BV Investment Partners (BV), a middle-market private equity firm focused on the tech-enabled business services, software and IT services sectors, has made a majority investment in Source Advisors, a specialty tax solutions and software provider focused on the SMB market.
Founded in 1983, Source Advisors is a market leading specialised tax solutions and software firm providing R&D Tax Credits, Cost Segregation, §179D, §45L, and LIFO inventory solutions to clients across a range of industries and geographies. The company provides a comprehensive solution suite to its customers through a combination of highly technical consulting and proprietary software tools. The company is headquartered in Fort Worth and has over 150 employees.
