Sikich is a global technology-enabled professional services firm that delivers comprehensive solutions to middle-market companies [1]. The organization distinguishes itself through an integrated approach combining investment banking, consulting, and advisory services, delivered by a team of former executive managers, strategy consultants, principal investors, and legal counselors [1].
The firm's service portfolio encompasses five primary areas, each supported by specialized expertise and technology-enabled delivery frameworks [3]:
- Investment Banking and Transaction Advisory
- Data and Analytics Services [6]
- Governance, Risk and Compliance Services [7]
- Regulatory, Quality and Compliance Advisory [3]
- Corporate Consulting Services [4]
Under the guidance of key leaders including Rick Herbst, Kurt Estes, and Susan Tomilo [1], Sikich maintains a robust professional services practice supported by extensively credentialed staff and standardized quality frameworks [2]. The firm's professional expertise is demonstrated through an extensive range of certifications:
- Financial and Valuation: ABV, ASA, CFA®, CFF, CVA®
- Audit and Security: CISA, CISSP, PA-QSA, QSA
- Fraud and Investigation: CFE, CFI
- Accounting: CGMA, CPA
- Industry: CIG®
Service delivery excellence is maintained through established frameworks and compliance standards, including:
- Internal Audit conformance with IIA Standards [4]
- Comprehensive cybersecurity services [1]
- SOC reporting capabilities [3]
Recent developments highlight Sikich's continued growth and industry recognition. In April 2025, four leaders were recognized on Forbes' Inaugural Best-in-State CPAs list [8], while the firm has expanded its service offerings in regulated industries [3] and enhanced its focus on technology-enabled solutions for middle market clients [1].
The firm serves diverse industries through multiple delivery models, including:
- Manufacturing
- Government
- Healthcare
- Financial services
- Not-for-profit
- Technology
These services are delivered through flexible engagement models, incorporating outsource, co-source, and offshore capabilities to meet specific client needs and circumstances.