Unity Partners, a private equity firm, has invested in Meaden & Moore Advisors, a US-based accounting, business and financial services provider.
The parties did not release financial details of the transaction.
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In a statement, Meaden & Moore said the partnership will support the company’s “next phase of growth”. The business will gain extra resources to broaden services, sharpen client delivery and open up more career options for staff.
As agreed, Meaden & Moore will keep its current brand, leadership and client-facing team.
A core element of the deal is Unity Partners’ plan to overhaul the equity structure and introduce an employee ownership model so that all employees can share in the company’s growth.
Unity Partners investment team lead Peter Cozzi said: “Meaden & Moore is an outstanding business that has demonstrated strong resilience and sustained growth across its service lines through multiple economic cycles and market environments.”
Headquartered in Cleveland, Ohio, Meaden & Moore currently runs 15 offices across North America and Europe.
It delivers specialist advisory, consulting, forensic and accounting support to both business and personal clients.
The group is organised around two core business lines.
One is a forensic accounting division that serves insurance carriers and legal markets. The second is an accounting and advisory division offering tax services, accounting support, valuation work and broader business advisory mandates to small and mid-sized companies in the US Midwest.
Meaden & Moore CEO Jim Rollins said: “This partnership marks an important milestone in our organisation’s history, as our collaboration with Unity will enable us to invest further in our people, expand key capabilities and continue delivering the high-quality, objective insights that our clients rely on.
“Together, we are well-positioned to accelerate our growth strategy, capitalise on new opportunities and thoughtfully scale in the years ahead.”
The deal will see Meaden & Moore adopt an alternative practice structure.
Meaden & Moore, the licensed certified public accountant entity, will continue to handle attest engagements and will remain a distinct legal organisation.
Meanwhile, Meaden & Moore Advisors will focus on non‑attest activities including business advisory, tax and forensic work.
