What SC&H Group does

SC&H Group is a US-headquartered, employee-owned professional services firm founded in 1991 that delivers advisory, technology, risk, accounting, tax, audit, investment banking, and wealth management services to middle-market, Fortune 500, SMB, and high-net-worth clients. The firm operates across 43+ US states and 20+ countries from a network of offices in Hunt Valley (MD headquarters as of March 2026), Chicago, Philadelphia, Howard County, Tysons (VA), and Gurugram (India), supported by 450+ professionals with 75+ dedicated senior experts in its Advisory & Transformation practice. Its core offering is a full-service consulting platform organized around Finance Transformation, Data Strategy & Governance, Data Analytics, AI Strategy & Implementation, ERP Advisory & Implementation, Corporate Restructuring, Tax Automation, and Transaction Advisory, reinforced by a Technology Services practice (managed IT, fractional CIO, application modernization, cybersecurity, cloud strategy) and a Risk/Compliance line spanning SOX, ISO, SOC, NIST, CMMC, GDPR, CCPA, and SWIFT CSP.

Underlying the service delivery is a partner-led technology stack anchored by tier-one vendor alliances: SC&H is a top-tier Oracle implementer (300+ projects, 100% implementation success rate over 25 years), a OneStream Platinum Partner, a NetSuite Alliance Partner focused on EPM, a Sage Intacct partner, and a Unanet Data Lake specialist for government contractors. The firm layers proprietary methodologies on top of these platforms, including a 6-phase Oracle Cloud Implementation framework, an M&A Transaction Playbook developed through Fortune 100 engagements, a Data Governance Framework, and a 12-week AI Launchpad program. The business model is engagement-based, quote-priced, and multi-year, with 83% of clients expanding or renewing work and a heavy emphasis on cross-sell across service lines. GTM is direct enterprise and middle-market field sales supplemented by technology-partner co-marketing, with no apparent channel-reseller motion.

Name

SC&H Group

Legal name

SC&H Group, Inc.

Website

https://schgroup.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

251–500 employees

Ownership category

akta.pro rank

Product category

Management Consulting & Financial Advisory

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161), Human Resources Consulting Services (541612), Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Management consulting services
• Enterprise risk advisory
• ERP implementation services
• Audit and tax advisory
• Wealth management advisory

Headquarters

HQ city

Sparks Glencoe

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory & Transformation Services: Digital and financial transformation consulting including ERP implementation, finance transformation, data strategy and analytics, corporate restructuring, and transaction advisory. Delivered by senior consultants with Big 4 experience.
2. Technology Services: Managed IT services, fractional CIO/CTO services, application modernization, cybersecurity advisory, cloud strategy, and AI strategy and implementation.
3. Risk & Compliance Services: Contract compliance audits, SOX compliance, internal audits, ISO certification, IT audit and risk advisory, cybersecurity assessments, SWIFT CSP assessments, and third-party risk management.
4. Accounting Services: Fractional CFO and advisory services, cloud accounting and automation, outsourced accounting, outsourced HR, and outsourced payroll services.
5. Tax Services: Business tax, corporate tax and provisions, cost segregation, international tax provisions, and individual tax planning and advisory.
6. Audit Services: Financial statement audits, due diligence, employee benefit plans audits, and SOC audits.
7. Investment Banking / Capital Services: Mergers and acquisitions advisory, special situations M&A, capital solutions, business valuation, and employee stock ownership plans (ESOPs).
8. Wealth Management Services: Financial advisory, insurance planning and solutions, employee benefits consulting, and individual tax planning and advisory for high-net-worth individuals and families.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

SC&H Group is a full-service consulting and financial services firm delivering advisory & transformation (finance transformation, data and AI strategy, ERP advisory/implementation, transaction advisory, corporate restructuring, tax automation), technology services (managed IT, fractional CIO, application modernization, cloud and cybersecurity advisory), risk and compliance, outsourced accounting, tax, audit, investment banking, and wealth management services to middle-market, Fortune 500, and high-net-worth clients. Offerings are delivered by 450+ US-based senior professionals via customized, multi-year engagements.

Product overview

SC&H Group is a full-service consulting and financial services firm operating as a unified platform of interconnected service lines rather than a single software product. The core offering consists of Advisory & Transformation services (finance transformation, data strategy & governance, data analytics, AI strategy & implementation, ERP advisory, corporate restructuring, tax automation, and transaction advisory) supported by a Technology Services practice (managed IT, fractional CIO, application modernization, cybersecurity, cloud strategy). The firm differentiates through deep technology partnerships with Oracle (ERP/EPM/HCM), NetSuite EPM, Sage Intacct, OneStream (Platinum Partner), and Unanet Data Lake, providing implementation and optimization services for these platforms. Additional service lines span Risk Management (contract compliance, cybersecurity, SOX), Accounting (outsourced CFO, cloud accounting), Tax, Audit, Investment Banking/Capital, and Wealth Management. The company serves middle-market, Fortune 500, and SMB clients across 43+ states and 20+ countries.

Differentiator

Problem solved

Functional benefit

Brands

• SC&H Core: A wealth management service offering within the firm's Wealth service line.

Products and services

• Advisory & Transformation Core consulting service line covering finance transformation, data strategy and governance, data analytics, AI strategy and implementation, ERP advisory and implementation, corporate restructuring, tax automation, and transaction advisory strategy for middle-market and Fortune 500 clients.
• Technology Services IT services practice including managed IT, fractional CIO/CTO, application modernization, cybersecurity advisory, and cloud strategy, acting as an extension of client teams for technology planning and execution.
• Risk Management & Compliance Risk and compliance services including contract compliance audits, SOX compliance, internal audit, IT audit and risk advisory, ISO certification, SWIFT CSP assessments, third-party risk management, and performance audits.
• Cybersecurity Advisory & Assessment Comprehensive cybersecurity solutions including compliance frameworks (ISO 27001, CMMC, NIST CSF/800-53/800-171, SOC 2, PCI DSS, GDPR, CCPA, NY DFS 23 NYCRR 500), risk assessments, strategy roadmaps, and ongoing incident response support.
• Accounting Services Outsourced accounting services including fractional CFO and advisory services, cloud accounting and automation, outsourced HR, and outsourced payroll for resource-constrained organizations.
• Tax Services Business tax, corporate tax and provisions, cost segregation, international tax provisions, and individual tax planning and advisory for businesses and high-net-worth individuals.
• Audit Services Audit services including financial statement audits, due diligence, employee benefit plans audits, and SOC audits.
• Capital / Investment Banking Investment banking services including M&A advisory, special situations M&A, capital solutions, business valuation, and employee stock ownership plans (ESOPs).
• Wealth Management Wealth management services including financial advisory, insurance planning and solutions, employee benefits consulting, and individual tax planning and advisory for high-net-worth individuals and families.
• Oracle Cloud Applications Implementation Implementation and optimization of Oracle ERP, EPM, and HCM Cloud platforms via a proprietary 6-phase delivery methodology; 300+ Oracle projects completed with 100% implementation success rate over 25 years.
• OneStream Implementation OneStream Platinum Partner implementing Corporate Performance Management solutions including Financial Close & Consolidation, Planning/Budgeting/Forecasting, Tax Provision, and Business Intelligence, with integrations via OneStream Solutions Exchange.
• NetSuite EPM NetSuite Alliance partner specializing in Planning and Budgeting, Analytics Warehouse (NSAW), and Account Reconciliation implementations, with SC&H described as the largest Oracle practice on the East Coast.
• Sage Intacct Implementation Sage Intacct implementation, optimization, and ongoing support delivered by CPAs and accounting professionals for growing organizations and nonprofits across financial reporting, workflows, and system administration.
• Unanet Data Lake Activation Unanet Data Lake activation and optimization for government contractors; connects Unanet data to Oracle, OneStream, and Power BI with automated reporting and real-time analytics.
• AI Strategy & Implementation AI advisory practice including AI maturity assessment, use case identification, custom AI builds, system integrations, and ongoing optimization including agentic AI; features a 12-week AI Launchpad program with governance policies and AI use case reports.
• Corporate Restructuring Restructuring services for companies, creditors, and stakeholders including debtor services, creditor services, fiduciary services, distressed M&A, out-of-court workouts, and distressed business valuation.
• Transaction Advisory & Strategy M&A advisory services covering transaction strategy, due diligence, and deal management delivered through a proprietary M&A Transaction Playbook; combined team has advised on $50B+ of aggregate transaction value across 900+ M&A transactions.
• Fractional CIO Services Part-time strategic IT leadership providing IT roadmap creation, cybersecurity strategy, scalable architecture planning, vendor negotiations, and ROI-focused budget planning; offered with up to 50% cost savings vs. a full-time CIO.

Quantifiable outcome

• 83% of clients expand or renew work with SC&H
• +8 more outcomes

Named customers23 records

Segments12 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability11 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• OraclecoreTechnology or IntegrationOracle PartnerNetwork member and specialized Oracle implementation partner. Expertise in Oracle ERP, EPM (Enterprise Performance Management), and HCM cloud implementations. Completed 300+ Oracle projects with 100% implementation success rate and 25 years of Oracle experience. Offers Oracle Cloud Assessment service for enterprise clients.
• OneStream SoftwarecoreTechnology or IntegrationOneStream Platinum Partner - the highest partnership level. Leading implementation services provider for OneStream CPM platform including Financial Close & Consolidation, Planning/Budgeting/Forecasting, Tax Provision, and Business Intelligence. Custom implementation methodology built on industry best practices.
• NetSuitecoreTechnology or IntegrationNetSuite Alliance Partner specializing in Planning and Budgeting (EPM). Largest Oracle practice on the East Coast. Expert NetSuite implementations for middle-market businesses focusing on accelerating ROI and optimizing budgeting and forecasting processes.
• Sage IntacctcoreTechnology or IntegrationSage Intacct implementation consultants with accounting-first approach. Built by CPAs and accounting professionals who understand financial reporting structures and operational workflows. Services include implementation, system optimization, and ongoing support for growing organizations and nonprofits.
• UnanetcoreTechnology or IntegrationSpecialized partner for Unanet ERP implementations for government contractors. Unanet Data Lake activation and optimization services. 30+ years supporting complex government contractors with 140+ government contractor clients. Connects Unanet data to Oracle, OneStream, and Power BI platforms.
• AICPAcoreStrategic or Co-development PartnerStrategic partnership with American Institute of CPAs. Co-developed the High-Impact Modern Finance Workshop with AICPA using the Finance Assessment Model for Effectiveness (FAME). Leverages AICPA research and frameworks for client engagements.
• Bain & CompanyminorStrategic or Co-development PartnerM&A research partnership citing Bain's research on shareholder returns. SC&H's structured M&A playbook is informed by industry research demonstrating 26% greater shareholder returns for companies with systematic M&A approaches.

Scale indicators12 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• BDO USA: Top-tier US accounting and advisory network serving middle-market and large private clients with consulting, technology, tax, and transaction advisory — directly comparable in service-line mix and middle-market ERP/EPM delivery.
• Plante Moran: Large US accounting and business advisory firm serving middle-market companies with consulting, technology, and managed services — comparable on full-service model and middle-market focus.
• Grant Thornton US: US audit, tax, and advisory firm with significant transaction advisory and technology consulting practices targeting middle-market and large private enterprises — directly comparable to SC&H's Capital and Advisory service lines.
• Marcum LLP: National accounting and advisory firm serving middle-market companies with technology consulting, transaction advisory, and outsourced services — direct peer for SC&H's mid-market advisory and IB practices.
• Crowe LLP: Public accounting and consulting firm with technology implementation, risk, and transaction advisory services serving mid-sized and large enterprises — comparable on consulting, ERP/EPM, and risk capabilities.
• RSM US LLP: Largest US provider of audit, tax, and consulting services focused exclusively on the middle market; closely comparable on target customer (mid-market), service-line breadth (advisory, technology, accounting), and transformation/ERP delivery model.
• Baker Tilly US: Mid-market-focused advisory, tax, and assurance firm with strong technology/EPM implementation practice; competes with SC&H for enterprise transformation and ERP implementation engagements.
• Wipfli LLP: Top-20 US accounting and consulting firm serving middle-market organizations with advisory, technology, and outsourced accounting services — a direct peer to SC&H in mid-market transformation and outsourced finance.

Broad incumbents

• Deloitte (US): Largest global professional-services firm with Oracle/OneStream/ERP/EPM practices; competes with SC&H on Fortune 500 transformation mandates but with substantially larger bench and global footprint.
• Slalom: US-focused technology and business consulting firm with strong ERP/EPM/cloud practice serving mid-market and enterprise clients — adjacent competitor in SC&H's core Advisory & Transformation and Technology Services offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/sch-group
• Xx.com/SCHGroup
• Facebookfacebook.com/SCandHGroup

Compliance14 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about SC&H Group