BV movers . . .

BVWireIssue #257-3
February 21, 2024

People: Tom Saris, CPA, CVA, CFE, has been promoted to senior manager, Client Accounting Services, at Brinker Simpson & Co. LLC (Media, Pa.); he recently achieved the Certified Valuation Analyst (CVA) certification from the National Association of Certified Valuators and Analysts (NACVA) … Several promotions at New York City-based Summit Ridge Group LLC, a provider of complex business valuation, financial advisory, and industry analysis in the global telecom, media, and satellite sectors: Fan Jia to director; Daniel-John Perez to vice president; Samantha Lynch, CFA, to vice president; and Katie DiRico to associate.

Firms: Dallas-based VMG Health, a full-service healthcare compliance, strategy, valuation, and transaction advisory firm, has acquired Compliance Risk Analyzer (CRA) from DoctorsManagement, a suite of software-based auditing and predictive analytics tools designed to enhance coding compliance and mitigate the risk of potential recoupments and penalties … Lincolnshire, Ill.-based Mowery & Schoenfeld has merged with Hochfelder & Weber, a firm that specializes in manufacturing and distribution, professional service firms, advertising and radio broadcasting enterprises, and not-for-profits … New York City-based Marcum has acquired Farmington, Conn.-based Federman, Lally & Remis LLC, which strengthens Marcum’s team in New England’s automotive and food and beverage sectors, adding five partners and 12 associates … South Bend, Ind.-based Kruggel Lawton CPAs will add the partners and staff of Cole Gavlas PC of Portage, Mich., which will add 11 new professionals and three partners to the firm and further expand the firm’s reach in southwest Michigan … Rochester, N.Y.-based Bowers CPAs and Advisors has merged with Kasperski Dinan & Rink, also of Rochester … New York City-based PKF O’Connor Davies has announced the addition of SuárezBaldomero of Little Falls, N.J., a tax, accounting, and advisory firm with clients based in a number of countries, including Spain, Mexico, Argentina, Peru, Chile, Venezuela, and the United Kingdom.

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