PKF O'Connor Davies LLP
Classification
Private
Financials
Revenue & Profit
Valuation
Ratios
People
Deals
M&A2024-03-15Completed
Investor Sponsors NorthBridge PE | Stake Tags 100% |
Deal Amount $120M | Is PE deal Yes |
Target Company Valuation $1.20 MM | Is deal PE backed Yes |
Techniques Acquisition of Assets, Taken Private | Total Acquired 100% |
Investor Sponsors
Deal Amount
$120M
Target Company Valuation
$1.20 MM
Techniques
Acquisition of Assets, Taken Private
Stake Tags
100%
Is PE deal
Yes
Is deal PE backed
Yes
Total Acquired
100%
Secondary Transaction2023-09-01Canceled
Investor Sponsors -- | Stake Tags Majority |
Deal Amount Undisclosed | Is PE deal No |
Target Company Valuation -- | Is deal PE backed Yes |
Techniques Secondary Sale, Management Buy-out (MBO) | Total Acquired 65% |
Investor Sponsors
--
Deal Amount
Undisclosed
Target Company Valuation
NaN
Techniques
Secondary Sale, Management Buy-out (MBO)
Stake Tags
Majority
Is PE deal
No
Is deal PE backed
Yes
Total Acquired
65%
Funding
About
About
PKF O'Connor Davies LLP is a full-service CPA and advisory firm, founded in 1891, headquartered in Harrison, New York. It is the North American representative of the PKF International network, which spans 400 offices across 150+ countries. Delivering high-touch, customized services, the firm is known for its tagline "Know Greater Value," emphasizing value-driven, relationship-oriented client service. Services & Products Breakdown: 1. Accounting & Assurance Services - Audits, Reviews & Compilations: External audits, financial statement reviews, GAAP/IFRS compliance, agreed-upon procedures. - Public Company Services: PCAOB-registered audit services, SEC reporting (8-K, registration statements), SOC 1 & SOC 2, IPO readiness. - Not-for-Profit & Exempt Organizations: Specialized audits for nonprofits, ESOPs, endowments, fund administration, and peer reviews. 2. Tax Services - Business Tax Compliance & Advisory: Federal, state & local income taxes; SALT advisory; sales & payroll filings. - Tax Audit Support: Representation during audits and disputes with IRS and other tax authorities. 3. Advisory & Consulting Services - Business Strategy & Transformation: Enterprise diagnostics, SWOT assessments, process optimization, growth planning. - Transaction Advisory & Valuation: M&A due diligence, IPO advisory, corporate finance support, fairness opinions, forensic investigations. - Restructuring & Bankruptcy Advisory: Turnaround planning, Chapter 11 support, creditor negotiation. - Management Advisory: Governance reviews, compensation benchmarking, forecasting, outsourced accounting, whistleblower hotline services, grant monitoring, succession planning. 4. Technology, Cyber & Internal Audit Services - Cybersecurity & Privacy: CMMC assessments, penetration testing, dark web monitoring, vCISO, GDPR compliance, digital forensics. - IT & Internal Audit: SOC reporting, internal audit support, compliance with FCPA, IT controls review. 5. Fund & Administrative Services - Fund Administration: Services for private equity, hedge funds, RIAs, foundations, endowments, family offices, covering compliance, reporting, consolidation, and SSAE 18 audits (SOC 2). 6. International Services - Cross-border Tax & Advisory: Global tax compliance, restructuring, international financial reporting (IFRS), leveraging PKF International network. 7. Private Client & Family Office Services - Wealth & Estate Planning: High-net-worth individual tax planning, estates/trusts, family office services. 8. Industry-Focused Expertise - PKF offers specialized solutions tailored to industries like professional services (law, engineering, architecture), financial services, healthcare, education, hospitality, real estate, not-for-profits, private clubs, cannabis, and more.
Keywords
Keywords
Classified
Private