Fundz

CBIZ ACQUIRES ERICKSON, BROWN & KLOSTER, LLC

PRIVATEFeb 07, 2024

Acquiring Company

Marcum

Acquired Company

Erickson Brown & Kloster (EBK)

City Of RochesterColorado SpringsFinancial ServicesInsuranceAccounting

Description

CBIZ, Inc., a leading provider of financial, insurance, and advisory services, has completed the acquisition of Erickson, Brown & Kloster, LLC (EBK), a tax and accounting service provider based in Colorado Springs, CO. This acquisition is expected to strengthen CBIZ's operations in Denver and Colorado Springs, enabling the combined teams to better serve clients in the region.

Quick answer

Marcum is acquiring Erickson Brown & Kloster (EBK), announced February 7, 2024. Marcum is based in City Of Rochester, New York, United States.

How much did Marcum pay for Erickson Brown & Kloster (EBK)?
The deal value was not disclosed.
What does Marcum do?
Marcum LLP is a leading accounting and advisory firm providing a full spectrum of traditional tax, accounting, and assurance services; advisory, valuation, and litigation support; managed accounting services; and an..
Where are Marcum and Erickson Brown & Kloster (EBK) based?
Marcum is based in City Of Rochester, New York, United States. Erickson Brown & Kloster (EBK) is based in Colorado Springs, Colorado, United States.
Who are the decision-makers at Marcum?
Fundz holds 1 contact at Marcum. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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Company Information

Company

Marcum

Location

City Of Rochester, New York, United States

About

Marcum LLP is a leading accounting and advisory firm providing a full spectrum of traditional tax, accounting, and assurance services; advisory, valuation, and litigation support; managed accounting services; and an extensive portfolio of specialty and niche industry practices. With a strong presence in the Midwest, Marcum LLP has strategically expanded its operations with the acquisition of Croskey Lanni PC.

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Frequently asked

Who acquired Erickson Brown & Kloster (EBK)?

Erickson Brown & Kloster (EBK) was acquired by Marcum, based in City Of Rochester. The deal was reported on February 7, 2024. Marcum is privately held and operates in Financial Services.

When did Marcum acquire Erickson Brown & Kloster (EBK)?

Marcum's acquisition of Erickson Brown & Kloster (EBK) was reported on February 7, 2024. CBIZ, Inc., a leading provider of financial, insurance, and advisory services, has completed the acquisition of Erickson, Brown & Kloster, LLC (EBK), a tax and accounting service provider based in Colorado Springs, CO. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Erickson Brown & Kloster (EBK) do?

Erickson, Brown & Kloster, LLC was formed in 1984 and has continuously served clients in Colorado Springs and around the nation. The firm currently has 5 partners; Philip J. Erickson, Jeffrey S. Rosacker, Katie M. Schaffer, Kim A. Mead and Mitch Downs. It is privately held, operating in Accounting, and is based in Colorado Springs.

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