Growth and investment Aprio has recent private equity backing from Charlesbank (July 2024) and is expanding through leadership hires and ventures, signaling readiness for scalable services and larger client engagements in advisory, tax, and risk management.

AI and automation A major multi-year investment in AI and automation including developing AI agents for audits in partnership with Fieldguide presents a strong opportunity to offer advanced technology-enabled audit, risk assessment, and efficiency solutions to mid-market clients seeking modernization.

Expansion activity Recent strategic hires across advisory, insurance tax, and venture leadership, plus partnerships with Fieldguide and Marketing Architects, indicate a push into expanded service lines and brand awareness ideal for cross-sell to existing clients.

Global capabilities With 3000+ team members serving 50+ countries and a broad service mix (advisory, tax, legal, wealth, talent, and audit), there is a solid platform for multi-jurisdictional engagements and cross-border compliance opportunities.

Market positioning As the 20th largest U.S. business advisory and accounting firm focused on transformative growth, Aprio presents a compelling profile to mid-market and growth-stage clients seeking value creation, risk management, and value-building services aligned with emerging technologies.