Acuity CFO, LLC - Bravaldo Capital Advisors

May 20, 2025 – Bravaldo Capital Advisors, Inc. (“BCA”) is pleased to announce the successful sale of its client, Acuity CFO, LLC (“Acuity” or the “Company”), an Atlanta, Georgia based client accounting services (CAS) 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 CFO, stated, “Bravaldo Capital Advisors has been a trusted partner to Acuity for many years, offering invaluable guidance even before we formally engaged them for this transaction. Their hands-on approach and commitment to our success ensured we achieved an outcome that reflects the hard work of our entire team. We are deeply grateful for their dedication and expertise in helping us navigate this exciting new chapter.”

“Going through a transaction like this, I knew from experience the BCA team would support us on the business side,” Matthew May, President of Acuity CFO, shared. “What I didn't expect were the moments where each of us got personal support. The BCA team supporting us through the unexpected emotional ups and downs was invaluable and will forever be appreciated,” he added.

Don Bravaldo, President of Bravaldo Capital Advisors, added, “It was a rare privilege to watch friends of over three decades build a remarkable business and ultimately have the opportunity to represent the company as its trusted advisor. Helping them achieve a successful exit and partner with the right buyer to lead the company into its next phase of growth was incredibly rewarding. We are proud to have played a role in this important milestone and wish all parties continued success in the future.”

Sorren (www.sorren.com) is a Meridian, Idaho based national accounting firm ranked among the Top 50 in the U.S. Formed through the combination of several like-minded firms, Sorren offers tax, assurance, client accounting services (CAS), advisory, and private client services. With over 1,000 professionals across 20 U.S. offices and additional team members in India, the Philippines, and St. Lucia, Sorren serves clients across a wide range of industries including construction, real estate, technology, and healthcare, among others. The firm is committed to personalized client relationships and long-term growth as it operates through Sorren CPAs, P.C., and Sorren, Inc., its non-attest advisory entity.

DFW Capital Partners (www.dfwcapital.com) is a New York based private equity firm focused on controlled investments in lower middle-market companies. Founded in 1994, DFW targets service-oriented businesses within the healthcare, business services, and industrial services sectors, typically with EBITDA under $20 million. The firm supports management teams through strategic growth planning, operational improvements, and acquisition strategies. DFW’s long-term approach and strong industry expertise have made it a trusted partner across multiple funds and portfolio companies.

Acuity CFO, LLC (www.acuity.co) is an Atlanta, Georgia based client accounting services (CAS) firm that provides outsourced bookkeeping, tax, and CFO services to early-stage and high-growth companies. Founded in 2004, Acuity operates through a fully remote model and serves a diverse client base across technology, e-commerce, and creative sectors. The Company supports over 130 professionals in the U.S. and abroad, while earning considerable recognition for its technology-enabled solutions and flexible service delivery. Acuity is also a certified B Corporation, reflecting its commitment to social and environmental responsibility.

Bravaldo Capital Advisors, Inc. (www.bravaldocapitaladvisors.com) is a boutique Atlanta based mergers & acquisitions and corporate finance advisory firm, providing independent economic and financial advice, as well as execution services for lower middle market companies in a variety of industries with revenues typically between $10 million and $300 million. BCA offers a full range of transaction and advisory services, guiding clients through sell-side transactions and exit strategy planning, growth through acquisition, debt restructuring and corporate recapitalization. The BCA team is a senior deal team with extensive knowledge and insight into the full life cycle of M&A and corporate finance engagements.

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