BKD CPAs & Advisors, a High 20 Agency based mostly in Springfield, Missouri, is including Ledgeview Companions, a advertising and marketing and buyer relationship administration consultancy in Appleton, Wisconsin, efficient March 1.
The deal is the newest in a string of mergers for BKD. Simply final week, the agency introduced a merger with Bankers Assurance, a regulatory compliance agency in Little Rock, Arkansas. Earlier this month, it introduced a megamerger with one other High 20 Agency, Dixon Hughes Goodman, which it’s anticipating will create a $1.four billion mixed agency when the deal closes within the second quarter of the 12 months. Monetary phrases of the cope with Ledgeview weren’t disclosed. BKD”s fiscal 12 months 2021 income was $758.12 million. The agency has a workers of greater than 3,000, which incorporates roughly 310 companions and principals. Ledgeview has 43 workers who can be becoming a member of the BKD Applied sciences staff. They embody co-founders Lisa Benson and Doug Fissell, who’re becoming a member of BKD as managing administrators.
Ledgeview has been in enterprise since 2007. The consulting agency helps purchasers with their gross sales, advertising and marketing and repair operations and makes a speciality of using buyer relationship administration expertise. It’s a associate with each Microsoft and Salesforce. BKD expects to make use of Ledgeview’s experience in CRM techniques to assist purchasers with their advertising and marketing automation, area service, gross sales and advertising and marketing.
“We had been first interested in Ledgeview based mostly on their excellent status for profitable CRM implementations, which is a useful strategic addition to our applied sciences capabilities,” stated BKD CEO Tom Watson in an announcement Monday. “However we’re equally impressed by their efforts to actually achieve trusted advisor standing with their purchasers by offering a seamless suite of providers designed to assist their purchasers obtain success.”
Ledgeview’s staff members will keep at their present workplaces in Appleton, Wisconsin, which is able to change into BKD’s 42nd and northernmost workplace, once more increasing the agency’s geographic attain. BKD has a footprint in 19 states.
“We’re past excited to hitch the mixed BKD and DHG staff,” stated Ledgeview Companions principal and CEO Lisa Benson in an announcement. “Whereas we now have many enterprise synergies that can permit each our firms to develop, it was the superb tradition at BKD, which parallels ours, that sealed the deal. From our first management interactions to the person Ledgeview worker touchpoints that made every really feel like they’re already a part of the household, we had been satisfied it was the right match.”
Apart from the cope with DHG and Bankers Assurance, BKD acquired Schmidt Westergard final month in Mesa, Arizona. Final April, it acquired Strategic Sourcing Outcomes, a well being care provide chain consulting agency based mostly in Chicago. Final March, BKD acquired one other consulting agency, Hamernik, an Indianapolis-based agency that makes a speciality of restructuring and enterprise advisory providers.