BerganKDV expands its Midwest footprint in a merger with HSMC Orizon. The merger, which closes Nov. 1, adds six new partners and 45 employees to the firm. This merger brings BerganKDV to nearly 400 employees.
BerganKDV increases its ability to serve the needs of clients, while expanding its geographic footprint, adding locations in Omaha, Nebraska, and Kansas City, Missouri. Merging the two professional services firms provides individuals and companies stronger solutions to their complex business, financial and technology challenges.
“Integrating HSMC Orizon into the fold enhances the services we offer clients and gives us the opportunity to better serve clients throughout the Midwest,” said BerganKDV’s CEO Dave Hinnenkamp. “We’re laser-focused on empowering our staff while creating exceptional experiences for our clients and the merger solidifies that commitment. HSMC Orizon is an award-winning firm that’s recognized for its excellence not only by our industry but also in the communities they serve.”
In the merger, HSMC Orizon adopts the BerganKDV company name.
“Early in merger discussions, we could see BerganKDV carried the same level of care and commitment HSMC Orizon carries toward employees, community and clients,” said HSMC Orizon Managing Partner Gene Garrelts. “Our employees, clients and the community will enjoy more resources available to them as our organization continues to grow.”
The merger is one of the first accomplishments for Hinnenkamp, who took over as CEO in July. He rose to the position after 34 years with the company, including founding the firm’s wealth management division in 2002. He plans on organic and acquisition growth, with additional mergers.
BerganKDV is a leading professional service firm offering tax, audit, and accounting; business planning and consulting; wealth management; and technology, payroll, and HR management services. The company’s values drive decisions, and its passions are empowering people and creating a wow experience for clients. Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions. Visit www.bergankdv.com for more information.