MindBridge Vision 2025

Investing in Change: Private Equity and the Future of Accounting

September 17, 2025
1:00 PM ET

Video Summary

This panel brings together private equity professionals, consultants, and leaders from PE-backed firms to explore private equity’s growing influence on the accounting industry. Beyond acquisitions, private equity is driving operational efficiency, expanding service lines, and modernizing firm infrastructure through strategic technology investment.

The conversation will focus on how firms are using outside capital to scale, attract and retain talent, and stay competitive in a rapidly evolving landscape.

Learning Objectives

  • Assess how private equity is reshaping accounting firm strategy and operations
  • Gather insight into how PE-backed firms are leveraging technology to scale and modernize
  • Examine practical approaches to attracting and retaining talent in a competitive market

 

Our Speakers

Sarah McGinnity

General Manager of Audit & Assurance Solutions

MindBridge AI

Jeff Kovacs

President

Citrin Cooperman

Allan Koltin

CEO

Koltin Consulting Group

Jonathan Kraftchick

Partner

Cherry Bekaert Advisory LLC

Explore the insights shaping the future of finance and audit.