CM Squared Company Profile

Background

CM Squared, Inc. is a California-based architectural design and project management firm specializing in services for Common Interest Development Homeowner Associations. Established in 2013, the company is dedicated to delivering high-quality architectural and engineering solutions tailored to the unique needs of multi-family communities.

Key Strategic Focus

CM Squared focuses on providing comprehensive services including architectural design, engineering, forensic investigations, building assessments, and project management. The firm emphasizes practical solutions tailored specifically for multi-family associations, addressing both current concerns and future well-being.

Financials and Funding

The company has reported annual revenues ranging from approximately $3 million to $6 million, with a workforce of around 19 to 24 employees. CM Squared has raised a total of $706,000 in funding over two rounds.

Leadership Team

Dirksen Rogers, President: With over 30 years of experience in construction and roofing, Dirksen leads marketing and business development, emphasizing continual improvement and open communication.

Geli Burgin, Chief Financial Officer: Geli brings over 20 years of experience in operations, supply chain management, and finance. She holds a master's degree in finance from Stanford University and is a Certified Lean Six Sigma Black Belt.

Steve Lamb, Director of Construction Management: Steve has over 25 years of construction expertise, including 16 years in engineering and consulting. He is a California licensed civil engineer.

Dan Poe, Senior Construction Manager: With over 30 years of experience, Dan specializes in large HOA construction, roofing, and post-litigation projects.

Paul Eide, Forensic Architect: Paul has over 30 years of experience in architecture and consulting, focusing on construction defect investigations. He is licensed in California and Arizona.

Juan Coria, Senior Construction Manager: Juan brings over 25 years of hands-on experience in construction, including project management and cost estimation. He is a licensed general building contractor in California.

Shahrzad Mansouri, Senior Forensic Construction Manager: Shahrzad holds a bachelor's degree in architectural engineering and a master's degree in construction management. She is certified LEED GA and has an OSHA certificate in construction safety and health.

Sorin Comanescu, Staff Architect: With over 37 years of architectural design and planning experience, Sorin specializes in forensic building investigations and post-construction litigation. He holds degrees from UC Berkeley and is licensed in California, Nevada, and Colorado.

Terry Osuga, Senior Project Manager: Terry has over 40 years of experience in design, management, and construction, with multiple California licenses including building inspector and special inspector for structural steel & welding.

Ryan Bell, Construction Manager / Senior Reserve Analyst: Ryan has over 5 years of experience in reserve and capital budget planning for Northern California properties. He holds the reserve specialist designation through CAI and is a certified professional reserve analyst through APRA.

Thu Anh Nguyen, Director of Client Relations – Bay Area: Thu Anh has 7 years of experience in business operations, analytics, and finance in the tech industry. She holds a dual degree in economics and international relations from UC Davis.

Jake Jacobsen, Director of Client Relations – Northern California: Jake brings a strong supervisory and marketing background, with 20 years of experience in a Fortune 500 company.

Annie Wyland, Director of Client Relations – Southern California: Annie has nearly 10 years of experience in the homeowners’ association industry, focusing on community management and reconstruction.

Theresa Ostrander, Director of Client Relations: With over 20 years of experience in community association management, municipal government, and special districts, Theresa holds a bachelor's degree from San Jose State University.

Toby Ho, Branch Manager: Toby brings over 20 years of administrative support expertise, supporting sales, marketing, and accounting teams.

Competitor Profile

Market Insights and Dynamics

The architectural design and project management industry for multi-family communities is competitive, with firms offering a range of services from design to construction management. The market is driven by the need for specialized solutions tailored to homeowner associations.

Competitor Analysis

Etera Construction Management: Offers construction management services with a focus on quality and efficiency.

MacDonald-Bedford: Provides architectural and engineering services, emphasizing innovative design solutions.

Krech Ojard & Associates: Specializes in engineering and architectural services, catering to various sectors including residential and commercial.

CNG Services: Focuses on engineering solutions with an emphasis on sustainable practices.

EPC Consultants: Offers project management and consulting services, ensuring projects are completed on time and within budget.

Strategic Collaborations and Partnerships

CM Squared collaborates with various industry organizations, including the Community Associations Institute (CAI), to stay abreast of industry standards and best practices.

Operational Insights

The company differentiates itself through a holistic approach to project management, addressing both immediate concerns and long-term well-being of multi-family communities. Their emphasis on practical solutions tailored specifically for homeowner associations sets them apart in the industry.

Strategic Opportunities and Future Directions

CM Squared aims to expand its services by integrating advanced technologies and sustainable practices into their projects. By leveraging their extensive experience and dedicated team, the company is well-positioned to meet the evolving needs of multi-family communities.