Acquisition synergies Calvetti Ferguson is undergoing a recent acquisition by Cherry Bekaert, signaling potential cross-sell opportunities for accounting, tax, and advisory services across combined client bases in Texas and Nashville.

Growth in Texas With a large Texas footprint and recent hires and promotions, there is ample opportunity to offer expanded services, including assurance, tax, and business advisory, to mid-market companies expanding in the region.

Leadership expansion Promotions to tax partner and assurance leadership indicate strong depth in core service lines, suggesting potential for targeted high-value engagements around complex tax planning, risk management, and regulatory compliance.

Strategic leadership Active business development hires in Dallas and Nashville imply a push to capture new client segments; leverage this momentum to position integrated CAC services and scalable solutions for growth-stage firms.

Global capability As an independent firm serving clients globally, there are opportunities to prospect multinational clients requiring cross-border tax, assurance, and advisory services, leveraging the firm’s international reach and partner networks.