Business Services Platform Acquisition Search

We are actively engaged in a strategic search for companies that align with our client’s growing Business Services Platform. This is not a private equity-sponsored client—but rather a strategic buyer with deep industry experience and a long-term commitment to building an integrated professional services firm with a focus on quality, relationships, and legacy.

Top Priority: Accounting Firms

Our immediate focus is on acquiring Accounting Firms with:
• Strong, recurring revenue models
• Stable client relationships
• Owners seeking full or phased exits
• Teams and cultures that value long-term continuity

We provide owners with an opportunity to realize a premium valuation and a seamless transition while preserving their legacy and client trust.

We are equally interested in seasoned professionals who envision growth and partnership—as well as owners approaching retirement who are looking for a trusted exit and succession partner.

Also Seeking Strategic Acquisitions In:

• P&C Insurance Agencies
• Wealth Management Firms
• IT Managed Service Providers

Each of these sectors brings strategic value and cross-referral synergy to the platform. Our client’s model emphasizes collaboration, operational support, and a clear path for succession.

Why This Matters:

This is not about a financial roll-up. This is a deliberate, strategic growth initiative led by seasoned operators who value:

• Relationship-based acquisitions
• Culture and team preservation
• Owner legacy and transition planning

If you are an owner, advisor, or intermediary working with a company in one of these sectors, we’d welcome a confidential conversation.

Anthony Citrolo, CPA/CEPA

Anthony@thenybbgroup.com

D: 516.346.5272 

M: 646.801.6590