Charlesbank Capital Partners Makes Strategic Growth Investment in Aprio

Aprio Acquires Sandler & Company, P.C.

July 1, 2025

Accounting & Tax

Aprio has acquired Needham Heights-based boutique CPA firm Sandler & Company, P.C., effective July 1, 2025. The deal brings Managing Partner Don Sandler and a team of nine professionals to Aprio, expanding its Financial Services capabilities and deepening its presence in the Greater Boston market.

HCAP Partners Invests in Apprio

January 16, 2024

Healthcare Services

HCAP Partners, a California-based private equity firm, has made a strategic investment in Apprio to support the company's growth and product expansion. The capital will be used to scale Apprio's patient enrollment platform EnrollmentMax and its RPA platform RpaMax to help hospitals and health systems increase revenue, reduce costs, and improve access to care.

Aprio Combines with Pontiff + Associates and Elite Tax & Accounting to Expand Denver Presence

December 10, 2024

Accounting & Tax

Aprio has combined with Denver-based Pontiff + Associates, P.C. and Elite Tax & Accounting, LLC to expand its presence and capabilities in the Denver market. The combinations, effective Dec. 1, 2024, add local tax, client accounting, valuation and tax resolution expertise to Aprio's Denver office as part of the firm's broader growth strategy.

Aprio Combines with Kirsch Kohn & Bridge to Expand into Southern California

November 14, 2024

Accounting & Tax

Aprio has combined with Kirsch Kohn & Bridge (KKB) to establish a Woodland Hills, California office and expand its West Coast presence. Effective November 1, 2024, KKB joined Aprio, adding five partners and more than 30 professionals and strengthening Aprio's advisory, tax, and accounting capabilities.

Aprio Acquires CPAsNET

July 26, 2022

Accounting & Tax

Aprio, LLP acquired CPAsNET, a community and alliance of accounting and business consulting firms, expanding Aprio's national firm alliance and offering CPAsNET member firms access to Aprio's specialty services, leadership development, and peer-network resources. The acquisition reinforces Aprio's strategy to provide growth and innovation platforms for small- and mid-sized CPA firms across the United States.

Aprio Combines with Delap LLP and Hoffman, Stewart & Schmidt to Enter Pacific Northwest

January 1, 2026

Accounting & Tax

Aprio announced combinations with two Oregon-based accounting and advisory firms, Delap LLP (Lake Oswego) and Hoffman, Stewart & Schmidt, P.C. (Portland), with the combinations closing on January 1, 2026. The moves expand Aprio's Pacific Northwest presence and add capabilities including public company audits, advanced tax planning, digital forensics, cybersecurity, and broader advisory services.