Aprio Welcomes Boston-based Sandler & Company, P.C. to Fuel Financial Services Expansion

BOSTON, July 23, 2025 /PRNewswire/ -- Aprio, the 24th largest business advisory and accounting firm in the U.S., today announced its acquisition of Sandler & Company, P.C. (Sandler & Co.), a boutique CPA firm based in Needham Heights, Massachusetts. This strategic move significantly expands Aprio's Financial Services practice and deepens its presence in the Greater Boston area.

The acquisition marks a step forward in Aprio's commitment to grow industry-specialized teams and scale nationally. By welcoming Sandler & Co., the firm doubles its financial services capabilities and enhances its ability to serve hedge funds, real estate funds, private equity firms, broker-dealers, and investment advisors with greater depth and agility.

Founded in 1991, Sandler & Co. has earned a reputation for excellence in audit, tax, and advisory services tailored to the financial services sector. The firm's experience spans year-end audits, tax structuring and compliance, surprise custody examinations, and quarterly performance reviews. As of July 1, 2025, Sandler & Co. officially joined Aprio, bringing with it Managing Partner Don Sandler and a team of nine seasoned professionals.

"At Sandler & Co., we've always focused on serving clients with precision, responsiveness, and deep technical skill," said Don Sandler, now a partner at Aprio. "Joining Aprio allows us to elevate that commitment by offering our clients expanded capabilities while creating exciting new opportunities for our team. We're energized by what lies ahead."

Richard Kopelman, CEO of Aprio, echoed that sentiment: "Aprio made a strategic commitment to build a nationally recognized Financial Services segment, and the addition of Sandler & Co. is an important step forward in our commitment. Over the next five years, we will focus on expanding the segment through targeted acquisitions, the addition of key lateral partners, and continued strong organic growth. Our goal is to become a leader in the financial services industry, offering our clients the comprehensive advice, broader capabilities, and more integrated solutions they need to thrive in a complex financial landscape."

Aprio's Financial Services team delivers tailored audit, tax, and advisory solutions to hedge funds, private equity firms, broker-dealers, insurance providers, and other regulated entities. With more than 40 years of experience and a PCAOB-registered platform, Aprio helps clients navigate compliance, streamline fund formation, and mitigate risk through a personalized, insight-driven approach.

This acquisition is part of Aprio's broader national growth strategy. In addition to expanding in the Boston area, Aprio has recently grown its footprint in key markets including Washington, D.C., Chicago, Austin, Denver, Baltimore, and California. Each new location strengthens Aprio's ability to serve clients with the speed, experience, and future-focused mindset they need to grow and thrive.

To learn more about Aprio and its growing suite of financial services capabilities, visit aprio.com.

About Aprio
Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC, deliver professional services. Since 1952, clients throughout the U.S. and across more than 50 countries have trusted Aprio for guidance on how to achieve what's next. As a premier business advisory and accounting firm, Aprio Advisory Group, LLC, delivers advisory, tax, managed and private client services to build value, drive growth, manage risk and protect wealth, and Aprio, LLP, provides audit and attest services. With proven experience and genuine care, Aprio serves individuals, entrepreneurs, and businesses, from promising startups to market leaders alike. Aprio has grown to 2,300+ team members providing solutions to clients in industries including Manufacturing and Distribution, Non-Profit and Education, Professional Services, Real Estate, Construction, Restaurant, Franchise & Hospitality, Government Contracting, and Technology and Blockchain. Aprio.com

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