Acquisition Growth Richey May has a history of strategic acquisitions (WKDW in 2026, VPTAX in 2026) which indicates ongoing expansion and integration capabilities. This presents opportunities to offer post-merger advisory services, integration of tax and cybersecurity controls, and cross-sell financial advisory and risk management solutions to newly acquired client bases.

Cybersecurity-Driven The firm emphasizes cybersecurity with partnerships (Arctic Wolf) and a CMMC compliance service launch, signaling strong security leadership. This creates sales avenues for managed security services, compliance programs, and cybersecurity risk assessments for clients in regulated industries.

Tech-Forward A robust tech stack including AWS, Azure, SAP Concur, Tableau, and Docker shows heavy reliance on modern tech for analytics, cloud, and workflow optimization. Opportunities exist to offer data analytics, cloud migration, ERP optimization, and automation projects to enhance clients’ efficiency.

Scale and Reach With 24 offices nationwide and a large talent pool (over 1,000 employees, 95 partners), Richey May combines local accessibility with national resources. This positions the firm to pursue multi-market engagements, standardized service offerings, and scalable solutions for mid-market clients seeking consistency across locations.

Financial Health Reported revenue range of up to $250M places Richey May as a mid-market leader with growth upside. Target opportunities include advisory for financial services clients,Expansion of managed services, and cybersecurity risk management offerings to capitalize on their scale and client base.