Growth through M&A Cherry Bekaert’s active expansion via acquisitions in Texas and Nashville, along with strategic hires and an emphasis on advisory services for private equity-backed businesses, signals opportunities to offer transaction advisory, due diligence, and integration support to PE clients and portfolio companies.

Public Sector Focus The firm targets government services andNot-for-Profits, suggesting a steady demand for compliance, audit, and grant management services. Sales conversations can emphasize government contracting risk assessments, FAR/DFARS compliance, and nonprofit financial controls.

Digital Transformation With AI partnership announcements and adoption of AI-native Fieldguide for audits, there is a clear selling angle for digital consulting, automation, and data analytics services to modernize clients’ finance and operations.

Mid-Market Leader Positioned as a top mid-market CPA and advisory firm with industry alignment, Cherry Bekaert can be pitched as a scalable partner for growing middle-market companies seeking robust tax, assurance, and strategic growth services, including valuations and outsourced accounting.

Cross-Sector Expertise Industry coverage spans healthcare, real estate, manufacturing, technology, and nonprofits, enabling cross-sell opportunities to multi-industry clients, as well as cross-referral potential between portfolio companies and agency/government sector clients.