Connor Group

What Connor Group does

Connor Group is a privately held professional services firm founded in 2006 by Jeff Pickett and headquartered in Reno, Nevada (with its primary legal entity, Connor Group Global Services, LLC, organized in the U.S. Virgin Islands). The firm specializes in finance, accounting, and technology advisory for ambitious, high-growth companies, with a particular concentration on pre-IPO and public-company clients in the technology and life sciences verticals. Core service lines include IPO Services, M&A Transaction Services, Accounting Advisory (technical accounting under US GAAP and IFRS), Financial Close & Reporting, Transformation & Risk, Technology Implementation, and the more recently launched AI & Advanced Automation practice. The firm has supported more than 150 IPO and SPAC transactions over the past decade, including high-profile issuers such as Tesla, Spotify, Uber, Lyft, Palantir, Snap, Etsy, Coinbase, and OpenAI, with cumulative client IPO valuation of $265B and over $35B in IPO proceeds raised.

The firm employs 700+ professionals globally across offices in Salt Lake City, New York, Boston, Lehi, Washington D.C., Chicago, Seattle, Princeton, and a Global Solutions delivery operation in India. Sixty-six percent of the team came from industry rather than public accounting, and the partner bench is heavily staffed with alumni of Big 4 firms (Deloitte, PwC, EY, KPMG) and senior industry finance roles at companies including Amazon, Microsoft, Sun Microsystems, Oracle, and Blue Apron. Connor Group operates a partner-led engagement model where partners work directly on client delivery rather than delegating to junior staff.

The business model is built on project-based professional services engagements (IPO readiness, technical accounting, M&A diligence, ERP implementation) supplemented by recurring managed services (premium controller, financial close optimization, BlackLine/NetSuite admin). Pricing is quote-based and not publicly disclosed, with multi-year contracts common for managed services and large transformation engagements. Go-to-market relies on direct enterprise field sales by partners, supplemented by a channel ecosystem of 40+ certified software partnerships—most notably Oracle NetSuite (#1 implementation partner for High Tech companies), Workday, and Workato (5x Partner of the Year)—that generate client referrals through co-selling. The firm also invests in thought leadership via its BreakthroughWork podcast, whitepapers, campus recruiting at top accounting programs, and sponsorships at AICPA and IPO Summit events.

Name

Connor Group

Legal name

Connor Group Global Services, LLC

Website

https://connorgp.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Connor Group is a private professional services firm founded in 2006 that provides finance, accounting, and technology advisory to high-growth and pre-IPO companies. With 700+ professionals globally, it has supported 750+ IPO and M&A transactions, including Tesla, Uber, Coinbase, and OpenAI.

Ownership category

akta.pro rank

Product category

Accounting and Financial Advisory Services

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHADAI

Strategic Partnerships, Alliances & JVs Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

Keywords

• Accounting advisory services
• IPO advisory services
• M&A transaction services
• Financial close consulting
• Finance transformation services

Headquarters

HQ city

Reno

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Professional Services Engagements: Project-based consulting engagements for finance, accounting, and technology advisory services. Clients engage Connor Group for specific high-stakes initiatives including IPO preparation, M&A transactions, technical accounting issues, and system implementations. Revenue is generated through billable hours and project fees.
2. Managed Services: Ongoing premium controller services focused on operational accounting and finance matters. Provides dedicated resources for clients on a retainer or ongoing basis.
3. Recruiting and Interim Staffing: Recruiting and interim staffing services placing finance and accounting professionals with clients. Part of the comprehensive service offering.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Connor Group is a professional services firm delivering finance, accounting, and technology advisory services to ambitious, high-growth companies. Its core offerings span seven integrated service lines: AI & Advanced Automation, Technology Implementation, Accounting Advisory, Financial Close & Reporting, Transformation & Risk, M&A Transaction Services, and IPO Services, delivered by partner-led teams combining technical accounting, financial operations, and systems expertise.

Product overview

Connor Group is a professional services firm offering seven integrated service lines rather than a software product platform. The core offerings include AI & Advanced Automation (AI-driven advisory, implementation, and analytics), Technology Implementation (ERP implementations, integrations, optimizations), Accounting Advisory (technical accounting and US GAAP/IFRS expertise), Financial Close & Reporting, Transformation & Risk, M&A Transaction Services, and IPO Services. These services are delivered by teams combining finance, accounting, operations, and technology expertise to support high-growth and high-stakes client engagements.

Differentiator

Problem solved

Functional benefit

Products and services

• AI & Advanced Automation Comprehensive AI and advanced automation solutions combining advisory, implementation, and analytics services, including AI readiness assessment and roadmap, AI governance framework, data architecture, and analytics/reporting capabilities for ambitious companies.
• Technology Implementation ERP implementations, integrations, optimizations, and automation services covering NetSuite, Workday, and related platforms, plus technology strategy, assessment, design, and real-time analytics/business intelligence for high-growth companies.
• Accounting Advisory Technical accounting advisory services covering US GAAP and IFRS, revenue recognition, complex financial instruments, leases, consolidations, business acquisitions and dispositions, stock compensation, capital markets, and SEC reporting for high-growth and public-company-ready clients.
• Financial Close & Reporting Services focused on optimizing the financial close process, financial reporting, and operational efficiency for high-growth companies.
• Transformation & Risk Business transformation and risk management services including internal controls over financial reporting (SOX/ICFR), business process improvement, and organizational scaling for high-growth companies.
• M&A Transaction Services Buy and sell-side financial diligence, transaction support, adjustment mechanisms, working capital analysis, and post-merger integration services for private equity and corporate clients engaged in M&A transactions.
• IPO Services IPO readiness preparation, S-1 filing process support, SEC reporting, and expert advisory for companies pursuing initial public offerings or SPAC transactions.
• Managed Services (Premium Controller Services) Ongoing premium controller services providing dedicated resources on a retainer or ongoing basis, focused on operational accounting and finance matters for high-growth clients.
• Recruiting and Interim Staffing Recruiting and interim staffing services placing finance and accounting professionals with clients needing permanent or interim talent to support their finance functions.

Quantifiable outcome

• Set up ERP within 90 days for OpenAI
• +2 more outcomes

Named customers15 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature5 records

Partnerships

Six partnerships are on record, tiered core and minor.

• BoomicoreStrategic or Co-development Partner · 20 June 2024Collaborated with Boomi and academic researchers to deliver the first-ever Enterprise Risk Framework for Generative AI. Strategic partnership focused on AI governance and risk management for enterprise clients.
• Oracle NetSuitecoreTechnology or IntegrationConnor Group is NetSuite's #1 Implementation partner for High Tech Companies and #6 across all industries. They have completed 200+ NetSuite implementation and optimization projects with a 10-year relationship and multiple certifications. They provide full admin services via their NetSuite Center of Excellence.
• WorkdaycoreTechnology or IntegrationCertified Workday Implementation Partner providing Net New and Phase X implementation as trusted advisor in HCM and FINS. Team members have 10+ years in the Workday ecosystem and integrate Workday with third-party tools and home-grown systems.
• WorkatocoreTechnology or Integration5x Workato Partner of the Year award winner. Provides integration and automation services using Workato platform for clients undergoing digital transformation.
• KlarityminorStrategic or Co-development PartnerStrategic partnership announced October 2023 to elevate modern accounting through AI and practical solutions. Focuses on AI-powered document automation and accounting processes.
• PersefoniminorStrategic or Co-development PartnerPartnership to support financial executives in technology and high-growth sector with carbon disclosures and climate accounting solutions.

Scale indicators7 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• BPM LLP: Boutique top-50 US accounting firm with a strong technical accounting and IPO advisory practice focused on high-growth technology and life sciences companies — comparable in scale, positioning, and client mix.
• BDO USA: Top-10 US accounting and advisory firm with a substantial technical accounting, IPO advisory, and transaction services practice serving mid-market and high-growth companies — directly competitive with Connor Group's core offerings.
• Grant Thornton: Large mid-market advisory firm with strong IPO advisory, technical accounting, and finance transformation practices. Targets many of the same high-growth technology and life sciences clients as Connor Group.
• CohnReznick: Mid-market accounting and advisory firm with dedicated IPO advisory, technical accounting, and transaction advisory practices. Closely comparable to Connor Group in target client profile (high-growth, pre-IPO) and service mix.
• Marcum LLP: Major mid-market accounting and advisory firm with a well-known IPO and capital markets practice serving tech and life sciences clients. Overlaps directly with Connor Group's IPO readiness, technical accounting, and M&A transaction services.

Broad incumbents

• RSM US: Largest mid-market accounting and consulting firm in the US with broad service lines including IPO advisory, technical accounting, transaction advisory, and finance transformation. Larger and more diversified than Connor Group but competes for the same mandates.
• Baker Tilly US: Major mid-market advisory firm with significant technical accounting, transaction advisory, and digital solutions practices. Serves many of the same high-growth and pre-IPO clients as Connor Group but with broader industry coverage.

Emerging players

• Frazier & Deeter: Boutique top-100 US accounting firm with a strong technical accounting, IPO readiness, and transaction services practice, particularly for technology and life sciences clients. Smaller than Connor Group but a credible emerging competitor in the same niche.
• Wipfli: Growing mid-market accounting and technology advisory firm with significant NetSuite and ERP implementation capabilities alongside accounting advisory. Overlaps with Connor Group's technology implementation and finance transformation practices.

Others

• FTI Consulting: Public global advisory firm specializing in forensic accounting, technical accounting, and M&A-related financial advisory. Adjacent rather than directly competitive, but competes for similar high-stakes technical accounting and transaction mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutu.be/pXEKc_tuXPc
• Xx.com/ConnorGp
• Facebookfacebook.com/238778309551756
• LinkedInlinkedin.com/company/connor-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Connor Group