Expansion Momentum UHY-US has a strong growth trajectory evidenced by multiple recent acquisitions including Larson Tax Partners, CMJ, and RBT CPAs, LLP, along with a new office in Richmond. This indicates ongoing capacity expansion, diversified service lines, and a larger footprint to target mid-market clients across multiple states.

Mid‑Market Focus Positioned as a leading provider of audit, tax, consulting and advisory services for dynamic middle-market clients, UHY-US presents a targetable opportunity for firms seeking scalable, full-service solutions and multi-industry experience to support growth and complex financial needs.

Strong Tech Stack With tools like CCH Axcess, Power BI, Workday, ISO 27001 alignment, and advanced data capabilities, UHY-US emphasizes modern, tech-enabled engagements, suggesting opportunities for digital transformation projects, data analytics, cybersecurity posture improvements, and cloud-based process optimization.

Strategic Investment The 2024 growth investment from Summit Partners signals capital backing for expansion, modernization, and capability building, which may open doors for vendor partnerships, scalable advisory programs, and enhanced service offerings to accelerate client value delivery.

Network Leverage As part of a top 20 international network and a recent alliance history, UHY-US can connect clients to international capabilities and cross-border services, presenting opportunities for multinational middle-market clients seeking coordinated audit, tax and advisory support across jurisdictions.