PKF O’Connor Davies Announces New Investment Banking Practice

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New offering is backed by the Firm’s existing M&A solutions and proven accounting, tax, and valuation expertise combined with unparalleled client service

“We’re excited to offer our investment banking services for new and current clients,” said Kevin J. Keane, Managing Partner at PKF O’Connor Davies.

PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax, and advisory firms, announced today the launch of a new investment banking practice area, PKF Investment Banking. The new offering focuses on key services around sell-side and acquisition advisory as well as exit readiness and transaction planning. The investment banking practice is part of a strategic growth initiative at the firm centered on expanding key services to deepen and grow client relationships.

“We’re excited to offer our investment banking services for new and current clients,” said Kevin J. Keane, Managing Partner at PKF O’Connor Davies. “We’ve assisted with clients’ investment banking needs for years, but it’s typically involved referring them to a trusted external partner. By bringing this expertise in-house, we’re able to offer these solutions with our proven commitment to client service.”

The Firm recently appointed Robert Murphy to serve as Senior Managing Director and lead the investment banking practice. In his 25 years of investment banking experience, Murphy has worked on more than 300 M&A mandates involving private and public companies, private equity firms, and family offices and has completed many complex cross-border transactions. Jonathan Moore, Partner-in-Charge of PKF O’Connor Davies’ Transaction Advisory practice, will also play a key leadership role in the investment banking practice. The team will be based out of Woodcliff Lake, NJ, and Palm Beach Gardens, FL.

“I’ve collaborated with the PKF O’Connor Davies team frequently throughout my career, and I’ve always been impressed by their dedication to their clients and their commitment to achieving the best results," said Murphy. “I’m excited to join the team and help build a first-class investment banking practice.”

The Firm’s investment banking practice will offer the same high-caliber personal attention that defines the Firm’s approach to client service. Its systematic yet flexible approach is designed to meet precise business objectives utilizing the Firm’s extensive reach, which includes the PKF global network. Investment banking clients will benefit from the Firm’s comprehensive team of experts across accounting, tax, valuation, due diligence, and management advisory services.

About PKF O’Connor Davies Capital, LLC

PKF O’Connor Davies Capital, LLC (DBA PKF Investment Banking) is the investment banking affiliate of PKF O’Connor Davies. Whether a business owner is ready to sell the company or seeking growth through acquisition, our investment banking team is committed and credentialed to help owners achieve their objectives. Our investment bankers provide guidance through every step of the process and bring the expertise to enhance certainty to close – while always staying focused on maximizing the value derived from the transaction.

About PKF O’Connor Davies, LLP

PKF O’Connor Davies, LLP is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, 13 offices in New York, New Jersey, Connecticut, Maryland, Rhode Island and Florida and more than 900 professionals led by over 100 partners, the Firm provides a complete range of accounting, auditing, tax and management advisory services.

PKF O’Connor Davies is a top-ranked firm according to Accounting Today’s 2020 “Top 100 Firms” list, and the Firm is also recognized as a “Leader in Audit and Accounting,” a “Pacesetter in Growth” and one of the “Top Firms in the Mid-Atlantic.” In 2021 rankings, PKF O'Connor Davies was named one of Vault's Accounting 50, a ranking of the 50 best accounting employers to work for in North America, and ranked among the top 50 most prestigious accounting firms in America in a complementary Vault survey. The Firm is the 12th largest accounting firm in the New York Metropolitan area, according to Crain’s New York Business, and the 10th top accounting firm in New Jersey according to NJBiz’s 2019 rankings.

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Kathleen O’Toole
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