Growth Investment Stephano Slack has secured strategic growth investment from Madison Dearborn Partners with participation from Norlantic Capital, signaling readiness for expansion and potential upsell opportunities in advisory, tax, and technology modernization services for middle-market clients.

Executive Leadership Addition of Jim Brady as Executive Chairman brings seasoned leadership and industry connections, presenting a pathway to accelerate client acquisition, cross-sell of high-impact services, and competitive positioning in the regional CPA market.

M&A Momentum Recent mergers including Boyer & Boyer and Kimmel, Lorah & Associates expand footprint and resources; this creates opportunities to offer integration support, ERP and financial systems integration, and post-merger tax and advisory services to combined clientele.

Growth Recognition Stephano Slack was named one of Accounting Today’s Fastest-Growing Firms of 2026, elevating brand credibility and creating a strong opening for client prospecting, especially among middle-market companies seeking proven growth-oriented partners.

Regional Expansion With expanded Philadelphia, Delaware, and New Jersey presence and additional offices, there is a clear opportunity to pursue cross-sell with existing clients, target mid-market firms in adjacent sectors, and offer scalable outsourcing, tax planning, and advisory services as the firm scales.