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Baratz & Assoc. Merges In Metter & Co.

Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021:

"Baratz & Associates PA, a firm based in Marlton, New Jersey, has added Metter & Co. of Conshohocken, Pennsylvania, expanding Baratz’s footprint in Southeastern Pennsylvania.

Financial terms were not disclosed, but the projected revenue of the combined firm is approximately $9 million. Baratz has 65 employees, including 10 partners, while Metter has 5 employees, including one partner. Ira Rosenblum of Optimum Strategies helped arrange the merger.

'With a successful merger just last November, we are pleased to continue our growth plan and add Stan and his team to our Pennsylvania base,' said Baratz managing partner Raymond Giunta, in a statement Monday. 'We share similar cultures and commitment to our clients. Our synergies in business consulting and tax planning will allow us to further enhance our client experience.'"

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