Baker Tilly US merges with advisory SF&Company

18 September 2015

Baker Tilly in the US has decided to merge with business advisory SF&Company, adding 100 employees to its US headcount. Following the merger, which is expected to be effective as of 1 November 2015, the two firms will continue under the name Baker Tilly. The financial details of the deal have not been disclosed.

Founded in 1950, SF&Company is a business advisory and accountancy firm that offers accounting and business consulting services to closely held businesses, high net worth individuals, and non-profit organisations in Pennsylvania, Maryland and Delaware. The firm has more than 100 employees working from its offices in York (headquarter), Harrisburg and State College.

In line with its ambition to increase its service capabilities in the Northeast region of the US, professional services firm Baker Tilly in the US decided to merge with SF&Company, allowing it to expand and enhance its professional services offered. “A merger with SF&Company is another step in the growth of our national footprint and our commitment to provide exceptional services and value for our clients,” explains Alan Whitman, CEO-Elect of Baker Tilly in the US.

Alan Whitman and John Cardello

For SF&Company the merger will also boost its capabilities and allow it to offer its clients new services and industry specialists. “We […] recognise that the next step for SF&Company was to merge with a nationally recognised firm that would enable us to expand services to our clients and opportunities and resources for our team members. Our clients can look forward to working with a growing and influential firm while keeping the value, local points-of-contact and exceptional client service to which they’ve become accustomed,” adds John Cardello, SF&Company’s Firm Managing Shareholder.


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