Acquisition Momentum The firm has recently rebranded to Marcum LLP and has been expanding through acquisitions such as Croskey Lanni, PC, signaling aggressive growth and a need for integration services, cross-sell of tax, assurance, and advisory offerings across newly acquired geographies.

Tech Advantage With a tech stack including Adobe, Workday Reporting, ConnectWise Manage, FedRAMP, Prisma Access and AI-enabled tools, there is an opportunity to position advanced cybersecurity, cloud, data analytics, and AI-driven assurance services to clients seeking modernization and risk management.

Middle Market Focus Explicit emphasis on serving middle-market clients across construction, government contracting, real estate, hospitality, nonprofits, and professional services creates cross-sell potential for industry-specific consulting, cyber risk assessments, and wealth planning solutions tailored to growing mid-market enterprises.

Legal and Reputation Stature Multiple industry awards and strong media visibility, alongside notable leadership recognition, present a compelling case for clients seeking trusted advisors and for expanding recurring advisory engagements, including risk, compliance, and governance services.

Growth and Risk Recent legal scrutiny in Westchester and ongoing expansion into new markets imply a need for enhanced financial reporting controls, forensic accounting, and dispute resolution support, offering services to clients facing regulatory, litigation, or credibility challenges.