McLean advised O’Connor Consulting on its recent acquisition by Aprio
Building Capacity for Good: O’Connor Consulting Services Joins Aprio to Empower Nonprofits with Business Advisory and Interim Outsourcing Services
McLean, VA – June 5, 2025 — PRNewswire — Aprio, the 24th largest business advisory and accounting firm in the U.S., announced today the acquisition of O’Connor Consulting Services, LLC (OCS), a firm based in the Washington, D.C. area, specializing in nonprofit business advisory and interim outsourcing services.
Founded in 1999, OCS has a strong reputation in the nonprofit industry for its ability to provide interim CFO and controller services, finance department assessments, strategic planning and financial analysis, audit facilitation, chart of account redesign, system selection and implementation support, as well as federal and private grant advisory services. Since its inception, the firm’s client-centered, project-based approach has cultivated long-standing relationships with mission-driven organizations. OCS joined Aprio on June 1, 2025, with four partners and 25 experienced professionals.
“Since day one, our goal at OCS has been to become a trusted advisor to each and every client while providing our seasoned team members the opportunity to grow and thrive,” said Kathy O’Connor, president and founder of OCS who will lead Aprio’s nonprofit consulting practice along with OCS vice president, Trina Gallaher. “Joining Aprio enables us to continue to deliver on this commitment, while expanding the ways we can help them fulfill their mission. This combination is a win for our clients, our team, and our future.”
“Aprio is continuing its purposeful expansion—bringing together exceptional talent and specialized capabilities to better serve our clients. The addition of O’Connor Consulting Services is a powerful step forward in that journey. Their deep nonprofit experience and trusted reputation in the Washington, D.C. area, as well as other key markets, significantly enhance our ability to deliver high-impact, business advisory services to mission-driven organizations,” said Richard Kopelman, CEO, Aprio. “We are thrilled to welcome OCS to Aprio.”
“The public accounting industry is experiencing a golden era, driven by the recent influx of private equity support. Private equity firms are enabling these firms to aggressively expand into new markets and service offerings. OCS is a unique firm, comprised of exceptional professionals serving the not-for-profit niche, and represents a strong strategic acquisition for Aprio.“
Aprio’s existing nonprofit advisory capabilities span outsourced accounting and strategic tax and assurance solutions. With the addition of OCS, Aprio is uniquely positioned to deliver comprehensive, future-focused services to nonprofit organizations of all sizes — from grassroots initiatives and international Non-Governmental Organizations (NGOs) to national, member-based associations and leading charities— in key markets such as Washington, D.C., Chicago and New York. Backed by a team of nearly 100 nonprofit-focused professionals, Aprio’s tailored approach helps organizations strengthen financial reporting, maintain compliance, and maximize mission impact in an increasingly complex regulatory environment.
“Bringing OCS into Aprio strengthens our ability to meet nonprofits where they are — whether they need day-to-day accounting support or strategic guidance for long-term growth,” said Greg Plotts, Aprio’s National Nonprofit Leader. “This combination expands the depth and agility of our services, allowing us to help organizations adapt and lead with confidence.”
Aprio’s expansion is part of a broader strategy to strengthen the firm’s capabilities and national presence. Recent strategic acquisitions in Northern and Southern California, Scottsdale, Austin, Baltimore, Chicago, and Denver reflect Aprio’s continued investment in building regional teams and expanding how it supports clients. With each move, Aprio deepens its commitment to helping businesses navigate complexity and achieve growth in today’s dynamic market.
The McLean Group advised OCS on this transaction.
For more information about Aprio and its growing suite of nonprofit and advisory services, visit aprio.com.
About O’Connor Consulting Services
O’Connor Consulting Services, LLC specialize in providing exceptional high-level consulting services to the not-for-profit community, as well as accounting support services to small and medium-sized not-for-profit organizations seeking cost-effective and timely solutions. Its broad experience and long-standing relationships have enabled us to continually enhance our service offerings. OCR assists clients with interim CFO and Controller services, finance department assessment and process improvement, strategic planning and financial analysis, audit facilitation, chart of account redesign, and staff training.
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 2,000+ 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. Aprio.com
About The McLean Group
For over 30 years, The McLean Group has been providing investment banking and financial services offerings focused on the Defense, Government & Intelligence (DGI), Security, Critical Infrastructure, Maritime, Facility Services, Unmanned Systems, and Public Safety markets. Our 60+ professionals bring deep industry experience and relentless execution to every client engagement. We provide solutions that blend financial creativity with operational expertise. Whether we are providing transaction advisory, valuation opinions, or growth capital, our services are unmatched in these core markets. Learn more at www.McLeanLLC.com.
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