Global Managing Principal – Accounting & Consulting Industries
Intapp Inc.
Tom Koehler is a seasoned leader with over two decades of experience in technology and professional services, bringing a rare combination of deep technical expertise and strategic business acumen that helps clients create sustainable competitive advantages through advanced technology adoption. He excels in digital transformation strategy, M&A, carve-outs, and product internationalization, complemented by expertise in governance, risk, compliance, and cybersecurity.
At the intersection of technology and business, Tom possesses a distinctive profile that enables professional services firms to leverage cutting-edge technologies, from AI and automation to advanced analytics, transforming them into market differentiators. His extensive experience in professional services portfolio strategies and scaling companies reflects his deep commitment to understanding each client's unique challenges and aspirations.
By immersing himself in clients' business contexts and partnering closely with their leadership teams, Tom translates complex technological capabilities into tailored solutions that directly address the specific operational and strategic needs of accounting and consulting firms.
Private equity continues to reshape the accounting profession, but where does the market stand today—and where is it headed next? In this opening fireside chat, Accounting Today and Intapp will share new data on firm sentiment, capital needs, technology investment, and the evolving role of private equity in accounting.
Last year’s research revealed a profession at a crossroads: Nearly half of firms reported being approached by private equity investors, yet fewer than 20% had accepted investment. At the same time, firms remained sharply divided on the issue, with roughly one-third open to private equity, one-third opposed, and the remainder undecided. The research also highlighted growing demand for capital—particularly to fund technology, AI, acquisitions, and succession planning—as a key driver of PE interest.
Join us for an exclusive first look at the latest findings and what they reveal about the future of firm ownership, investment, and growth.
Private equity is reshaping the accounting profession—fueling growth and modernization for some firms, while raising concerns for others. Drawing on exclusive joint survey data from Accounting Today and Intapp, this session will feature Intapp’s Global Managing Principal for Accounting & Consulting, Tom Koehler, alongside Grant Thornton Advisors LLC CEO Jim Peko.
Jim Peko will share his firsthand experience leading through a private equity transformation, while Tom Koehler will offer unique insights and experience powering transformation in leading global firms.
Together, they will tackle a key question many firm leaders are asking: Can private equity catalyze transformation, and what does it mean for cultural and structural dynamics?