Global expansion Baker Tilly is actively expanding with new headquarters in New York and acquisition activity including Anchin, signaling a growing footprint and cross-border service opportunities for mid-market clients seeking integrated advisory, tax, and assurance capabilities.

AI driven services Recent AI platform launches and AI-enabled client service initiatives indicate a strong emphasis on technology-powered advisory. This creates a sales angle to target mid-market firms seeking AI-enabled risk, tax, and assurance solutions.

Private equity backing Major private equity involvement and large-scale investments position Baker Tilly for growth and potential advisory needs across portfolio companies, including governance, financial reporting, and expansion strategies.

Mid-market focus With a workforce of over 11,000 across 90+ locations and a stated emphasis on middle-market clients, there are opportunities to upsell integrated services such as outsourced accounting, tax optimization, and risk advisory tailored to mid-size firms.

Strategic partnerships Global partnerships and recent collaborations (e.g., with ODE) suggest a channel to pursue alliance-based selling, cross-referrals, and bundled offerings for clients seeking scalable, multi-jurisdictional advisory solutions.