Mister, Burton & Associates, LLC Acquired by RS&F

Transactions

by | Jan 22, 2024

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Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor

Mister, Burton & Associates, LLC Acquired by Rosen, Sapperstein and Friedlander LLCBaltimore, MD – January 22, 2023 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to Mister, Burton & Associates, LLC (“MBA”), a full service, Maryland-based accounting firm serving businesses, business owners, and high net worth individuals, in its sale to Rosen, Sapperstein and Friedlander, LLC (“RS&F”), a leading advisory and CPA firm.

As a long-established accounting firm with a stellar reputation in the greater Baltimore region, MBA sought a buyer with the technical expertise and service model to ensure the best experience for its clients going forward. The firm’s owners were drawn to RS&F’s mission of serving as a trusted partner to its clients, its comprehensive capabilities, and its commitment to investing for the future. The transaction supports RS&F’s growth strategy, which focuses on making selective investments in both organic growth and acquisitions in order to expand the talent and services required to support every client’s success.

“RS&F is a forward-thinking firm that’s clearly dedicated to investing in talented people, sophisticated capabilities, and other resources to provide clients with the most exceptional service, which is the type of culture we sought for our own valued clients,” said George Mister, Jr. and Mark Burton, partners at MBA. “The CCA team led us through the sale process flawlessly and treated us with the same approach we treat our own clients—providing high-touch service, strong communication, and sound advice all along the way.” The acquisition adds six partners and directors to RS&F, including both Mister and Burton.

“We are thrilled to have leading advisors from Mister, Burton & Associates join our organization,” said RS&F Managing Partner Jeff Rosen. “MBA is a longtime, well-respected firm. We’re excited to continue on a trajectory of growth and have their exceptional employees join our dynamic team.”

The CCA investment banking team on this transaction included Managing Partner Charlie Maskell, Vice President Meghan Daley, and Vice President Katie Kieran, who teamed up to develop the deal strategy, conduct the negotiations, and provide strategic advice to the MBA partners.  The law firm of Shapiro Sher served as legal counsel to MBA.

“We were thrilled to be involved in combining two top-tier CPA firms that are sure to be a major force in the Baltimore business community for years to come,” Maskell said. “It came down to finding the best cultural fit for MBA, ensuring their clients would continue to be valued and cared for the way they always have.”

About Mister, Burton & Associates

Mister, Burton & Associates, LLC was founded in October 1985 by a group of accountants who believed that excellent customer service and outstanding work would set them apart from the competition. That vision is fully in focus today. They have grown to a size that enables them to give the same level of high quality service as national accounting firms, with greater personalized care and attention.

About RS&F  

Rosen, Sapperstein & Friedlander, LLC (RS&F) is the leading business advisory and CPA firm that provides business consulting and accounting services that cater to family offices, middle-market businesses, and ultra-high net worth families. RS&F provides consulting, tax, audit, forensic accounting, business valuation, and accounting services, and works with clients in a variety of industries, including real estate, healthcare, nonprofits, government contractors, construction, business services, manufacturers, distributors, automotive, technology, and mortgage lending. For more information visit www.rsandf.com.

About Chesapeake Corporate Advisors

Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. For more information, visit www.ccabalt.com or call 410.537.5988.

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