Aprio, a US-based business advisory and accounting firm, has acquired JMS Advisory Group (JMS), a specialist in unclaimed property compliance and escheat process development.
JMS, established in 2006, assists clients in reducing risks and seizing opportunities within unclaimed property compliance.
The Atlanta-based firm’s team of 14 professionals includes attorneys, Certified Public Accountants (CPAs), Certified Fraud Examiners (CFEs), and a range of other specialised experts.
It serves a diverse client base across more than 24 industry segments, including enterprise companies, financial institutions, credit unions, insurance firms, and organisations in the hospitality and healthcare sectors.
Aprio CEO Richard Kopelman said: “The addition of JMS gives us the opportunity to continue strengthening our position as a future-focused advisory firm. JMS’s focus on escheat management and asset recovery not only enhances our current capabilities but also allows us to deliver even more impactful solutions to help businesses navigate complex compliance challenges.”
As part of the acquisition, JMS president and CEO James Santivanez will join Aprio as a partner.
JMS founder and director Sherridan Santivanez will also join Aprio as a partner.
Her specialisation lies in representing clients before state enforcement authorities, managing complex audits and voluntary disclosures, and offering strategic advice on audit preparation and management.
In January 2025, Aprio expanded into Baltimore by combining with Nardone, Pridgeon & Company.
Nardone, Pridgeon & Company, under the leadership of managing partner Gregory Trimble, comprises six professionals with experience of more than three decades.
