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

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Global Perspectives on Cross-Border Reporting and Enforcement
May 8, 2026

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

Nine PKF O’Connor Davies Partners Named to Forbes 2026 Best-in-State CPAs List
May 7, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that nine of its partners have been named to the Forbes 2026 Best-in-State CPAs list, a recognition that identifies outstanding certified public accountants across the United States based on professional excellence and impact within their respective states.

PKF O’Connor Davies Ranked #1 Accounting and Tax Firm for Private Foundations by FoundationMark
May 5, 2026

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.

Rick Simonsen Joins PKF O’Connor Davies as Managing Director in Transaction Advisory Services
April 30, 2026

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 Rises to #8 in Vault’s 2027 “Best Accounting Firms,” Continuing Upward Momentum
April 23, 2026

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 Closes Sale of Armistead Mechanical, Inc. to PremiStar, LLC
April 22, 2026

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 Announces Collaboration with Asseta AI to Support Family Office Modernization
March 26, 2026

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 Named a 2026 ‘Best Company to Work for in New York’
March 18, 2026

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 Announces the Promotion of Alberto Sinesi to Partner
February 26, 2026

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.

PKF O’Connor Davies Appoints Leaders to Drive Growth Across Nine Key Sectors
February 20, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the appointment of 12 partners to lead the Firm’s nine industry groups.

The New Risks of Foreign Funding for Higher Education
February 19, 2026

If you oversee foreign-funding activities or endowments for a higher-education institution, regulatory scrutiny has increased.

PKF Investment Banking Closes Sale of Technical Air Systems, Inc. to AIR Control Concepts
February 19, 2026

PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O’Connor Davies Advisory LLC, announced today that it represented Technical Air Systems, Inc. (“Technical Air” or the “Company”) in the sale of its business to AIR Control Concepts (“AIR”), a portfolio company of Blackstone.

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