PKF O'Connor Davies
PKF O'Connor Davies is a privately held U.S. accounting, tax, and advisory firm serving not-for-profits, high-net-worth families, middle-market companies, and public-sector clients across 19 Northeastern offices and global PKF International network.
- Company typePrivate
- Founded1891
- HeadquartersNew York, United States
- Headcount1,001–5,000
- GTM typeB2B and B2C
- OfferingServices
What PKF O'Connor Davies does
PKF O'Connor Davies is a privately held U.S. accounting, tax, and advisory firm headquartered in Harrison, New York, operating since 1891. The firm employs more than 1,500 professionals led by over 200 partners across approximately 19 offices in the Northeastern U.S., with additional operations in India and a global footprint extended through the PKF International network (400+ locations across 150 countries). It operates under an alternative practice structure, with PKF O'Connor Davies LLP providing licensed attest services and PKF O'Connor Davies Advisory LLC providing tax and advisory services. CEO Kevin J. Keane leads the firm, which is backed by Investcorp and PSP Investments following a November 2024 strategic investment.
The firm generates revenue across five service lines: Accounting and Assurance, Tax, Advisory (including transaction advisory, forensics, and ESG), Technology and Cybersecurity, and Outsourced Services (CFO solutions, outsourced accounting, recruitment). Customer segments span not-for-profit organizations (3,000+ clients), high-net-worth individuals and family offices, real estate, financial services, public sector, and middle-market companies with $15M-$350M in revenue. Distribution is partner-led and relationship-driven, supported by a Microsoft 365-based secure client portal and a Paymentus-powered online payment portal. The firm is the lead North American representative of PKF International and has built a $1 billion+ annual revenue aspiration funded by both organic growth and a multi-year acquisition program.
Technology infrastructure centers on the Microsoft 365 client portal (migrated from iChannel) and a strategic partnership with Asseta AI, through which PKF O'Connor Davies serves as preferred accounting and implementation partner for an AI-powered family office cloud platform used for consolidated multi-entity reporting, investment operations, and financial process automation. The firm maintains CMMC, HIPAA, GDPR, and CCPA compliance certifications and offers a dedicated cybersecurity practice including penetration testing and vCISO services. Recent strategic activity includes five acquisitions completed between 2024 and 2026, the appointment of new partners across tax and advisory practices, and a public-company audit mandate from Omega Flex that displaced RSM US LLP.
PKF O'Connor Davies firmographics
Firmographics- Name
- PKF O'Connor Davies
- Legal name
- PKF O'Connor Davies LLP and PKF O'Connor Davies Advisory LLC
- Website
- https://pkfod.com
- Company type
- Private
- Founded year
- 1891
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- PKF O'Connor Davies is a privately held U.S. accounting, tax, and advisory firm serving not-for-profits, high-net-worth families, middle-market companies, and public-sector clients across 19 Northeastern offices and global PKF International network.
- Ownership category
- akta.pro rank
PKF O'Connor Davies industry classification
Industry- Product category
- Professional Accounting and Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Audit & Assurance Services (BPAHABAA)
- akta.pro secondary industries
- Outsourced Finance & CFO Services (BPAHABAE), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Professional Firms BOP (Office/Professional) (FSAJAFAE)
Keywords
Where PKF O'Connor Davies is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices13 records
Markets served
PKF O'Connor Davies business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Accounting and Assurance Services: Audit, review, and compilation services for organizations of various sizes and sectors, including public sector audits, employee benefit plan audits, and public company services. Delivered since 1891 with over 125 years of operational expertise.
- Tax Services: Business tax, international tax, private client services, trust and estate planning, R&D tax credits, and state and local tax (SALT) compliance and advisory services.
- Advisory Services: Transaction advisory (buy-side/sell-side M&A, exit readiness, quality of earnings), forensics and litigation support, business strategy and transformation, risk advisory services, and ESG advisory.
- Technology and Cybersecurity Services: Cybersecurity and privacy advisory including CMMC assessments, penetration testing, digital forensics, vCISO services, IT audit, and technology advisory.
- Outsourced Services: CFO solutions, outsourced accounting, and recruitment services delivered to clients needing flexible resource deployment.
Go-to-market motion1 record
Distribution channels5 records
Marketing channels6 records
PKF O'Connor Davies product offering
Product offeringCore offering
PKF O'Connor Davies is an accounting, tax, and advisory professional services firm providing audit, review, and compilation services; business, international, private client, and state and local tax compliance and planning; transaction advisory including M&A, forensics, and risk advisory; technology and cybersecurity services; and outsourced CFO and accounting solutions. The firm serves not-for-profit organizations, high-net-worth individuals and family offices, real estate, financial services, public sector, and middle-market companies across the northeastern United States and globally via the PKF International network.
Product overview
PKF O'Connor Davies operates as a unified platform-plus-modules firm offering a secure client portal built on Microsoft 365 infrastructure, complemented by an online payment portal powered by Paymentus. The core Client Portal serves as the central hub for document delivery, financial reporting, and client communications, while the Online Payment Portal provides integrated billing and payment capabilities. Following recent acquisitions of Bowman & Company and Topping Kessler & Company (2026), the firm has expanded its service footprint while integrating these entities into its existing portal ecosystem.
Differentiator
Problem solved
Functional benefit
Brands
- PKF Investment Banking: Middle-market M&A advisory platform providing buy-side and sell-side advisory services for companies with revenues between $15 million and $350 million.
- PKF Advisory
- Elite Accounting Services
- TalentConnect
- PKF O'Connor Davies India
Products and services
- Accounting and Assurance Services
Quantifiable outcome
- 81.3% Net Promoter Score in 2025 ClearlyRated Best of Accounting Award, exceeding industry average
- +2 more outcomes
Companies that use PKF O'Connor Davies
Customer profileNamed customers4 records
Segments6 records
Ideal customer profiles5 records
PKF O'Connor Davies technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability1 record
Feature2 records
PKF O'Connor Davies partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Asseta AIcoreCollaboration with Asseta AI provides technology-enabled advisory services for family office clients. PKF O'Connor Davies leverages Asseta AI's unified cloud platform for accounting, investment reporting, and financial operations to modernize family office clients' financial infrastructure. PKF O'Connor Davies serves as preferred accounting and implementation partner for the platform.
- FoundationMarkminorResearch partnership where FoundationMark provides market research on private foundations presented at PKF O'Connor Davies events. Research presented at a PKF O'Connor Davies event in New York revealed private foundation assets grew to nearly $2 trillion in 2025 from $653 billion in 2010.
- PKF InternationalcorePKF O'Connor Davies is the lead North American representative of PKF International network of independent accounting and advisory firms. The network provides global reach with 400+ office locations in 150 countries, enabling cross-border client service and expertise sharing.
Scale indicators9 records
Recent moves7 records
Expansion highlights6 records
PKF O'Connor Davies competitors and assessment
Company assessmentBroad incumbents
- RSM US: Largest U.S. mid-tier accounting and advisory firm; competes with PKF O'Connor Davies across middle-market audit, tax, and advisory, and is the firm PKF replaced at Omega Flex.
- KPMG US: Big Four firm with full-service audit, tax, and advisory capabilities; competes with PKF O'Connor Davies for SEC-issuer engagements (e.g., RSM clients) and large middle-market mandates.
- BDO USA: Top-10 global accounting network with a major U.S. practice; competes with PKF O'Connor Davies for middle-market and NFP audit, tax, and advisory engagements across many of the same verticals.
- Grant Thornton: Top-7 global accounting network with significant U.S. middle-market focus; a broader incumbent whose service lines and target clients overlap substantially with PKF O'Connor Davies.
Direct peers
- Citrin Cooperman: Northeast-headquartered full-service accounting and advisory firm serving middle-market businesses, family offices, and NFPs; closely comparable in service mix, client profile, and growth-via-acquisition strategy.
- Withum: Top-30 U.S. accounting and advisory firm with strong Northeast presence, similar industry-vertical depth, and a comparable mix of attest, tax, and advisory work for middle-market clients.
- Friedman LLP: Mid-sized New York-headquartered accounting and advisory firm serving middle-market, real estate, NFP, and HNW clients with overlapping service lines and geography.
- EisnerAmper: Large U.S. accounting and advisory firm headquartered in the Northeast with comparable practice mix across audit, tax, advisory, and outsourced services; competes head-to-head for middle-market and HNW clients.
- Anchin, Block & Anchin LLP: New York-based mid-tier accounting and advisory firm with deep private client, real estate, and NFP practices; overlaps directly with PKF O'Connor Davies in industry verticals and client segments.
- Marcum LLP: Top-15 U.S. accounting and advisory firm headquartered in New York with a comparable full-service model across audit, tax, and advisory; like PKF O'Connor Davies, it has pursued an active M&A strategy and serves middle-market and NFP clients nationwide.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks7 records
Key highlights7 records
Customer concentration
PKF O'Connor Davies social profiles
Digital presencePKF O'Connor Davies compliance and trust
Trust signalCompliance3 records
PKF O'Connor Davies financial estimates
Financial estimateRevenue estimate
Valuation estimate
PKF O'Connor Davies leadership team
Management profileNumber of profiles
Profiles8 records
PKF O'Connor Davies subsidiaries and ownership
Company hierarchySubsidiaries5 records
PKF O'Connor Davies funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PKF O'Connor Davies M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PKF O'Connor Davies
What does PKF O'Connor Davies do?
PKF O'Connor Davies is an accounting, tax, and advisory professional services firm providing audit, review, and compilation services; business, international, private client, and state and local tax compliance and planning; transaction advisory including M&A, forensics, and risk advisory; technology and cybersecurity services; and outsourced CFO and accounting solutions. The firm serves not-for-profit organizations, high-net-worth individuals and family offices, real estate, financial services, public sector, and middle-market companies across the northeastern United States and globally via the PKF International network.
Is PKF O'Connor Davies a public or private company?
PKF O'Connor Davies is a private company. It is classified as private equity controlled and is currently operating.
When was PKF O'Connor Davies founded?
PKF O'Connor Davies was founded in 1891. It employs 1,001 to 5,000 people.
Where is PKF O'Connor Davies based?
PKF O'Connor Davies is headquartered in New York, United States, in the North America region.
How does PKF O'Connor Davies make money?
Five revenue lines are on record. Accounting and Assurance Services are the primary driver. The others are tax Services, advisory Services, technology and Cybersecurity Services and outsourced Services.
Who are PKF O'Connor Davies's main competitors?
Broad incumbents on record are RSM US, KPMG US, BDO USA and Grant Thornton. Direct peers are Citrin Cooperman, Withum, Friedman LLP, EisnerAmper, Anchin, Block & Anchin LLP and Marcum LLP.
Does PKF O'Connor Davies have an API?
No public API is recorded for PKF O'Connor Davies.
What industry is PKF O'Connor Davies in?
PKF O'Connor Davies's product category is Professional Accounting and Advisory Services. Its primary akta.pro industry code is BPAHABAA, Audit & Assurance Services, with a secondary code of BPAHABAE, Outsourced Finance & CFO Services. Its NAICS code is 541211 and its SIC code is 6199.