Baker Tilly (US) has announced its intention to acquire Berkowitz Pollack Brant Advisors + CPAs, a prominent accounting and advisory firm headquartered in Miami, Florida, US. The acquisition is expected to establish Baker Tilly (US’s) first presence in South Florida, a dynamic region known for rapid population growth and strong international business ties. By combining capabilities, the firm aims to broaden its service offerings and enhance support for clients operating in complex and cross-border environments.
Speaking on the proposed acquisition, Joseph L Saka, chief executive officer, Berkowitz Pollack Brant, said: “This is the right move at the right moment for our firm. Our clients operate across markets and borders, and they’re looking for advisers who can match that reach. Joining Baker Tilly (US) gives us the platform, the talent and the technology to support them in a bigger way while keeping the personal relationships and South Florida roots that define us.”
Berkowitz Pollack Brant founding and executive chair Richard A Berkowitz, JD, CPA, added: “We are enthusiastic about combining our complementary cultures with the sixth largest firm in America. Our team will have expanded resources to assist our clients in accomplishing their goals, and we will have enhanced opportunity to recruit outstanding professionals to grow our firm.”
Fred Massanova, chief growth officer at Baker Tilly (US), commented: “Berkowitz Pollack Brant is a firm clients trust because they know the market, they know the community and they know the work. Combining that depth of insight with Baker Tilly (US’s) national scale creates a level of capability and perspective that is increasingly essential in today’s environment. Together, we can help clients move faster, make better decisions and take on opportunities with even more confidence.”
This transaction reflects Baker Tilly (US’s) long-term growth strategy to expand into priority markets, strengthen specialised capabilities and create meaningful opportunities for team members across the firm.
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