Growth through acquisitions Target MFA clients for post-merger integration and financial advisory services following their 2021 Baker Tilly acquisition announcement and any future integration needs to optimize synergies and regulatory compliance.

Public and nonprofit focus Position for opportunities in governance, regulatory reporting, and grant compliance advisory for MFA’s private, public, and nonprofit clients across the U.S. and internationally.

Wealth management expansion Leverage MFA Asset Management for cross-sell of integrated financial planning, investment advisory, and family office services to MFA’s high-net-worth and institutional clients.

Technology enablement Offer data analytics, financial planning tech, and CRM-driven advisory scalability to MFA leveraging their existing tech stack (Salesforce, Pardot, WordPress) to enhance client insights and operational efficiency.

Mid-market emphasis Align services with MFA’s mid-size client base (Revenue: $50M–$100M; 201–500 employees) for targeted efficiency audits, tax optimization, and controllership outsourcing to drive client vitality and retention.