Dublin, Ga.-based IPA 200 firm Nichols Cauley (FY24 net revenue of $48.7 million) has acquired Miami-based tax advisory firm The Molieri Group, expanding its capabilities in international tax consulting, estate and trust matters and planning for high-net-worth individuals and business owners.

The Molieri Group specializes in inbound and outbound international tax consulting, with a focus on privately held businesses and business owners with ties to Latin America and South Florida.

“As complexity increases for business owners, specialized tax expertise becomes essential,” said Alan Whitman, CEO of Nichols Cauley. “This integration builds on Nichols Cauley’s strong foundation and further bolsters our platform, adding depth to the sophistication, coordination and practicality we deliver to our clients.”

Founder Alejandro Molieri said the firm was drawn to Nichols Cauley’s approach to serving business owners through integrated advisory services. “Working directly with business owners changed everything for me,” said Molieri. “You’re advising the individual, not just the position and thinking more broadly about their enterprise, family and future. That shared perspective and commitment are what drew our team to Nichols Cauley.”

“Nichols Cauley is grounded in a practical understanding of how businesses create value, manage risk and make decisions,” Whitman said. “The Molieri Group adds credible, lived market experience in the wealth dynamics and international character of South Florida—capabilities that strengthen how we work with business owners across the U.S. Southeast.”

Allan Koltin, CEO of Koltin Consulting Group, who advised on the transaction, said, “The Molieri Group was sought after by many Top 100 CPA firms — they chose Nichols Cauley because of what it’s building: a financial services company that delivers the kind of coordinated expertise that business owners rarely find in one place. This gives Nichols Cauley real momentum in the U.S. Southeast.”