Trusted Long-Term Relationships Maloney + Novotny has a longstanding reputation of 90 years in the industry, emphasizing trust and sustained client relationships which presents opportunities for tailored consulting, advisory, and technology solutions that enhance client retention.

Expanding Leadership Team Recent hires of key leadership including a new Principal, Shareholder, and Director of Business Development indicate growth and a strategic focus on expanding service offerings, providing avenues for innovative partnership programs and technology integrations.

Digital Innovation Initiatives The launch of M+N Insights webinar series demonstrates the firm’s commitment to thought leadership and client education, creating potential to offer digital platforms, content marketing tools, and educational technology solutions.

Geographical Growth With five offices in Ohio and one in Florida, the firm’s regional expansion presents opportunities to introduce scalable financial technology, cloud services, and regional marketing solutions to support their growth efforts.

Financial Scale and Market Position With revenues estimated between 100 to 250 million dollars and a competitive employee base, Maloney + Novotny is positioned as a mid-sized firm likely investing in technology upgrades and process automation, ideal for offering enterprise solutions, data analytics, and cybersecurity services.