SingerLewak expands into Oregon with acquisition of Boldt Carlisle + Smith

17 February 2021 2 min. read
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SingerLewak, a California-based accounting and consulting firm, has acquired Boldt Carlisle + Smith, an Oregon-based full-service CPA firm.

Founded in 1968, Boldt Carlisle + Smith (BCS) provides services in governmental and commercial audits, small business accounting, taxes, and computer support. The mid-market firm also advises on mergers and acquisitions, business liquidations, and sales.

BCS has more than 40 professionals across offices in Salem, Albany, and Stayton, Oregon.

SingerLewak’s acquisition of the firm will expand its presence into Oregon. The Los Angeles-headquartered firm has six California offices, as well as locations in Las Vegas, Denver, and Atlanta.

“Combining with Boldt Carlisle + Smith, LLC is a logical next step for us in accomplishing our mission to be one of the best accounting and consulting firms in the middle market space in California, Oregon and surrounding states,” said Jim Pitrat, managing partner of SingerLewak. “Since our inception, we've built a highly entrepreneurial business model and our goal is to continue to build on that mission where family business owners, emerging companies, multi-nationals and public companies can turn to for innovative solutions for their growing businesses.”

SingerLewak expands into Oregon with acquisition of Boldt Carlisle + SmithBCS will remain at its offices in Oregon, and will become “Boldt Carlisle Smith, a Division of SingerLewak, LLP.” The firm’s owners Brad Bingenheimer, Jennifer Darst, Kevin Gienger, Jeffrey Kennard, Heather McGowan, Skip Neill, and Douglas Parham will become partners at SingerLewak. Gienger will serve as lead partner for Oregon operations.

“Combining our operation with the resources and entrepreneurial spirit of SingerLewak allows our firm to scale our reach and range of services so that we may continue delivering superior value to our clients,” Gienger said. “For more than 50 years, Boldt Carlisle + Smith, LLC has been a business fixture in the Oregon market and has built valuable relationships with our clients and our community and we are proud to continue this legacy with SingerLewak.”

Founded in 1959, SingerLewak is a Top 100 Accounting Firm with operations concentrated in the Western United States. The company’s more than 300 professionals provide accounting, tax, and business consulting services to entrepreneurs, high-net-worth individuals, investors, and family-owned and public companies.

The firm in 2019 acquired Holben Hay Lake Balzer, a Denver-based accounting and tax CPA firm with more than 40 professionals.