Nichols Cauley has acquired the Molieri Group, a specialist tax practice based in Miami, US, as it continues to build out its financial services platform.
Financial details of the deal have not been divulged by the companies.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Through the deal, Nichols Cauley adds specialist capabilities in inbound and outbound international tax, estate and trust work, and planning services for high-net-worth individuals and their businesses.
Nichols Cauley CEO Alan Whitman said: “As complexity increases for business owners, specialised tax expertise becomes essential.
“This integration builds on Nichols Cauley’s strong foundation and further bolsters our platform, adding depth to the sophistication, coordination and practicality we deliver to our clients.”
Koltin Consulting Group acted as adviser to both Nichols Cauley and the Molieri Group on the acquisition.
Koltin Consulting Group CEO Allan Koltin said: “The Molieri Group was sought after by many Top 100 CPA firms – they chose Nichols Cauley because of what it is building: a financial services company that delivers the kind of coordinated expertise that business owners rarely find in one place.
“This gives Nichols Cauley real momentum in the US Southeast.”
The transaction follows Nichols Cauley’s January merger with two “complementary” companies, forming a broader financial services business serving small and mid-sized companies with accounting, insurance brokerage and transaction advisory services.
The combined platform is backed by a strategic investment from Madison Dearborn Partners, a private equity firm based in Chicago.
The company said the backing leverages Madison Dearborn’s “industry expertise and operational experience” in financial services to help drive ongoing growth and expansion.
