Cohen & Company was the leader in net SEC audit client gains for a second consecutive quarter in 2023. After gaining a net of ten clients in Q1, Cohen & Co added an additional nine clients overall in Q2 2023. … Continue reading
Category Archives: Auditor Changes
Auditor Changes Roundup: Q1 2023
Cohen & Company was leader for new SEC audit clients in the first quarter of 2023. In March, the firm finalized the acquisition of a Philadelphia-based accounting firm, BBD LLP’s Investment Management Group. According to Accounting Today, “the firm expected … Continue reading
Auditor Changes Roundup: 2022 Annual Summary
Marcum was the clear leader for new SEC engagements in calendar year 2022, gaining 103 new clients throughout the year. This is a stark contrast from 2021, when Marcum had 110 departures and lost a net of 90 clients. FORVIS … Continue reading
Auditor Changes Roundup: Q4 2022
Marcum continued to lead the way for auditor changes this quarter, gaining a net of 42 engagements in Q4 2022. Marcum continues to reap the benefits of its September 1 merger, gaining 43 new clients from Friedman in Q4. Overall, … Continue reading
Auditor Changes Roundup: Q3 2022
Marcum led the way this quarter in new SEC audit clients with a net of 19 new engagements in Q3 2022. Marcum gained 34 clients this quarter, 29 of which came from firm mergers. As mentioned in Accounting Today, 25 … Continue reading
Auditor Changes Roundup: Q2 2022
FORVIS led the way this quarter in new SEC audit clients with a net of 26 new engagements in Q2 2022. FORVIS comes from the merger of BKD and DHG. The two firms agreed to a merger of equals in … Continue reading
Auditor Changes Roundup: Q1 2022
J&S Associate led the way this quarter of new SEC audit clients with a net of five new engagements in Q1 2022. This broke BF Borgers streak from the last three quarters, although they still netted four new engagements to … Continue reading