In a rapidly changing business landscape, RSM is seizing the opportunity to shape the future for our firm and our middle market clients. This is our moment to advance, add value and create impact beyond measure.
Fiscal year 2025 brought transformational change for our firm as we announced our plans to merge with RSM UK to build a first-of-its-kind, partner-owned transatlantic enterprise. With more than 23,000 professionals in offices across the U.S., UK, Canada, Ireland, India and El Salvador, this merger will create a platform to more efficiently provide middle market leaders with quality service and seamless access to RSM’s vast resources. Our strong balance sheet and combined revenues in excess of $5 billion will place us in an even better position to invest in our shared future.
In addition to global advancement, we continued to embrace our digital future as we scale, automate, integrate and transform. We are empowering our talent with tools to drive results for our clients, and we recently announced a $1 billion investment in technology and agentic artificial intelligence to revolutionize processes for the mutual benefit of our clients and our people.
We have also refined our client experience to ensure we are fulfilling our promise to deliver the power of being understood through a client-focused culture: we understand our clients, earn their trust and enable their future. This experience is complemented by compelling new service offerings, such as RSM Catamaran—a full suite of integrated outsourced solutions to help clients handle complex operations and keep their business modernized and efficient. In addition, we provide our clients unparalleled middle market thought leadership, which keeps us at the forefront of helping them navigate complex issues like the evolving tariff landscape and tax reform. This all comes together to position RSM as the first-choice advisor to middle market leaders.
We also strive to be the first choice for talent, and we continued to enhance our unrivaled talent experience throughout the past year. Our talent mobility strategy now makes it easier than ever for RSM people to move to a new role or try something—or somewhere—new within RSM through a rotation. Our enhanced feedback tools and resources, as well as the upskilling of our managers, help ensure all people receive the perspectives they need to learn and grow. Our relentless focus on fostering wellbeing and creating strong communities continues to drive our culture.
Finally, we remain exceptionally proud of our longstanding tradition of giving back to the communities where we operate—with more than $8.7 million contributed by our people in fiscal 2025 with the support of the RSM US Foundation.
All our work is underscored by our commitment to our values and to delivering our services with quality. During the last year, we redefined what quality means here at RSM and completed a governance assessment to confirm that our model is scalable to meet our future needs.
At RSM, we are leading our firm and the middle market into the future as we modernize and transform to deliver on our purpose to instill confidence in a world of change and create impact beyond measure.
Sincerely,
Brian Becker, RSM US LLP Managing Partner & CEO