WilliamsMarston Company Research Report
Company Overview
- Name: WilliamsMarston LLC
- Mission: WilliamsMarston provides actionable intelligence to aid companies in making confident decisions, creating value, and driving successful outcomes. It is a national leader in complex accounting, tax, and valuation services, advising pre-IPO, public, and private equity-backed companies managing rapid growth and transformation.
- Founded: 2014
- Founders: Landen Williams and Jonathan Marston
- Key People:
- Landen C. Williams, Co-Founder & Co-CEO
- Jonathan T. Marston, Co-Founder & Co-CEO
- Sanjay Ramaswamy, Chief Operating Officer
- David Stevenson, Chief Financial Officer
- Bruce Major, Partner – National Tax Leader
- Joseph McKneely, Partner – National Valuation Leader
- Chris Nelms, Partner – Transaction Advisory Leader
- Headquarters: Boston, Massachusetts, USA
- Number of Employees: Approximately 200
- Revenue: No information is available
- Known For: WilliamsMarston is recognized for its accounting, tax, valuation, and transaction advisory services, specifically targeting pre-IPO, public, and private equity-backed companies. They offer expertise in financial transformation, complex accounting, and valuation matters.
Products and Services
- Products/Services Offered:
- Accounting Advisory
- Tax
- Valuation
- Transaction Advisory
- Private Equity Services
Description and Key Features:
- Accounting Advisory: Specializes in supporting strategic initiatives, optimizing financial reporting and operations, and managing compliance.
- Tax: Tailored tax solutions that meet complex financial needs, ensuring timely compliance and strategic tax planning.
- Valuation: Services for simplifying complex valuation challenges, supporting rapid expansion and IPO readiness.
- Transaction Advisory: Expertise in navigating transactions, mergers and acquisitions, and restructuring.
- Private Equity Services: Supports private equity firms in acquisitions, valuations, audits, and exits.
Recent Developments
- Recent Developments:
- Partnerships and People:
- Recent promotions across accounting, tax, and valuation teams.
- Appointment of Chris Nelms as Transaction Services Leader.
- Promotion of Dave Wittenburg as a Partner in the Advisory practice (June 3, 2024).
- Insights and Conferences:
- Participation in the 2024 AICPA & CIMA Conference on current SEC and PCAOB Developments.
- Discussed topics such as the talent gap in financial reporting and the potential of automation in accounting.
- New Products/Features: No specific new product launches were mentioned in the available data.
- New Partnerships: Mention of the expanded M&A services offerings with the addition of new leadership but specific partnerships were not detailed.
Summary of Impact and Insights
WilliamsMarston continues to be a pivotal advisory partner for companies navigating complex financial landscapes, offering tailored and strategic solutions across numerous key service areas. The company's emphasis on leveraging top-tier talent and industry expertise ensures a consistent and high-value client experience, allowing them to be the trusted partner for CFOs and finance leaders during periods of rapid growth and transformation.
