Effective October 1, 2026, Philadelphia-based Equify Advisors joined Elliott Davis, adding approximately 36 professionals and expanding the firm’s Digital Consulting capabilities in business systems, ERP, NetSuite and advanced analytics. The companies did not disclose financial terms.
What Equify Advisors adds to Elliott Davis
Equify is a NetSuite Alliance Partner focused on business systems consulting and advanced analytics. Its work includes implementing and optimizing business systems, including ERP and cloud systems, and helping organizations use data to support decisions. Elliott Davis says the combination will broaden its Digital Consulting practice and help clients implement and optimize technology investments.
The announced addition is approximately 36 professionals. That figure comes from the transaction announcement; it is not a separately verified current headcount.
Who will lead the expanded practices
- Business Systems Consulting: Equify co-founder Taylor Kopnitsky will lead the practice.
- Advanced Analytics: Equify co-founder Ben Washburne will lead the practice.
Elliott Davis Advisory CEO John Otten described the deal as an important step in growing Digital Consulting. Consulting practice leader Jeff Walker said Equify’s expertise complements Elliott Davis’s strengths and that its culture aligns with the firm’s. The co-founders said their client-partnership approach to business systems and analytics is especially relevant in the age of AI. Those statements describe the firms’ rationale and perspective; they do not establish post-integration results.
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What is known about the deal terms
The announcement gives no purchase price or other financial terms, and the available reports provide no revenue or valuation figures for comparison. Envoy Capital Advisors identifies itself as Equify’s exclusive sell-side adviser.
CPA Practice Advisor reported that this was Elliott Davis’s first M&A transaction in 2026 and its first since the firm received outside capital from private equity investor Flexpoint Ford in June 2025. That transaction history and financing context are industry reporting, not details stated in the company announcement.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Sources and announcement timing
The combination’s announced effective date is October 1, 2026. CPA Practice Advisor’s report and Elliott Davis’s listing of the announcement are dated October 1; Inside Public Accounting published its report on October 2. The dates of those reports should not be confused with the effective date.
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- Envoy Capital Advisors transaction announcement
- CPA Practice Advisor report, October 1, 2026
- Elliott Davis Insights
- Inside Public Accounting report, October 2, 2026
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