BV movers . . .

BVWireIssue #204-3
September 25, 2019

People: Jon Donnel has joined Los Angeles-based B. Riley Financial Inc. in the firm’s Great American Group Advisory and Valuation Services LLC subsidiary as managing director of oilfield services based in Houston; he specializes in business valuation, investment appraisal, and financial planning for companies and lenders across the oilfield services industry … Veteran IRS agent Shari Schindler, CFE, CPA, has joined StoneTurn as a partner based in its Chicago office; she is a financial expert in corruption and white-collar criminal cases, as well as multijurisdictional business disputes.

Firms: Citing the continuing M&A trend, Atlanta-based Windham Brannon has created a separate division for its business valuation services due to growing interest and client needs; the practice offers management planning, estate planning, litigation support, financial reporting, and transaction analysis … As a result of rapid growth in advisory services for middle-market businesses, Farmington Hills, Mich.-based UHY has doubled the size of its Ann Arbor office and will expand it further by acquiring more space and adding more employees; the office opened in 2017 and has grown to 20 employees … Chicago-based RSM US LLP will acquire Gregory, Sharer & Stuart (St. Petersburg, Fla.), adding more than 60 professionals to the firm’s broader Tampa Bay team; the transaction is expected to close on October 1.

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