Capstone Accounting and Tax, a Bend, OR-based accounting firm, has recently secured a private equity investment from Seaside Equity Partners, a San Diego-based firm. This investment will provide the necessary financial and strategic support for the firm to accelerate its long-term growth and expand its market presence through strategic partnerships and mergers and acquisitions.
- Financial terms of both deals were not disclosed.
- The outside capital will provide the necessary financial and strategic support for the firm to accelerate its long-term growth, strengthen client service offerings, and expand its market presence.
- Capstone has already announced deals with Vail, CO-based Keller & Mendoza and Klamath Falls, OR-based Sargent CPA, marking a significant expansion into Colorado and Oregon.
Capstone Accounting and Tax has long been a leading provider of tax, accounting, and advisory services to businesses and individuals in the Pacific Northwest. With the recent investment, the firm is poised to take its services to the next level, providing clients with access to additional expertise and resources.
The Strategic Partnerships
Keller & Mendoza CPAs
Keller & Mendoza CPAs is a comprehensive tax strategy and business consulting firm that provides clients with a range of services including business accounting, real estate investment advisory, and succession planning.
- President Maury Keller joins Capstone as a partner and will continue leading the Vail office.
- Maury Keller is a highly respected expert in his field, with a proven track record of building and leading successful businesses.
“Expanding into Colorado is an exciting milestone for Capstone,” said Lance Brant, managing partner of Capstone. “Maury and his team have built a firm known for exceptional service, and we are thrilled to welcome them into Capstone. This partnership strengthens our ability to serve clients in a dynamic and growing market.”
Keller added, “Joining Capstone is a great opportunity for both our team and our clients. We are excited to continue providing the high-quality service our clients trust while leveraging additional resources to support their evolving needs.”
Sargent CPA
Sargent CPA has built a strong reputation for delivering strategic tax planning, business advisory, and financial services to clients in Klamath Falls and beyond.
- Sargent CPA Owner Will Sargent joins Capstone as a partner, bringing more than 14 years of experience in accounting, tax strategy, and business advisory services.
- Will Sargent is a highly respected expert in his field, with a proven track record of delivering exceptional results for his clients.
“Joining Capstone Accounting and Tax is an exciting step for our team and our clients,” said Will Sargent. “This merger provides access to additional expertise while maintaining the personalized relationships we’ve built over the years. We look forward to continuing to serve our clients with the same dedication and excellence, now as part of Capstone.”
Founding and Expansion
Capstone Accounting and Tax was founded in 2004, and since then, it has established itself as a leading provider of tax, accounting, and advisory services to businesses and individuals in the Pacific Northwest.
- Capstone has a strong presence in Oregon, with a number of offices throughout the state.
- With the recent expansion into Colorado and the addition of Keller & Mendoza and Sargent CPA, Capstone is poised to take its services to the national stage.
- The firm is actively seeking to invest in small and midsized accounting, tax, bookkeeping, and human resources advisory practices nationally.
Conclusion
In conclusion, Capstone Accounting and Tax has demonstrated its commitment to growth and expansion through its recent strategic partnerships and private equity investment. With the addition of Keller & Mendoza and Sargent CPA, the firm is poised to take its services to the next level, providing clients with access to additional expertise and resources. As Capstone continues to grow and expand, it will be exciting to see how it will serve its clients and the communities it serves.
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