30 SEP 2025 / M&A UPDATES

Ex-KKR Partner Launches SAINVUS, Acquires Schulman Lobel

- MYCPE ONE Insights Team

Summary

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New CPA support platform, SAINVUS, which is led by Jonathan Smidt and Hilliard Milner, has officially launched and completed its first strategic acquisition, Schulman Lobel. The former KKR partner and Chartered Accountant intend to provide CPA firms with growth capital, tech investment, operational resources, and extended services while preserving their culture and client relationships, making it a game-changer in the accounting industry.

SAINVUS, a new platform aimed at acquiring and supporting CPA firms across the U.S., officially launched and completed its first strategic acquisition, Schulman Lobel. The company is led by Jonathan Smidt, former KKR partner, and Hilliard Milner, a Chartered Accountant and tech entrepreneur.

SAINVUS provides CPA firms with growth capital, operational resources, technology investments, and expanded service offerings while allowing them to retain their culture and client relationships. Schulman Lobel, with over $23M in annual revenue and offices in New York, New Jersey, and Los Angeles, is the platform’s first acquisition.

“Our mission is to empower CPA practices to thrive while maintaining independence or integrating with our platform,” said Smidt. The company is actively recruiting CPA, tax, and audit professionals to join its expanding network.

Until next time…

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