Baker Tilly (US) has acquired Invoke Tax Partners (Invoke), a nationally recognised US state and local tax specialty firm based in Dallas, Texas, marking the latest in a series of strategic acquisitions. This move enhances Baker Tilly’s expertise in real estate and business personal property tax, sales and use tax, and severance tax.
Speaking on the acquisition, Lynette Stolarzyk, managing principal – tax services, Baker Tilly (US), said: “By bringing Invoke’s cutting-edge expertise and dynamic team into Baker Tilly (US), we’re not just augmenting our specialty tax services — we’re redefining how we deliver value to clients on a national level. This combination empowers us to drive meaningful results for clients in key industries like manufacturing, commercial real estate, energy and distribution.”
Mark Boozer, founding partner, Invoke Tax Partners, commented: “This is an exciting next chapter for Invoke. Joining Baker Tilly not only creates new growth opportunities for our team, our combined capabilities will drive value for our existing and future clients while preserving the quality and service that have always defined our work.”
The acquisition aligns with Baker Tilly’s commitment to expanding its specialised services and strengthening client relationships. Alongside recent acquisitions — including CironeFriedberg, Hayflich CPAs and Hancock Askew — this expansion reflects the firm’s strategic growth, supported by its recent private equity investment from Hellman & Friedman and Valeas Capital Partners.
Fred Massanova, Baker Tilly’s chief growth officer, said: “These acquisitions reflect the momentum generated by our recent investment, which is accelerating our growth strategy and enabling us to deliver even greater value to our clients and teams across key markets.”
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