Strategex
Strategex is a Chicago-based, family-owned management consultancy founded in 1993 that delivers 80/20 Profit & Growth strategy, customer due diligence, and B2B market research services to private equity firms and enterprise corporate clients.
- Company typePrivate
- Founded1993
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Strategex does
Strategex is a Chicago-based management consulting firm founded in 1993 by Peter Philippi that delivers strategic advisory services to private equity firms and corporate management teams. The firm's practice is anchored by its proprietary 80/20 Profit & Growth methodology, which applies the Pareto Principle to identify the customers, products, and activities driving the bulk of revenue and profit, and is operationalized through codified frameworks including the trademarked Strategex Key Ratio™ (Material Margin divided by Total Employee Costs), quartile and quadrant analysis tools, and the SERVQUAL gap model. Core service lines span three categories: Transformation (80/20 Profit & Growth, Customer Experience improvement), Research (M&A Market Assessments, Customer Insights, B2B Market Research), and Diligence (Commercial Due Diligence and Customer Due Diligence, the latter supporting roughly $6B in transactions annually).
The business model is a professional services, project-based consultancy with multi-year contract cadence, quote-based pricing tied to scope, and a sales-led, relationship-driven go-to-market targeting enterprise accounts. GTM emphasizes direct client engagement through the website, contact forms, a secure ShareFile client portal, and content marketing via the Strategex Insights blog, webinars, industry events, and Forbes thought leadership. The 2024 acquisition of Priority Metrics Group (PMG) added complementary B2B market research and commercial due diligence capabilities, broadening the end-to-end service stack. Customers span large industrial manufacturers (Vontier, IDEX, Amcor, Graphic Packaging, Kadant, Peak Toolworks, Power Construction, ATF), packaging firms, and dozens of private equity sponsors (Baird Capital, Branford Castle, Norwest Equity Partners), with Anthony Bahr's Customer Due Diligence practice alone engaged with 50+ PE firms.
Operated as Strategex, LLC, an Illinois-domiciled private company, ownership remains with the Philippi family. Peter Philippi serves as Founder and Chairman; his son David Philippi was appointed CEO in 2018, having previously grown the 80/20 practice at a stated 19% CAGR. The firm remains boutique, with no disclosed funding rounds and no public revenue, operating from Oak Brook and Chicago offices while serving clients globally on a project basis.
Strategex firmographics
Firmographics- Name
- Strategex
- Legal name
- Strategex, LLC
- Website
- https://strategex.com
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Strategex is a Chicago-based, family-owned management consultancy founded in 1993 that delivers 80/20 Profit & Growth strategy, customer due diligence, and B2B market research services to private equity firms and enterprise corporate clients.
- Ownership category
- akta.pro rank
Strategex industry classification
Industry- Product category
- Management Consulting
- NAICS
- Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Customer Experience (CX) & Digital Experience (BPAHAEAC)
Keywords
Where Strategex is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Strategex business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- Management Consulting Services: Strategex generates revenue through professional consulting engagements including 80/20 Profit & Growth implementations, Customer Due Diligence, Commercial Due Diligence, Customer Experience improvement, and M&A Market Assessments. Engagements are typically project-based with custom scope and pricing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom consulting engagements priced based on project scope and complexity |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Strategex product offering
Product offeringCore offering
Strategex is a management consulting and research firm that helps companies and private equity investors drive profitable growth using its proprietary 80/20 Profit & Growth methodology. It delivers strategic transformation, customer experience improvement, B2B market research, and commercial and customer due diligence services through project-based consulting engagements.
Product overview
Strategex is a management consultancy offering a unified suite of consulting services centered on its proprietary 80/20 Profit & Growth methodology. The core offerings include Customer Experience improvement, M&A Market Assessments, Customer Insights research, and B2B Market Research. Diligence services encompass Commercial Due Diligence and Customer Due Diligence. The company serves two primary client segments: Private Equity firms and Business Leaders. All services are delivered through consulting engagements rather than software products.
Differentiator
Problem solved
Functional benefit
Products and services
- 80/20 Profit & Growth A proprietary strategic planning methodology based on the Pareto Principle that helps management teams focus resources on the 20% of customers and products generating 80% of results, driving profitable market share growth.
- Customer Experience Consulting service that helps business leaders improve customer satisfaction and loyalty using structured approaches such as SERVQUAL gap analysis to close the gap between customer expectations and delivery.
- M&A Market Assessments Research service that provides businesses and investors the market data needed to evaluate market opportunities and sizing in the context of mergers and acquisitions.
- Customer Insights B2B market research service that helps companies understand customer needs, preferences, and behaviors to inform strategic decisions.
- B2B Market Research Market research service enabling companies to outperform their industry CAGR through systematic customer and market analysis.
- Commercial Due Diligence Due diligence service that helps dealmakers assess the commercial viability and risks of potential acquisitions.
- Customer Due Diligence Due diligence research service that validates revenue base stability, measures customer concentration risk, and assesses price elasticity for M&A transactions; supports approximately $6B in transactions annually.
- Private Equity Solutions Bundled consulting solutions for private equity firms covering pre-close validation, post-close growth strategies, and exit optimization to maximize value across the deal lifecycle.
- Business Leaders Solutions Strategic consulting solutions designed for operating company leaders seeking profitable growth and organizational transformation.
Quantifiable outcome
- Over $2 billion in operating income improvement delivered to clients
- +5 more outcomes
Companies that use Strategex
Customer profileNamed customers14 records
Segments4 records
Ideal customer profiles2 records
Strategex technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Strategex partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Priority Metrics Group (PMG)coreIn 2024, Strategex acquired Priority Metrics Group (PMG), a B2B market research agency specializing in market assessments and commercial due diligence. PMG brought complementary services, new growth avenues, and enhanced value proposition. PMG pioneered B2B market research over three decades ago using a different approach than B2C counterparts. This acquisition strengthened Strategex's end-to-end service capabilities and added PMG's brainpower as powerful market researchers and strategists.
Scale indicators8 records
Recent moves5 records
Expansion highlights4 records
Strategex competitors and assessment
Company assessmentBroad incumbents
- AlixPartners: Global consulting firm specializing in performance improvement, turnaround, and operational consulting with deep private equity practice. Highly comparable to Strategex's PE diligence + operational improvement offering but at much greater scale.
- Charles River Associates: Public consulting firm providing economic and strategy advice with significant PE commercial-due-diligence and antitrust/competition capabilities. Overlaps with Strategex's market assessment and commercial DD practices.
- EY-Parthenon: Big-4 strategy consulting arm with major commercial due diligence and corporate strategy practices serving PE and corporate clients. Broader incumbent offering the same diligence and growth-strategy services as Strategex.
- Bain & Company: Top-tier global management consulting firm with dedicated PE practice and Bain Capability Center methodology. Larger incumbent offering overlapping strategy, diligence, and customer-strategy services.
- McKinsey & Company: Largest global management consulting firm with extensive PE advisory, growth, and operations practices. Broad incumbent against which Strategex competes on niche expertise and senior-led engagement model.
Direct peers
- West Monroe Partners: Mid-sized US management and technology consultancy with a dedicated private equity practice offering commercial diligence and value-creation work. Closest direct peer in size, PE focus, and operational due diligence scope.
- Berkeley Research Group: Consulting firm with a strong private equity advisory practice covering commercial diligence, value creation, and operational improvement. Direct peer in PE-focused boutique consulting with similar service architecture.
- Innosight: Strategy consulting firm (Huron subsidiary) focused on growth strategy, transformation, and innovation. Comparable to Strategex's 80/20 Profit & Growth and customer experience transformation work for corporate clients.
- Keystone Strategy: Boutique consulting firm specializing in commercial diligence, growth strategy, and pricing for PE and corporate clients. Closely comparable boutique peer in customer research and commercial DD scope.
Emerging players
- Fortune Business Insights (consulting arm): B2B market research firm offering market assessments and competitive intelligence comparable to Strategex's B2B market research and M&A market assessment offerings post-PMG acquisition.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Strategex social profiles
Digital presenceStrategex financial estimates
Financial estimateRevenue estimate
Valuation estimate
Strategex leadership team
Management profileNumber of profiles
Profiles8 records
Strategex subsidiaries and ownership
Company hierarchySubsidiaries1 record
Strategex funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Strategex M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Strategex
What does Strategex do?
Strategex is a management consulting and research firm that helps companies and private equity investors drive profitable growth using its proprietary 80/20 Profit & Growth methodology. It delivers strategic transformation, customer experience improvement, B2B market research, and commercial and customer due diligence services through project-based consulting engagements.
Is Strategex a public or private company?
Strategex is a private company. It is classified as family owned and is currently operating.
When was Strategex founded?
Strategex was founded in 1993. It employs 11 to 50 people.
Where is Strategex based?
Strategex is headquartered in Chicago, United States, in the North America region.
How does Strategex make money?
One revenue line is on record: management Consulting Services.
Who are Strategex's main competitors?
Broad incumbents on record are AlixPartners, Charles River Associates, EY-Parthenon, Bain & Company and McKinsey & Company. Direct peers are West Monroe Partners, Berkeley Research Group, Innosight and Keystone Strategy. Fortune Business Insights (consulting arm) is listed as an emerging player.
Does Strategex have an API?
No public API is recorded for Strategex.
What industry is Strategex in?
Strategex's product category is Management Consulting. Its primary akta.pro industry code is BPAHAEAC, Customer Experience (CX) & Digital Experience. Its NAICS code is 54161 and its SIC code is 8742.