CrossCountry Consulting: Company Profile

Background

Overview

CrossCountry Consulting is a leading business advisory firm specializing in finance, accounting, human capital management, risk, operations, and technology consulting services. Established in 2011 by Dave Kay and Erik Linn, the firm has experienced significant growth, expanding its presence across the United States and internationally. With a commitment to delivering customized solutions, CrossCountry Consulting partners with organizations to navigate complex business challenges and achieve sustainable growth.

Mission and Vision

The firm's mission is to provide exceptional service by delivering tailored solutions that address clients' unique needs, fostering long-term partnerships, and driving operational excellence. Its vision is to be the trusted advisor for organizations seeking to transform their operations and achieve strategic objectives.

Primary Area of Focus

CrossCountry Consulting focuses on delivering comprehensive advisory services in the following areas:

Accounting and Risk: Assisting organizations in anticipating and responding to complex regulatory and reporting requirements.

Technology-Enabled Transformation: Accelerating enterprise performance through people-led digital transformations.

Transactions: Managing transaction lifecycles to maximize deal value and minimize risk.

Industry Significance

Recognized for its rapid growth and industry impact, CrossCountry Consulting has been featured on Inc. magazine's annual Inc. 5000 list of the nation's fastest-growing private companies for nine consecutive years, with a three-year revenue growth of 128% as of 2024.

Key Strategic Focus

Core Objectives

Client-Centric Solutions: Developing customized strategies that align with clients' specific business goals.

Operational Excellence: Enhancing efficiency and effectiveness across client organizations.

Sustainable Growth: Fostering long-term success for clients through innovative and adaptable solutions.

Areas of Specialization

Finance and Accounting: Providing expertise in financial reporting, compliance, and optimization.

Human Capital Management: Offering strategies for talent acquisition, development, and retention.

Risk Management: Identifying and mitigating potential risks to safeguard client interests.

Technology Consulting: Implementing advanced technologies to drive business transformation.

Key Technologies Utilized

Workday: Utilized for human capital management and financial management solutions.

Sage Intacct: Employed for cloud-based financial management and accounting.

Coupa: Integrated for procurement and spend management solutions.

Primary Markets Targeted

Private Equity Firms: Assisting in portfolio management and value creation.

Public and Private Organizations: Serving a diverse clientele across various industries, including financial services, life sciences, real estate, and hospitality.

Financials and Funding

Funding History

In December 2022, Investcorp, a global alternative investment firm, acquired a majority stake in CrossCountry Consulting. This partnership is expected to accelerate the firm's growth, expand its geographic reach, and enhance its service offerings.

Total Funds Raised

Specific details regarding the total funds raised by CrossCountry Consulting are not publicly disclosed.

Notable Investors

Investcorp: Acquired a majority stake in December 2022.

Public Sector Pension Investment Board (PSP Investments): Participated in the investment alongside Investcorp.

Intended Utilization of Capital

The capital from the investment is intended to support CrossCountry Consulting's expansion plans, including geographic growth, service diversification, and the enhancement of technological capabilities.

Pipeline Development

Key Pipeline Candidates

As a service-oriented firm, CrossCountry Consulting does not have a product pipeline. Instead, it focuses on developing and delivering customized advisory services tailored to client needs.

Stages of Service Development

Consultation: Engaging with clients to understand their specific challenges and objectives.

Solution Design: Crafting tailored strategies and solutions.

Implementation: Executing the agreed-upon strategies.

Optimization: Monitoring outcomes and refining approaches for continuous improvement.

Target Conditions and Timelines

The firm addresses a wide range of business challenges across various industries, with timelines for service delivery varying based on project complexity and client requirements.

Technological Platform and Innovation

Proprietary Technologies

CrossCountry Consulting leverages leading technologies such as Workday, Sage Intacct, and Coupa to deliver integrated solutions that drive business transformation.

Significant Scientific Methods

Data Analytics: Utilizing advanced analytics to inform decision-making and strategy development.

Process Optimization: Applying methodologies to streamline operations and enhance efficiency.

AI-Driven Capabilities

The firm has been recognized for its innovative use of AI to solve complex business challenges, particularly in the professional services sector.

Leadership Team

Key Executives

Dave Kay: Co-Founder and Managing Partner. With a background in management consulting, Dave has been instrumental in shaping the firm's strategic direction and growth.

Erik Linn: Co-Founder and Managing Partner. Erik brings extensive experience in finance and operations, contributing to the firm's success and expansion.

Jerry Lombardo: Chief Financial Officer. Appointed in July 2025, Jerry oversees the firm's financial operations and strategic financial planning.

Leadership Changes

Dara Bazzano: Joined as Managing Director of the San Francisco Office and California Market Lead in August 2025.

Competitor Profile

Market Insights and Dynamics

The business advisory and consulting industry is characterized by rapid technological advancements, increasing demand for digital transformation, and a growing emphasis on data-driven decision-making. Firms like CrossCountry Consulting are well-positioned to capitalize on these trends by offering integrated solutions that address complex business challenges.

Competitor Analysis

NMS Consulting: A privately held firm specializing in management consulting services.

ACA: Provides regulatory compliance and risk management consulting.

Regulatory Compliance Associates: Focuses on compliance and regulatory consulting services.

Strategic Collaborations and Partnerships

CrossCountry Consulting has established strategic alliances with technology providers such as Workday, Sage Intacct, and Coupa to enhance its service offerings and deliver comprehensive solutions to clients.

Operational Insights

The firm's commitment to a people-first culture and its focus on delivering customized solutions differentiate it from competitors. This approach has contributed to its sustained growth and recognition in the industry.

Strategic Opportunities and Future Directions

Strategic Roadmap

Geographic Expansion: Continuing to grow the firm's presence in key markets both domestically and internationally.

Service Diversification: Expanding service offerings to meet evolving client needs, particularly in technology-enabled transformation.

Innovation Leadership: Maintaining a focus on innovation, particularly in the application of AI and data analytics, to deliver cutting-edge solutions.

Future Business Directions

CrossCountry Consulting aims to strengthen its position as a leading business advisory firm by leveraging its expertise, expanding its service portfolio, and fostering strategic partnerships. The firm is committed to delivering value to clients through innovative solutions and exceptional service.