Acquiring Company
Adeptus
Acquired Company
Shapiro Villalobos & Associates
New JerseyBurbankFinancial ServicesConsultingFinancial ServicesAccountingDescription
Adeptus has completed its acquisition of Shapiro Villalobos & Associates, marking its third acquisition since joining the Current platform in 2025. This move expands Adeptus's advisory services across Southern California and enhances its capabilities. The firm has grown approximately 12.9% year-over-year, showcasing the strength of its growth model.
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M&A Insights
Based on deal dataFrequently asked
Who acquired Shapiro Villalobos & Associates?
Shapiro Villalobos & Associates was acquired by Adeptus, based in New Jersey. The deal was reported on August 20, 2026. Adeptus is a leading advisory firm specializing in tax, audit, and assurance services. The firm serves high net worth individuals, entertainers, and athletes, providing personalized financial guidance. Adeptus is privately held and operates in Financial Services.
When did Adeptus acquire Shapiro Villalobos & Associates?
Adeptus's acquisition of Shapiro Villalobos & Associates was reported on August 20, 2026. Adeptus has completed its acquisition of Shapiro Villalobos & Associates, marking its third acquisition since joining the Current platform in 2025. This move expands Adeptus's advisory services across Southern California and enhances its capabilities. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Shapiro Villalobos & Associates do?
Shapiro Villalobos & Associates is an accounting and business management firm known for its responsive service and technical expertise. The firm focuses on personalized financial guidance tailored to client needs. It is privately held, operating in Financial Services, and is based in Burbank.
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