Baker Tilly Advisory Group / Moss Adams combination

Transaction overview

Announced

Exact closing date not established.

Hellman & Friedman announced an additional strategic investment alongside the planned Baker Tilly and Moss Adams combination. Its equity participation concerned the advisory business, distinct from the licensed audit partnership. Closing was expected in early June 2025.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.