PKF O'Connor Davies Accountants and Advisors
PKF O'Connor Davies Accountants and Advisors

Where Legacy Meets Opportunity

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Join PKF O’Connor Davies to Accelerate Your Firm’s Next Chapter

Unified Growth Venn Diagram

Leaders looking to elevate their people, protect their legacy and expand opportunities for clients often seek a partner built for lasting success. That is the spirit behind a combination with PKF O’Connor Davies.

As one of the nation’s leading accounting and advisory firms, PKF O’Connor Davies grows intentionally and selectively, partnering only with firms that share a commitment to quality, culture and values.

Each combination is approached with collaboration and transparency, grounded in cultural alignment and client continuity to strengthen collective capabilities and create enduring value.

Joining PKF O’Connor Davies means preserving what makes your firm unique while gaining the resources, scale and reach of a top national firm. You’ll have access to:

People-first Integration Process

  • Integration that protects your culture and client relationships.
  • Leadership committed to mentorship, collaboration and shared success.

Global Reach & Scalable Support

  • Access to the PKF International network spanning 150+ countries.
  • Ability to serve clients with cross-border needs and sector depth.
  • Expanded global reach that strengthens your teams, your expertise and your client service.

Specialized Practice Depth

  • Expertise across more than 65 industries, including real estate, healthcare, private equity and government contracting.
  • Deep market insight that opens doors for your clients and teams.

Equity & Leadership Pathways

  • An equity model that gives firm leaders and next-generation talent meaningful ownership in the firm’s future.
  • Shared growth that aligns incentives and builds long-term value.

Strategic Capital Partners

  • Backed by Investcorp and PSP Investments,
    PKF O’Connor Davies is supported by long-term, growth-oriented partners.
  • These partners provide the capital and stability to pursue sustainable expansion and strategic opportunity.

Technology Enablement & Digital Acceleration

  • A fully integrated platform that connects onboarding, workflow and client engagement.
  • Enterprise-grade tools and analytics without the investment burden.
  • Real-time collaboration across U.S., India and the Philippines for faster delivery.
  • Continuous investment in AI, cybersecurity and automation to stay ahead.

Hear from Integrated Partnerships

“Joining PKF O’Connor Davies gave us the resources to expand our client service while preserving our local relationships. It’s the best of both worlds.”

Jason Giordano, Partner

Ready to Start the Conversation?

We’re always open to thoughtful discussions with firms that share our values and vision for growth. Connect directly with a member of our team or fill out the form to get the conversation started.

FAQs

Why should my accounting or advisory firm consider merging with PKF O’Connor Davies?

Your firm stands to benefit from the strength of a top 25 U.S. accounting and advisory firm while preserving your legacy. Merging with PKF O’Connor Davies gives you expanded resources, specialized practice groups and succession planning support tailored to your team and clients.

What happens to my firm’s clients after a merger?

Your clients continue to work with the same trusted professionals while gaining access to broader services, deeper industry knowledge and advanced technology. Our integration process ensures a seamless transition that prioritizes client relationships and employees.

How does PKF O’Connor Davies support succession planning for accounting firms?

You gain a clear succession pathway with equity opportunities and leadership roles within PKF O’Connor Davies. Our process helps retiring partners protect their legacy while creating growth opportunities for the next generation.

What resources will my firm gain access to?

Merging with us provides access to specialized industry teams, global reach through PKF Global, advanced technology (including AI tools), marketing and business development support and high-quality operational infrastructure.

Will my firm’s culture be respected after a merger?

Yes. Culture is central to our integration process. We value the traditions and client-first mindset of the firms we welcome, while offering resources that strengthen both your people and your practice.

What industries does PKF O’Connor Davies specialize in?

We go to market through 9 industry verticals (Professional Services, Commercial, Employee Benefit Plans, Financial Services, Healthcare, Not-for-Profit, Private Client Services, Public Sector, Real Estate) each with related subsectors tailored to our SMB clients. This focused structure opens new opportunities for your firm and your clients.

How can I start a confidential conversation about merging?

Simply contact our M&A team. All inquiries are kept strictly confidential, and we’ll respond promptly to explore next steps.

Related Insights and Announcements

3 people sitting at a conference table looking at a computer
PKF O’Connor Davies Welcomes Bowman & Company
January 5, 2026

PKF O'Connor Davies, one of the nation's largest accounting, tax and advisory practices, today announced that Bowman & Company LLP will join the Firm effective January 1, 2026.