/>iAtlanta-based IPA 100 firm Aprio(FY24 net revenue of $485.3 million) announced its acquisition of Needham Heights, Mass.-based firm Sandler & Company PC. (Sandler & Co.). This strategic move significantly expands Aprio’s financial services practice and deepens its presence in the Greater Boston area.
The acquisition marks a step forward in Aprio’s commitment to grow industry-specialized teams and scale nationally. By welcoming Sandler & Co., the firm doubles its financial services capabilities and enhances its ability to serve hedge funds, real estate funds, private equity firms, broker-dealers and investment advisors with greater depth and agility.
Founded in 1991, Sandler & Co. has earned a reputation for excellence in audit, tax and advisory services tailored to the financial services sector. The firm’s experience spans year-end audits, tax structuring and compliance, surprise custody examinations and quarterly performance reviews. As of July 1, Sandler & Co. officially joined Aprio, bringing with it MP Don Sandler and a team of nine seasoned professionals.
“At Sandler & Co., we’ve always focused on serving clients with precision, responsiveness and deep technical skill,” said Sandler, now a partner at Aprio. “Joining Aprio allows us to elevate that commitment by offering our clients expanded capabilities while creating exciting new opportunities for our team. We’re energized by what lies ahead.”
Richard Kopelman, CEO of Aprio, echoed that sentiment, “Aprio made a strategic commitment to build a nationally recognized financial services segment, and the addition of Sandler & Co. is an important step forward in our commitment. Over the next five years, we will focus on expanding the segment through targeted acquisitions, the addition of key lateral partners and continued strong organic growth. Our goal is to become a leader in the financial services industry, offering our clients the comprehensive advice, broader capabilities and more integrated solutions they need to thrive in a complex financial landscape.”
