Private equity is transforming the accounting industry, reshaping mergers and acquisitions, and presenting both challenges and opportunities for firms of all sizes. In a recent episode of The Accounting Influencers Podcast, Rob Brown sits down with industry leader Gary Shamis to break down the impact of private equity on accounting firms—what’s driving it, how firms can adapt, and why leadership is the key to navigating disruption.
Key takeaways from the discussion include:
🔹 Private equity is a growing force that firms must understand.
🔹 M&A strategies differ significantly from PE-driven deals.
🔹 Middle-market firms hold untapped potential for CPA practices.
🔹 Strong leadership and strategy are essential in times of change.
🔹 Small firms can compete by leveraging their unique strengths.
🔹 Succession planning and partner alignment are critical for long-term success.
Don’t miss this insightful conversation.
4 min read
Gary Shamis : Sep 30, 2024
Reprinted with permission from Accounting Today. In recent months, we have seen much written about the growing involvement of private equity firms...
4 min read
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Gary Shamis and David Toth : May 15, 2024
Reprinted with permission from Accounting Today. Recent years have seen a wave of disruption in the accounting profession. M&A activity has...
Gary Shamis : Feb 04, 2025
Is independence still a viable path for accounting firms, or is private equity inevitable? In this insightful conversation, Gary Shamis, founder of...
Gary Shamis