Add-on Acquisition • Business Services

BKD Acquires Schmidt Westergrad

On January 17, 2022, BKD acquired business services company Schmidt Westergrad

Acquisition Context

This is BKD’s 4th transaction in the Business Services sector.
This is BKD’s 4th transaction in the United States.
This is BKD’s 1st transaction in Arizona.

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M&A Deal Summary
Date	January 17, 2022
Target	Schmidt Westergrad
Sector	Business Services
Buyer(s)	BKD
Deal Type	Add-on Acquisition

Target Company

Schmidt Westergrad

Mesa, Arizona, United States

Schmidt Westergrad is an independent full-service tax, audit, accounting, and business advisory CPA firm. Schmidt Westergrad is based in Mesa, Arizona.

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Buyer Overview 1

Buyer

BKD

Springfield, Missouri, United States

Category	Company
Founded	1923
Sector	Business Services

DESCRIPTION

BKD is a CPA and advisory firm dedicated to helping clients in all 50 states and internationally. It provides risk management, technology, wealth management, and forensic and valuation services. BKD was formed in 1923 and is headquartered in Springfield, Missouri.

Deal Context for Buyer	#
Overall	4 of 4
Sector: Business Services	4 of 4
Type: Add-on Acquisition	3 of 3
State: Arizona	1 of 1
Country: United States	4 of 4
Year: 2022	1 of 1

PREVIOUS DEAL

DATE	TARGET	DEAL TYPE	VALUE
2021-04-16	Strategic Sourcing Results Chicago, Illinois, United States Strategic Sourcing Results is a supply chain consulting firm specializing in the health care industry. SSR, which specializes in health care supply chain advisory services, will be part of BKD’s Health Care Performance Advisory Services (HCPAS) team. Strategic Sourcing Results was founded in 2001 and is based in Chicago, Illinois.	Buy	-

DATE

TARGET

DEAL TYPE

VALUE

2021-04-16

Strategic Sourcing Results

Chicago, Illinois, United States

Strategic Sourcing Results is a supply chain consulting firm specializing in the health care industry. SSR, which specializes in health care supply chain advisory services, will be part of BKD’s Health Care Performance Advisory Services (HCPAS) team. Strategic Sourcing Results was founded in 2001 and is based in Chicago, Illinois.

Buy

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