Atlanta-based IPA 100 firm Aprio (FY23 net revenue of $420.8 million) announced it has acquired Atlanta-based firm JMS Advisory Group LLC (JMS). Founded in 2006, JMS has built a strong reputation for helping clients mitigate risk and capitalize on opportunities through managed unclaimed property compliance. The team includes 14 professionals, including attorneys, CPAs, CFEs and others with a combined 100+ years of experience to draw upon.
“As Aprio continues its rapid growth, we are committed to expanding our services to meet the evolving needs of our clients,” said Richard Kopelman, CEO of Aprio. “The addition of JMS gives us the opportunity to continue strengthening our position as a future-focused advisory firm. JMS’s focus on escheat management and asset recovery not only enhances our current capabilities but also allows us to deliver even more impactful solutions to help businesses navigate complex compliance challenges.”
JMS president & CEO James Santivanez is joining Aprio as a partner. He is recognized for his ability to work alongside clients to design and implement complex compliance solutions, negotiate amnesty/voluntary disclosure agreements to mitigate and resolve unclaimed property liabilities and provide representation for third-party and state unclaimed property audits.
JMS founder & director Sherridan Santivanez is joining Aprio as a partner. Sherridan specializes in representing clients before state enforcement authorities and managing complex audits and voluntary disclosures for some of the world’s largest companies. She provides strategic guidance on audit preparation and navigates interactions with state and third-party auditors.
“We created JMS to make an impact nationally in the unclaimed property consulting industry, and I’m proud of our nearly 20-year history of helping clients mitigate risk and capitalize on opportunities resulting from accurate and properly managed unclaimed property compliance,” said James Santivanez. “Joining with Aprio takes us to the next level, allowing us to build upon our success while providing even greater value to our clients. This is an exciting next step in our journey.”
