Established more than 15 years ago, this management consulting firm works with CEOs and senior executive teams at companies with $500M to $10B in annual revenue to transform their businesses and accelerate growth. It combines strategy, organization design and leadership development in one integrated approach, built on its own proprietary methods. Clients have typically seen their rate of growth improve three- to five-fold.
The firm operates remotely and serves clients across the U.S., mostly in the Midwest and East Coast.
In 2025 it generated $936K in revenue and $615K in seller's discretionary earnings (SDE), a 66% margin. The firm has three service lines: • Strategy (about 60% of revenue): first-time strategic plans, strategy refreshes, and ongoing quarterly reviews and execution support • Organization (about 30%): organization redesign, restructuring, change management and culture transformation for major business initiatives • Leadership (about 10%): executive coaching, leadership development and alignment, board assessments and 360 feedback Clients span many industries, mainly manufacturing, communications/media/technology, and financial services. New work comes from referrals and business development.
Strategy engagements often lead to follow-on work, and many client relationships have lasted several years. A buyer would acquire a high-margin professional services firm with proprietary methods and long-standing relationships with senior executives at established companies. To receive the confidential information memorandum and full financials, send a message to the listing advisor and we'll be in touch asap!