From Yahoo Finance: 2025-06-04 07:44:00

Cherry Bekaert, a US assurance, tax, and advisory firm, has acquired Spicer Jeffries, a CPA firm specializing in the securities industry, to expand service offerings and reach. Spicer Jeffries has 30+ years of experience in the global securities industry, serving hedge funds, private equity firms, and more.

The acquisition enhances Cherry Bekaert’s fund regulatory compliance and investor transparency practices, and expands its presence to the Rocky Mountain region, including Denver. It also allows the firm to conduct audits for funds registered with the Cayman Island Monetary Authority through its affiliated firm in the Cayman Islands.

The integration of Cherry Bekaert’s capabilities with Spicer Jeffries’ industry expertise is expected to provide tailored solutions to clients in the asset management sector. The acquisition includes non-attest and attest assets, aligning with alternative practice structures.

Cherry Bekaert Advisory partner Scott Moss stated that acquiring Spicer Jeffries aligns with their vision to expand asset management capabilities and provide comprehensive services to fund clients. The combined team now includes over 500 professionals serving 3,600 funds and 3,500 portfolio companies.

Spicer Jeffries founder Robert Yurglich expressed excitement about joining Cherry Bekaert, highlighting the growth opportunities and enhanced value and services for clients. The partnership aims to bring specialized industry knowledge to a firm focused on growth and investor confidence.



Read more at Yahoo Finance: Cherry Bekaert buys CPA Spicer Jeffries