New York-based Roth & Company, LLP (“Roth&Co”) announced that it has acquired E.C. Ortiz & Co., LLP (“Ortiz”), based in Chicago, Illinois. The deal expands Roth&Co’s regional reach to the Midwest, and broadens its service capabilities to include governmental entities among a variety of deep financial specialties. The acquisition will go into effect on July 1 and will operate under the Roth&Co brand.

The acquisition increases Roth&Co’s headcount to 13 partners and over 160 accounting professionals, with offices now in New York, New Jersey, Illinois, and Israel. Roth&Co is the recipient of Inside Public Accounting’s Fastest Growing Firm award in 2019.

The firms each carry a respectable legacy of accounting and financial services, with Roth&Co founded in 1978, and Ortiz in 1974. Roth&Co was founded by Abraham Roth to service the accounting needs of local businesses and the nonprofit community. In the decades that followed, it expanded to serve growing organizations across the Northeast and the U.S. at large, becoming a full-service solution with departments dedicated to taxation, assurance, and advisory services.

The new addition to Roth&Co’s portfolio of businesses provides a strong foothold in the Midwest and adds a slate of real estate, healthcare, and government entities to their already robust client base.

“E.C. Ortiz’s sterling reputation, local relationships, and specialized services make them the perfect partner for our continuous expansion,” says Zacharia Waxler, co-managing partner of Roth&Co. “The acquisition allows us to continue to innovate and grow with our client community. It’s a win-win both for us and for our clients,” he continued. “Roth&Co’s resources have just expanded exponentially, while client experience, relationship management, and fee structures remain unchanged.”

Ortiz brings extensive experience in federal and state compliance, healthcare compliance, and financial audits. “We couldn’t be more excited to join the Roth&Co family,” says Ortiz founder Ed Ortiz, who will stay on board as one of the partners of the Illinois location. “We share the Roth&Co commitment to excellent, relationship-based financial services, and see the immediate value in combining resources for the benefit of our teams, clients, and communities.”


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