What SC&H Capital does

SC&H Capital (legal entity SC&H Group, Inc.) is a privately held, employee-owned consulting and financial advisory firm founded in 1991 and headquartered in the Baltimore-Washington area (Sparks, MD). The firm operates as a full-service, one-stop provider across eight integrated practice areas: Advisory & Transformation, Technology, Risk, Accounting, Tax, Audit, Capital (Investment Banking), and Wealth Management. Its core technology competencies span enterprise platforms including Oracle Cloud (ERP, EPM, HCM), NetSuite EPM, Sage Intacct, OneStream Software, Unanet, and Microsoft Azure/Power BI/Microsoft Fabric, alongside cloud-native consulting on AWS, Salesforce, Databricks, and Tableau.

The firm serves a diversified client base including 143 Fortune 500 enterprises, mid-market companies, SMBs, nonprofits, and high-net-worth individuals across 43 US states and 20+ countries. Notable clients include Hilton Worldwide, Chewy, AECOM, SAIC, Navy Federal Credit Union, Brookfield, Four Seasons, Amentum, and Peraton. SC&H's go-to-market is relationship-driven enterprise field sales with 100% direct delivery by in-house US-based teams, targeting an 83% client renewal/expansion rate and long-tenured engagements (multiple clients spanning 20+ years). Proprietary methodologies—including a six-phase Oracle Cloud implementation framework, the AICPA-aligned Modern Finance Workshop (FAME), and the Data City Planning Framework—differentiate the firm alongside elite partner statuses such as OneStream Platinum.

Revenue is generated through three streams: project-based professional consulting, transaction advisory (M&A, valuation, ESOPs with $50B+ in aggregate deal value and 900+ completed transactions), and recurring managed services including fractional CIO/CTO, outsourced accounting, and ongoing IT support. Pricing is engagement-based (quote-based) with no public disclosure; fractional CIO services are positioned at 30-50% savings versus full-time executive equivalents. The firm employs 450+ team members, is led by Managing Directors across each practice, and is actively expanding via M&A (acquisition of Statera in August 2025) and new service lines (AI Strategy & Implementation launched 2025).

Name

SC&H Capital

Legal name

SC&H Group, Inc.

Website

https://schgroup.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

SC&H Capital is a privately held, employee-owned consulting and advisory firm offering integrated services across advisory, technology, risk, accounting, tax, audit, investment banking, and wealth management for middle-market, Fortune 500, SMB, nonprofit, and high-net-worth clients.

Ownership category

akta.pro rank

Product category

Investment Banking & Management Consulting

NAICS

Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Buy-Side M&A Advisory (FSAEAGAB)

Keywords

• Investment banking advisory
• Management consulting services
• Mergers acquisitions advisory
• ERP implementation consulting
• Wealth management advisory

Headquarters

HQ city

Baltimore

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Consulting Services: Project-based consulting engagements across advisory, technology, risk, accounting, tax, and audit service lines. Engagements range from strategy assessments to full implementation and ongoing managed services.
2. Investment Banking / Capital Services: Transaction advisory, M&A, business valuation, and employee stock ownership plan (ESOP) advisory services. Includes mergers and acquisitions, special situations, capital solutions, and due diligence services.
3. Managed Services: Ongoing managed IT services, fractional CIO/CTO services, and outsourced accounting/HR/payroll offerings providing recurring revenue from established client relationships.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

SC&H Capital is a full-service consulting and financial advisory firm offering eight integrated practice areas: Advisory & Transformation, Technology, Risk, Accounting, Tax, Audit, Capital (Investment Banking), and Wealth. The firm delivers ERP implementations, finance transformation, transaction advisory, M&A services, managed IT, fractional CIO, cybersecurity, and wealth management services. It serves middle-market companies, Fortune 500 enterprises, SMBs, and high-net-worth individuals across 43 states and 20+ countries.

Product overview

SC&H is a full-service consulting and financial advisory firm offering an integrated portfolio of services across eight major practice areas: Advisory & Transformation, Technology, Risk, Accounting, Tax, Audit, Capital (Investment Banking), and Wealth. The core technology offering includes advisory and implementation services for enterprise platforms (Oracle Cloud Applications, NetSuite EPM, Sage Intacct, OneStream Software, Unanet Data Lake) alongside proprietary technology services such as AI Strategy & Implementation, Managed IT Services, Fractional CIO Services, Application Modernization, ERP Advisory & Implementation, and Cloud Strategy & Infrastructure. The Advisory & Transformation practice provides finance transformation, data strategy and governance, data analytics, corporate restructuring, transaction advisory, and tax automation services. This interconnected model enables SC&H to serve as a one-stop partner for middle-market businesses, Fortune 500 enterprises, and SMBs seeking comprehensive business and technology consulting.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory & Transformation Comprehensive financial and digital transformation consulting services including finance transformation, data strategy, corporate restructuring, transaction advisory, and tax automation to accelerate strategic growth for middle-market and enterprise clients.
• Data Strategy & Governance Enterprise data management services that help capture, align, and manage master data with streamlined governance frameworks ensuring accuracy and reliability across applications and reports.
• Data Analytics Turns organizational data into business intelligence through data strategy, visualization, enterprise warehousing, data science, and KPI development aligned with enterprise goals.
• AI Strategy & Implementation Helps leadership teams build practical AI plans with executive-ready roadmaps, governance frameworks, and hands-on implementation including custom AI builds, agentic AI, and team upskilling through the 12-week AI Launchpad program.
• Corporate Restructuring Addresses business financial difficulties while protecting stakeholder interests through both out-of-court and court-supervised solutions for distressed businesses.
• Transaction Advisory & Strategy M&A advisory services bringing Big 4 experience with boutique approach for enterprise and middle market businesses, covering deal thesis development, due diligence, and integration management. Combined team has advised on $50B+ in aggregate transaction value across 900+ M&A transactions.
• Tax Automation Custom-built tax automation solutions that centralize tax data, automate calculations, and generate compliant reports for corporate tax provision and global operations.
• Technology Services Technology consulting including managed IT services, fractional CIO, application modernization, cybersecurity advisory, cloud strategy, and ERP implementation for optimizing business technology.
• Managed IT Services Enterprise-grade technology solutions providing ongoing IT support including strategy, cloud migration, security management, service desk, and disaster recovery. Offers up to 50% savings in overhead costs.
• Fractional CIO Services Part-time CIO-level IT executive services providing strategic technology leadership without full-time commitment, including IT roadmap creation and governance. Delivers 30-50% cost savings vs. full-time executive equivalents.
• Application Modernization Legacy application modernization consulting to evaluate, select, and implement solutions for ERP, CRM, HRIS, and other business systems with vendor-agnostic guidance.
• Cybersecurity Advisory & Assessment Comprehensive cybersecurity solutions including risk assessments, compliance frameworks (ISO 27001, CMMC, NIST), strategy development, and ongoing security monitoring.
• ERP Advisory & Implementation End-to-end ERP system selection and implementation guidance for Oracle, SAP, NetSuite, Microsoft Dynamics, Infor, and Sage Intacct from strategy through go-live.
• Cloud Strategy & Infrastructure Cloud migration and optimization services to modernize business operations with improved agility, cost savings, and scalability through AWS, Azure, and cloud-native solutions.
• Oracle Cloud Applications Oracle ERP, EPM, and HCM implementation and optimization with proven methodology for complex Oracle environments, featuring AI-supported processes and full transparency through delivery platform. 300+ Oracle projects completed with 100% success rate over 25 years.
• NetSuite EPM NetSuite Planning and Budgeting, Analytics Warehouse, and Account Reconciliation implementations for middle-market businesses seeking to optimize financial planning.
• Sage Intacct Sage Intacct implementation and consulting services for growing businesses and nonprofits, led by CPAs with hands-on support from discovery through ongoing optimization.
• OneStream Software OneStream CPM implementation and optimization (Platinum Partner—the highest partner tier) for financial close, consolidation, planning, budgeting, forecasting, tax provision, and analytics.
• Unanet Data Lake Unanet Data Lake activation and optimization for government contractors, enabling automated reporting, real-time analytics, and connections to Oracle, OneStream, and Power BI.
• Risk Services Financial, operational, and regulatory risk management including contract compliance audit, internal audit, ISO certification, IT audit, SOX compliance, and third-party risk management.
• Accounting Services Financial management and HR administration including CFO advisory, outsourced accounting, outsourced HR, payroll services, and cloud accounting automation.
• Tax Services Strategic tax solutions covering business tax, corporate tax, cost segregation, international tax provisions, and individual tax planning with 30+ years of expertise.
• Audit Services Comprehensive audit services including financial statement audits, employee benefit plans audits, SOC audits, due diligence, and contract compliance audits.
• Capital (Investment Banking) Investment banking with personal touch covering mergers and acquisitions, special situations, capital solutions, business valuation, and employee stock ownership plans (ESOPs).
• Wealth Services Fiduciary financial advisory services for individuals and families including financial advisory, tax planning, insurance planning, and employee benefits consulting.

Quantifiable outcome

• 40% improvement in global EBITDA forecast accuracy
• +9 more outcomes

Named customers18 records

Segments10 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration22 records

AI capability8 records

Feature5 records

Partnerships

Six partnerships are on record, tiered core.

• OraclecoreTechnology or IntegrationSC&H is a premier Oracle partner specializing in Oracle Cloud implementations (ERP, EPM, HCM). The firm has completed 300+ Oracle projects with 100% implementation success rate over 25 years of Oracle practice. Services include strategy, selection, implementation, and optimization across Oracle's complete cloud portfolio.
• NetSuitecoreTechnology or IntegrationNetSuite Alliance partner specializing in Planning and Budgeting implementations. SC&H offers expert NetSuite EPM implementations, optimization, and ongoing support for middle-market businesses. Services include planning, budgeting, analytics warehouse, and account reconciliation.
• Sage IntacctcoreTechnology or IntegrationSage Intacct implementation consultants providing full-service implementation, system optimization, and ongoing support. Led by CPAs and accounting professionals who understand financial reporting structures and operational workflows.
• OneStream SoftwarecoreTechnology or IntegrationOneStream Platinum Partner—the highest partner level—with deep expertise in financial close and consolidation, planning and budgeting, and tax provision automation. Serves real estate, manufacturing, financial services, food & beverage, government contracting, and hospitality verticals.
• UnanetcoreTechnology or IntegrationSpecialized partner for Unanet ERP implementations and Data Lake activation for government contractors. SC&H has 30+ years supporting complex government contractors with 140+ GovCon clients. Services include data lake setup, warehouse configuration, and integration with Oracle, OneStream, and Power BI.
• MicrosoftcoreTechnology or IntegrationPartner for Microsoft technologies including Power BI for data visualization, Azure for cloud infrastructure, Dynamics 365 for ERP, and Microsoft SSPA assessment services for supplier compliance.

Scale indicators17 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• BDO USA: BDO USA is the closest direct peer — a top-10 US accounting and advisory firm serving middle-market and Fortune 500 clients with audit, tax, consulting, and M&A advisory. Like SC&H, BDO competes on personalized mid-market service against the Big 4, and offers overlapping capabilities in transaction advisory, ERP consulting, and technology implementation.
• RSM US: RSM US is a direct mid-market professional services peer providing audit, tax, consulting, and transaction advisory to middle-market businesses globally. RSM's middle-market focus, technology consulting practice (including ERP and Microsoft implementations), and investment banking capabilities directly mirror SC&H's service portfolio and target customer base.
• Grant Thornton: Grant Thornton is a direct mid-market peer offering audit, tax, advisory, and transaction services to dynamic mid-market companies. Its Deal Advisory practice, technology transformation services, and Fortune 500 client penetration align closely with SC&H's M&A advisory, technology, and consulting offerings.
• Baker Tilly US: Baker Tilly is a direct mid-market accounting and advisory peer with consulting, transaction advisory, technology, and risk services. The firm serves middle-market and Fortune 500 clients across similar verticals to SC&H, including government contracting, manufacturing, healthcare, and nonprofits.
• Wipfli: Wipfli is a top-20 US accounting and advisory firm serving middle-market clients with audit, tax, consulting, technology, and outsourcing services. Its technology consulting practice, ERP implementation capabilities, and middle-market GTM closely parallel SC&H's full-service model.
• Alvarez & Marsal: Alvarez & Marsal is a direct peer for SC&H Capital's transaction advisory and corporate restructuring practices, with deep M&A advisory, special situations, business valuation, and performance improvement services. Comparable on the investment banking and restructuring service lines that SC&H Capital offers.
• Plante Moran: Plante Moran is a large mid-market accounting, tax, consulting, and wealth management firm. Its full-service model — including technology consulting, transaction advisory, and dedicated mid-market focus — makes it highly comparable to SC&H's integrated practice portfolio.
• Moss Adams: Moss Adams is a direct mid-market peer providing audit, tax, consulting, and wealth management to growing companies. Its industry-specific focus (including government contracting, healthcare, manufacturing) and technology consulting capabilities overlap substantially with SC&H's vertical and service line coverage.
• FTI Consulting: FTI Consulting is a direct peer for SC&H Capital's transaction advisory and corporate restructuring businesses, with deep expertise in M&A advisory, special situations, restructuring, and financial advisory for enterprise clients. Comparable on the investment banking and complex transaction advisory service lines.

Broad incumbents

• Deloitte: Deloitte is a broad incumbent in the same professional services space, offering audit, consulting, tax, M&A advisory, risk advisory, and ERP/cloud implementation services at global scale. Deloitte competes with SC&H for Fortune 500 transformation mandates but operates at vastly greater scale and geographic reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/schgroup
• Facebookfacebook.com/SCandHGroup
• LinkedInlinkedin.com/company/equity-partners-hg

Compliance14 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SC&H Capital