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Subscribe10 JAN 2024 / M&A UPDATES
In January 2024, New Jersey-based accounting and consulting firm Baratz & Associates strategically acquired Renzi Bernardi Suarez & Co., a full-service Certified Public Accounting firm. The merger aims to strengthen Baratz & Associates' service offerings, enhance client experience, and implement their strategic growth plans, showing a commitment to growth and excellence.
In January 2024, Baratz & Associates, a leading regional accounting and consulting firm based in Marlton, New Jersey, announced the strategic acquisition of Renzi Bernardi Suarez & Co., a distinguished full-service Certified Public Accounting firm located in Cherry Hill, New Jersey.
This acquisition, effective immediately, is a testament to Baratz & Associates' strategic growth plan and successful track record of expanding its reach. The addition of Renzi Bernardi Suarez & Co., led by Phil Bernardi and Ed Suarez, brings a wealth of experience and expertise to complement Baratz & Associates' comprehensive service offerings.
Managing Partner Raymond Giunta expressed enthusiasm about the merger, stating, "We are pleased to continue our growth plan and add Phil, Ed, and their team to our New Jersey base. The shared commitment to client satisfaction and similar cultures between our firms creates a strong foundation for a successful collaboration. Our combined synergies in nonprofit audit, tax, and consulting services will further elevate our client experience."
Established in 1992, Renzi Bernardi Suarez & Co. provides services to a wide variety of clients—from not-for-profits to entrepreneurial clients, partnerships, and sole proprietorships—over a wide number of industries. The firm’s services include auditing, accounting, reviews, compilations, tax return preparation and planning, forensic accounting, and litigation support.
This strategic partnership underscores Baratz & Associates' steadfast commitment to growth and excellence in serving clients across the region.
Until next time…
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