Latest news with #GrantThorntonAdvisorsLLC
Business Wire
30-07-2025
- Business
- Business Wire
Marc Chase joins Grant Thornton to lead Private Equity practice
CHICAGO--(BUSINESS WIRE)--Grant Thornton, one of America's largest brands of professionals providing end-to-end audit, assurance, tax and advisory services, today announced that Marc Chase has joined the firm as its Private Equity practice leader. In this role, he will oversee the growth, strategy and operations of the firm's Private Equity industry practice, guiding its efforts to deliver tailored solutions across a range of high-quality service offerings. 'Grant Thornton is rapidly becoming the platform of choice for private equity firms and top-tier talent alike — driven by our relentless focus on quality, culture and delivering distinctive value to clients,' said Elliot Findlay, chief operating officer of Grant Thornton Advisors LLC. 'Marc brings a rare combination of strategic insight, operational expertise, and deep industry relationships. His leadership will be instrumental in helping our private equity clients navigate complexity, unlock growth and achieve lasting success.' Based in New York, Chase brings to Grant Thornton more than 25 years of experience in the private equity space, working with venture capital funds, professional service firms, real estate private equity firms and private companies. Prior to joining Grant Thornton, Chase led the national private equity practice at RSM and created and executed the inaugural private equity strategy for Baker Tilly. Additionally, Chase's involvement with private equity firms includes his previous role serving as managing partner at Sterling Bridge Investment Partners and his tenure as a board member at Claymore Capital Partners. 'Grant Thornton's well-established Private Equity practice is built on a foundation of dynamic talent and a track record of delivering high-quality results,' said Chase. 'We're uniquely positioned to help clients drive growth, enhance performance and seize opportunity in today's evolving business landscape.' Chase holds a master's degree from the Naveen Jindal School of Management at the University of Texas at Dallas and a bachelor's degree from St. John Fisher University. To learn more about Grant Thornton's private equity offerings, visit: About Grant Thornton Grant Thornton delivers professional services in the US through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In January 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier advisory and tax practice, as well as independent American and Irish audit practices. In April 2025, Grant Thornton UAE also joined the multinational platform. With $2.7 billion in revenues and almost 60 offices spanning the U.S., Ireland, the UAE and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of almost 13,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. Grant Thornton LLP, Grant Thornton Advisors LLC and their respective subsidiaries operate as an alternative practice structure (APS). The APS conforms with applicable laws, regulations and professional standards, including those from the American Institute of Certified Public Accountants. 'Grant Thornton' refers to the brand under which the member firms in the Grant Thornton International Ltd (GTIL) network provide services to their clients and/or refers to one or more member firms. Grant Thornton LLP and Grant Thornton Advisors LLC serve as the U.S. member firms of the GTIL network. GTIL and its member firms are not a worldwide partnership and all member firms are separate legal entities. Member firms deliver all services; GTIL does not provide services to clients.
Yahoo
29-07-2025
- Business
- Yahoo
Grant Thornton to expand industry-leading advisory practice by joining forces with nearshore pioneer Auxis
Move will accelerate growth for Grant Thornton's full-service advisory practice — and bring Auxis' unique, high-value offerings to new multinational markets CHICAGO & FORT LAUDERDALE, Fla., July 29, 2025--(BUSINESS WIRE)--Grant Thornton, one of the largest brands in professional services, and Auxis, a leader and pioneer in Latin American outsourcing and business modernization services, today announced that they will join forces. By acquiring Auxis, Grant Thornton will enhance its advisory services entity: US-based Grant Thornton Advisors LLC — which provides a range of services centered on strategy, transformation and operations. These include offerings across M&A, technology, finance, operations, sales and marketing, data, AI, cybersecurity and risk. Grant Thornton Advisors LLC also provides a complete slate of tax services. The transaction is another important step as Grant Thornton creates the industry's first full-service advisory offering, amplified by AI and advanced technologies. Clients will have access to Auxis' industry-leading and tech-enabled nearshore-outsourcing services — which span finance, information technology, human resources, customer service and specialized industry solutions. Founded in 1997, Auxis helps organizations modernize and scale their business operations through innovative processes, leading technologies and world-class shared services. It supports Fortune 1000 and upper-middle-market organizations across a range of industries. These include consumer packaged goods, retail, restaurants, healthcare and financial services, among others. Auxis' tailored solutions help organizations harness rapidly advancing technology, navigate rising costs and mitigate talent shortages. It was one of the first providers to recognize the benefits of nearshoring for US companies. As a result, demand for its services has surged. This momentum has reinforced its founding vision: to bring everything Latin America has to offer to the broader business community, from real-time collaboration to cultural alignment to top-tier talent. Its outsourcing services are powered by an AI and automation practice that has garnered many awards. For example, UiPath, the world's number one AI and automation platform, has named Auxis a "Partner of the Year" and an "Agentic Automation Fast Track Partner." Additionally, respected analyst firms such as Everest Group and ISG have recognized Auxis as a top transformation and outsourcing company, citing its unique nearshore-centric delivery model. With Grant Thornton, Auxis will be able to deliver a significantly broader portfolio of services with a truly multinational footprint — empowering clients to leverage the strengths of the top outsourcing destinations across Latin America, Asia, Europe and the Middle East. The transaction will complement the rapid growth of the Grant Thornton Advisors LLC multinational platform. In recent months, Grant Thornton Advisors LLC has announced transactions with several firms to join the platform, including firms in Ireland, the UAE, Switzerland/Lichtenstein, the Netherlands, Luxembourg, the Cayman Islands and the Channel Islands. "Bringing Auxis into the Grant Thornton platform is a milestone moment for us," said Jim Peko, CEO of Grant Thornton Advisors LLC. "Auxis' proven shared services, nearshoring expertise and tech-enabled solutions are a natural fit for our world-class model. This deal allows us to deepen client engagement and enhance our offerings — delivered with speed, scalability and quality." According to Tom Puthiyamadam, managing partner for Advisory Services at Grant Thornton Advisors LLC: "Clients today aren't just asking for advice — they want consultants who can deliver bold solutions with agility, smart technology, practical innovation and quantified impact. That's why we're building something truly unique: a full-service advisory practice powered by AI and grounded in human insight. Bringing Auxis into the fold will strengthen that vision — they have the talent, tools and nearshoring model to help us deliver enhanced value to our clients." The deal with Auxis will further expand the Grant Thornton platform's footprint by adding Auxis' more than 1,400 highly-skilled, multilingual team members primarily located in Costa Rica and Colombia — with headquarters in Fort Lauderdale, Florida. "Joining the Grant Thornton team provides Auxis the scalable and robust platform required to successfully help clients modernize their operating models — helping them thrive in a business environment marked by ever-increasing change and technology disruptions," said Raul Vega, CEO of Auxis. "We are excited to integrate our innovative and tech-enabled, client-first services model into Grant Thornton's leading Advisory Services practice. It could not be a better fit. Grant Thornton's deep client relationships and reputation for excellent quality will enable us to deliver our value-added, technology-backed services to an even broader international clientele." Vega will become a member of the leadership team for Advisory Services at Grant Thornton, reporting to Puthiyamadam. Auxis' existing leadership team will continue to oversee operations for its current client base, ensuring the same high-quality service and trusted relationships, now backed by enhanced scale, resources and innovation. The deal is subject to standard closing conditions. It is expected to close later this year. Baird served as financial adviser to Grant Thornton. Simpson Thacher & Bartlett LLP, Ice Miller LLP and UB Greensfelder served as legal advisers to Grant Thornton. Clearsight Advisors, Inc. served as financial adviser to Auxis. Holland & Knight LLP served as legal advisers to Auxis. About Grant ThorntonGrant Thornton delivers professional services in the US through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In January 2025, Grant Thornton Advisors LLC formed a multinational, multidisciplinary platform. The platform offers a premier advisory and tax practice, as well as independent audit practices. With almost 60 offices, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of almost 13,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. Grant Thornton LLP, Grant Thornton Advisors LLC and their respective subsidiaries operate as an alternative practice structure (APS). The APS conforms with applicable laws, regulations and professional standards, including those from the American Institute of Certified Public Accountants. "Grant Thornton" refers to the brand under which the member firms in the Grant Thornton International Ltd (GTIL) network provide services to their clients and/or refers to one or more member firms. Grant Thornton LLP and Grant Thornton Advisors LLC serve as the U.S. member firms of the GTIL network. GTIL and its member firms are not a worldwide partnership and all member firms are separate legal entities. Member firms deliver all services; GTIL does not provide services to clients. About AuxisFounded in 1997, Auxis is a leading consulting and tech-enabled nearshore outsourcing pioneer focused on helping organizations achieve a competitive edge through innovative processes, leading technologies, and world-class shared services. Fortune 1000 and upper-middle-market organizations have relied on Auxis' customized solutions for nearly three decades to obtain real benefits and ROI from their transformation programs. Auxis delivers comprehensive solutions to modernize and scale business operations across Finance, IT, Cybersecurity, HR, Customer Service, and industry-specific functions including Revenue Cycle Management in Healthcare, Loan Processing, and Restaurant Store Audits. Our nearshore delivery platform is supported by robust Digital Transformation capabilities spanning Intelligent Automation & RPA, AI, Agentic, Analytics, and Cloud. Auxis is headquartered in Fort Lauderdale, Florida, with main delivery centers in Costa Rica and Colombia, and supporting hubs in Mexico, and Guatemala. View source version on Contacts Grant Thornton US Jon RucketT: +1 404 984 6249E: Auxis Fabiana CorredorT: +1-305-761-6782E: Sign in to access your portfolio
Business Wire
29-07-2025
- Business
- Business Wire
Grant Thornton to expand industry-leading advisory practice by joining forces with nearshore pioneer Auxis
CHICAGO & FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--Grant Thornton, one of the largest brands in professional services, and Auxis, a leader and pioneer in Latin American outsourcing and business modernization services, today announced that they will join forces. By acquiring Auxis, Grant Thornton will enhance its advisory services entity: US-based Grant Thornton Advisors LLC — which provides a range of services centered on strategy, transformation and operations. These include offerings across M&A, technology, finance, operations, sales and marketing, data, AI, cybersecurity and risk. Grant Thornton Advisors LLC also provides a complete slate of tax services. The transaction is another important step as Grant Thornton creates the industry's first full-service advisory offering, amplified by AI and advanced technologies. Clients will have access to Auxis' industry-leading and tech-enabled nearshore-outsourcing services — which span finance, information technology, human resources, customer service and specialized industry solutions. Founded in 1997, Auxis helps organizations modernize and scale their business operations through innovative processes, leading technologies and world-class shared services. It supports Fortune 1000 and upper-middle-market organizations across a range of industries. These include consumer packaged goods, retail, restaurants, healthcare and financial services, among others. Auxis' tailored solutions help organizations harness rapidly advancing technology, navigate rising costs and mitigate talent shortages. It was one of the first providers to recognize the benefits of nearshoring for US companies. As a result, demand for its services has surged. This momentum has reinforced its founding vision: to bring everything Latin America has to offer to the broader business community, from real-time collaboration to cultural alignment to top-tier talent. Its outsourcing services are powered by an AI and automation practice that has garnered many awards. For example, UiPath, the world's number one AI and automation platform, has named Auxis a 'Partner of the Year' and an 'Agentic Automation Fast Track Partner.' Additionally, respected analyst firms such as Everest Group and ISG have recognized Auxis as a top transformation and outsourcing company, citing its unique nearshore-centric delivery model. With Grant Thornton, Auxis will be able to deliver a significantly broader portfolio of services with a truly multinational footprint — empowering clients to leverage the strengths of the top outsourcing destinations across Latin America, Asia, Europe and the Middle East. The transaction will complement the rapid growth of the Grant Thornton Advisors LLC multinational platform. In recent months, Grant Thornton Advisors LLC has announced transactions with several firms to join the platform, including firms in Ireland, the UAE, Switzerland/Lichtenstein, the Netherlands, Luxembourg, the Cayman Islands and the Channel Islands. 'Bringing Auxis into the Grant Thornton platform is a milestone moment for us,' said Jim Peko, CEO of Grant Thornton Advisors LLC. 'Auxis' proven shared services, nearshoring expertise and tech-enabled solutions are a natural fit for our world-class model. This deal allows us to deepen client engagement and enhance our offerings — delivered with speed, scalability and quality.' According to Tom Puthiyamadam, managing partner for Advisory Services at Grant Thornton Advisors LLC: 'Clients today aren't just asking for advice — they want consultants who can deliver bold solutions with agility, smart technology, practical innovation and quantified impact. That's why we're building something truly unique: a full-service advisory practice powered by AI and grounded in human insight. Bringing Auxis into the fold will strengthen that vision — they have the talent, tools and nearshoring model to help us deliver enhanced value to our clients.' The deal with Auxis will further expand the Grant Thornton platform's footprint by adding Auxis' more than 1,400 highly-skilled, multilingual team members primarily located in Costa Rica and Colombia — with headquarters in Fort Lauderdale, Florida. 'Joining the Grant Thornton team provides Auxis the scalable and robust platform required to successfully help clients modernize their operating models — helping them thrive in a business environment marked by ever-increasing change and technology disruptions,' said Raul Vega, CEO of Auxis. 'We are excited to integrate our innovative and tech-enabled, client-first services model into Grant Thornton's leading Advisory Services practice. It could not be a better fit. Grant Thornton's deep client relationships and reputation for excellent quality will enable us to deliver our value-added, technology-backed services to an even broader international clientele.' Vega will become a member of the leadership team for Advisory Services at Grant Thornton, reporting to Puthiyamadam. Auxis' existing leadership team will continue to oversee operations for its current client base, ensuring the same high-quality service and trusted relationships, now backed by enhanced scale, resources and innovation. The deal is subject to standard closing conditions. It is expected to close later this year. Baird served as financial adviser to Grant Thornton. Simpson Thacher & Bartlett LLP, Ice Miller LLP and UB Greensfelder served as legal advisers to Grant Thornton. Clearsight Advisors, Inc. served as financial adviser to Auxis. Holland & Knight LLP served as legal advisers to Auxis. About Grant Thornton Grant Thornton delivers professional services in the US through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In January 2025, Grant Thornton Advisors LLC formed a multinational, multidisciplinary platform. The platform offers a premier advisory and tax practice, as well as independent audit practices. With almost 60 offices, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of almost 13,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. Grant Thornton LLP, Grant Thornton Advisors LLC and their respective subsidiaries operate as an alternative practice structure (APS). The APS conforms with applicable laws, regulations and professional standards, including those from the American Institute of Certified Public Accountants. 'Grant Thornton' refers to the brand under which the member firms in the Grant Thornton International Ltd (GTIL) network provide services to their clients and/or refers to one or more member firms. Grant Thornton LLP and Grant Thornton Advisors LLC serve as the U.S. member firms of the GTIL network. GTIL and its member firms are not a worldwide partnership and all member firms are separate legal entities. Member firms deliver all services; GTIL does not provide services to clients. About Auxis Founded in 1997, Auxis is a leading consulting and tech-enabled nearshore outsourcing pioneer focused on helping organizations achieve a competitive edge through innovative processes, leading technologies, and world-class shared services. Fortune 1000 and upper-middle-market organizations have relied on Auxis' customized solutions for nearly three decades to obtain real benefits and ROI from their transformation programs. Auxis delivers comprehensive solutions to modernize and scale business operations across Finance, IT, Cybersecurity, HR, Customer Service, and industry-specific functions including Revenue Cycle Management in Healthcare, Loan Processing, and Restaurant Store Audits. Our nearshore delivery platform is supported by robust Digital Transformation capabilities spanning Intelligent Automation & RPA, AI, Agentic, Analytics, and Cloud. Auxis is headquartered in Fort Lauderdale, Florida, with main delivery centers in Costa Rica and Colombia, and supporting hubs in Mexico, and Guatemala.
Business Wire
24-06-2025
- Business
- Business Wire
Grant Thornton releases first Digital Transformation survey
CHICAGO--(BUSINESS WIRE)--A new survey from Grant Thornton, one of America's largest brands of professionals providing end-to-end audit, assurance, tax and advisory services, revealed that 93% of business leaders surveyed are investing more in technology. Grant Thornton's Digital Transformation Survey draws on insights from more than 550 cross-functional senior executives across industries, focusing on tech alignment, investment priorities, return on investment (ROI) metrics and integration challenges. The results revealed core shifts that are essential for transforming technology investments into sustained growth at a time when macroeconomic pressures — tariffs, weak consumer confidence and tech disruption — are creating obstacles to business growth. 'Robust data, experienced insights and practical alternatives illustrate how integrated, disciplined tech strategies drive measurable growth,' said David Koppy, principal in Business Consulting at Grant Thornton Advisors LLC. Integration of tech and business strategy is crucial for growth According to the survey, just 27% of respondents report that their technology is fully aligned with their business objectives. 'Business leaders recognize the need to invest in technology to enhance the customer experience, improve operations and drive profitability,' said Nick Vellani, national managing principal of Technology Modernization for Grant Thornton Advisors LLC. 'But they are competing with their internal technology function's priorities. These may include infrastructure and application cloud migration, cybersecurity and data management — all of which are critical to ongoing operations but do not directly align to business priorities.' The survey showed that 32% of respondents think their data needs work to support technology initiatives, with only 16% rating their data quality as 'excellent.' With the right systems and data in place, leaders need to connect those technology initiatives directly with business outcomes and customer experience improvements that lead to increased revenue. Additionally, many companies are driving strong revenue growth at an affordable price by enhancing and optimizing their existing platforms instead of making large-scale new investments. By more than a 2-to-1 margin, survey respondents are planning add-ons or upgrades to existing systems rather than complete system overhauls. Usage metrics clarify technology's impact Focusing on real-time technology usage analytics, rather than retrospective ROI, enables proactive growth. Many business leaders have recognized this; however, survey results show most still prioritize ROI metrics rather than tracking solution usage and adoption. Usage metrics can quickly identify successful initiatives or signal necessary pivots, such as improved training. Metrics showing how often the team uses available application programing interfaces (APIs) surrounding an application can indicate how effectively the application is being deployed and identify opportunities for additional value creation. Performing an optimization analysis can help companies identify usage gaps with these tools. Focusing exclusively on cost-based ROI metrics — without attention to usage-based metrics — can reduce the technology's capabilities for improving quality and compliance. For example, tax departments increasingly are relying on automation and AI to support critical tasks such as taxability determinations. By using the technology's full capabilities, tax personnel maximize their ability to enhance reporting and improve the overall quality of the tax function's work. 'AI also can contribute to strategy by analyzing tax positions to determine if alternative methodologies might create tax savings,' said Dana Lance, national tax solutions leader for Grant Thornton Advisors LLC. 'Emerging technologies remove human time constraint from these tasks, ensuring no savings opportunities are overlooked and that reporting remains accurate and compliant.' Customer needs drive strategic tech priorities Following cybersecurity, customer relationship management (CRMs) and customer interfaces are the top technologies survey respondents will be investing in this year. Organizations that center digital transformation around customer experience see clearer paths to revenue growth. With generative AI initiatives in particular, businesses initially implemented technology internally out of fear of exposing customers to potential AI-delivered mistakes that could harm brand reputation. Now that they have developed guardrails around AI use, companies are using customer-facing AI platforms to satisfy customers — who are enjoying the personalization that AI provides. Unified, data-driven platforms enable proactive decisions Integration challenges remain the leading obstacle that our survey respondents expect to face with their technology. Integrating technology into an interconnected ecosystem helps businesses maximize the impact of their investments. That's why enterprise platforms such as enterprise resource planning (ERPs) and CRMs are among the top technologies that business leaders are targeting for investment this year. However, businesses often struggle with insufficient integrations that lead to cross-functional handoffs and collaboration risks. 'When organizations successfully integrate CRMs, marketing automation, e-commerce and customer service platforms, they can create a 360-degree view of the customer with personalized interactions at every touchpoint,' said Vellani. 'AI-powered insights can inform product development, inventory management and demand forecasting — aligning operational capabilities with customer expectations.' He added that organizations can integrate these insights with ERP or other business solutions to drive decisions and actions. To see additional findings from Grant Thornton's Digital Transformation Survey, visit: About Grant Thornton Grant Thornton delivers professional services in the US through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In January 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier advisory and tax practice, as well as independent American and Irish audit practices. In April 2025, Grant Thornton UAE also joined the multinational platform. With $2.7 billion in revenues and almost 60 offices spanning the U.S., Ireland, the UAE and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of almost 13,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. Grant Thornton LLP, Grant Thornton Advisors LLC and their respective subsidiaries operate as an alternative practice structure (APS). The APS conforms with applicable laws, regulations and professional standards, including those from the American Institute of Certified Public Accountants. 'Grant Thornton' refers to the brand under which the member firms in the Grant Thornton International Ltd (GTIL) network provide services to their clients and/or refers to one or more member firms. Grant Thornton LLP and Grant Thornton Advisors LLC serve as the U.S. member firms of the GTIL network. GTIL and its member firms are not a worldwide partnership and all member firms are separate legal entities. Member firms deliver all services; GTIL does not provide services to clients.
Business Wire
20-05-2025
- Business
- Business Wire
Grant Thornton launches new tool, pairing skilled professionals with powerful AI agents
CHICAGO--(BUSINESS WIRE)--Grant Thornton, one of America's largest providers of end-to-end audit, assurance, tax and advisory services, announced today the launch of a new, proprietary artificial intelligence solution, CompliAI ™. CompliAI is part of a broader transformation in how Grant Thornton's professionals help clients control and assess risks and address their most pressing business needs. Grant Thornton developed CompliAI using Microsoft Azure OpenAI Service, allowing it to operate as a fully integrated web application that enhances and streamlines the compliance process for service delivery teams. The platform uses advanced AI capabilities, including GenAI Assistants and a GPT Model Series. Grant Thornton's professionals can now conduct tasks in minutes that would have traditionally taken days or weeks, which means clients can enjoy high quality operational insights more quickly and cost-effectively. 'CompliAI is the beginning of Grant Thornton's wider adoption of AI and next generation solutions,' said Jim Peko, CEO of Grant Thornton Advisors LLC. 'We are seamlessly integrating new technology into daily workflows and using it to make data-driven decisions — while also building AI into a range of services that help clients gain a distinct competitive advantage.' Peko adds that: 'The result will be world class service, further establishing us as the provider of choice for clients and professionals alike.' 'This new tool helps our professionals focus more of their time on meaningful engagement with our clients and provides more rapid insights,' said Mike Kempe, chief information officer of Grant Thornton Advisors LLC. 'Our firm is laser focused on giving our people what they need to drive additional value.' "We are pleased to see Grant Thornton's successful rollout of CompliAI,' said Brian Willson, vice president at Microsoft. 'It's a testament to the relationship between Grant Thornton and Microsoft. Grant Thornton's commitment to using Microsoft Azure OpenAI Service is resulting in transformative solutions that increase efficiency, accuracy and value for their clients. This collaboration underscores our shared vision of driving innovation and excellence in the industry." An intelligent AI agent for every professional The CompliAI ™ rollout comes as Grant Thornton is actively expanding its use of AI across the full range of functions at the firm, from audit and assurance services to tax and advisory offerings. Integrating new technology into daily workflows helps Grant Thornton drive more sophisticated, personalized and data-driven decision-making to clients. In May 2025, Accounting Today named Grant Thornton one of its 2025 Best Firms for Technology — citing the 'three tiers of [the firm's] successful technology strategy: application modernization, data centralization and AI integration.' According to Kempe: 'Grant Thornton seeks to seamlessly weave AI into key aspects of our quality-focused service delivery and daily workflows, with platforms like CompliAI serving as an early example. To realize this vision, we are implementing a phased AI maturity model, providing our client service professionals access to AI tools that work with them and enhance their ability to provide proactive insights.' Jeanna Shapiro, chief people and culture officer of Grant Thornton Advisors LLC, emphasized the focus on empowering Grant Thornton's workforce: 'Our people are at the core of our AI strategy. We are dedicated to equipping them with the right tools and training to excel in an AI-driven landscape. By leveraging AI, we help our professionals concentrate on higher-value engagement, foster innovation and deliver superior results for our clients.' In addition to investments in Grant Thornton's own AI infrastructure, the firm continues to invest further in supporting clients with their evaluation and implementation of technology and AI-enabled solutions through its Advisory service line. Tom Puthiyamadam, Grant Thornton's national managing principal for Advisory Services, commented: 'The ever evolving commercial and technology landscape means business leaders need to deploy technology which can unlock new opportunities to drive measurable value as well as make their businesses more resilient. Our technology and AI advisory professionals are well positioned to guide clients along that journey, now with the additional insights from Grant Thornton's own evolution in AI.' The firm's embrace of AI is fueled by its recent growth investment led by New Mountain Capital — and by its recently-created multinational platform, which is expanding to include the U.S., Ireland, the Netherlands, the United Arab Emirates, Luxembourg, the Cayman Islands, and other territories. 'We are big believers in the power of people plus technology and are excited to empower Grant Thornton's growth with additional investment in the latest technology and cutting-edge AI solutions for the benefit of clients, partners and staff,' added Andre Moura, managing director at New Mountain Capital. [Watch Grant Thornton's video about CompliAI here.] More on CompliAI ™ CompliAI ™ features a comprehensive suite of tools, including dashboards, task management, in-app commenting, notifications, a methodology document library, and a centralized file repository. These tools enable engagement teams to collaborate more effectively, access critical information faster, and manage projects with greater efficiency. It also automates key tasks such as risk and control rationalization, question and procedure generation, and document request list creation. 'CompliAI embodies the direction Grant Thornton is going, not just for this service, but for many of our offerings,' said Wes Luckock, senior director and Advisory product leader at Grant Thornton Advisors LLC, and one of the co-creators of CompliAI ™. About Grant Thornton Grant Thornton delivers professional services in the US through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In January 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier transatlantic advisory and tax practice, as well as independent American and Irish audit practices. In April 2025, Grant Thornton UAE also joined the multinational platform. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland, the UAE and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. Grant Thornton LLP, Grant Thornton Advisors LLC and their respective subsidiaries operate as an alternative practice structure (APS). The APS conforms with applicable laws, regulations and professional standards, including those from the American Institute of Certified Public Accountants. 'Grant Thornton' refers to the brand under which the member firms in the Grant Thornton International Ltd (GTIL) network provide services to their clients and/or refers to one or more member firms. Grant Thornton LLP and Grant Thornton Advisors LLC serve as the U.S. member firms of the GTIL network. GTIL and its member firms are not a worldwide partnership and all member firms are separate legal entities. Member firms deliver all services; GTIL does not provide services to clients. About New Mountain Capital New Mountain Capital is a New York-based investment firm that emphasizes business building and growth, rather than debt, as it pursues long-term capital appreciation. The firm currently manages private equity, credit and net lease investment strategies with approximately $55 billion in assets under management. New Mountain Capital seeks out what it believes to be the highest quality growth leaders in carefully selected industry sectors and then works intensively with management to build the value of these companies. For more information on New Mountain Capital, please visit
