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.'"
Read the full story in Accounting Today