark is Apella's 30th acquisition since 2014, and MCS is Waverly's 37th since a 2021 minority investment, according to the deal coverage.
CohnReznick, the New York tax and consulting firm, announced a mid-December deal to bring in Aldrich CPAs + Advisors, including a wealth practice sized at $8 billion. The combination adds about 48 partners and more than 500 employees.
| Firm | Transaction | Size |
|---|---|---|
| Apella | Acquires Blue Spark; 30th since 2014 | $261M |
| Waverly | Acquires MCS Family Wealth Advisors; 37th since 2021 | $151M |
| CohnReznick | Mid-December deal to add Aldrich CPAs + Advisors, including its wealth practice | $8B |
Across the three transactions, the reported asset figures total roughly $8.4 billion, with $8 billion in the Aldrich practice and $412 million across the two RIA deals.
Reported by the Deals & PE desk from PWD deal coverage, week of Oct. 16, 2026, SEC EDGAR Form D, Crystal Creek Capital Growth & Income Fund, LLC and SEC EDGAR Form D, Empros Technologies Fund XLVII, LLC. Published . Updated Oct 28, 2026 · 2:57 p.m. ET. Corrections