Expansion Footprint PKF O'Connor Davies has expanded its footprint through multiple acquisitions in the past year, including Topkes in Florida and Bowman & Company, extending presence across states and creating cross-sell opportunities for TAS, forensic, valuation and other advisory services to new regional clients. It also leverages a long history serving domestic and international clients to accelerate new business.

TAS Leadership The appointment of Rick Simonsen as managing director for Transaction Advisory Services and Darryl Wegner as managing director in forensic, litigation and valuation signals a fortified service lineup in M&A due diligence, deal advisory and complex litigation support, enabling targeted pitches to mid-market firms and corporate clients undergoing transactions or investigations.

Security Compliance The tech stack includes SOC 2 and references to NIST publications, underscoring a strong security and compliance posture that resonates with regulated industries such as financial services and healthcare, suggesting a sales angle around data governance, risk management and compliance services.

EB5 International The CanAm Enterprises EB-5 engagement demonstrates capability in handling cross-border and regulatory financing programs, offering opportunities to win additional immigration investment work, cross-border tax planning and related financial advisory services for international clients.

Scale Advantage With revenue in the multi-billion scale range and a workforce of over a thousand, PKF O'Connor Davies presents a high-capacity partner capable of managing large, multi-state engagements, mid-market to enterprise clients, and competing with global networks on value delivery and breadth of services.