From customer relationship management to global supply chain logistics, consumer and industrial businesses are constantly looking to improve financial systems, access and leverage growth capital, and employ new business processes to drive competitive advantage for your operations and your brand. With teams focused on hospitality, manufacturing & distribution, consumer, and cannabis, the practice delivers tailored advisory, tax, and transaction support to help clients strengthen their financial foundation and accelerate growth.

As investment management firms scale, expectations from investors and regulators rise. Emerging and established managers alike are expected to deliver increasingly stronger governance, tighter controls, transparent financial reporting, and forward-looking insight – all in an increasingly complex environment. With a coordinated audit, tax, and advisory approach, the practice elevates operational excellence across the investment management platform, helping firms move beyond compliance and risk management into building trust, signaling maturity, and positioning leadership teams to focus on performance, growth, and long-term value creation.

Today's healthcare environment holds ample challenges: maintaining financial sustainability, delivering quality care, keeping ahead of regulations, leveraging AI and data strategies to improve patient outcomes, standing up to increased CMS audit and health equity scrutiny, attracting and retaining skilled professionals amid shortages. But for proactive leaders, numerous opportunities exist to transform and grow. The Healthcare team guides clients in making clinical, financial, and operational improvements, leading to improved patient outcomes, financial performance, and operational efficiency – with holistic solutions spanning ambulatory care, community health, hospitals and health systems, senior living, and government agencies.

Innovation, capital, and regulatory approval are non-negotiable for success in life sciences. As companies scale, stronger operations, financial discipline, and risk control give them the edge to attract investors, commercialize faster, and exit on their terms. Life sciences specialists deliver sharp accounting, tax, and strategic insight across biotechnology, diagnostics, medical devices, healthcare IT, pharmaceuticals, and therapeutics – supporting companies at every stage of growth, from emerging ventures to established industry leaders.

Private client services are tailored to each client's strategic business drivers, technologies, corporate structure, and culture, providing hands-on advisory, tax, and financial guidance for individuals and family-owned enterprises. The practice delivers dedicated support to help private clients manage complexity, build wealth, and achieve their long-term financial goals with confidence.

Public sector clients – from government agencies and non-profit organizations to federally funded programs – face unique financial, regulatory, and operational demands that require specialized expertise. The practice delivers advisory, audit, and tax solutions tailored to the public sector's distinct requirements, helping organizations navigate compliance obligations, improve financial performance, and fulfill their missions effectively.

Whether commercial or residential, tax-incentivized or market rate, real estate remains a go-to industry for investors, developers, contractors, and lenders. With one of the most influential real estate practices in our industry, we help stakeholders deploy capital, leverage tax credits, structure and value portfolios, and achieve their ultimate vision for success.

As the sector evolves – driven by regulatory changes, technological innovation, and growing investor demand – the Renewable Energy Practice delivers deep expertise in tax credits, project finance, and compliance. Clients are helped to seize emerging opportunities, manage risk, and build resilient, future-ready energy businesses – with integrated tax, financial, and strategic support spanning developers, IPPs, EPCs, utilities, investors, and capital providers across the full project lifecycle.

Technology and media move fast – monetization models shift, licensing terms evolve, platforms scale, and privacy rules tighten. Whether preparing for a capital raise, navigating a complex transaction, or structuring a transformative deal, the practice anticipates market forces and leverages deep industry expertise to put clients at the forefront and deliver competitive advantage. Integrated accounting, tax, and advisory capabilities serve technology and media companies from startup through scale – offering tailored services for each phase, from proof-of-concept and fundraising to expansion and exit, with specialized support in startup advisory, capital transactions and M&A, tax strategy, digital innovation and cybersecurity, and media and entertainment incentives.

Comprehensive audit, attest, and accounting services that boost confidence in financial reporting, maintain transparency, and reduce risk. These services encompass financial statement audits, assurance engagements, and accounting support designed to strengthen the integrity and reliability of financial information across the organization. Accounting and assurance offerings help organizations maintain accurate financial records, comply with applicable standards, and provide stakeholders with credible, transparent financial reporting. The services address audit requirements, financial consolidation, compliance verification, and analytics to support informed decision-making.

Strategic and fiercely objective consulting across business performance, digital, risk, sustainability, and transactions to help leaders turn complex decisions into clear advantage. Comprehensive advisory services address critical business challenges through disciplined analysis and actionable recommendations across finance, risk management, and strategic transformation domains. The advisory practice supports clients in navigating complex transactions, optimizing business performance, managing enterprise and financial risks, and executing strategic initiatives. Engagements span financial strategy, corporate finance, due diligence, risk mitigation, and value creation—enabling leaders to make informed decisions backed by rigorous analysis and market expertise.

Proactive, advice-driven tax strategies to help clients mitigate risk and realize appropriate tax advantages. Tax services encompass strategy, planning, and compliance advisory designed to optimize the tax position of the organization while managing regulatory risk. The tax practice delivers forward-looking counsel on complex tax issues, structuring opportunities, and compliance requirements—enabling organizations to make tax-efficient decisions aligned with broader business objectives and regulatory expectations.

Provides accounting advisory services from former CAOs, CFOs, and controllers who help organizations navigate complex financial reporting matters and technical accounting issues.

Delivers focused improvements or full operational transformation, helping clients achieve game-changing results across specific business functions or the entire organization.

Helps organizations identify and mobilize the people, processes, technology, and strategy needed to best manage information, support long-term goals, and gain competitive advantage.

Leverages top-tier risk management, industry expertise, and cybersecurity technologies to evaluate risks, analyze threats, and create cost-effective security and governance procedures — spanning cybersecurity, internal audit, and regulatory compliance.

Helps clients build more sustainable, resilient businesses by considering the environmental, social, and governance issues that matter to their stakeholders.

Supports businesses accelerating growth through mergers, acquisitions, or sales, offering comprehensive advisory support throughout the transaction lifecycle, including valuation services.

Catalyst: Project Finance Intelligence is a proprietary platform supporting project finance analysis and consulting for clients. The platform enables comprehensive evaluation of project finance structures, cash flows, and financial models to support deal assessment and investment decisions. Designed for project finance professionals, Catalyst delivers analytical capabilities and intelligence to streamline project finance due diligence, valuation, and structuring activities—supporting faster, more informed investment and lending decisions.