TruSight's partnership with Accounting First Group delivers successful acquisition

For firms with a lean team, trying to balance in-house deal sourcing with the demands of due diligence and closing can feel impossible. This was the challenge facing Accounting First Group, a firm focused on building a portfolio of CPA and professional services acquisitions, backed by a family office investor.

The team at Accounting First Group knew their time was best spent meeting with business owners and negotiating transactions, not chasing down leads. As Kevin Dhillon of Accounting First Group put it, they needed a partner who could truly become an extension of their team.

 

That's where TruSight stepped in. With its Retained Buy-Side Search deal sourcing service, TruSight was retained by Accounting First Group to do what we do best: find the perfect acquisition targets and bring them to the table. Our experienced team became their dedicated buy-side sourcing arm, using our proven process to pinpoint ideal targets based on their specific criteria.

 

"Working with TruSight has been a game changer for our firm," Dhillon said. "Their team took the time to understand our investment criteria and delivered a pipeline of qualified opportunities that saved us countless hours. This first deal is a direct result of their proactive sourcing and hands-on approach."

 

TruSight's Director of Retained Buy-Side Search Jennifer Davis says that the focus is always on genuine collaboration.

 

 “TruSight's objective is to operate as a seamless extension of our clients’ teams, and our collaboration with Accounting First Group is a clear reflection of that approach," she said. "Successfully sourcing and executing a transaction that aligns with their strategic criteria is both gratifying and demonstrates our commitment to long-term partnerships. We’re pleased with the outcome and look forward to continuing to support their growth.”

 

Beyond simply making a list, TruSight focuses on building real connections and communicating a compelling message to business owners. Our proactive outreach ensures that by the time a potential deal is handed off, the groundwork has already been laid for a great conversation.

The Result: A Closed Deal and a Lasting Relationship

This focused and efficient approach led to a big win: the successful acquisition of an established CPA Firm in New Jersey. This transaction, which TruSight sourced and originated, is a powerful example of what can happen when a firm like Accounting First Group partners with a dedicated buy-side team to solve their most pressing sourcing challenges.

 

After working together for a year, we have established a strong pipeline of new opportunities. We're confident this is just the first of many more successful transactions to come.