New York City Office

307 5th Avenue Floor 9
New York, NY 10016

Our Focus

The New York City location is home to experienced professionals who provide accounting, tax, and consulting services to public, private, not-for-profit enterprises, and individuals in a range of industries. Two areas of particular focus for the professionals in this office include private equity and Salesforce solutions.

Private Equity Solutions

Our team brings significant experience to serving private equity firms and their portfolio companies. With a deep understanding of industry nuances, we help clients manage costs, improve performance, and enhance value throughout the investment life cycle.

Our engaged, collaborative approach allows us to deliver advisory solutions that address the unique challenges faced by private equity clients, enabling them to navigate complexity and seize opportunity with confidence.

We offer a broad range of services, including:

  • Due diligence, including financial, tax, IT, cybersecurity, and HR
  • Valuations
  • M&A tax
  • Merger management

Salesforce Solutions

In addition to industry expertise, our New York office includes consulting practitioners with deep Salesforce experience. We offer innovative technology services and products designed to empower organizations to harness the full potential of their data.

We help clients turn data into actionable insights, creating a 360-degree view of their customers that drives collaboration across sales, marketing, finance, and IT. Our suite of customizable, Salesforce-native applications enables clients of all sizes to enhance customer engagement, streamline operations, and achieve strategic goals.

Partner in Charge