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Prosperity Partners Completes Acquisition of Danaher Attig & Plante

1. Prosperity Partners acquires Danaher Attig & Plante to enhance services. 2. The acquisition strengthens Prosperity’s presence in Vermont’s tax sector. 3. All DAP employees will join Prosperity’s Employee Purpose Plan. 4. Leaders state the cultural fit will enhance service for clients. 5. Prosperity aims for scalable growth through this strategic acquisition.

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FAQ

Why Neutral?

While the acquisition improves service offerings, the immediate financial impact on DHR is uncertain.

How important is it?

The acquisition might indicate market opportunities but lacks direct relevance to DHR.

Why Short Term?

Short-term impact is limited as revenue from the acquisition won't materialize immediately.

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UHSNEMTMO
Addition of Tax & Accounting Firm Bolsters Prosperity’s Services and Establishes Presence in Vermont CHICAGO--(BUSINESS WIRE)--Prosperity Partners (“Prosperity”), a Chicago-headquartered tax and accounting business backed by Unity Partners LP (“Unity Partners”), today announced that it has completed the acquisition of South Burlington, Vermont-based tax and accounting firm Danaher Attig & Plante (“DAP”). Terms of the private transaction were not disclosed. Founded in 2005 and led by Cathy Attig and Matt Johnson, DAP provides sophisticated tax advisory and compliance services to individuals, businesses, trusts, estates and other organizations. The current partners of DAP will remain actively involved in the combined business. “We couldn’t be more excited to add the DAP team to Prosperity,” said Jeremy Dubow, CEO and co-founder of Prosperity. “Cathy and Matt have earned a stellar reputation in their market, built on two decades of DAP delivering the highest quality tax services to their clients. They have a great team and a complementary service offering that will benefit the Prosperity platform.” Consistent with Prosperity’s people-first focus, all DAP employees will become part of Prosperity’s Employee Purpose Plan, a broad employee ownership program. As an essential aspect of each Unity Partners’ investment, the employee ownership plan allows qualifying employees to benefit from the company’s success. “Prosperity Partners impressed us with their history of growth, dedication to building an integrated firm with scalable systems, and focus on employee and client success,” said Attig. “Prosperity is the right cultural and strategic fit for DAP and its employees; and our clients will benefit from being part of this organization as we continue to provide tax and advisory services to them at the high level of service they are accustomed to.” “We’re thrilled to have DAP join the Prosperity platform,” said Peter Cozzi, Team Lead at Unity Partners. “With strong alignment on Prosperity’s mission and ambitions of providing the best client service, we’re excited for the opportunities that will come from this partnership.” 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, Houston, Kansas City, Santa Barbara, Detroit, Washington D.C., and South Burlington, 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 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 Danaher Attig & Plante Danaher Attig & Plante, headquartered in South Burlington, VT, is an accounting firm and trusted advisor to privately held businesses, high net worth individuals, trusts, estates, private foundations and family offices. As tax experts, the firm has become a trusted advisor to clients in Vermont and across the country. Learn more at www.dapplc.com.

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