SP>>>>The DEI Mandate: Inclusion Becomes Investor Priority

 

Diversity, equity and inclusion used to be handled by HR. Now, in many PE-backed CPA firms, it’s handled by the board.

By CPA Trendlines Research

As private equity reshapes the profession, it’s also reframing DEI—not just as a moral imperative, but as a strategic asset. More than ever, DEI is being embedded into M&A screening, talent strategy, client engagement, and even valuation models.

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CPA Trendlines reporting finds that at least a third of PE-backed CPA firms have formalized DEI strategies since 2022, often under pressure from sponsors, clients, or corporate governance mandates.