Calder is working with a seasoned Investment management professional seeking to acquire an accounting, tax, or bookkeeping practice. Of particular interest are businesses with recurring revenue, diversified client relationships, and experienced professional staff already in place.
Ideally, the target company generates between $500K – $1M in revenue and is located in the Midwest.
Acquisition Criteria:
Target: Accounting, tax, and bookkeeping.
Geography: Midwest.
Revenue: $500K-$1M.
About Our Client:
Our buyer is an experienced institutional investment and business development professional with more than 15 years of experience across asset management, investment advisory, and strategic relationship management. Throughout his career, he has held leadership roles at globally recognized financial institutions, where he managed institutional client relationships, led complex investor engagements, and supported capital formation initiatives.
Notable accomplishments include leading more than $130 million in institutional capital raises, maintaining strong long-term client relationships across a substantial portfolio of accounts, advising pension clients on alternative investment allocations, and coordinating cross-functional teams on institutional mandates.
He combines a disciplined, relationship-driven approach with strong operational and financial acumen, supported by advanced education in financial economics and executive training in commercial real estate finance. Our buyer’s objective is long-term ownership and sustainable growth – preserving the company’s reputation, culture, employees, and client relationships while implementing thoughtful operational improvements to support scalability, continuity, and long-term success.
If you are interested or know of a potentially interested party, please fill out our Confidentially Connect form on this page or contact:
Logan Granger
Direct: (616) 485-4578
[email protected]