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Wolf & Company Launches TAS Practice for Middle Market
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Subscribe15 JUN 2026 / SERVICES UPDATES
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Wolf & Company, a Boston-based advisory and accounting firm, has launched a Transaction Advisory Services (TAS) practice targeted at middle-market companies, private equity sponsors, and investors, with Phillip Whitaker appointed its Principal and Lead. This shift caters to the increasing need for advisory services in mergers, acquisitions, and capital transactions, and is expected to broaden the company's capabilities whilst enhancing its value to existing clients.
Wolf & Company, a Boston-based advisory and accounting firm, has announced the establishment of its Transaction Advisory Services (TAS) practice, specifically designed to cater to middle-market companies, private equity sponsors, and investors. This strategic move addresses the growing demand for comprehensive advisory services in mergers, acquisitions, and capital transactions from the firm's existing clientele.
Phillip Whitaker has been appointed as Principal and Lead of the new TAS practice. Whitaker brings extensive experience from his previous role at RSM's Transaction Advisory practice, where he specialized in financial due diligence, quality of earnings analysis, and M&A support for middle-market transactions. His expertise is expected to enhance Wolf & Company's ability to provide long-term advisory services rather than focusing solely on transactional support.
Jerry Gagne, CEO and Principal of Wolf & Company, emphasized the firm's commitment to filling a significant gap in the transaction advisory landscape. He highlighted the firm's approach to offering flexible, cost-effective solutions with broad advisory capabilities. The addition of Whitaker is seen as a pivotal step in expanding the firm's advisory services, following recent strategic moves such as the acquisition of The Kafafian Group and the appointment of Nelson Obando to lead the Artificial Intelligence practice.
Whitaker expressed his enthusiasm for joining Wolf & Company, noting the importance of providing middle-market deal teams with advisors who possess both transaction-specific experience and a comprehensive understanding of the advisory spectrum. He emphasized the firm's ability to deliver a complete picture to clients, enhancing the value of their advisory services.
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