News and Press Releases

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Thomas R. Lemon, CPA, has joined the organization as partner in its Commercial Tax practice.

Effective June 29, 2026, PKF O’Connor Davies’ Middletown office will relocate to: 85 Crystal Run Road, Suite 310 Middletown, NY 10941

PKF O’Connor Davies, one of the nation’s leading accounting, tax and advisory practices, recently hosted a private foundations event in collaboration with FoundationMark titled “The Data Behind the Dollars: Measuring What Matters to Foundations.”

We’re pleased to share the article, Top 10 Tidbits for Private Foundations, recently published by Philanthropy Roundtable.

Featuring perspectives on cross-border reporting, enforcement and global regulatory developments.

PKF O’Connor Davies, one of the nation’s leading accounting, tax and advisory practices, today announced it has been named the market share leader among accounting firms serving private foundations in excess of $25 million in assets in the Northeast by FoundationMark, a market intelligence and benchmarking platform.

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Rick Simonsen, CPA, CM&AA, has joined the organization as Managing Director within its Transaction Advisory Services practice.

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced it has been ranked #8 overall in Vault’s 2027 “Best Accounting Firms” rankings, advancing from its #9 spot in 2026 and further improving its position as a top 10 accounting firm nationwide.

PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, announced today the successful close of the sale of Armistead Mechanical, Inc. (“Armistead Mechanical” or the “Company”) to PremiStar, LLC, (“PremiStar”) a portfolio company of private equity firm Partners Group USA Corporation.

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced a collaboration with Asseta AI, an AI-driven financial platform purpose-built for family offices to support modernizing their financial operations.

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that it has been recognized as one of the ‘2026 Best Companies to Work for in New York’ by the New York State Council of the Society for Human Resource Management, Best Companies Group, BridgeTower Media and Rochester Business Journal.

PKF Investment Banking, an affiliate and subsidiary of PKF O’Connor Davies Advisory LLC, announced the promotion of Alberto Sinesi to Partner, recognizing his significant contributions to the Firm’s growth in the middle market.