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KSM Expands into Ohio with Cassady Schiller Merger
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Subscribe20 MAY 2024 / M&A UPDATES
Advisory, tax, and audit firm KSM has merged with Cassady Schiller, one of Cincinnati's largest accounting firms, marking KSM's first venture into Ohio. Effective May 31, 2024, the merger comes with hopes of expanded resources, services, and growth opportunities for both firms, and signifies KSM's commitment to extending its operational footprint.
KSM (Katz, Sapper & Miller), a leading advisory, tax, and audit firm, has expanded its reach into Ohio by merging with Cassady Schiller, one of Cincinnati's largest accounting firms. Effective May 31, 2024, this merger establishes KSM's presence in Ohio and enhances its capabilities across various industries.
Firm Overview:
Cassady Schiller, ranked among Greater Cincinnati's top 10 largest accounting firms, brings over 70 employees and eight partners to KSM. The firm serves a diverse clientele, including high-net-worth individuals and families, as well as businesses in manufacturing and distribution, hospitality, and services industries. Cassady Schiller also offers significant real estate expertise, augmenting KSM's large real estate practice.
Leadership:
Following the merger, Managing Partner Mike Clark and Chief Operating Officer Heather Bucher will serve as co-managing partners of KSM's new Cincinnati office. Clark expressed enthusiasm about the merger, stating, "Joining KSM is a perfect fit for Cassady Schiller. We anticipate great benefits for our clients, including a broader range of services and resources, as well as diverse opportunities for our people to continue to grow their careers."
Firm's Perspective:
Tim Cook, KSM's CEO and president, commented on the merger, "In Cassady Schiller, we have found a team of talented professionals whose deep commitments to their people, their clients, and their community align very closely with ours. We couldn’t ask for a better cultural fit."
This strategic merger underscores KSM's commitment to enhancing its service offerings and expanding its geographic footprint, providing clients with a broader range of resources and expertise.
Until next time…
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