Aprio
Accounting and advisory firm
Year of Investment
2024
Sector(s)
Business & Consumer Services
Status
Current
Website
aprio.com(Link opens in new window)Headquarters
Atlanta, Georgia
Team
Founded in 1952, Aprio offers accounting and advisory services (including tax, audit, advisory, outsourced accounting, and wealth management) to small and medium-sized businesses and high-net-worth individuals across the United States. Aprio has achieved differentiated growth, with established track records of both strong organic growth and mergers & acquisitions. Aprio was been recognized by Accounting Today as the #1 fastest-growing accounting firm in the US in 2023, and on the Inc. 5000 List of Fastest-Growing Private Companies for the past two years. The company currently has offices in 21 cities, with over 2,300 employees led by more than 250 partners. (Figures as of August 2025.)
Investment Summary
Charlesbank invested in Aprio in August 2024 alongside the existing executive team and partner group, who continue to hold significant ownership. The investment followed a multi-year, thematic search in the CPA sector, drawing on our deep experience in professional services. As Aprio’s first institutional capital partner, we have helped build a robust M&A engine and accelerate execution, recruit senior leadership, enhance go-to-market and organic growth strategies, and invest in AI-powered solutions.