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KSM Announces Appointments for Five New Leadership Roles

April 24, 2024


INDIANAPOLIS – Katz, Sapper & Miller (KSM) is pleased to announce that Erin Eberly, Jason Patch, Mike North, Mike Lee, and Jamie Ellis have been appointed to newly created roles overseeing the firm’s tax, audit, and advisory practices, its industry groups, and its operations. As partners-in-charge, Eberly, Patch, North, Lee, and Ellis set strategic direction and oversee hiring and talent development for their respective areas. They also work together to ensure a world-class experience for KSM’s people and clients. Together, with CEO and President Tim Cook, they comprise KSM’s executive committee, the firm’s leadership team.

Erin Eberly has been named the partner-in-charge of KSM’s tax services. In this role, Eberly leads tax professionals across the firm to deliver tax compliance and consulting services with excellence. Since joining the firm in 2002, Eberly has served as a tax and business advisor to entrepreneurs, high-net-worth individuals, high-growth companies, and some of central Indiana’s most prominent technology companies as the partner-in-charge of KSM’s Technology Industry Services Group. She has been a key voice in the creation of the firm’s internal diversity initiative and is a trailblazer for women’s professional development.

Jason Patch is the newly appointed partner-in-charge of KSM’s audit services. In this role, Patch leads audit professionals across the firm to deliver core audit and assurance services with excellence. Since joining the firm in 2001, Patch has provided audit, review, and attestation services to clients in numerous industries, with a particular emphasis in manufacturing and distribution. He serves as the partner-in-charge of the firm’s Manufacturing & Distribution Services Group.

Mike North has assumed the role of partner-in-charge of KSM’s advisory services. In this role, North leads a team of professionals across the firm who provide a multitude of specialty advisory services. Since joining the firm in 2000, North has consulted with clients in the areas of mergers and acquisitions, financial reporting, auditing, compliance, and internal control matters. As an executive committee member, North is responsible for KSM’s merger and acquisition initiatives and other strategic investments.

Mike Lee has been named the partner-in-charge of KSM’s key industries. In this role, Lee provides guidance and direction to the firm’s industry leaders and supports the development and execution of their go-to-market strategic plans. He helps to ensure a world-class client experience through leveraging industry insights, setting client service standards, and implementing processes and programs to exceed KSM clients’ expectations. Since joining the firm in 2002, Lee has helped clients make strategic business decisions, avoid risk, and overcome challenges by consulting in areas such as complex acquisitions and divestures, M&A advisory, and financial reporting.

Jamie Ellis is chief operating officer of KSM and has also assumed the role of partner-in-charge of operations. Ellis leads a team of operations leaders whose purpose is to align and optimize KSM’s resources and capabilities with the firm’s strategic direction. Additionally, Ellis focuses on overall strategy and direction for the firm, using his previous experience in a variety of operations and financial roles to help move KSM forward.

“Having worked extensively with Erin, Jason, Mike, Mike, and Jamie for many years, I know them to be thoughtful, dedicated leaders who are passionate about evolving KSM for the future as it continues to grow,” said Cook. “I look forward to watching each of them take their respective areas to the next level and working together to achieve the firm’s goals, including continuing to serve our clients well, actively engaging with our communities, and empowering our people to be the best versions of themselves.”

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