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. Additionally, it provides payroll consulting services aimed at supporting human resources and payroll management teams. The company offers a range of services, including implementation, outsourcing, technology support, and advisory services for special projects, catering to a diverse array of organizations. Through these offerings, Wise Consulting Associates aims to enhance operational efficiency and streamline processes for its clients.

MondayCall

Acquisition in 2020
MondayCall Solutions is a consulting firm and official partner of Salesforce.com, dedicated to assisting clients in scaling their businesses through a comprehensive suite of services. The company specializes in best-practices consulting, training, and implementation, with a focus on thorough planning and effective execution. Its team of certified experts provides a range of offerings, from Quickstarts designed for new Salesforce.com users to advanced services aimed at helping established customers maximize the value of their Salesforce investments. Additionally, MondayCall Solutions delivers services such as integration, custom development, data migration, and optimization, ensuring that clients receive tailored support for their 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 is an information security management consulting firm based in Cleveland, Ohio, that specializes in providing comprehensive security assessments and protection services for both government and commercial entities. Acquired by RSM US LLP in 2018, the company focuses on helping organizations identify and mitigate security risks through a range of services, including vulnerability assessments, penetration testing, and compliance audits related to industry regulations. SecureState also offers risk management, data forensics, and the development of tailored security programs. Its solutions extend to regulatory compliance with frameworks such as HIPAA and PCI, as well as advanced offerings like ARGUS, a deployable tool that enhances security by providing ongoing baselining and intelligence gathering. Founded in 2001, SecureState collaborates closely with clients to create strategic roadmaps aimed at reducing risk and achieving a secure operational state.

Padgett, Stratemann & Company

Acquisition in 2016
Padgett, Stratemann & Company, LLP is a prominent CPA and business advisory firm based in San Antonio, with additional offices in Austin and Houston. It serves a diverse range of clients across various sectors, including construction, entertainment, financial institutions, government, non-profit, healthcare, life sciences, professional services, manufacturing, retail, distribution, technology, energy, and real estate. The firm provides a comprehensive suite of services, including legal consultation related to taxation, audit services, risk advisory, and business consulting. With its extensive expertise, Padgett, Stratemann & Company is well-equipped to address the unique needs of its clients in both the public and private sectors.

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.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.