09 JUL 2025 / M&A UPDATES

Franklin Alliance Adds Robert Morris & Company, Doubling Down on National Growth Model

- MYCPE ONE Insights Team

Summary

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Franklin Alliance is partnering with Pennsylvania-based Robert Morris & Company to expand its national network, offering smaller firms a growth-focused alternative to private equity rollups. The move marks the second major partnership for Franklin, following its initial collaboration with Bement & Company, and aims to support firms with under $10 million in revenue by providing capital, technology, and strategic support while preserving their brand and culture.

Franklin Alliance is rapidly building momentum with its second major partnership, this time welcoming New Bloomfield, Pa.-based Robert Morris & Company to its expanding national network. The deal comes on the heels of its inaugural collaboration with Bement & Company and reinforces Franklin Alliance’s vision of offering smaller firms a growth-focused alternative to private equity rollups.

Unlike traditional acquisition models, Franklin Alliance empowers partner firms with capital, technology, and strategic support while allowing them to maintain their local brand, leadership, and culture. Robert Morris, the firm’s president and CEO, called the partnership a “perfect fit,” praising the Alliance’s respect for legacy and commitment to long-term success.

Targeting firms with under $10 million in revenue, Franklin Alliance is filling a strategic void in the accounting M&A space. With a clear vision and growing pipeline, it’s fast becoming the go-to platform for firms seeking scale without sacrificing identity.

Until next time…

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