Plante Moran

Plante Moran is a public accounting and business advisory firm headquartered in Southfield, Michigan, established in 1924. It provides a comprehensive range of services including audit, accounting, tax, and business advisory consulting. The firm specializes in various sectors such as manufacturing, healthcare, technology, and retail. Its offerings encompass employee benefit tax audits, international financial reporting, mergers and acquisitions, and organizational development, among others. Plante Moran Financial Advisors, a subsidiary of Plante Moran, focuses on asset management and fiduciary services for individuals, not-for-profit organizations, foundations, and pension plans. This subsidiary aids institutional investors by developing investment strategies, performing manager searches, and overseeing portfolio risk management. With additional offices across Michigan and Ohio, Plante Moran is committed to delivering tailored solutions that align with its clients' financial goals.

Joanne Baginski

Partner

Kellie Becker

Partner

Ryan Carroll

Partner

James Drybanski

Partner

Dean Feenstra

Partner

Dennis Graham

Group Managing Partner, Management Consulting

Jon Jenni

Director of Transfer Pricing

Ben Milius

Partner

Chris Montague

Managing Partner

Kimber Smail

Office Managing Partner

3 past transactions

Introhive

Corporate Round in 2020
Introhive, Inc. is a Canadian company based in Fredericton that specializes in developing contact mining software applications and a revenue acceleration platform. Founded in 2012 by Jody Glidden and Stewart Walchli, Introhive offers a Software as a Service (SaaS) solution aimed at enhancing customer experience management and increasing organizational revenues. The platform integrates relationship intelligence into customer relationship management (CRM) systems through data automation and sales acceleration features. It enables organizations to transform disorganized data into actionable insights, facilitating processes such as sales hiring, prospecting, territory assignment, renewals, and lead scoring. Through its enterprise relationship management solution, Introhive provides valuable insights that drive productivity and improve CRM adoption.

Planning Perspectives

Acquisition in 2019
Planning Perspectives specializes in developing and implementing supplier surveys for automotive original equipment manufacturers (OEMs) and Tier 1 suppliers, as well as companies in diverse sectors such as aerospace, electronics, and food. Established in 2001, the company initiated its syndicated annual North American Automotive OEM - Supplier Working Relations Index® Study, focusing initially on major U.S. and Japanese automakers and later expanding to include German automakers. In 2011, Planning Perspectives introduced a financial-impact study to quantify the profits associated with OEM-supplier relationships. By offering consulting, research, and publication services, the company provides an integrated approach aimed at improving supplier interactions, fostering collaborative relationships, and enhancing competitive advantages in the marketplace.

EKS&H

Acquisition in 2018
EKS&H LLLP is a professional services firm based in Denver, Colorado, offering a range of financial accounting and consulting services since its founding in 1978. The firm specializes in audit and assurance, risk advisory, employee benefit plans, tax services, financial planning, and investment banking, among others. EKS&H serves various industries, including automotive, bioscience, healthcare, real estate, and technology, providing tailored solutions to both public and private sector clients. In addition to its main office in Denver, the firm has locations in San Francisco, Fort Collins, and Boulder, Colorado. In October 2018, EKS&H was acquired by Plante & Moran, PLLC, further enhancing its capabilities and reach in the professional services landscape.
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