New York City-based boutique tax and financial advisory firm Wolf Maryles & Associates will join PKF O’Connor Davies in a deal that takes effect on Jan. 1, 2026, the top 30 accounting firm said on Tuesday.
Financial terms of the deal weren’t disclosed. Once the transaction closes, PKF O’Connor Davies will add a team of 11 Wolf Maryles professionals, led by Managing Member Shimon Wolf.
Harrison, NY-based PKF O’Connor Davies said the integration further expands its private client service offering and deepens its ability to deliver tailored tax and financial management advisory services to high-net-worth individuals and families.
“We’re excited to welcome Shimon Wolf and the accomplished team at Wolf Maryles & Associates to the PKF O’Connor Davies family,” Kevin Keane, CEO at PKF O’Connor Davies, said in a statement on Dec. 2. “Their knowledge and approach complement our strengths and ability to deliver the highest level of insight, service, and value to our clients.”
For more than 25 years, Wolf Maryles has partnered closely with clients to navigate every stage of tax and financial planning. The firm is widely recognized for guiding clients through sophisticated tax and wealth transfer strategies. Its team includes CPAs and professionals with advanced degrees in tax and accounting.
“Our team is excited to join PKF O’Connor Davies and continue serving our clients with the same depth of expertise and personalized attention,” Wolf said. “Combining our resources and insights with the broader PKF O’Connor Davies network creates great opportunities to expand and elevate the service we deliver.”
PKF O’Connor Davies is the lead North American representative in the PKF International global network of independent accounting and advisory firms.
In November 2024, the firm announced it was getting an infusion of capital from Bahrain-based private equity group Investcorp and the Public Sector Pension Investment Board (PSP Investments), one of Canada’s largest pension investment managers.
Recommended Articles
The top 30 accounting firm said at the time that the injection of outside funding will “elevate its competitiveness and amplify long-term sustainability” and “provide flexibility for increased M&A activity, as well as investing in cutting-edge technology and new service lines.”
PKF O’Connor Davies’ last M&A deal was this past June when it acquired Rainer & Co., a regional CPA firm with offices in Newtown Square and West Chester in Pennsylvania.
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs
