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Acquisition Builds on Prosperity’s Growth Momentum and Establishes Presence in The Greater Washington, D.C., Area
DALLAS—October 1, 2024—Unity Partners LP (“Unity Partners”), a principles-based private equity firm, and Prosperity Partners (“Prosperity”), a Chicago-headquartered accounting business, today announced that Prosperity has completed the acquisition of Wiener and Garg (“W&G”), a Rockville Maryland-based tax preparation, planning, advisory and accounting firm. Terms of the private transaction were not disclosed.
Founded in 1980, W&G provides a range of tax, consulting, and accounting services to businesses and high-net-worth individuals. Led by the firm’s partners Subhash Garg and Vikesh Bansal, both of whom will remain actively involved with the business, W&G possesses a strategic focus on serving high-net-worth individuals and industries such as real estate and real estate construction, software development, legal services, and franchisers.
“We are delighted to officially partner with the entire W&G team and welcome them to the Prosperity Partners family,” said Jeremy Dubow, CEO and co-founder of Prosperity. “Subhash and Vikesh are both outstanding individuals, and we’re confident that our alignment on premier client service and key service offerings will make W&G a great addition to the Prosperity platform.”
Consistent with Prosperity’s people-first focus, all W&G employees will become part of Prosperity’s Employee Purpose Plan, a broad-based employee ownership program. As an essential aspect of each Unity Partners’ investment, the employee ownership plan allows all employees to benefit from the company’s success.
“It’s a true honor to launch this partnership and we look forward to leveraging our firm’s decades of experience to help strengthen and deliver high-quality service to all Prosperity clients,” said Subhash and Vikesh. “Throughout our meetings with Jeremy and the Prosperity group, their people-first, team-oriented culture and extensive expertise within the tax and accounting industry resonated with us, and we’re excited to be joining such a well-established organization.”
“We are extremely proud of Prosperity Partners’ continued expansion and their commitment to pursuing avenues of growth to help elevate the business,” said Peter Cozzi, Team Lead at Unity Partners. “We’re thrilled for this partnership and look forward to Prosperity’s continued success.”
About Unity Partners
Unity Partners is a principles-based private equity firm that partners investors and operators to build better together, measured by the economic surplus we create and share with all stakeholders. Our principles provide a foundation to build great people-based services and technology organizations that impact thousands of lives. We deploy our 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 unitypartnerslp.com.
About Prosperity Partners
Prosperity Partners is a best-in-class, tax and accounting firm serving dynamic businesses, high net-worth individuals, and family offices throughout the United States. With offices in Chicago, Philadelphia, Houston, Kansas City, Santa Barbara, Detroit, and Washington D.C., and a growing team of talented professionals, Prosperity provides tax advisory, tax consulting, tax preparation, valuation, outsourced back-office accounting, fractional CFO, litigation support and start-up business services. For more information, visit prosperityllc.com.
About Wiener and Garg
Founded in 1980, Wiener and Garg has established a legacy grounded in the belief that technical expertise and strong client relationships are the foundation of a successful professional services firm. Since our inception, we have provided expert guidance to a diverse range of clients in the real estate, technology, and legal sectors, as well as small to medium-sized businesses. Our services have evolved to meet the unique tax and advisory needs of ultra-high-net-worth executives and the C-suite of publicly traded companies. At Wiener and Garg, we remain committed to being a trusted partner in our clients’ journeys toward sustained success.
Media Contact
Trevor Blaisdell
646-502-3532
TBlaisdell@StantonPRM.com
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