Aprio Strengthens Financial Services by Acquiring Sandler & Company

Aprio Expands Its Financial Services with Sandler & Company Acquisition

In a strategic move aimed at bolstering its financial services division, Aprio, the 24th largest business advisory and accounting firm in the United States, has announced its acquisition of Sandler & Company, P.C., a respected CPA firm based in Needham Heights, Massachusetts. This acquisition signifies Aprio's commitment to grow its industry-specialized team and enhance its presence in the Greater Boston area.

Boosting Capabilities in Financial Services

The integration of Sandler & Company allows Aprio to significantly boost its financial services capabilities. With this merger, Aprio has doubled its ability to serve various investment entities, including hedge funds, private equity firms, and broker-dealers. Aprio's aim is to offer these clients enhanced services characterized by agility and depth, ensuring they receive the tailored support they need to navigate a complex financial landscape.

Founded in 1991, Sandler & Company has built a strong reputation over the years for its commitment to excellence in audit, tax, and advisory services specifically tailored to the financial sector. Their expertise includes year-end audits, tax structuring, compliance, custody examinations, and performance reviews—all essential for maintaining the financial integrity of their clients.

The transition became official on July 1, 2025, bringing along Managing Partner Don Sandler and a team of nine seasoned professionals into the Aprio fold.

“Joining forces with Aprio amplifies our commitment to client service, allowing us to provide expanded capabilities and new opportunities for our team,” said Don Sandler, who formerly led operations at Sandler & Company and is now a partner at Aprio. This merger presents an exciting new chapter for both firms.

A Vision for Future Growth

Aprio's CEO, Richard Kopelman, echoed Sandler's enthusiasm. He emphasized, “Our strategic commitment to building a nationally recognized financial services segment is embodied in the addition of Sandler & Company. Over the next five years, we will concentrate on expanding this segment via targeted acquisitions and adding key lateral partners, alongside continued organic growth.” This goal reflects Aprio’s ambition to emerge as a leader in the financial services industry.

Aprio's Financial Services team delivers critical audit, tax, and advisory solutions to hedge funds, private equity firms, broker-dealers, and other regulated entities. With a legacy spanning over 40 years and backed by a PCAOB-registered platform, Aprio helps clients tackle compliance issues, streamline fund formations, and mitigate risks through personalized, insight-driven approaches.

This acquisition is just a part of Aprio's extensive national growth strategy. Besides establishing a stronger foothold in Boston, Aprio has recently expanded into key markets such as Washington, D.C., Chicago, Austin, Denver, Baltimore, and California, enhancing the firm’s capabilities and resources.

Commitment to Client Success

Aprio’s unyielding focus on providing comprehensive solutions ensures that clients not only receive expert advice but also benefit from more integrated approaches tailored to their evolving needs. As Aprio continues to grow and adapt, clients can anticipate a blend of traditional excellence and innovative advancement.

For those keen on staying ahead in the financial landscape and knowing more about Aprio's expanding suite of financial services capabilities, visiting their official website at aprio.com will offer more insights.

About Aprio

Aprio is the widely recognized name under which Aprio, LLP, and Aprio Advisory Group, LLC, provide professional services. Since its founding in 1952, Aprio has gained the trust of clients across the United States and more than 50 countries, offering insights on how to thrive. The firm serves a broad array of industries, providing services that include advisory, tax, and audit offerings, all aimed at empowering businesses from startups to established enterprises. With more than 2,300 team members on board, Aprio continues to drive growth, manage risk, and protect wealth for their clients while ensuring they are equipped to navigate the ever-changing financial landscapes ahead.