Scale and Reach KE Andrews operates nationwide in the energy services sector and serves over 1,000 clients ranging from Fortune 100 to smaller operators, indicating a broad potential for cross-sell of state and local tax services and credits incentives to large enterprises and mid-market targets.

Tax Automation Potential With a tech stack including iCIMS, SharePoint, .NET and PowerPoint, KE Andrews has enterprise-grade capabilities that can be paired with digitized property tax management, cost segregation studies, and compliance workflows to offer scalable S&L tax solutions to growing client portfolios.

Strategic Partnerships Recent collaborations, such as the 2025 alliance with Rosas PLLC, suggest a receptiveness to nationwide expansion and referral-style growth, presenting a channel strategy for joint offerings in property tax, credits and incentives, and due diligence services.

Leadership Visibility Caitlin Glenn’s roles in Credits & Incentives and as IPT Conference Chair imply strong credibility in the credits and incentives space, presenting an opportunity to position KE Andrews as a thought leader and to upsell advanced credits and incentive programs to diverse industries.

Financial Health and Growth With revenue in the several hundred million range and a sizable employee base, KE Andrews is well-positioned to pursue larger engagements and multi-state tax compliance projects, including sales and use tax reviews, audit defense, and site selection services for enterprise clients.