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Sorren Emerges as a Unified Force in Accounting Through Nationwide Firm Merger
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Subscribe05 MAY 2025 / M&A UPDATES
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Meridian, ID — A bold new chapter in the accounting industry has begun with the launch of Sorren, a nationwide firm born from the strategic unification of several like-minded firms across the United States. What started as a collegial network of firms connected through longstanding relationships and the BDO Alliance has evolved into a formal collaboration with a unified purpose, vision, and mission.
Sorren's creation stems from years of shared values, leadership dialogue, and mutual support. According to Josh Tyree, Sorren's president, the idea gained traction through a recognition of the greater impact that could be achieved collectively. “We realized we could do so much more — for our teams, our clients, and our communities — by working together,” Tyree explained.
The newly formed firm promises continuity for clients who will continue working with their trusted advisors, now bolstered by a broader infrastructure and deeper resources. Sorren’s leadership emphasizes that this transformation enhances capabilities while preserving the localized, personalized service each founding firm was known for.
Sorren’s strategic evolution has been significantly empowered by its partnership with DFW Capital Partners, a New York–based private equity firm. Under the direction of CEO Michael O’Donnell, the firm has experienced swift and measured growth. “We acknowledge that our lead investor, DFW, has been vital in bringing our vision to life. They have backed and supported our strategy from the very beginning,” said O’Donnell, pointing to the rapid progress Sorren has made as evidence of the strength of the collaboration.
With over 1,000 professionals across 20 offices in the U.S., Sorren is also establishing an international footprint, expanding operations in India, the Philippines, and St. Lucia. This global strategy reflects Sorren's aim to scale efficiently while retaining its commitment to high-touch client service.
Industry consultant Allan Koltin, CEO of Koltin Consulting Group, praised the group’s purpose-driven formation. “What makes Sorren stand out is the way these firms came together — with intention, shared values and a commitment to staying deeply connected to their local markets,” Koltin stated. He emphasized that Sorren represents a model for other firms seeking growth without compromising identity.
The firms that united to create Sorren bring a diverse range of expertise and regional influence:
Sorren’s leadership has signaled that growth will continue through strategic partnerships with firms that align with its core values: personalized service, community focus, and innovation through technology. With strong private equity backing, a seasoned leadership team, and a growing domestic and international presence, Sorren is positioned to become a key player in the future of accounting and advisory services.
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