01Accounting & BookkeepingAcquired 2021Columbus, OH
Meridian Accounting Group
A full-service accounting and bookkeeping firm serving small and mid-size businesses across the Midwest. Meridian has operated for over 25 years and maintains long-term relationships with clients in manufacturing, construction, and professional services. Under Canfield Thomas ownership, the firm has expanded its advisory practice and added a dedicated bookkeeping division.
Small & Mid-Size Business Focus
25+ Year Operating History
Expanded Advisory Practice
02B2B SoftwareAcquired 2022Austin, TX
Harwick Software
A vertical SaaS platform serving independent insurance agencies with policy management, client communication, and reporting tools. Harwick has a loyal base of over 400 agency customers and a net revenue retention rate above 110%. Since acquisition, the product team has shipped two major platform releases.
400+ Agency Customers
110%+ Net Revenue Retention
Two Major Platform Releases
03Bookkeeping ServicesAcquired 2023Denver, CO
Crestline Bookkeeping
A specialized bookkeeping firm focused on real estate investors, property managers, and construction companies. Crestline serves over 150 clients and has built a reputation for accuracy, responsiveness, and deep sector expertise. The firm operates on a fully remote model with a distributed team across six states.
150+ Clients
Real Estate & Construction Focus
Fully Remote Operations
04Data & AnalyticsAcquired 2024Chicago, IL
Alderton Analytics
A boutique analytics and business intelligence firm serving mid-market financial services companies. Alderton helps clients build reporting infrastructure, automate data pipelines, and translate complex data into actionable insights. The firm has deep relationships with a concentrated client base and a strong track record of multi-year engagements.
Mid-Market Financial Services
Multi-Year Client Engagements
Data & BI Infrastructure
