RSM US

RSM US LLP is a prominent audit, tax, and consulting services firm headquartered in Chicago, Illinois, with a strong focus on the middle market. Established in 1926, the firm has grown to employ approximately 9,000 professionals across 86 offices in the United States and is part of the global RSM International network, which encompasses over 38,300 professionals in more than 120 countries. RSM provides a comprehensive range of services, including financial advisory, risk advisory, technology consulting, management consulting, and wealth management. The firm serves a diverse clientele, including private and public real estate entities, developers, and investors, across various sectors such as consumer products, energy, financial services, manufacturing, technology, healthcare, education, real estate, and life sciences. RSM US Wealth Management LLC, a subsidiary of RSM US LLP, specializes in investment advisory and financial planning services for individuals and businesses.

Lisa Brock

Partner, Alternative Investments

Kerensa Butler

Assurance Partner, Southeast Leader of Private Equity Services and Office Leader

Robert Callens

Partner

Suresh Geer

Director

Daniel Heidenreich

Director, Private Equity

Jeffrey Johnson

Executive Managing Director

Anthony Trotta

Partner, Transaction Advisory Services

Scott Walti

Partner, Transaction Advisory Services

5 past transactions

MondayCall

Acquisition in 2020
MondayCall Solutions is an official Salesforce.com partner specializing in providing best-practices consulting, training and implementation services. The MondayCall Solution's team of certified experts focuses on strong upfront planning/needs assessment and strong follow-through execution. MondayCall Solutions has a wide range of package and custom services including Quickstarts that help new Salesforce.com customers to advanced services that help mature customers gain the full value from their Salesforce.com sales and service cloud investment.

Explore Consulting

Acquisition in 2018
Explore Consulting was founded in 2001 and is a professional services company dedicated to providing innovative and cost-effective solutions for their customers’ database and IT systems needs. Having specialized in SaaS solutions for more than 11 years, Explore Consulting is the largest and most experienced NetSuite reseller and solution provider in the Northwestern United States. Whether you are looking for assistance with your NetSuite purchase and implementation or needing to integrate your NetSuite account to an external data source, Explore is your one stop NetSuite service provider. Explore Consulting is well-known as a leader in NetSuite customization, integration and extensibility, and was recently included on the Inc. 5000 list of fastest growing privately owned companies in the U.S. for the fourth year in a row as well as the Puget Sound Business Journal’s 100 Fastest Growing Private Companies. Explore has also been a 7-time NetSuite Star Performer and was recently named as 2011 NetSuite Partner of the Year, Americas.

SecureState

Acquisition in 2018
SecureState, LLC is an information security management consulting company based in Cleveland, Ohio, founded in 2001. Since its acquisition by RSM US LLP in 2018, SecureState has continued to provide a comprehensive range of services aimed at helping government and commercial entities achieve and maintain their desired level of security. The firm specializes in information security assessments, risk management, and compliance with industry regulations such as HIPAA and PCI. SecureState conducts vulnerability assessments and penetration testing to identify potential threats before they can be exploited. Additionally, it offers advisory support to boards and executive management on security risks and countermeasures, alongside services for business preservation and data forensics. The company also provides a deployable solution called ARGUS, which integrates into an organization’s environment for ongoing security monitoring and intelligence gathering. Through tailored roadmaps and solutions, SecureState assists clients in addressing complex business problems while reducing their acceptable risk levels.

Padgett Stratemann & Co.

Acquisition in 2016
Padgett Stratemann & Co., LLP is a prominent CPA and business advisory firm based in San Antonio, with additional offices in Austin and Houston. The firm serves a diverse range of clients across multiple sectors, including construction, entertainment, financial institutions, healthcare, life sciences, manufacturing, retail, technology, energy, government, and non-profit organizations. In addition to traditional accounting services, Padgett Stratemann offers legal consultation related to taxation, audit services, risk advisory, and business consulting, making it a comprehensive resource for businesses seeking support in navigating complex financial and regulatory environments.

Junction Solutions

Acquisition in 2015
Junction Solutions is a single-source provider of vertical-specific applications and consulting services for the Food & Beverage, Retail, Consumer-Packaged Goods (CPG) and Life Sciences industries. Their industry-focused solutions empower B2B and B2C companies to sell, service, grow and thrive. Founded in 2002, Junction Solutions has built a solid reputation for offering continuous innovation in industry-specific solution suites for Food & Beverage, Retail, CPG, and Life Sciences businesses, while providing superior support and customer service, backed by global technology leader, Microsoft. Their experienced management team brings to the table decades of hands-on leadership expertise in software application development, business consulting planning and implementation, and an extensive understanding of their key vertical industries. With this expertise, Junction Solutions is able to build strong partnerships with their customers to maximize their technology investment. As a leading Microsoft Partner and recipient of numerous industry awards, Junction Solutions leverages Microsoft’s leading enterprise resource planning platform, Microsoft Dynamics AX, and other Microsoft-centric tools to help customers stay competitive in a constantly changing environment. Their solutions are flexible, scalable and specific to each industry they serve, giving their customers the resources they need to manage growth and maximize profits. They believe in a consultative approach to business management, working in tandem with each customer to offer best practice solutions to unique industry challenges. Their customers benefit from their commitment to increasing their return on investment today and in the future. Junction Solutions is headquartered in Denver, Colorado and maintains several corporate offices throughout the country, including California and Georgia.
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