Expansion Momentum PKF O’Connor Davies has expanded through multiple acquisitions in early 2026, adding firms in new markets and client bases. This signals a growing need for scalable advisory, integration services and cross sell across tax, audit and consulting to newly acquired clients.

Deal Advisory Push Recent hires for transaction advisory and forensic leadership show a focused investment in deal related services. This creates opportunities to pitch due diligence, valuation, post merger integration and forensic analytics to clients and target firms.

International Focus The firm highlights domestic and international client service and has engagement in immigrant investor program attestation. This offers sales opportunities in cross border tax planning, international compliance and financing support for growth in global markets.

Tech and CRM Modernization The tech stack includes Dynamics 365 CE and Sage, signaling CRM and ERP capabilities that can be expanded. Opportunities exist to propose CRM optimization, data analytics, systems integration, cybersecurity enhancements and cloud enablement for clients.

Enterprise Capabilities A large professional services workforce positions the firm to deliver enterprise grade tax, audit and advisory services. This can be leveraged to offer outsourcing for finance and accounting, internal controls, risk management and governance programs to mid market clients.