Bravaldo Capital Advisors is pleased to announce the successful sale of our client, Acuity CFO, LLC (“Acuity”), a leading Atlanta-based client accounting services firm, to Sorren, a newly formed Top 50 national accounting firm and a portfolio company of DFW Capital Partners.

Kenji Kuramoto, Founder and CEO of Acuity, noted that Bravaldo Capital Advisors has been a trusted partner for many years, providing invaluable guidance even before being formally engaged for this transaction. He emphasized that the firm’s hands-on approach and commitment to Acuity’s success ensured an outcome that truly reflects the hard work of the entire team.

Matthew May, President of Acuity, highlighted the personal support provided by BCA throughout the process. He explained that beyond the technical aspects of the transaction, the BCA team was there during the emotional ups and downs, which he described as “invaluable and forever appreciated.”

This transaction underscores BCA’s role as a trusted advisor to founder-led and family-owned businesses, delivering strategic guidance and successful outcomes across the lower middle market.

Read the full press release here: https://bravaldocapitaladvisors.com/press-release/acuity-cfo-llc/

For more information about this transaction, please contact us at info@bc-advisors.com