Convergence Consulting Group

What Convergence Consulting Group does

Convergence Consulting Group (CCG) is a privately held management consulting firm founded in 1999 in Edmonton, Alberta, by principals David Oman and Janie Hotz. The firm operates a partnership-based network model with a small core team of named practitioners (David Oman, Janie Hotz, Adrienne Hotz-Oman, Walter Damus, and Doug Blackie), supplemented by associates assembled per engagement, rather than a large traditional employee base. CCG serves public sector, education, private sector, and not-for-profit clients primarily in Alberta, delivering strategic planning, organizational design, leadership coaching, team building, stakeholder consultation, and expert facilitation services.

CCG's offerings are organized into consulting engagements, leadership coaching with psychometric assessment, and training/development programs. The firm does not build or own proprietary technology; instead it delivers engagements using licensed psychometric instruments — DiSC (via Inscape-Wiley authorized partnership), MBTI (via Psychometrics International certification held by David Oman), FIRO-B, TKI, and the Five Behaviors of a Cohesive Team framework (via Wiley Workplace Learning Solutions). Training products include Leadership Development, Engaging Others, Managing Difficult Interactions, Influencing Effectively, Team Skills, and Advanced Facilitation Techniques.

Revenue is generated through project-based professional services engagements sold via direct consultative sales to organizational decision-makers. Pricing is not publicly disclosed; service pages direct prospects to call or email. Go-to-market is sales-led with limited digital footprint: organic search, a content blog authored primarily by David Oman, and direct phone/email outreach. The firm shows no evidence of external investment, M&A activity, or geographic expansion beyond Alberta.

Name

Convergence Consulting Group

Legal name

Convergence Consulting Group

Website

https://convergencegroup.net

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Convergence Consulting Group is an Edmonton-based management consulting firm that delivers strategic planning, leadership coaching, team building, and stakeholder consultation to public, education, private, and nonprofit clients in Alberta using licensed psychometric assessment tools.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Operations & Process Improvement Consulting (BPAHACAB), Organization Design & Operating Model Consulting (BPAHAGAB)

Keywords

• Management consulting services
• Strategic planning consulting
• Leadership development training
• Organizational design consulting
• Executive coaching services

Headquarters

HQ city

Edmonton

HQ country

Canada

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. Strategic Planning Consulting: Customized strategic planning engagements including current state assessment, gap analysis, strategy selection, and implementation support. Revenue is generated through project-based consulting engagements with government, education, and private sector clients.
2. Leadership Development Training: Customizable workshops and training programs in leadership development, team skills, facilitation techniques, and employee engagement. Delivered as scheduled workshops or customized in-house programs.
3. Executive Coaching: One-on-one leadership coaching engagements using psychometric assessment tools to raise self-awareness and enable personal development. Coaching is focused on individual leaders with the goal of improving organizational effectiveness.
4. Teambuilding Retreats: Team building programs using the Five Behaviors of a Cohesive Team methodology. Certified facilitators deliver team development interventions based on Patrick Lencioni's model.
5. Stakeholder Consultation: Facilitated stakeholder consultation sessions for complex or contentious projects requiring coordinated stakeholder engagement and consensus building.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Convergence Consulting Group is a partnership-based management consulting firm that delivers strategic planning, organizational design, stakeholder consultation, and expert facilitation services to public, private, education, and not-for-profit sector clients. The firm supplements its consulting engagements with leadership and team training programs and one-on-one executive coaching grounded in licensed psychometric assessment tools (DiSC, MBTI, FIRO-B, TKI, Five Behaviors of a Cohesive Team). Services are delivered through a flexible network of principals and associates assembled into specialized teams for each engagement.

Product overview

Convergence Consulting Group is a strategic management consulting firm offering consulting services, training programs, and leadership coaching. Their core offerings center around strategic planning, organizational design, expert facilitation, stakeholder consultation, and teambuilding. They operate as a platform of advisory services supplemented by assessment tools including DiSC, MBTI, FIRO-B, TKI, and Five Behaviors of a Cohesive Team, delivered through authorized partnerships with Inscape-Wiley and Wiley Publishing. Training programs include leadership development, team skills, influencing effectively, engaging others, and advanced facilitation techniques. Their integrated approach combines individual leadership coaching with team-based interventions using validated psychometric instruments.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Planning Strategic planning consulting engagements covering vision and goal development, current state assessment, gap analysis, strategy selection, and implementation support for organizational leaders in public, private, education, and not-for-profit sectors.
• Organizational Design Organizational design consulting following a form-follows-function philosophy that assesses the alignment of People, Processes, and Technology within client organizations.
• Expert Facilitation Expert facilitation services delivered by certified trainers to help organizations build agreements and commitment, surface resistance, and drive productive meetings and retreats.
• Stakeholder Consultation Facilitated stakeholder consultation sessions that enable all voices to be heard for successful implementation of complex or contentious projects requiring coordinated engagement and consensus building.
• Teambuilding Retreats Team building retreats designed to build productive and engaged teams, grounded in Patrick Lencioni's Five Behaviors of a Cohesive Team framework and delivered by certified facilitators.
• Vision, Values, and Strategy Retreats Planning retreats that help organizations build clear and compelling Strategic Vision and Values statements that underpin sustainable business success.
• Leadership Coaching One-on-one executive coaching engagements providing leaders with tools for self-examination and personal discovery through respectful dialogue that supports clients in achieving specific results.
• Leadership Development Training Leadership development training and performance coaching focused on advancing the art of leadership through both scientific and artistic leadership elements.
• Team Skills Training Workshop program focused on understanding and valuing differences between team members' approaches and skills in order to build high-performing teams.
• Influencing Effectively Customized workshop that helps participants understand the influencing process and gain practical experience influencing colleagues across business units.
• Engaging Others Training program that defines organizational engagement as intellectual and emotional involvement and measures commitment, advocacy, and motivation indicators.
• Advanced Facilitation Techniques Workshop that expands facilitation skills for experienced facilitators, covering advanced intervention skills and process consultation fundamentals.
• Managing Difficult Interactions One-day training program developing skills to manage difficult interactions and navigate successfully through change processes.
• DiSC Assessment Suite Behavioral personality assessment tools including Workplace, Management, Work of Leaders, Sales, and Leadership 363 variants, delivered through authorized Inscape-Wiley partnership for coaching and team development engagements.
• MBTI Assessment Myers-Briggs Type Indicator personality assessment instrument based on Carl Jung's type theory, used for communication improvement, team building, and leadership development.
• FIRO-B Assessment Fundamental Interpersonal Relations Orientation-Behavior assessment measuring Inclusion, Affection, and Control dimensions from expressed and wanted perspectives.
• Thomas-Kilmann Conflict Mode Instrument (TKI) Conflict-handling assessment identifying five styles: competing, collaborating, compromising, avoiding, and accommodating.
• Leadership 360 (Everything DiSC 363 for Leaders) 360-degree leadership feedback tool combining the DiSC framework with eight leadership approaches and CommentSmart selectable feedback features for leader development.
• Five Behaviors of a Cohesive Team Team development program powered by DiSC that helps teams master trust-building, conflict management, commitment, accountability, and results-focus.

Quantifiable outcome

• 55% of employees in public and private sector organizations are disengaged; 19% are actively disengaged; only 26% are engaged (Gallup research cited)
• +1 more outcomes

Named customers17 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Wiley Workplace Learning SolutionscoreImplementation/ SI/ Consulting PartnerAuthorized Partner for Patrick Lencioni's 'Five Behaviors of a Cohesive Team' program. CCG offers assessment-based team development programs powered by Wiley's DiSC-based tools and Lencioni's team development model.
• Inscape-Wiley (DiSC Products)coreImplementation/ SI/ Consulting PartnerAuthorized distributor of Inscape-Wiley products including DiSC assessment tools, Everything DiSC system, and Leadership 363. CCG uses DiSC as a foundational tool in coaching and team development engagements.
• Psychometrics InternationalminorImplementation/ SI/ Consulting PartnerDavid Oman is an MBTI Certified practitioner through Psychometrics International. The company offers MBTI assessments as part of leadership development and coaching services.

Scale indicators1 record

Recent moves6 records

Expansion highlights2 records

Broad incumbents

• Development Dimensions International (DDI): Large leadership and assessment-focused consultancy delivering leadership development, behavioral interviewing, and succession planning to enterprises and governments; comparable to CCG in delivering assessment-based leadership development and executive coaching using validated instruments.
• FranklinCovey: Global leadership development and performance consulting firm offering the 7 Habits framework and related training; comparable to CCG because both monetize leadership/training content through certified-practitioner networks and enterprise training programs (CCG associate Doug Blackie is FranklinCovey certified).
• Right Management (ManpowerGroup): Global talent and career management consulting firm providing leadership development, organizational effectiveness, and outplacement; comparable to CCG as a competitor for organizational design and leadership development engagements with enterprise and public-sector clients.
• Willis Towers Watson (WTW): Global advisory firm offering talent management, organizational design, and employee engagement consulting; comparable to CCG because both serve enterprise and public-sector clients with leadership development and organizational effectiveness solutions.
• Korn Ferry: Global organizational consulting firm combining executive search, leadership development, and assessment; comparable to CCG as a competitor for leadership coaching and organizational design mandates at large enterprises and government clients.
• Boyden Global Executive Search: Global executive search and leadership advisory firm with significant Canadian practice; comparable to CCG because both compete for senior leadership consulting mandates with Canadian enterprises, governments, and educational institutions.

Direct peers

• Center for Creative Leadership (CCL): Non-profit leadership development organization offering executive education, assessment, and coaching programs; comparable to CCG because both deliver leadership development programs to public, private, and education-sector clients using validated frameworks and assessment tools.
• Gallup: Research-based consulting firm specializing in employee engagement surveys, CliftonStrengths assessment, and management consulting; comparable to CCG because both monetize employee engagement research (Gallup Q12 cited by CCG) and sell engagement-improvement consulting to enterprises and public-sector clients.

Regional players

• Knightsbridge Robertson Surette: Canadian executive search and leadership advisory firm serving public, private, and not-for-profit sectors across Canada; comparable to CCG as a Canadian-headquartered, founder-led firm competing for the same Western Canadian leadership consulting mandates.

Emerging players

• Piton Global Partners: Canadian management and technology consulting firm offering organizational change, transformation, and leadership advisory services; comparable to CCG as a Canadian-based competitor for mid-market public-sector and education consulting engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks3 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Convergence Consulting Group