Concentric Global Consultants LLC: Company Profile

Background

Overview

Concentric Global Consultants LLC is a boutique management consulting and interim CFO firm serving clients in the United States, Canada, and the Caribbean. Established in 1987, the firm specializes in bridging the gap between leadership, accounting, and management theory and its practical application. Their mission is to offer world-class knowledge resources to entrepreneurs and businesses, providing diverse solutions across various industries.

Mission and Vision

The firm's mission is to bridge the chasm between leadership, accounting, and management theory and practical application. Their vision is to offer world-class knowledge resources to entrepreneurs and businesses, providing diverse solutions across various industries.

Primary Area of Focus

Concentric Global Consultants focuses on providing management consulting and interim CFO services, emphasizing financial management, operational optimization, and strategic planning. They aim to enhance business performance and prepare organizations for growth, succession, or exit strategies.

Industry Significance

Operating within the management consulting industry, Concentric Global Consultants addresses the unique challenges faced by mid-market companies, particularly those generating $5 million to $50 million in revenue. Their specialized services cater to businesses seeking to improve operational efficiency, financial management, and strategic positioning.

Key Strategic Focus

Core Objectives

Operational Optimization: Enhancing business processes to improve efficiency and profitability.

Financial Management: Implementing robust financial systems and controls to ensure fiscal health.

Strategic Planning: Developing and executing strategies for growth, succession, or exit.

Specific Areas of Specialization

Succession Planning: Preparing businesses for leadership transitions, ensuring continuity and stability.

Strategic Relocation: Advising on geographic repositioning for tax optimization and operational advantages.

Exit Planning: Designing strategies for business sale or transition to maximize value.

Key Technologies Utilized

Forward Deployed Engineering (FDE): Embedded system design on client technology stacks, including workflow orchestration and data pipelines.

AI Integration: Incorporating artificial intelligence into business processes for enhanced decision-making.

Primary Markets or Conditions Targeted

Concentric Global Consultants primarily targets mid-market companies in the United States, Canada, and the Caribbean, focusing on those with revenues between $5 million and $50 million. They cater to businesses undergoing growth, succession planning, strategic relocation, or preparing for exit.

Financials and Funding

Funding History

Specific details regarding Concentric Global Consultants LLC's funding history are not publicly disclosed. As a privately held firm, financial information is typically confidential.

Total Funds Raised

The total funds raised by Concentric Global Consultants LLC are not publicly available.

Recent Funding Rounds

There is no publicly available information regarding recent funding rounds for Concentric Global Consultants LLC.

Notable Investors

Information about notable investors in Concentric Global Consultants LLC is not publicly disclosed.

Intended Utilization of Capital

As a privately held firm, specific details regarding the utilization of capital are not publicly available.

Pipeline Development

As a management consulting firm, Concentric Global Consultants LLC does not have a product pipeline or clinical trials. Their focus is on providing strategic and operational consulting services to businesses.

Technological Platform and Innovation

Proprietary Technologies

Forward Deployed Engineering (FDE): Embedded system design on client technology stacks, including workflow orchestration and data pipelines.

AI Integration: Incorporating artificial intelligence into business processes for enhanced decision-making.

Significant Scientific Methods

12 Tools™ Methodology: A proprietary framework focusing on the interconnectivity of strategy, implementation, money, and people, designed to simplify complex processes and drive sustained improvement.

Leadership Team

James R. Thompson | Founding Partner & Principal Consultant

Professional Background: Over 30 years of experience in business analytics, operations, lean, production systems, compliance, and value creation projects.

Key Contributions: Established Concentric Global Consultants in 1987, focusing on mid-market companies.

Ronii Bartles | Managing Partner & Principal Consultant

Professional Background: Over 20 years of experience in analytics, consumer behavior research, and business management.

Key Contributions: Creator of the "CEO of Simplicity" framework, empowering business owners to streamline operations and achieve success.

Competitor Profile

Market Insights and Dynamics

The management consulting industry for mid-market companies is characterized by a diverse range of firms offering specialized services. Concentric Global Consultants LLC differentiates itself by focusing on businesses with revenues between $5 million and $50 million, providing tailored solutions for operational optimization, financial management, and strategic planning.

Competitor Analysis

Austin Alliance: Offers management consulting services with a focus on strategic planning and operational efficiency.

Co3 Consulting: Specializes in business transformation and organizational development for mid-market companies.

Strategic Performance Group: Provides consulting services aimed at enhancing business performance and growth strategies.

Strategic Collaborations and Partnerships

Specific details regarding strategic collaborations or partnerships for Concentric Global Consultants LLC are not publicly disclosed.

Operational Insights

Concentric Global Consultants LLC operates as a lean strategic core with deep domain expertise, augmented by a network of Forward Deployed Engineers and specialist consultants when engagements require technical depth beyond their direct capabilities. This structure allows them to serve mid-market clients effectively, maintaining quality while keeping overhead low.

Strategic Opportunities and Future Directions

Concentric Global Consultants LLC continues to focus on providing tailored consulting services to mid-market companies, emphasizing operational optimization, financial management, and strategic planning. Their approach positions them to assist businesses in navigating growth, succession planning, strategic relocation, and exit strategies effectively.