WilliamsMarston Accelerates National Expansion with Acquisition of Chord Advisors

Sep 9, 2021

Combined firm has more than 100 professionals with specialized expertise in key new markets

BOSTON, MA — WilliamsMarston LLC (“WilliamsMarston” or the “Firm”), a nationally recognized leading provider of accounting, tax and valuation advisory services today announced it has acquired Chord Advisors, LLC (“Chord”), a national provider of specialized accounting services.

Founded in 2012, Chord Advisors is headquartered in Newport Beach, CA. With more than 30 professionals and approximately 500 clients, Chord offers specialized accounting services, including IPO readiness and technical accounting support, to its diverse client base. This transaction marks the second acquisition that WilliamsMarston has completed in the past year and brings the Firm’s headcount to more than 100 professionals and approximately 1,000 clients with offices in Boston, New York, Dallas, and southern California.

“Chord has built a phenomenal reputation as a leader in capital markets transactions with deep subject-matter experts in numerous areas impacting our clients,” said Landen Williams, Co-Founder and Managing Partner at WilliamsMarston. “Our clients have complex challenges requiring advisors that have the depth and breadth of expertise and resources to guide them through very complicated situations. Chord’s team, which includes former Big Four national office and FASB staff members, will be immediately impactful in expanding our capabilities.”

“WilliamsMarston is very well known and highly respected in our industry,” said Dave Horin, Founder and Managing Partner at Chord Advisors. “We have a deep respect for the WilliamsMarston brand and we believe this combination will provide a powerful and unique service offering to the market. Moreover, our organizations share a very similar culture and philosophy of delivering top-notch services to companies on their most complex transactions with an unparalleled commitment to quality and integrity.”

Chord’s referral sources include major private equity firms, law firms, investment banks and accounting firms. These transaction partners have come to trust Chord to help their clients navigate the accounting and regulatory aspects of a variety of complicated capital markets events.

“Both firms have top-rated former Big Four professionals who are trusted advisors to C-Level executives across the country,” said Sam Lynn, Managing Partner at Chord. “We are aligned in our mission to attract and retain the industry’s top talent, enabling us to continuously improve our expertise and service capabilities.”

“We’re excited to partner with Dave and Sam and their entire team to go-to-market as one national firm to better serve our growing list of pre-IPO, public and private equity-backed clients,” said Jonathan Marston, Co-Founder and Managing Partner at WilliamsMarston. “We are now a national firm as the acquisition of Chord accelerates our expansion into key new markets including Dallas, Southern California and Silicon Valley.”

About WilliamsMarston LLC

WilliamsMarston is an accounting, tax and valuation advisory firm founded in 2014. With more than 100 professionals and offices in the northeast, southwest and west regions of the United States, the Firm advises public, private equity-backed and pre-IPO companies managing rapid growth and transformation including mergers, acquisitions, carveouts, spin-offs, initial public offerings, complex technical accounting, corporate tax and restructuring. With a growing team of talented professionals, WilliamsMarston is the CFO’s most trusted advisor through transformation and growth. For more information, visit williamsmarston.ngagecontent.com.

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Gregory Stott
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WilliamsMarston LLC
(508) 320-3370