Richey May Company Profile

Background

Overview

Founded in 1985, Richey May is a Denver-based firm specializing in assurance, tax, business advisory services, and cybersecurity solutions. The company focuses on the financial services, alternative investment, and mortgage banking industries, offering tailored solutions to meet the needs of successful privately held businesses and their owners.

Mission and Vision

Richey May's mission is to be the most valued and trusted financial advisor for its clients. The firm emphasizes building trust, understanding client needs, and acting as a key advisor to help clients navigate financial complexities and achieve their goals.

Industry Significance

Over the years, Richey May has been recognized nationally for its expertise in the industries it serves. The firm has been named a Top 100 firm by both INSIDE Public Accounting (IPA) and Accounting Today. In 2023, Richey May was ranked #3 on Accounting Today's list of Top Firms in the Mountain Region. Additionally, IPA has recognized Richey May as a Fastest Growing Firm for many years, with its organic growth rate significantly outpacing other firms.

Key Strategic Focus

Core Objectives

Richey May aims to provide comprehensive financial services that address the unique challenges faced by its clients, particularly in the financial services, alternative investment, and mortgage banking sectors. The firm focuses on delivering high-quality services that add value and exceed client expectations.

Areas of Specialization

Financial Services: Offering tailored solutions to meet the specific needs of financial institutions.

Alternative Investments: Providing specialized services for alternative investment firms.

Mortgage Banking: Delivering comprehensive services to mortgage banking clients.

Key Technologies Utilized

Richey May leverages advanced technologies to enhance its service offerings, including:

Business Intelligence: Utilizing platforms like Domo to provide data-driven insights.

Cybersecurity Solutions: Implementing robust cybersecurity measures to protect client data.

Cloud Services: Employing Microsoft Azure for scalable and secure cloud solutions.

Primary Markets Targeted

The firm's primary markets include:

Financial Institutions: Banks, credit unions, and other financial entities.

Investment Firms: Including private equity and hedge funds.

Mortgage Lenders: Both large and regional mortgage banking institutions.

Financials and Funding

Funding History

Specific details regarding Richey May's funding history are not publicly disclosed. The firm operates as a privately held entity, and financial information is not readily available.

Recent Developments

In September 2025, Richey May merged with four other respected accounting and advisory firms—WSRP, MKA, Sobul Primes & Schenkel, and The Doty Group—to form a single, national accounting and advisory platform operating under the Richey May brand. This strategic move significantly expanded the firm's industry reach, geographic footprint, and depth of technical and operational expertise.

Pipeline Development

As a service-oriented firm, Richey May does not have a product pipeline. Instead, the company focuses on developing and enhancing its service offerings to meet the evolving needs of its clients.

Technological Platform and Innovation

Proprietary Technologies

Richey May has developed proprietary solutions to address industry-specific challenges, including:

RM Analyze: A business intelligence platform tailored for the mortgage industry, integrating data from major industry software platforms.

Significant Scientific Methods

The firm employs advanced data analytics and machine learning algorithms to provide actionable insights and strategic guidance to clients.

Leadership Team

Executive Profiles

Jason Yetter: CEO of RM Advisory LLC, leading the firm's advisory services and overseeing the Northwest Region.

Dan Rinehart: President of Advisory Services and leader of the Northwest Region.

Ed Moss: National Director of Acquisitions, leading the Southeast Region.

Abhi Parikh: Head of the Southern California Region.

Danny O'Connor: Managing Partner of Richey, May & Co., LLP.

Leadership Changes

The recent merger in September 2025 led to the appointment of the current leadership team, with each member bringing extensive experience and expertise to their respective roles.

Competitor Profile

Market Insights and Dynamics

The accounting and advisory services market is characterized by a diverse range of firms offering various services. Richey May's focus on financial services, alternative investments, and mortgage banking positions it uniquely within this competitive landscape.

Competitor Analysis

Key competitors in Richey May's primary markets include:

Moss Adams LLP: A leading firm offering comprehensive accounting and consulting services.

BDO USA, LLP: A global network providing audit, tax, and advisory services.

Deloitte Consulting: A multinational professional services network offering consulting services.

BKD CPAs & Advisors: A national CPA and advisory firm serving various industries.

PwC: A multinational professional services network providing audit and assurance services.

Strategic Collaborations and Partnerships

Richey May has formed strategic partnerships to enhance its service offerings:

Domo, Inc.: Partnered to provide customized data-driven insights for its mortgage banking consulting practice.

Arctic Wolf: Collaborated to offer advanced cybersecurity and compliance consulting services.

Operational Insights

Richey May differentiates itself through its deep industry specialization, particularly in financial services, alternative investments, and mortgage banking. The firm's commitment to leveraging advanced technologies and forming strategic partnerships enables it to offer comprehensive and innovative solutions to its clients.

Strategic Opportunities and Future Directions

Strategic Roadmap

Richey May's strategic roadmap includes:

Expansion of Service Offerings: Continuing to develop and enhance services to meet the evolving needs of clients.

Geographic Expansion: Leveraging the recent merger to expand its geographic footprint and serve a broader client base.

Technological Innovation: Investing in advanced technologies to provide data-driven insights and solutions.

Future Business Directions

The firm aims to solidify its position as a leading provider of specialized accounting and advisory services, focusing on delivering value through deep industry expertise and innovative solutions.