WG Consulting

What WG Consulting does

WG Consulting is a Houston-based, privately held management and technology consulting firm founded in 2012 by Roger Burks, a former Deloitte Audit Partner. The firm delivers tailored consulting engagements across financial advisory (FP&A, audit readiness, regulatory compliance, board governance), financial optimization (process improvement, internal controls, technology integration), transaction advisory (M&A readiness, post-merger integration, private equity, investment banking), executive search, and business transformation services (supply chain, contingent workforce, data analytics, AI & digital innovation). It serves clients ranging from high-growth startups to Fortune 500 companies, with disclosed case work spanning a $300M healthcare IPO, a multibillion-dollar food & industrial leader, and AI readiness engagements.

The firm operates a unified professional services delivery model rather than a packaged software platform. Its technology stack is anchored by strategic partnerships with Planful for FP&A implementation and Host Analytics for EPM solutions, complemented by general ERP/EPM/CRM system integration capabilities and an internal data analytics practice applying predictive modeling and machine learning to structured financial and operational data. Core proprietary methodologies center on finance process optimization, SOX/COSO-aligned internal controls frameworks, and supply chain spend management executed at the billions-of-dollars scale.

WG Consulting generates revenue through professional services engagements priced on a quote-based, scope-driven model, supplemented by software implementation fees tied to technology partners. Go-to-market is direct enterprise field sales supported by thought-leadership content marketing, an active LinkedIn presence, and published case studies. The company maintains its Houston headquarters, expanded into a Business Transformation Services division under a divisional CEO in March 2025, and completed the acquisition of C Squared in the same period, signaling active inorganic scaling.

Name

WG Consulting

Legal name

WG Consulting

Website

https://wgconsulting.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

101–250 employees

Short description

WG Consulting is a Houston-based full-service management and technology consulting firm founded in 2012 that delivers financial advisory, transaction advisory, executive search, and business transformation services to clients ranging from high-growth startups to Fortune 500 companies.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

M&A Advisory (Buy-side/Sell-side) (BPAHADAC), ERP, CRM & Enterprise Applications Consulting (BPAHAEAI), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

Keywords

• Management consulting services
• Financial advisory services
• Transaction advisory consulting
• Business transformation services
• Executive search services

Headquarters

HQ city

Houston

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. Management & Technology Consulting Services: Professional consulting engagements providing strategic advisory services in finance, operations, supply chain, human capital, and digital transformation. Services delivered through tailored engagements with enterprise clients.
2. FP&A Software Implementation: Implementation of Planful FP&A software with training and ongoing support, generating revenue through technology implementation and consulting services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

WG Consulting is a full-service management and technology consulting firm that delivers tailored engagements across financial advisory, financial optimization, transaction advisory, executive search, and business transformation services for clients ranging from high-growth startups to Fortune 500 companies. Core work spans FP&A, audit readiness, internal controls, energy regulatory compliance, board governance, M&A readiness, private equity advisory, supply chain and contingent workforce optimization, and AI-enabled data analytics, supported by partnerships with Planful and Host Analytics.

Product overview

WG Consulting is a full-service management and technology consulting firm based in Houston, Texas, founded in 2012. The company offers an integrated portfolio of consulting services organized around four core practice areas: Financial Advisory & Optimization (including FP&A, audit readiness, regulatory compliance, and board governance), Transaction Advisory (covering M&A, private equity, investment banking, and post-merger integration), Business Transformation Services (encompassing supply chain management, contingent workforce optimization, data analytics, AI & digital innovation, and process improvement), and Executive Search. The firm operates as a unified service delivery model rather than a software product platform, providing tailored consulting engagements across finance, operations, technology, and human capital domains. Key technology partnerships include Planful for FP&A implementation and various ERP/EPM/CRM system integrations.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advisory Services Comprehensive financial consulting for enterprise and growth-company clients covering financial reporting and planning & analysis (FP&A), interim and fractional leadership placement, audit readiness and preparation, energy regulatory compliance, and board setup and governance services.
• Financial Optimization Services Finance transformation consulting focused on process improvement and operational efficiency, internal controls and risk management design, technology integration, KPI development, automation, and change management to streamline financial operations and improve accuracy and cost efficiency.
• Transaction Advisory Services End-to-end transaction advisory covering transaction readiness, due diligence, deal structuring, negotiation support, and post-merger integration for M&A, restructuring, and strategic transactions, with dedicated private equity and investment banking consulting sub-practices.
• Executive Search Services Executive recruitment service connecting organizations with C-suite and board-level leadership talent through tailored search, organizational design, and succession planning, supported by the firm's Talent Acquisition practice.
• Supply Chain Management Consulting Supply chain advisory covering supply chain strategy and operations consulting, supplier engagement, contract management and negotiations, strategic sourcing, category management, and market intelligence to optimize supply chain operations.
• Contingent Workforce Optimization Workforce management advisory covering program assessment and implementation, project management, supplier optimization, compliance, cost savings, direct sourcing, and analytics for contingent workforce programs.
• Data Analytics and Business Intelligence Data analytics solutions that collect, integrate, and analyze data from multiple sources using predictive modeling and machine learning to enable actionable insights, governed reporting environments, and data-driven decision-making across finance and operations.
• AI and Digital Innovation Consulting Advanced technology advisory integrating AI, machine learning, automation, and data analytics to deliver AI readiness assessments, process automation, and digital transformation roadmaps that create strategic growth opportunities.

Quantifiable outcome

• Billions in Supply Chain Management Spend optimized through consulting services
• +1 more outcomes

Named customers5 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

Integration1 record

AI capability4 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Host AnalyticscoreTechnology or Integration · 1 January 2019WG Consulting was honored as the first-ever 2019 Regional Systems Integrator Partner of the Year by Host Analytics for North America, recognizing excellence in EPM implementation services.
• PlanfulcoreTechnology or IntegrationStrategic technology partnership for Planful FP&A software implementation and optimization. WG Consulting deploys Planful to strengthen budgeting, forecasting, and reporting processes for clients, providing implementation, training, and ongoing support.
• Technology Alliance PartnerscoreTechnology or IntegrationNetwork of reputable technology allies offering best-in-class solutions across Close and Consolidation Management, Planning and Forecasting, and Record to Report domains.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Riveron Consulting: Mid-market financial advisory and transaction services firm of comparable size, offering CFO advisory, transaction readiness, and operations consulting to PE-backed and Fortune 500 clients — directly overlaps WG's Financial Advisory and Transaction Advisory practices.
• CrossCountry Consulting: National advisory firm focused on accounting, finance, and transaction services for middle-market and enterprise clients — closely mirrors WG's financial advisory, M&A readiness, and transformation offerings.
• BKD CPAs & Advisors: Top-10 US accounting and advisory firm delivering audit, tax, consulting, and wealth advisory to mid-market and enterprise clients — comparable full-service advisory footprint and PE/transaction advisory practice.
• Baker Tilly US: Mid-market advisory firm providing consulting, audit, tax, and transaction advisory services across multiple industries — directly comparable breadth and target client profile to WG Consulting.
• Connor Group: Specialized accounting and advisory firm focused on finance transformation, IPO readiness, and technical accounting for high-growth and public companies — overlaps WG's FP&A, audit readiness, and IPO assistance services.
• CFGI: National financial consulting firm offering technical accounting, finance transformation, and SOX/audit readiness — directly comparable to WG's Financial Optimization and audit readiness service lines.
• Marcum LLP: National accounting and advisory firm with strong financial advisory, transaction advisory, and consulting practices serving middle-market and enterprise clients — a close comparator in scale and service breadth.

Broad incumbents

• Alvarez & Marsal: Global professional services firm specializing in turnaround, transaction advisory, and performance improvement — overlaps WG's M&A, PE advisory, and transformation work but at significantly larger scale.
• FTI Consulting: Global advisory firm with corporate finance, restructuring, and strategic consulting practices — competes with WG in transaction advisory and disputes-related financial consulting at enterprise scale.
• Deloitte (Consulting): Big 4 global professional services firm; WG's founder Roger Burks was a Deloitte Audit Partner and Partner in Charge of the Energy Practice. Competes with WG across financial advisory, transactions, and transformation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wgconsulting-houston
• Instagraminstagram.com/wgconsultingtexas

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries1 record

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 WG Consulting