M&A Deal Summary

RSM US Acquires RSM McGladrey

On November 4, 2011, RSM US acquired business services company RSM McGladrey from H&R Block

Acquisition Highlights
  • This is RSM US’s 2nd transaction in the Business Services sector.
  • This is RSM US’s 2nd transaction in the United States.
  • This is RSM US’s 1st transaction in Minnesota.

M&A Deal Summary
Date 2011-11-04
Target RSM McGladrey
Sector Business Services
Buyer(s) RSM US
Sellers(s) H&R Block
Deal Type Divestiture

Target

RSM McGladrey

Bloomington, Minnesota, United States
website
RSM McGladrey, Inc. is a consulting firm that provides a variety of services to small and medium sized business. Services include accounting, audit, tax preparation and planning, and wealth management.

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Buyer(S) 1

Buyer

RSM US

Bloomington, Minnesota, United States

website

Category Company
Founded 1927
Sector Business Services
DESCRIPTION

RSM US LLP is an accounting firm serving mid-sized to large businesses. RSM US offers audit, tax, and consulting services to a variety of organizations around the US.

DEAL STATS #
Overall 2 of 15
Sector (Business Services) 2 of 14
Type (Divestiture) 1 of 2
State (Minnesota) 1 of 2
Country (United States) 2 of 15
Year (2011) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2010-07-21 Caturano

Boston, Massachusetts, United States

Caturano and Co., Inc. is a full-service CPA, consulting, and wealth management firm. Caturano provides services in the areas of assurance, tax, management and technology consulting, business risk and controls, transactional services, business valuation, and wealth management for companies ranging from small and emerging, to middle market and prominent public companies.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2012-10-24 Forward Hindsight

Minneapolis, Minnesota, United States

Forward Hindsight, Inc. is a full service business advisory firm. Forward Hindsight was formed in 2004 and is based in Minneapolis, Minnesota.

Buy -

Seller(S) 1

SELLER

H&R Block

Kansas City, Missouri, United States

website

Category Company
Founded 1955
Sector Consumer Services
Employees3,800
Revenue 3.5B USD (2022)
DESCRIPTION
H&R Block's corporate headquarters in Kansas City, Missouri.
H&R Block's corporate headquarters in Kansas City, Missouri.

H&R Block is a provider of income tax return preparation and related services and products via a network of approximately 13,000 company-owned and franchised offices and through TaxCut online and software solutions. H&R Block was formed in 1955 and is based in Kansas City, Missouri.

DEAL STATS #
Overall 4 of 4
Sector (Business Services) 1 of 1
Type (Divestiture) 4 of 4
State (Minnesota) 1 of 1
Country (United States) 4 of 4
Year (2011) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2008-11-03 H&R Block Financial Advisors

United States

H&R Block Financial Advisors is a network of more than 950 advisors that work in 135 office locations across the US.

Sell $315M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-05-08 New River Innovation

Greensboro, North Carolina, United States

New River Innovation is a developer of tax-issue resolution software Beyond415.

Buy -
Mergr

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