RSM

RSM US Wealth Management LLC is a subsidiary of RSM US LLP, specializing in investment advisory and financial planning services for individuals and businesses. Established in 1999 and based in Minneapolis, Minnesota, the firm was previously known as McGladrey Wealth Management LLC before rebranding in February 2016. RSM US LLP, the parent company, is a prominent provider of audit, tax, and consulting services, particularly focused on the middle market. With a workforce of 9,000 across 86 offices in the United States, RSM US LLP is also the U.S. member of RSM International, a global network that encompasses more than 38,300 professionals in over 120 countries.

Suresh Geer

Director

7 past transactions

Wise Consulting Associates

Acquisition in 2023
Wise Consulting Associates is a computer software company that specializes in data processing and document management solutions. In addition to its software offerings, the company provides payroll consulting services aimed at supporting human resources and payroll management teams. Wise Consulting Associates delivers a range of specialized services, including implementation, outsourcing, technology support, and assistance with special projects, tailored to meet the needs of various organizations.

MondayCall

Acquisition in 2020
MondayCall Solutions is a consulting firm that specializes in Salesforce.com services, providing a comprehensive suite of offerings designed to help clients effectively scale their businesses. As an official Salesforce partner, MondayCall focuses on best-practices consulting, training, and implementation services. The team of certified experts emphasizes detailed upfront planning and thorough execution to ensure successful outcomes. Their services range from Quickstarts for new Salesforce customers to advanced solutions aimed at maximizing the value of Salesforce’s sales and service cloud for more established clients. Additionally, MondayCall offers integration, custom development, data migration, and ongoing managed services, catering to a wide array of software consultation needs.

Explore Consulting

Acquisition in 2018
Explore Consulting is a professional services company founded in 2001, specializing in innovative and cost-effective solutions for database and IT systems. With over 11 years of experience in Software as a Service (SaaS) solutions, it has established itself as the largest NetSuite reseller and solution provider in the Northwestern United States. Explore Consulting offers comprehensive services, including assistance with NetSuite purchases, implementation, and integration with external data sources. The company is recognized for its expertise in NetSuite customization, integration, and extensibility. It has earned accolades such as inclusion on the Inc. 5000 list of fastest-growing privately owned companies in the U.S. for four consecutive years and recognition as one of the Puget Sound Business Journal’s 100 Fastest Growing Private Companies. Additionally, Explore Consulting has been honored as a seven-time NetSuite Star Performer and was named the NetSuite Partner of the Year for the Americas in 2011.

SecureState

Acquisition in 2018
SecureState, LLC, based in Cleveland, Ohio, is a management consulting firm specializing in information security. Acquired by RSM US LLP in 2018, the company offers a range of services to both government and commercial entities, including information security assessments, risk management, and compliance support related to various industry regulations such as HIPAA and PCI. SecureState assists organizations in identifying vulnerabilities through profiling and penetration tests, providing advisory support on security risks and countermeasures to executive management and boards of directors. Additionally, the firm develops tailored roadmaps for clients to enhance their security posture and offers services in business preservation, data forensics, and the establishment of security programs. One of its notable solutions, ARGUS, integrates within client environments to facilitate continuous security monitoring and intelligence gathering. Founded in 2001, SecureState has established itself as a leader in addressing complex security challenges for its clients.

Padgett, Stratemann & Company

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.

Fesnak & Associates

Acquisition in 2015
RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not for those of any other party.
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