New York-based IPA 100 firm PKF O’Connor Davies (FY20 net revenue of $211.8 million) is merging in Middletown, N.Y.-based Judelson Giordano and Siegel CPA PC (JGS).
JGS provides financial, tax and management consulting services to clients ranging from local businesses to publicly traded corporations, including beer distributors, health care providers, real estate developers, attorneys and manufacturers. The firm specializes in trust and estate planning and administration, business valuation, forensic accounting and litigation support, succession planning, employee benefit plan audits and M&A. JGS’ 40 employees and six partners will remain in their current New York offices located in Middletown and Poughkeepsie.
“JGS has long established itself as a leader in the Hudson Valley, and its commitment to forging collaborative, value-driven partnerships with clients aligns extremely well with the firm’s approach,” says PKF O’Connor Davies executive chairman Kevin Keane. “The addition of JGS expands the firm’s team of problem-solvers and enhances our collective ability to address our clients’ evolving needs.”