GTPH — Global Tax Professionals Hub
Market UpdatePrivate Equity18 Jun 20264 min read

A $1 Billion Rollup Aimed at Small Local Firms — Led by a Former Mattress Firm CEO

Thrive Holdings is backing Current, whose CEO Steve Stagner brings retail roll-up experience to a strategy targeting the small local practices most consolidators have ignored.

A $1 Billion Rollup Aimed at Small Local Firms — Led by a Former Mattress Firm CEO

Most of the consolidation headlines involve firms in the top 50 acquiring firms in the top 200. Current is aimed somewhere else entirely: the small local practices at the base of the profession.

The platform is backed by Thrive Holdings, which has allocated roughly $1 billion toward rolling up regional and local firms. Its CEO, Steve Stagner, comes from Mattress Firm — a retail business built through acquisition at scale.

Why the pedigree matters

Hiring a retail rollup operator to consolidate CPA firms is a specific bet: that the hard part is not accounting, it is the repeatable machinery of acquiring, integrating and standardizing hundreds of small locations. That is a discipline retail knows well and professional services largely does not.

CPA Trendlines framed the broader market as two competing visions of consolidation: KKR putting $2.5–3 billion into a single top-15 platform in Crowe, and Thrive putting $1 billion into aggregating many small firms through Current. Both are bets on scale, arriving from opposite ends.

What this means if you run a small firm

The immediate effect is that firms with 2 to 20 professionals — historically difficult to sell for anything beyond a modest multiple of fees, often to a local buyer, often seller-financed — now have a buyer class actively looking for them.

If succession has been a live concern, the market just improved. It is worth understanding what these buyers value, because it is not what traditional practice-transition buyers valued:

And if you are not selling

That same list is a description of a more valuable, more durable firm regardless of whether it ever changes hands. A practice where the work is documented, standardized and not dependent on one person's memory is easier to staff, easier to review, easier to grow, and easier to take a holiday from.

Firms often reach that state as a byproduct of working with an external preparation partner, because the handoff forces the documentation that internal habit never required. That is a real benefit of the discipline, separate from the capacity it adds.

Whether you eventually sell to a platform like Current or hand the firm to the next generation, the work to prepare is identical. It is worth starting before you need to.

Source

Reported by CPA Trendlines on 18 Jun 2026. This post is GTPH's summary and commentary — read the original for full details.

Read the original

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