Growth momentum Richey May Washington recently rebranded and expanded through acquisitions and strategic investments, signaling a growth trajectory. This presents an opportunity to position premium advisory, tax, and attest services to scale with their expanded footprint and client base.

Private equity interest Recent investments by Genstar Capital and Aksia indicate strong PE-backed growth and potential for expanded services, cross-sell of advisory, due diligence, financial planning, and outsourced finance solutions as portfolio companies integrate with Richey May.

Acquisition synergies Notable acquisitions, including WKDW and VPTax, suggest a readiness to integrate specialized tax and advisory capabilities. This creates sales opportunities for integrated tax, tech-enabled compliance, and workflow optimization solutions across a broader client base.

Technology enablement The firm’s tech stack includes iCIMS, Tableau, UiPath, SAP, and Concur, plus MS Active Directory and collaboration tools. Offer high-value digital transformation, data analytics, RPA, and cloud-based advisory services that align with their modernization goals.

Trusted client relationships With enduring client relationships dating back to the original firm and a mission focused on client well-being, there is opportunity for value-added services such as succession planning, legacy protection, and expanded advisory offerings to existing high-touch clients.