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  6. BerganKDV Acquires Beltz Kes Darling & Associates

M&A Deal Summary

BerganKDV Acquires Beltz Kes Darling & Associates

On July 4, 2017, BerganKDV acquired business services company Beltz Kes Darling & Associates

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

M&A Deal Summary
Date 2017-07-04
Target Beltz Kes Darling & Associates
Sector Business Services
Buyer(s) BerganKDV
Deal Type Add-on Acquisition

Target

Beltz Kes Darling & Associates

Farmington, Minnesota, United States
Beltz, Kes, Darling & Associates is a provider of budgeting and Financial management Services, Accounts Payable/ Accounts Receivable Services, Payroll Services, Special Education/ EDRS/ Grant Management Services, Financial Reporting and Audit Preparation Services.

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Buyer(S) 1

Buyer

BerganKDV

Cedar Rapids, Iowa, United States
Category Company
Founded 1945
Sector Business Services
DESCRIPTION

BerganKDV is a provider of business planning, tax, audit, and wealth management services. BerganKDV was founded in 1945 and is based in Cedar Rapids, Iowa.

DEAL STATS #
Overall 2 of 2
Sector: Business Services M&A 2 of 2
Type: Add-on Acquisition M&A Deals 2 of 2
State: Minnesota M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2017 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-12-05 Carlson Hartsock & Guither

Iowa City, Iowa, United States

Carlson Hartsock & Guither PLC is a provider of income tax preparation for all types of businesses, and individuals, IRS and State Audit Representation and payroll reporting services.

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