Chadwick Martin Bailey

What Chadwick Martin Bailey does

Chadwick Martin Bailey (CMB) is a Boston-headquartered, employee-owned custom market research and strategy firm founded in 1984 by Anne Bailey Berman and John Martin. The company operates as a full-service B2B professional services firm serving Fortune 100 and Fortune 500 clients, engaging senior consultants directly with client decision-makers on bespoke research engagements covering brand health, customer journey, segmentation, loyalty, growth strategy, and qualitative insights. CMB delivers services across seven declared verticals: Financial Services, Gaming, Healthcare, Media & Entertainment, Retail, Tech & Telecom, and Travel & Hospitality.

CMB's core technology stack blends human-led consulting with AI-augmented research methods under its branded "AI+HI Solutions" framework launched in October 2024. Its proprietary intellectual property includes the trademarked BrandFx framework (psychological brand performance), the Habit Cycles methodology and Strength of Habit Index (SoHI) developed in partnership with behavioral scientist Neale Martin, PhD, and the Fast+Slow Thinking decision-making framework. Its Advanced Analytics toolkit spans conjoint/MaxDiff/discrete choice modeling, latent class modeling, Bayes Nets, Gradient Boosted Modeling, K-means clustering, and TURF analysis, while AI-led interviewing extends qualitative research at scale.

Revenue is generated through professional services engagements (custom research and consulting) sold via direct enterprise sales to large clients. The company is a subsidiary of ITA Group, Inc. (a private diversified group) and operates an ESOP, with no public funding history. Pricing is quote-based and not publicly disclosed; no productized or self-serve offerings are evident. The firm is ISO 27001 certified and compliant with GDPR, CCPA, and PIPEDA.

Name

Chadwick Martin Bailey

Legal name

Chadwick Martin Bailey, Inc.

Website

https://cmbinfo.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

51–100 employees

Short description

Chadwick Martin Bailey is a Boston-based, employee-owned custom market research and strategy firm founded in 1984. It serves Fortune 100/500 clients across Financial Services, Gaming, Healthcare, Media, Retail, Tech, and Travel with proprietary frameworks and AI-augmented research.

Ownership category

akta.pro rank

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Custom Market Research & Consulting: CMB provides custom market research and consulting services to Fortune 100 and 500 companies. Engagements appear to be project-based or retainer arrangements for ongoing strategic research, covering brand health, customer journey, segmentation, and advanced analytics.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Chadwick Martin Bailey (CMB) is a full-service custom market research and strategy firm that delivers bespoke consumer insights and strategic consulting engagements to Fortune 100 and 500 clients. Its core offering combines consumer psychology, advanced quantitative analytics, and proprietary AI+HI™ methodologies to address brand health, customer journey, segmentation, innovation, and loyalty challenges across industry verticals.

Product overview

Chadwick Martin Bailey (CMB) is a full-service custom market research and strategy firm offering a comprehensive portfolio of research services and proprietary methodologies. The core offering is AI+HI™ Solutions, which blends Artificial and Human Intelligence throughout all engagements. The service portfolio spans Accelerate (rapid agile research), Advanced Analytics (predictive and quantitative analytics), Brand Health measurement (using BrandFx℠ framework), Customer Journey & Loyalty, Growth & Innovation, Market Strategy (including Habit Cycles methodology), and Qualitative Research. Key proprietary methodologies include BrandFx℠ (psychological brand performance), Habit Cycles (behavioral habit research with Strength of Habit Index), Fast+Slow Thinking (decision-making framework), and Design Thinking workshops. Services are delivered across seven industry verticals: Financial Services, Gaming, Healthcare, Media & Entertainment, Retail, Tech & Telecom, and Travel & Hospitality.

Differentiator

Problem solved

Functional benefit

Products and services

• AI+HI™ Solutions CMB's integrated approach blending Artificial and Human Intelligence, combining state-of-the-art research methods with validated AI-powered data collection and analytics to help clients make transformative decisions. Delivered with senior-level consulting on every engagement.
• Accelerate Agile research service focused on providing answers to strategic business questions in approximately half the time of standard projects, with custom survey design and rapid deliverables.
• Advanced Analytics Advanced quantitative analytics including conjoint, MaxDiff, discrete choice, latent class modeling, Bayes Nets, and Gradient Boosted Modeling to maximize impact from research data.
• Brand Health Human-centered brand measurement leveraging consumer psychology, advanced analytics, and agile qualitative research to drive brand engagement and competitive positioning.
• Customer Journey & Loyalty Customer experience tracking, NPS programs, path to purchase mapping, and loyalty/reward program development to create differentiating experiences that drive growth.
• Growth & Innovation Product and pricing optimization, portfolio optimization, and agile product development to help brands maximize reach and revenue through innovation.
• Market Strategy Strategic segmentation, habit cycles, audience measurement, and channel measurement to help companies identify and target the right segments and build brands that compete.
• Qualitative Research Iterative focus groups, pop-up communities, co-creation workshops, journey mapping, persona development, UX research, brand positioning, and design thinking methodologies. Includes AI-led interviewing via Qual at Scale.
• BrandFx™ Proprietary consumer-centric brand performance solution delivering a complete picture of brand performance based on four key psychological benefits: emotional, identity, social, and functional benefits that drive consideration, trial, loyalty, and advocacy.
• Habit Cycles Behavioral habit research methodology developed in partnership with Neale Martin, PhD, that segments habits relevant to brands and profiles each habit's components including motives, cues, behavioral routines, and psychological rewards. Includes the Strength of Habit Index (SoHI).

Quantifiable outcome

• Insights delivered approximately 50% faster through Accelerate program compared to standard projects
• +4 more outcomes

Named customers27 records

Segments7 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature6 records

Partnerships

Four partnerships are on record, tiered core, minor and strategic.

• ITA Group, Inc. (Parent Company)coreOthersCMB is a subsidiary of ITA Group, Inc., a global company helping leading brands around the world take action with confidence through events, incentives, recognition, loyalty, research, and learning. ITA Group Foundation contributes 1% of CMB's fiscal year operating income to charitable giving.
• ITA Group Family of CompaniesminorOthersCMB is part of the ITA Group family of companies including Cooleaf (employee engagement), Hartmann Studios, HTK, NKD, and Performance Incentives. These companies operate under shared ownership and occasionally collaborate on client engagements.
• Neale Martin, PhDstrategicStrategic or Co-development PartnerBehavioral scientist and author who partnered with CMB to develop the proprietary Habit Cycles research framework. This collaboration produced the Strength of Habit Index (SoHI) and self-funded research on gifting behaviors.
• Leukemia & Lymphoma Society (LLS)minorOthersCMB participates annually in LLS's Light the Night fundraising event, having raised over $200,000 since 2008. This is part of CMB's community impact and social responsibility initiatives.

Scale indicators6 records

Recent moves9 records

Expansion highlights6 records

Broad incumbents

• Ipsos: Global market research and insights firm with broad portfolio across consumer, healthcare, finance, and tech. Comparable to CMB because both deliver custom research to Fortune 500 buyers, but Ipsos operates at massively greater scale and geographic reach.
• Kantar: One of the world's largest insights and consulting firms covering brand, media, and consumer research. Overlaps with CMB on custom brand health, segmentation, and consumer psychology work for global enterprise clients.
• NielsenIQ: Global consumer intelligence firm combining panel data, retail measurement, and custom research. Comparable in serving CPG, retail, and tech enterprise buyers with mixed custom-and-syn data offerings.

Direct peers

• Material Holdings: Custom research, strategy, and design firm serving large enterprises with integrated insights-to-execution offerings. Closely comparable in combining custom research with strategic consulting for Fortune 500 buyers.
• Escalent: Mid-size custom market research and analytics firm serving Fortune 500 clients across similar verticals (financial services, healthcare, tech, automotive). Closest direct competitor to CMB in size, scope, and custom-shop delivery model.
• Maru/Matchbox: Technology-led custom research and insights firm combining panel assets with bespoke engagements. Comparable as a mid-tier alternative for enterprise buyers seeking a blend of custom work and panel-enabled research.
• Savanta: Custom research and insights firm offering brand tracking, segmentation, and advanced analytics to enterprise clients. Comparable in mid-tier positioning and breadth of qualitative-plus-quantitative services.
• Greenberg Quinlan Rosner Research: Custom strategic research firm with strong behavioral-science and analytics capabilities, serving corporate and advocacy clients. Overlaps with CMB's psychology-driven, methodology-led custom research model.

Emerging players

• Prodege: Consumer insights and rewards-based research platform serving enterprise clients. Comparable at the intersection of consumer engagement and research, with growing overlap as AI-driven research tools expand.

Regional players

• Dynata: Large first-party data and research operations company with global panel infrastructure and insights services. Overlaps with CMB on survey-based consumer research for enterprise clients, but is panel-led rather than bespoke.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CMBInfo
• Facebookfacebook.com/57698357425
• LinkedInlinkedin.com/company/chadwick-martin-bailey

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Chadwick Martin Bailey