We are excited to announce the merger of Mowery & Schoenfeld and Xamin. Xamin will operate as a subsidiary of Mowery & Schoenfeld and Jonathan Smith, founder of Xamin, will become a partner of Mowery & Schoenfeld.
While both companies will continue to run under their current brands and management, this merger will expand the services previously offered by each individual organization.
With a history of working together, this collaboration is a natural fit. Both share core values of superior client services and a focus on our teams. This merger allows each business to focus on what they do best individually – as a top accounting firm and SOC certified technology company – while increasing reach, resources and offerings.
This is an exciting time for our organization! As we look to the future, the Xamin leadership team worked tirelessly to find a partner that would allow us to maintain our brand and level of service. The joining of Mowery & Schoenfeld and Xamin will allow us to grow our business; provide additional, best-in-class services to our clients; and maintain our culture and level of service today and into the future.
– Jonathan Smith, Xamin CEO & President
About Xamin
Xamin offers industry leading managed IT services to financial institutions as well as other highly-regulated and reputation-sensitive industries. The organization provides a suite of technology solutions including infrastructure, security, cloud, data protection and professional services. Xamin specializes in transforming IT into a revenue driving capability for an organization rather than a cost and compliance challenge.
Xamin was named to the 2020 MSP501 List and CRN’s 2020 MSP500 List by CRN, a brand of The Channel Company. These are the two most prestigious and respected ranking awards in the industry. Xamin has committed annually to the examination and reporting of controls in a service organization under the SOC2 Type II certification.
This dedication to excellence and “white glove” approach ensures its services meet the needs of the customer and auditors.
About Mowery & Schoenfeld
On behalf of the entire management team at Mowery & Schoenfeld, we are very excited to have the high-quality professional firm Xamin join forces with our team. In an ever-changing world, we will be able to help our clients find technology solutions and provide a high level of security for their operations. With so many companies having to quickly transition to remote working, we can assist in maximizing this process.
– Jeff Mowery, Managing Partner
Mowery & Schoenfeld is a full-service accounting and consulting Firm founded in 1996 with offices in Lincolnshire and Chicago, IL. The Firm’s services are divided into six areas – tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory – each designed to meet clients’ current needs and help them achieve financial success in the future. The Firm is an active member in the Geneva Group International (GGI), a leading global alliance of professional service organizations.
Mowery & Schoenfeld has been recognized as one of the Best Places to Work for 10 consecutive years by Crain’s Chicago Business and Accounting Today, a 2020 Best Tax Firm by Forbes Magazine, a Top 300 Firm by Inside Public Accounting, and one of the 5000’s Fastest Growing Private Companies in America by Inc Magazine.
Mowery & Schoenfeld – Services
M&S focuses on helping clients solve problems each day. While striving to always maintain their personal touch and entrepreneurial spirit, M&S services must be diverse and specialized to meet the needs of their clients. M&S offices are divided into six services areas, each designed to meet clients where they are and help them achieve financial success in the future.
- Tax
- Business taxation
- High net worth individual taxation
- Estate, gift and trust taxation
- State and local taxation
- Tax transaction advisory
- Assurance
- Audit, review, and compilation services
- Forecasts
- Projections
- Agreed-upon procedures
- Transaction Advisory
- Preparing for sale
- Due diligence
- Transaction structuring
- Post-transaction support
- Outsourced
- On-site and cloud based accounting solutions
- People and technology solutions
- Outsourced CFO advisory
- Wealth Management
- Portfolio management
- Financial planning
- Family office support
- Fiduciary support services
- Business Advisory
- Business and financial strategy
- Risk management
- Succession planning
