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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New Bloomfield, PA-based Robert Morris & Company has joined Franklin Alliance in its second major partnership, providing smaller firms with an alternate growth strategy. Unlike traditional capital raising, Franklin Alliance empowers firms by offering strategic support, capital, and technology while preserving their local brand, identity and leadership, thus becoming a valuable platform for firms seeking to scale.

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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