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 - Merit Financial Advisors has acquired SSC Wealth, which manages approximately $259.6 million in assets, focusing on high-net-worth individuals and business owners [1] - This acquisition marks Merit’s first in 2026 and its 53rd overall, following the previous acquisition of BluePrint Wealth Advisors, which added over $1.2 billion in assets [3] Company Details - SSC Wealth will transition four members, including Bert Falley and Michele Hammann, to Merit Financial Advisors [1] - Hammann will serve as regional vice president and partner at Merit while continuing her role as chief strategy officer at SSC CPAs + Advisors [2] Strategic Importance - The acquisition establishes a long-term alliance between Merit and SSC CPAs + Advisors, enhancing the wealth management expertise and capabilities available to clients [4] - Clients of Merit will gain access to advanced tax planning and business advisory resources from SSC, while SSC clients will benefit from easier access to Merit's wealth management services [5] Leadership Perspective - Merit CEO Rick Kent emphasized that this acquisition is not traditional but focuses on organic growth and differentiation, aiming to provide comprehensive wealth management while partnering with a respected CPA firm [6]