Carlin, Charron & Rosen recently announced its merger with DiSanto Bertoline & Company. The merger, which is expected to be completed and effective this week, broadens the firm's core client base and expands its presence, making it the largest professional services firm in Connecticut as well as the largest regional accounting firm in New England.
Altogether, the newly merged firm will have 250 partners and employees. Its regional network already has corporate offices in Worcester, Boston and Newton, Massachusetts, as well as in Providence, Rhode Island. It also has six New England-based affiliate firms that provide specialty niche services, including consultations on R&D tax credits, corporate revitalization, outsourcing and recruitment.
"We're noticing a trend of larger companies seeking assistance from a regional accounting firm, rather than a national player," explains Managing Partner Bruce Carlin. He said the merger will greatly enhance CCR's audit practice and broaden its core client base of privately held, family-owned businesses to include large, publicly traded corporations.
Alfred W. Bertoline, vice chairman of the board of directors for DiSanto Bertoline & Company, added, "We share natural synergies with Carlin, Charron & Rosen and were attracted to the firm because of the depth and breadth of its service offerings. Partnering with such a recognized and dynamic leader will afford us many new opportunities."
The client list on CCR's Web site includes American Red Cross of Central Massachusetts, G&F Industries, Hebert Candies, Jordan's Furniture, Perkins Paper, and United Lens Company.