Nichols Cauley, a Top 100 Firm headquartered in Georgia, has acquired the Molieri Group, a Miami-based firm that specializes in tax services such as international tax consulting, estate and trust matters, and complex planning for high-net-worth individuals and their businesses.
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Financial terms of the deal were not disclosed. Nichols Cauley ranked No. 91 on
“As complexity increases for business owners, specialized tax expertise becomes essential,” said Nichols Cauley CEO Alan Whitman in a statement Tuesday. “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.”
Alejandro Molieri, who founded the Molieri Group, grew up in South Florida and gained insight into the high concentration of privately held wealth, deep ties to Latin America, and significant U.S. tax complexity in the area. “Working directly with business owners changed everything for me,” Molieri said in a statement. “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.”
Koltin Consulting Group CEO Allan Koltin advised both firms on the deal. ” 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,” Koltin said in a statement. “This gives Nichols Cauley real momentum in the U.S. Southeast.”
In January, Nichols Cauley
“Nichols Cauley is grounded in a practical understanding of how businesses create value, manage risk, and make decisions. 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,” said Alan Whitman, CEO of Nichols Cauley, in a statement.
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