Smith + Howard Receives Investment from TPG

The investment will support Smith + Howard’s continued expansion by strengthening its operations, technology, talent and client service capabilities. It will also help accelerate the firm’s use of AI to improve workflows, enhance the client experience and increase capacity as the business continues to grow.

The transaction marks the next stage of Smith + Howard's growth as it continues building a national professional services platform. Over the past several years, the firm has expanded through strong organic growth, strategic acquisitions and investments in technology and operations with support from Broad Sky Partners.

Today, Smith + Howard employs approximately 800 professionals across Alabama, Georgia, North Carolina, South Carolina, Tennessee, Texas and Virginia. The firm has also invested heavily in its technology, operations, and talent development, helping it scale nationally while maintaining a personalized, high quality client service approach.

Smith + Howard has been recognized as one of the fastest-growing CPA firms in the U.S. and continues to rise in the Accounting Today Top 100 rankings. Following the investment from TPG, the firm will continue to operate under its existing brand and leadership team.

Sean Taylor, Chief Executive Officer of Smith + Howard said, "We are incredibly proud of what our team has accomplished over the past several years and are grateful to Broad Sky for their partnership during a critical phase of our evolution. Through a combination of organic growth, strategic acquisitions and continued investment in our capabilities, we have built a stronger, more diversified platform positioned to serve clients at every stage of growth. We’re excited to begin our next chapter with TPG.

Max Wein, Business Unit Partner at TPG Growth, said, "Smith + Howard has established itself as a highly respected firm, defined by strong client relationships, a partner-led culture, and consistent growth. The firm has demonstrated a clear ability to grow thoughtfully while maintaining the service quality and culture that underpin its success. Its approach to growth, particularly its early investments in technology and AI-enabled capabilities, aligns closely with our business-building model and value creation strategy.

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Tyler Zachem, Chief Executive Officer and Partner at Broad Sky Partners, said, “It has been a privilege to work alongside Sean and the Smith + Howard team. Smith + Howard is emblematic of Broad Sky’s investment strategy; partnering with strong management teams in essential, high-growth professional services markets to build larger, more strategically differentiated platforms. Sean and the team executed at every level, and we are proud of this outcome and excited for what comes next.”

About Smith + Howard

Smith + Howard is a nationally recognized firm providing assurance, tax, and advisory services to clients across industries such as construction, distribution, hospitality, manufacturing, nonprofits, real estate, technology, insurance captives and transportation and logistics. Through its full-service platform, and Family of Companies, the firm offers services including audit, tax, international tax, transfer pricing, cyber risk compliance, SOC reporting, wealth management and sales.

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