Consulting Acquisitions in California

The Leadership Edge, a San Diego-based leadership and organizational development consultancy, has acquired 2Connect, a communications and presentation skills training firm. The acquisition combines The Leadership Edge's leadership development capabilities with 2Connect's presentation and communications expertise to offer an integrated suite of services for life sciences and other technical industries; financial terms were not disclosed.

West Monroe, a global business and technology consulting firm, has acquired 2050 Partners, an energy-focused consulting firm headquartered in the Bay Area. The acquisition expands West Monroe’s demand-side management, energy efficiency and regulatory advisory capabilities to help utilities manage rising load and meet decarbonization goals.

Epiq has acquired Inflection IT, a specialist consultancy for Intapp platform implementations, and will integrate its consultants into Fireman, an Epiq advisory business focused on law firms. The acquisition expands Epiq's Intapp and legal-technology implementation capabilities to better serve law firms and corporate legal departments.

Accenture has acquired The Highlands Consulting Group, a Sacramento-based management consulting firm with expertise in healthcare, transportation, social services and organizational change management. The acquisition strengthens Accenture’s capabilities serving California state agencies and expands its public sector consulting footprint in the state; financial terms were not disclosed.

2X, the subscription-based go-to-market services leader, has acquired Outbound Funnel, a revenue operations consultancy specializing in AI-powered sales engagement and revenue intelligence platform implementations. The acquisition expands 2X's RevOps and GTM technology capabilities, adding deep platform implementation, migration, and managed services expertise to its subscription-managed services portfolio.

Ascendion has acquired UXReactor, an award-winning user experience strategy and design firm headquartered in Pleasanton, California, to strengthen its AI-driven experience design and end-to-end digital solutions. The deal integrates UXReactor's experience strategy, UX research, and design capabilities with Ascendion's AI-powered software engineering platform to accelerate client digital transformations and product launches.

Elixirr has acquired Hypothesis, a Los Angeles–based insights and strategy firm founded in 2000. The acquisition expands Elixirr's research, qualitative and quantitative capabilities and strengthens its US presence while adding expertise across technology, media & entertainment, and retail/CPG sectors.

Global consulting firm J.S. Held has acquired Stapleton Group and launched a Strategic Advisory practice led by Michael Jacoby. The acquisition strengthens J.S. Held's restructuring, bankruptcy, receivership, and turnaround capabilities and adds specialized expertise in real estate and agribusiness.

VSS Capital Partners completed a platform investment in Treya Partners, a San Francisco–based procurement and strategic sourcing consulting firm serving mid-market private equity-backed companies. Financial terms were not disclosed; Treya will partner with VSS to expand product offerings and pursue strategic M&A as part of a buy-and-build growth plan.

Riveron, a Kohlberg & Company–backed business advisory firm, has acquired Effectus Group, a San Jose–based accounting advisory and financial operations firm. The deal expands Riveron's West Coast presence and strengthens its technical accounting, capital markets, and managed accounting capabilities for high-growth technology and life sciences clients.

SBI, the go-to-market growth advisory, has acquired Carabiner Group, a RevOps-as-a-Service firm, to expand its RevOps and RevTech capabilities. The deal strengthens SBI’s end-to-end GTM offering by adding Carabiner’s fractional RevOps, technology-agnostic systems integration, and RevTech expertise to SBI’s growth strategy and execution services.

RKD Group has acquired Heller Consulting, a nonprofit-focused technology strategy, CRM planning and implementation firm. Heller will operate as a subsidiary of RKD Group with founder Keith Heller remaining as a strategic advisor and Jeffery Appell serving as President of Heller Consulting, an RKD Group company.

Resolution Economics (a portfolio company of Levine Leichtman Capital Partners) has acquired the Affirmative Action Plan (AAP), DE&I, pay equity, and related training practice groups of Biddle Consulting Group; financial terms were not disclosed. The acquired practice groups — headquartered in Folsom, California — will be integrated into ResEcon’s Berkshire Division to expand its AAP, EEO consulting, litigation support, and workforce-analytics capabilities.

Global management consulting firm Kearney has acquired Silicon Foundry, an innovation advisory and venture-scouting firm, to expand its strategic transformation and innovation capabilities. The deal brings Silicon Foundry’s startup and investor network into Kearney’s global consulting platform, enabling broader access for corporate clients to emerging technologies and venture ecosystems.

DCI Consulting Group, a Washington, D.C.-based HR data analytics and consulting firm, has acquired Gerstco, an affirmative action software and consulting firm based in San Jose, California. The acquisition expands DCI's software-based affirmative action plan capabilities, audit support and pay-equity services while extending its presence in California; Gerstco's clients and staff will transition to DCI.

Alliant Insurance Services has acquired FutureSense, a national HR, compensation, and organizational development consulting firm. The acquisition expands Alliant's consulting capabilities within its Employee Benefits Group and brings FutureSense's virtual, people-focused consulting team into the Alliant family; terms were not disclosed.

Segal Advisors, Inc. (d/b/a Segal Marco Advisors) has acquired Milliman Inc.'s San Francisco investment consulting practice in a divestiture transaction. The move expands Segal Marco's research and consulting capabilities, increases its public-sector footprint, and adds endowments and foundations to its client roster.

Foster & Foster Consulting Actuaries, Inc. has acquired California-based Bartel Associates, LLC to expand its presence on the U.S. West Coast and broaden its OPEB and pension consulting capabilities. The acquisition will deepen Foster & Foster's actuarial bench and extend its health and welfare plan consulting services to Bartel's public-sector clients.

Copley Equity Partners has made an investment in FMG Leading, a San Diego-based advisory firm specializing in human capital strategy, leadership alignment, and organizational performance. Terms were not disclosed; the capital will support FMG's talent investments and growth across industry verticals, with Copley joining FMG's board to help scale the business.

S4Capital plc has combined with TheoremOne to strengthen its technology consulting and engineering capabilities, positioning TheoremOne to lead S4Capital's technology services practice. TheoremOne will continue to operate autonomously under its existing leadership while gaining access to S4Capital and Media.Monks' content, data, and analytics capabilities.

ZRG, a global talent advisory firm backed by RFE Investment Partners, has acquired RoseRyan, Inc., a Silicon Valley-based finance and accounting consulting firm. The acquisition expands ZRG's finance and accounting consulting capabilities and West Coast presence; financial terms were not disclosed.

SBI, a Go-to-Market growth advisory, has acquired Smart Selling Tools, an analyst and consulting firm focused on sales technology and productivity. The acquisition (backed by investor CIP Capital) expands SBI's commercial technology capabilities and brings Smart Selling Tools founder Nancy Nardin into SBI as a RevTech Expert Advisor.

Minneapolis-based private equity firm ShoreView Capital Partners has completed an investment to recapitalize 8020 Consulting, a Southern California financial consulting firm. ShoreView partnered with 8020's management to support growth, backing a strategy that includes pursuing add-on acquisitions and geographic expansion.

Hastings Equity Partners announced a platform investment in Celerity Consulting Group, a San Francisco–based information management and utility consulting firm. Hastings will partner with Celerity's existing leadership team to support growth—both organic and via add-ons—to expand the firm's capabilities serving utilities, government, law firms, and corporations.

Escalent has acquired Grail Insights from NewQuest Capital Partners, combining Grail’s strategic insights capabilities and global offices with Escalent’s advisory and data analytics platform. The acquisition expands Escalent’s ability to integrate primary, secondary, syndicated and internal data streams to deliver end-to-end consulting and implementation services for global brands.

Sterling Investment Partners IV LP and affiliated investors made a significant equity investment in Anser Advisory and acquired Round Table Capital Partners' (RTC) interests as part of a recapitalization. Anser management rolled equity and will partner with Sterling to support the firm's growth and build-up opportunity in capital program advisory and construction/program management services.

Accenture has acquired Future State, a 75-person change management and organizational transformation consultancy based in Oakland, California. The team will join Accenture's Talent & Organization / Human Potential practice to expand the firm's change management, post-merger integration and product development enablement capabilities.

Health Management Associates (HMA) has acquired NPO Solutions, a California-based management consulting firm focused on strengthening nonprofit and public sector organizations. NPO Solutions will operate as a division of HMA Community Strategies, expanding HMA's capabilities in strategy, capacity building and evaluation and furthering its California footprint; terms were not disclosed.

Trinity Consultants has acquired ADVENT Engineering Services, which will operate as a Trinity company led by Albert Dyrness. The acquisition expands Trinity’s life‑sciences consulting capabilities to include process development, process and automation engineering, CQV (commissioning, qualification and validation), and project management for biopharmaceutical and related manufacturers.