Vetted Technical Assistance Providers
Affinity Advisors
New Rochelle, NY
todd@affinityadvisors.org
(914) 803-2785
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration; IT/technology integration
Alliance for Greater Works
Dallas-Fort Worth, Texas Metropolitan Area
swillis@alliancetx.org or ajohnson@alliancetx.org
(817) 835-0271 or (214) 460-9195
Areas of expertise: cultural due diligence/integration; facilitation; fundraising strategy; wind-down and restructuring
Avenir Consulting Partners
Phoeniz, AZ
info@avenirconsultingpartners.com
(623) 326-1862
Areas of expertise: cultural due diligence/integration; facilitation; HR integration; wind-down and restructuring; other
Beyond Strategy Consulting
Phoenix, AZ
cassie@beyondstrategyconsulting.com
(785) 979-6227
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; wind-down and restructuring; other
Bold Agenda
Chicago, IL
rhmason@boldagenda.net
(312) 961-6060
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration; IT/technology integration; rebranding/marketing and communications strategy
Bowling Business Strategies
Philadelphia, PA
laura@bowlingbizpa.com
(215) 870-1729
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; rebranding/marketing and communications strategy; other
Build Up Advisory Group
Connecticut
nic@buildupadvisory.com
(203) 872-2226
Areas of expertise: facilitation; wind-down and restructuring
Catalyst Center for Nonprofit Management
Suburban Philadelphia, PA
lvibber@bbco-cpa.com or cbergvall@bbco-cpa.com
(215) 343-2727
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration; wind-down and restructuring; other
Charitable and Philanthropic Management Counsel
Bay Area, CA
rita@rita1st.com
(617) 947-9668
Areas of expertise: fundraising strategy, other
Cicero Group – Catherine Jaynes
Washington, DC/Dallas, TX/Salt Lake City, UT
cjaynes@cicerogroup.com
(202) 210-3099
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration; IT/technology integration; wind-down and restructuring
Clear Blue Associates LLC/Steve Schack
New York, NY
schack@clearblueassociates.com
(917) 836-8045
Areas of expertise: cultural due diligence/integration; facilitation; wind-down and restructuring; other
CNM/The Center for Nonprofit Management, Inc.
Dallas, TX
weinfurther@thecnm.org
(214) 580-1726
Areas of expertise: facilitation; fundraising strategy
CoSpero Consulting
Dallas, TX
harold@cosperoconsulting.com
(682) 305-1554
Areas of expertise: facilitation; rebranding/marketing and communications strategy
Davis Gay + Associates
Philadelphia, PA
kelly@davisgay.com
(215) 266-9436
Areas of expertise: cultural due diligence/integration; facilitation; wind-down and restructuring
DM Advisory
NY, NY / Philadelphia, PA
md.dmadvisory@gmail.com
(646) 266-5492
Areas of expertise: financial due diligence/integration; wind-down and restructuring
Donelson Consulting LLC
Tucson, AZ
angie.donelson@gmail.com
(520) 370-6526
Areas of expertise: cultural due diligence/integration; facilitation; rebranding/marketing & communications strategy; other
En Pointe Consulting
Jan Correa & Denise DeMaio
Greater New York City Area
jan@enpointeconsulting.org
(678) 778-7714
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration
Envision Consulting
Los Angeles, CA/New York, NY
allison@envisionnonprofit.com
(626) 714-7577
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; rebranding/marketing and communications strategy; wind-down and restructuring
Fairmount Ventures, Inc.
Philadelphia, PA
asmith@fairmountinc.com
(215) 717-2299 x242
Areas of expertise: facilitation; fundraising strategy; other
Fio Partners
Chester, CT/National
anne@fiopartners.com
(855) 435-0887
Areas of expertise: cultural due diligence/integration; facilitation; other
Grants that Go the Distance LLC/Sara Wagner, MPH, GPC
Flagstaff, AZ
1sarawagner@gmail.com
(928) 380-1144
Areas of expertise: facilitation; fundraising strategy
Habitat for Humanity International, US Office
Phillip Bridgewater, Senior Analyst, Strategic Restructuring
Atlanta, GA/Waco, TX
pbridgewater@habitat.org
(229) 410-7097
Areas of expertise: Habitat for Humanity affiliate collaborations; cultural due diligence/integration; facilitation; financial due diligence/integration; rebranding/marketing and communications strategy; wind-down and restructuring
HMA Community Strategies
Los Angeles, CA/New York, NY/Chicago, IL/Washington, DC
buhrman@healthmanagement.com
(818) 766-8448
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; IT/technology integration; rebranding/marketing and communications strategy; wind-down and restructuring
Impact Consults
Greater New York City area
gregg@impactconsults.com
(518) 470-1532
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; rebranding/marketing and communications strategy; wind-down and restructuring
Indigo Pheasant LLC
New York, NY
indigopheasantllc@gmail.com
(917) 359-2763
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; wind-down and restructuring
J Keefe Associates LLC
New York, NY
jkeefe@jkassoc.com
(718) 625-3800
Areas of expertise: wind-down and restructuring
Joule Growth Partners
Seattle, WA
bill.kiolbasa@joulegrowth.com
(630) 441-8097
Areas of expertise: financial due diligence/integration; HR integration; wind-down and restructuring
Kavi Consulting
Boulder, CO
lisa@kaviconsultingservices.com
(202) 607-7115
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; IT/technology integration; rebranding/marketing and communications strategy; wind-down and restructuring; other
KCH Solutions, LLC
Phoenix, AZ
kimh@kchsolutions.net
(602) 448-4898
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; other
KLJD Consulting
Ojai, CA
kevin@kljdconsulting.com
(310) 770-6665
Areas of expertise: facilitation; financial due diligence/integration; fundraising strategy; HR integration; rebranding/marketing and communications strategy
La Piana Consulting
National/Virtual
info@lapiana.org
(510) 601-9056
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; rebranding/marketing and communications strategy; wind-down and restructuring
Laura Solomon & Associates
Ardmore, PA
laura@laurasolomonesq.com
(610) 645-0992
Areas of expertise: legal; including mergers, acquisitions, affiliations, collaborations, and joint ventures, corporate and tax reorganization work and comprehensive outside counsel
Leadership Savvy, Julie Ha Truong
Los Angeles, CA
julie@leadershipsavvy.com
(818) 927-2672
Areas of expertise: cultural due diligence/integration; facilitation; rebranding/marketing and communications strategy; wind-down and restructuring; other
Mendrygal Law, PLLC
Danika Mendrygal
Dallas, TX
danika@mendrygallaw.com
(214) 242-0930
Areas of expertise: legal
Mendrygal Law, PLLC
Genevra Williams
Dallas, TX
genevra@mendrygallaw.com
(214) 623-5546
Areas of expertise: legal
Mission Capital
Central Texas
consulting@missioncapital.org
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; wind-down and restructuring; other
Mission Plus Strategy Consulting
Chicago, IL
jean@missionplusstrategy.com
(312) 445-9938
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration; IT/technology integration; rebranding/marketing and communications strategy
Momentem Consulting Group, LLC
Greater Philadelphia, PA
marlene@momentemgroup.com
(215) 901-8084
Areas of expertise: facilitation; fundraising strategy
Money2Mission: Thomas Scurto-Davis, Principal
Greater Philadelphia, PA/National
tscurtodavis@gmail.com
(610) 247-5533
Areas of expertise: financial due diligence/integration
MPWR Coaching
San Diego, CA
cody@mpwrcoaching.com
(562) 250-7305
Areas of expertise: cultural due diligence/integration; facilitation; HR integration; rebranding/marketing and communications strategy
Myco Consulting LLC
New York, NY
hello@myco.consulting
(302) 492-6926
Areas of expertise: cultural due diligence/integration; facilitation; other
Nielsen Training & Consulting, LLC
Crestwood, KY
gregory@nielsenconsults.com
(502) 472-5367
Areas of expertise: cultural due diligence/integration; facilitation; fundraising strategy; legal; wind-down and restructuring
Patricia Hasson LLC
Philadelphia, PA
patricia.hasson@outlook.com
(215) 850-5364
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration
The Rayvan Group
Phoenix, AZ
jransom@therayvangroup.com
(480) 251-4108
Areas of expertise: facilitation; fundraising strategy; other
Seed Collaborative, LLC
Los Angeles, CA
consult@seedcollab.com
(323) 320-4888
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration
Social Profit Strategies, LLC
Jill Mapstead, Principal Consultant
Phoenix, AZ
jillmapstead@gmail.com
(602) 410-0668
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; IT/technology integration; wind-down and restructuring
Torkelson Consulting, Inc.
Chicago, IL
kristorkelson7@gmail.com
(708) 860-9252
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration; IT/technology integration; rebranding/marketing and communications strategy
Triumph International Consulting
New York, NY
doconnell@triumphbc.com
(412) 400-0887
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; wind-down and restructuring
Vision Emerging Consulting
New York, NY
bjadler@visionemerging.com
(347) 512-3918
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; legal; rebranding/marketing and communications strategy; wind-down and restructuring
Weber Group
Phoenix, AZ
bruce@webergroupaz.com or info@webergroupaz.com
(480) 635-2428
Areas of expertise: facilitation; financial due diligence/integration; fundraising strategy; rebranding/marketing and communications strategy
WolfBrown: Joseph H. Kluger, Principal
National
joe.kluger@wolfbrown.com
(215) 570-3195
Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; wind-down and restructuring
Woollard Nichols & Associates
Austin/Central Texas
kelly@woollardnichols.com
(512) 940-9739
Areas of expertise: cultural due diligence/integration; facilitation
Yates Advisory LLC
New York, NY/Lenox, MA
robin@yatesadvisory.com
(914) 843-5002
Areas of expertise: cultural due diligence/integration; facilitation; rebranding/marketing & communications strategy; other