Core Viewpoint - AGN International has appointed Christian Moises as the new regional director for the Americas, effective immediately, to enhance membership development and service delivery across the region [1][2]. Group 1: Appointment and Role - Christian Moises has over 20 years of experience in marketing and communications within associations and professional services [1]. - In his new role, Moises will align regional initiatives with AGN's global agenda, focusing on expanding the association across North, Central, and South America [2]. Group 2: Responsibilities and Goals - Moises will work on membership development, support existing members, and refine service delivery to meet the evolving needs of AGN member firms [2][3]. - His efforts will include evaluating and enhancing member benefits to ensure they align with the priorities of firm leaders and teams [3]. Group 3: Background and Experience - Moises has a background in deploying customer relationship management systems, running multi-channel marketing campaigns, and designing retention initiatives [4]. - He previously served on the national board of the Association for Accounting Marketing and has experience as a journalist [4]. Group 4: AGN's Structure - In January of the previous year, AGN International established the Americas Region, merging its North America and Central and South America operations, which now includes over 50 companies and around 3,500 professionals [5].

Core Insights - PKF Littlejohn Advisory UK has promoted Stratford Hamilton and Oliver Collinge to partner roles, highlighting the firm's commitment to enhancing its insolvency and advisory services [1][4] - The promotions reflect the increasing importance of investigative insolvency work amid rising scrutiny of financial irregularities and director conduct [2][3] Group 1: Promotions and Roles - Stratford Hamilton leads the Contentious Insolvency practice and has experience in corporate and bankruptcy cases related to data protection and digital services [1] - Oliver Collinge specializes in restructuring and formal insolvency procedures, advising management and investors on business rescue options and asset recovery in cases of fraud [2] Group 2: Industry Context - The expertise of insolvency practitioners is deemed crucial in the current volatile economic climate, focusing on preventing business failures and ensuring optimal outcomes for creditors [3] - PKF Littlejohn Advisory launched a new service in November to assist businesses struggling with tax arrears, indicating a proactive approach to support clients in financial distress [3]

Core Insights - Elevate has announced a strategic investment in Gonzalez Advisors, a tax and advisory firm in Orange County, California, marking a significant step in Elevate's national expansion strategy [1] - The partnership aims to enhance Elevate's presence in high-growth markets and build regional density across key U.S. markets [1] Company Overview - Elevate is a national accounting and advisory platform that provides capital investment, operational infrastructure, technology, and strategic guidance to partner firms [1] - Gonzalez Advisors is known for its technical strength, proactive tax planning, and long-standing client relationships, serving closely held businesses, entrepreneurs, and high-net-worth individuals in Southern California [1] Strategic Goals - The investment in Gonzalez Advisors is part of Elevate's broader strategy to strengthen its West Coast footprint and support national growth [1] - Elevate's CEO, Sanjay Agarwal, emphasized the importance of Orange County as a strategic market and the commitment to investing in high-quality firms in economically strong areas [1] Operational Model - Elevate provides its partner firms with centralized operational infrastructure, access to growth capital, advanced technology systems, recruiting support, and strategic advisory resources [1] - This model allows local leaders to focus on client service and expansion while benefiting from the scale and capabilities of a national platform [1] Future Outlook - Elevate is expected to continue executing its strategic growth initiatives, with several additional strategic announcements anticipated in the near term [1] - The company aims to build a national platform with regional strength by partnering with firms that share its focus on quality, growth, and operational excellence [1]

Core Insights - Azets has appointed Tina Warhurst as corporate tax director in its Manchester office to enhance support for businesses in the North West amid evolving UK tax regulations [1][2] Group 1: Appointment and Role - Tina Warhurst will focus on corporate tax compliance and governance, leveraging her extensive experience in the field [1][2] - Warhurst has nearly two decades of experience at KPMG, where she was part of the national corporate tax compliance team [2][3] Group 2: Company Strategy and Growth - The appointment is aimed at helping companies manage increasing tax compliance complexities as they grow [2] - Azets operates a network of offices across various locations including Bolton, Burnley, and Manchester, indicating a strong regional presence [4] Group 3: Previous Experience - Prior to joining Azets, Warhurst worked at BDO in Manchester, advising organizations on corporate tax responsibilities [3] - She has also led the tax team for Yorkshire Building Society, providing her with insights into UK tax [4] Group 4: Recent Achievements - In January 2023, Azets' UK Corporate Finance team completed 124 deals, showcasing the firm's active engagement in the market [5]

Core Insights - Richey May has acquired Wagner, Kaplan, Duys & Wood (WKDW), a tax and advisory firm based in Rockville, Maryland, with the financial terms of the deal undisclosed [1] - The acquisition is part of Richey May's strategy to build a national platform by integrating regional and specialist practices, focusing on specialization, technology-enabled delivery, and a "people-first culture" [2] - WKDW clients will continue to work with their existing teams while gaining access to Richey May's broader resources and technical capabilities [2] Company Overview - Richey May, founded in 1985, offers services including audit, assurance, business advisory, cybersecurity, tax, and technology [3] - The company specializes in sectors such as mortgage banking, alternative investments, real estate, construction, and media [4] Advisory Insights - WKDW was advised on the transaction by Koltin Consulting Group, with CEO Allan D. Koltin highlighting WKDW as a leading CPA and advisory firm in the greater DC market [3] - The combination of WKDW and Richey May is expected to provide significant strategic advantages and growth opportunities for both firms, with expectations of further high-performing firms merging with Richey May in the future [3]

Core Insights - Blue & Co., a US-based accounting and advisory firm, has acquired Texas-based D & Co., effective February 1, 2026, enhancing its service offerings in healthcare reimbursement consulting [1] - The acquisition will integrate D & Co. into Blue & Co., allowing it to maintain operations in Lubbock, Dallas, Fort Worth, and Waco [1] Employee Integration - The transaction will bring over 40 employees from D & Co. into Blue & Co., expanding capabilities in healthcare reimbursement, hospital and clinical consulting, healthcare audits, projections, and financial advisory services [2] - Key leaders from D & Co. will join Blue & Co. as directors, including Brent Fuller, Tommy Davis, Steven Thummel, Andrew Castillo, Shonna Cannaday, and Aaron Milligan [2] Leadership Expertise - Brent Fuller has over 30 years of experience in Medicare reimbursement, advising various healthcare providers [3] - Tommy Davis has more than 25 years in accounting and consulting, primarily focused on healthcare [3] - Steven Thummel has over 23 years in healthcare auditing for hospitals and long-term care facilities [3] - Andrew Castillo has upwards of 22 years in audit and consulting across multiple sectors, including healthcare [4] - Shonna Cannaday offers over 20 years of accounting experience, with 19 years in healthcare reimbursement [4] - Aaron Milligan has spent more than 19 years at D & Co., specializing in financial audits and reporting [4] Strategic Fit and Vision - Blue & Co. managing director Brad Shaw emphasized a long-standing relationship with D & Co. and the shared belief in prioritizing people and delivering high-quality service [5] - D & Co. Partner Tommy Davis highlighted that the acquisition will enhance service offerings while maintaining an exceptional work culture for their teams [5]

Core Viewpoint - PrimeGlobal has appointed Oliver Grosse-Brauckmann as the new regional executive director for Europe, the Middle East, and Africa, effective from February 1, 2026, to support member companies and implement a new long-term strategy across the EMEA region [1][2]. Group 1: Appointment Details - Oliver Grosse-Brauckmann's appointment reflects the growing momentum behind PrimeGlobal's strategic direction [2]. - Grosse-Brauckmann has extensive international leadership experience across EMEA, Asia, and Oceania, and has held senior positions at Nexia and PKF networks [2]. - He succeeds Thierry Delvaux, who served as the executive director for EMEA since 2015 and will now focus on special projects [4]. Group 2: Strategic Focus - Grosse-Brauckmann aims to enhance cross-border collaboration, consistency, and quality while assisting member companies in delivering client solutions [3]. - The foundation of PrimeGlobal's strategy includes building capacity, driving new opportunities, and fostering a collaborative environment for member firms [4].

Core Insights - Grant Thornton UK has expanded its Advisory leadership team by promoting seven senior professionals to equity partners, enhancing its consulting capabilities [1][5] Group 1: Leadership Promotions - Rob Turner and Alasdair Grainger have been promoted to partners in the consulting division, with Turner overseeing Public Services Consulting and Grainger leading Energy Transition and Sustainability [1][2] - Tom Middleton and Joel Strange will jointly lead the Economic Consulting division, focusing on economic regulation and analysis [2][3] - Adam Hughes has become a partner in the Debt and Capital Advisory team, advising on capital structure and M&A deals [3] Group 2: Experience and Focus Areas - Emma Young and Ben Langford have been promoted to partner in Business Risk Services, concentrating on risk management and integrated assurance [3][4] - The new partners will broaden Grant Thornton UK's Advisory coverage in areas such as economic development and data-led decision support [4] Group 3: Strategic Objectives - The company aims to add 160 partners over the next two years as part of its strategy to enhance its Advisory offering [5] - Will McWilliams, head of Core Advisory, emphasized the growing demand for high-quality advisory support [5]

Core Viewpoint - Eric Miles has been appointed as the new CEO of Baker Tilly, succeeding Jeff Ferro, who will remain on the Baker Tilly Advisory Group and Board of Directors following the company's merger with Moss Adams in June last year [1][2]. Leadership Transition - The leadership change aims to enhance execution across the business, aligning strategy and daily operations to better meet client needs and support planned growth [1]. - Jeff Ferro expressed confidence in Eric Miles' leadership abilities, highlighting his extensive experience and understanding of client and employee needs as the firm evolves [3]. Eric Miles' Background - Eric Miles has a diverse background in public accounting, having started his career in 1997, and has experience in operations, compliance, accounting, IT, and fraud prevention [2]. - Prior to joining Baker Tilly, Miles led the consulting services organization at Moss Adams, covering over 50 practice areas, and later served as its CEO [3].

Appointments and Promotions - Moore Kingston Smith has made several senior appointments and promotions across its UK offices, highlighting the firm's commitment to recognizing talent and leadership [1][6] - Amar Shah has been appointed general practice partner at the Heathrow office, focusing on audit, tax, and strategic advice for owner-managed businesses and larger groups, including private equity-backed organizations [1] - John Williams has been named a partner in the Employment Tax Services team in the City office, advising various entities on compliance and advisory matters related to employment tax and global mobility [2] - Maverall Reynolds has been appointed financial services partner in the City office, specializing in statutory audit and audit-related services for financial services entities [3] - Rob Kersse has been appointed general practice partner at the West End office, with experience in media, marketing services, and technology, serving a diverse client base [4] - Will McMullan will serve as corporate audit partner in the City office, leading complex audits under International Financial Reporting Standards and UK Generally Accepted Accounting Principles [5] Promotions to Director Roles - Several individuals have been promoted to director roles, including Mel Lambell in business outsourcing and Matt Earl and Jules Upton in general practice, reflecting the firm's growth and talent development [6] - Managing partner Matt Meadows expressed satisfaction with the promotions, emphasizing the outstanding talent and dedication within the firm [6][7]