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Meaden & Moore Announces Strategic Partnership With Unity Partners

NEWS RELEASE | JULY 7, 2026

FOR IMMEDIATE RELEASE

MEADEN & MOORE ANNOUNCES STRATEGIC PARTNERSHIP WITH UNITY PARTNERS

CLEVELAND, OH – Meaden & Moore, a leading accounting, tax, advisory, and forensic consulting firm, today announced a strategic partnership with Unity Partners to support the firm's next phase of growth and create new opportunities for its clients, employees, and future leaders. With this partnership, Unity Partners has completed a new investment in the advisory services business of Meaden & Moore Advisors, LLC.

The partnership reflects Meaden & Moore's commitment to building on its strong foundation while preserving the culture, leadership continuity, and commitment to exceptional client service that have long distinguished the firm.

Meaden & Moore will continue to operate under its existing brand and leadership team, with the same group of professionals continuing to serve clients. Clients will continue working with the same trusted advisors they know today and can expect the same personalized service, responsiveness, and commitment that they are accustomed to.

Through the partnership, Meaden & Moore will have additional resources to expand its services, enhance client experience, and create new opportunities for its professionals while maintaining the values that define the organization. The firm remains focused on helping clients navigate increasingly complex business, financial, and regulatory challenges.

During the evaluation process, the firm's leadership remained focused on identifying a partner that shared its vision and long-term approach to serving clients and developing its people. Unity Partners was selected because of its collaborative approach, experience supporting professional services organizations, and commitment to preserving the principles that have contributed to Meaden & Moore's success.

"We were looking for a partner who shared our values and supported our strategy for the future of the firm," said Jim Rollins, Chief Executive Officer of Meaden & Moore. "Unity Partners demonstrated that commitment from day one, approaching the relationship as a true partner focused on supporting our people, preserving what makes Meaden & Moore unique, and helping us build for the future."

The relationship will provide additional resources to expand specialized capabilities, support innovation, invest in technology, and enhance the firm's ability to address evolving client and market needs.

A key component of the transaction is Unity Partners' commitment to modernizing the firm's equity structure and implementing an employee equity ownership model across the firm, enabling every employee to benefit from the firm's growth. This approach ensures strong alignment around the firm's direction and long-term growth.

"Our people have always been the driving force behind Meaden & Moore's success," said Rollins. "This relationship strengthens our ability to serve clients, supports continued investment across the firm, and creates additional opportunities for our employees to share in that success."

"What attracted us to Meaden & Moore was its strong reputation, talented professionals, and collaborative culture," said Peter Cozzi, who leads the Investment team at Unity Partners. "The firm's commitment to excellence, employee development, and long-term growth aligns closely with our investment philosophy. We look forward to supporting the leadership team as they continue executing their vision for the future."

As part of the transaction, Meaden & Moore will operate under an alternative practice structure. Meaden & Moore, Ltd., a licensed CPA firm, will continue to provide attest services as a separate legal entity, while Meaden & Moore Advisors, LLC will provide business advisory, tax, forensic, and other non-attest services.

Terms of the transaction were not disclosed.

About Meaden & Moore

Meaden & Moore is a leading accounting, tax, advisory, and forensic consulting firm committed to helping businesses and individuals navigate complex challenges and achieve long-term success. For more than 100 years, the firm has built lasting client relationships through exceptional service, technical expertise, and a personalized, client-focused approach. With more than 250 professionals and offices across the United States and the United Kingdom, Meaden & Moore delivers innovative solutions across a wide range of industries. In recent years, the firm has been recognized as one of INSIDE Public Accounting's (IPA) Best of the Best public accounting firms in the nation, reflecting its commitment to excellence and sustainable growth. For more information, visit www.meadenmoore.com.

About Unity Partners

Unity Partners is a principles-based private equity firm that partners with investors and operators to build better together, measured by the economic surplus they create and share with all stakeholders. Their principles provide a foundation to build great people-based services and technology organizations that impact thousands of lives. They deploy Partner & Propel strategy to identify opportunities to Partner with ambitious leaders to accelerate growth, unlock the benefits of platform scale through mergers and acquisitions, and Propel value acceleration through investments in people, processes, and operational levers. For more information, visit www.unitypartnerslp.com.

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