Mid-market focus PMB Helin Donovan is a regional accounting firm serving mid-market clients in Austin and Houston with a diverse client base including closely held businesses and non-profits; target opportunities include expanding audit, tax, and advisory services to growing mid-market companies in Texas.

Growth potential With 51-200 employees and annual revenue in the 25 to 50 million range, PMBHD appears poised for expansion, presenting sales opportunities around outsourced accounting, technology integration, and scalable tax and audit solutions to support client growth and complexity.

Tech modernization Their prior cloud transition for audits and use of a modern tech stack signals openness to digital transformation projects; propose cloud-based ERP/workflow automation, data analytics, and cybersecurity services to improve efficiency and compliance.

Acquisition impact Historically acquired by SD Mayer & Associates and later by Cherry Bekaert; potential cross-sell opportunities exist with larger firms’ portfolios for back-office services, derivative advisory, or niche regulatory compliance offerings.

Strategic positioning Position PMBHD as a value-driven partner that combines Big Four-level expertise with middle-market focus; propose targeted solutions in audit efficiency, tax planning for XYZ industries, and nonprofit/government sector compliance to win more diversified assignments.