Please advise. I’m conducting M&A due diligence.

Scenario. A successful technology consultancy will be acquiring a well-performing Salesforce Partner. I’m assisting by creating a target shortlist.

Criteria. (1) HQ in NA w/50-200 FTEs. (2) Good foothold in BFSI and/or HLS industries. (3) Good brand and good reputation w/The Mothership. (4) Largely onshore.

Are there any brands that come to mind and you’re willing to share? Prefer DMs, please. Thank you 🙏

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Posting as :
works at
You are currently posting as works at

If you go to the AppExchange website you can filter on several of your parameters.

https://appexchange.salesforce.com/consulting/

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A couple of years ago I would have told you 7Summits, but that ship has (sadly) sailed.

likehelpful

let me know when you find it - sounds like a great place.

funny

This just happened with GearsCRM a year or two ago.

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Same here

More detailed criteria: (1) 50-200 FTEs. (2) Good foothold in BFSI and/or HLS industries. (3) Good brand. E.g., Leadership team and reputation w/The Mothership. Novel market-competing VS market-creating strategies. Solid solution design/delivery, revenue operations, and employer reputation. (4) NA onshore firm w/limited offshore or nearshore delivery.

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