CoffeeTree Group

What CoffeeTree Group does

CoffeeTree Group is a veteran-led U.S. IT advisory and managed services firm headquartered in Troy, Michigan, with a secondary office in St. Petersburg, Florida. The company delivers onshore technology services through five core practice areas: IT & Business Advisory (interim CIO/CTO placement, strategic roadmaps, technology and vulnerability assessments), a U.S.-based Operations Center (24/7 NOC, SOC, and human-staffed Service Desk), Onsite Field Services (embedded technologists, forward part stocking), Manufacturing Optimization (PLC support, IT-OT integration, AI-enabled Value Stream Mapping with IoT and 5G/CBRS), and Convenience/Fuel/Retail Technology Solutions (NCR RPOS, Verifone, Gilbarco, Wayne dispenser support).

Underlying technology consists of an integration-heavy stack anchored by ServiceNow (Elite Partner with Master Architect credential), complemented by AWS, Microsoft, Google, Kyndryl, Darktrace, Tenable, Webroot, KnowBe4, and InfraScale. The firm has invested in a SOC 2 Type II certified environment and operates its own rural Operations Center as a cost-advantaged delivery backbone.

CoffeeTree Group earns revenue primarily through professional services engagements (advisory, assessments, transformation projects) and recurring managed services contracts (NOC/SOC, Service Desk, manufacturing managed services, retail petroleum field support). Go-to-market is consultative and direct, targeting mid-market and enterprise clients in manufacturing, retail petroleum, convenience store, QSR, and (planned) public sector. Pricing is quote-based and not publicly disclosed; compensation benchmarks indicate experience-weighted salaries with benefits packages. Named enterprise clients include Stellantis, RaceTrac, Little Caesars, Nature's Grace, and an undisclosed global chemical manufacturer, with reported client outcomes of 30% faster incident resolution, 99.99% uptime, and 30-90 day payback with 5-10X ROI on manufacturing engagements.

Name

CoffeeTree Group

Legal name

CoffeeTree Group

Website

https://coffeetreegroup.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

CoffeeTree Group is a veteran-led, U.S.-based IT advisory and managed services firm serving mid-market and enterprise clients in manufacturing, retail petroleum, convenience store, and QSR with advisory, NOC/SOC, Service Desk, and field services.

Ownership category

akta.pro rank

Headquarters

HQ city

Michigan

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. IT & Business Advisory Services: Strategic consulting including interim CIO/CTO placement, technology assessments, vulnerability and risk assessments, strategic roadmap development, and multi-supplier service assessments. Delivered as project-based engagements with ongoing advisory relationships.
2. Managed Services (Service Desk, NOC, SOC): Ongoing managed services providing U.S.-based Service Desk support, Network Operations Center monitoring, and Security Operations Center services. Recurring revenue model with continuous client support.
3. Onsite Field Services: On-site technical support including C-Store/QSR support, field technicians, forward part stocking, and logistics. Mix of break/fix and project-based services.
4. Manufacturing Optimization Services: PLC support, IT-OT integration, production monitoring, MES/ERP application management, asset tracking, and manufacturing value stream mapping. Project and managed services delivery.
5. Convenience, Fuel, and Retail Technology Solutions: Comprehensive POS support (NCR RPOS, Verifone), car wash support, ATG alarm management, dispenser support (Gilbarco, Wayne), network management, PC/server support, and integration services for retail petroleum and convenience store operators.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

CoffeeTree Group is a veteran-led IT advisory and managed services firm that helps mid-market and enterprise clients with IT strategy, ServiceNow implementations, manufacturing IT-OT optimization, convenience/fuel/retail technology support, and 24/7 U.S.-based NOC/SOC/Service Desk operations. The company also provides onsite field services, vulnerability and risk assessments, and cloud/business continuity solutions tailored to manufacturing, retail petroleum, convenience store, and public sector organizations.

Product overview

CoffeeTree Group is a veteran-led IT advisory and technology services company offering a portfolio of interconnected services primarily organized around IT & Business Advisory Services (including ServiceNow implementations), Manufacturing Optimization, Convenience/Fuel/Retail/Grocery Technology Solutions, and an Operations Center (NOC/SOC/Service Desk). Their core offerings include advisory services (Strategic Roadmap, Technology Assessment, Vulnerability Assessments), managed services (onsite field services, US-based NOC/SOC, Service Desk), and transformation services (cloud migration, application rationalization, manufacturing optimization). ServiceNow is positioned as a key platform partnership where CTG acts as a reseller and implementer. The company differentiates through onshore US-based delivery, AI-enabled solutions, and rapid results delivery.

Differentiator

Problem solved

Functional benefit

Products and services

• IT & Business Advisory Services Advisory services that help clients optimize IT investments and build strategic roadmaps, including ServiceNow implementations, Interim CIO/CTO placement, multi-supplier service assessments, strategic roadmap development, technology assessments, and vulnerability and risk assessments. Targeted at organizations needing executive-level IT leadership and transformation guidance.
• Manufacturing Optimization AI-enabled manufacturing optimization services including advisory, transformation, and managed services. Helps manufacturers improve OEE, increase machine availability, reduce operating costs, and leverage technologies like 5G, robotics, AI, and Industry 4.0 value stream mapping with IoT sensors and predictive analytics.
• Convenience, Fuel, and Retail Technology Solutions Comprehensive technology solutions for convenience stores, fuel stations, and grocery retailers including POS support (NCR RPOS, Verifone), car wash support, ATG alarm management, dispenser support (Gilbarco, Wayne), network management, PC & server support, field services, and integration services across distributed multi-site operations.
• Operations Center U.S.-based Operations Center providing 24/7 NOC and SOC services, application support and rationalization, cloud and business continuity/disaster recovery, manufacturing value stream mapping, security program development, and U.S.-based Service Desk support staffed by real people.
• Onsite Field Services Onsite field services including C-Store and QSR onsite support, forward part stocking and logistics, and embedded onsite technologists providing boots-on-the-ground IT support at client locations across distributed multi-site environments.
• ServiceNow Implementation and Consulting As a ServiceNow Elite Partner with Master Architect credentials, CoffeeTree Group resells, implements, and provides end-to-end ServiceNow solutions including ITSM, AI-powered workflows, automation, and integration with hundreds of other technologies, with a U.S.-based delivery model and operational execution methodology.

Quantifiable outcome

• 30% reduction in incident resolution time for automotive manufacturing clients
• +5 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

Integration5 records

AI capability4 records

Feature5 records

Partnerships

15 partnerships are on record, tiered core, supporting and strategic.

• ServiceNowcoreTechnology or IntegrationElite partner status with multiple specializations including Platform, Customer Experience, and Service Operations. CTG resells, implements, and integrates ServiceNow solutions, bringing unique project management methodology designed to deliver measurable results with U.S.-based resources.
• Amazon Web Services (AWS)coreTechnology or IntegrationCloud infrastructure partnership enabling cloud migrations, business continuity, and disaster recovery solutions for clients. CTG leverages AWS for cloud-based services delivery.
• MicrosoftcoreTechnology or IntegrationTechnology partnership for productivity solutions, cloud services, and enterprise technology integration across client environments.
• GooglesupportingTechnology or IntegrationTechnology partnership for cloud and productivity solutions integration.
• TenablesupportingTechnology or IntegrationCybersecurity partnership for vulnerability assessment and exposure management solutions.
• Webroot (OpenText)supportingTechnology or IntegrationCybersecurity partnership providing endpoint protection and security solutions.
• DarktracesupportingTechnology or IntegrationAI-powered cybersecurity partnership for threat detection and autonomous response solutions.
• KyndrylsupportingTechnology or IntegrationTechnology and services partnership following Kyndryl's separation from IBM, providing managed services and infrastructure solutions.
• KnowBe4supportingTechnology or IntegrationSecurity awareness training partnership for cybersecurity program development and management.
• InfraScalesupportingTechnology or IntegrationBackup and disaster recovery technology partnership.
• TelarussupportingChannel Partner/ Reseller/ DistributorChannel partner for technology services aggregation and distribution, enabling CTG to reach broader market through Telarus network.
• RaceTracstrategicStrategic or Co-development PartnerMajor convenience store chain client relationship involving comprehensive technology support for retail petroleum operations across southeastern US stores.
• Little CaesarsstrategicStrategic or Co-development PartnerQuick-service restaurant partnership providing technology solutions for pizza chain operations.
• StellantisstrategicStrategic or Co-development PartnerAutomotive OEM partnership providing IT-OT support and managed services for manufacturing operations.
• Nature's GracesupportingStrategic or Co-development PartnerClient partnership in food/grocery sector for technology solutions.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Slalom: Global consulting firm with a substantial ServiceNow practice and strong manufacturing/retail presence. Most comparable to CTG in business model (consultative, relationship-driven, regional delivery) but operates at significantly larger scale across many geographies.
• CDW: Large US IT solutions provider delivering managed services, field services, and technology advisory across enterprise and mid-market. Comparable to CTG in field services and IT advisory mix but vastly larger and more diversified.
• Insight Enterprises: Global IT solutions and managed services provider with strong manufacturing and mid-market enterprise presence. Comparable to CTG in advisory-plus-managed-services bundling and similar vertical exposure.
• Kyndryl: Large managed infrastructure services firm (named CTG partner) focused on enterprise IT operations and NOC-style delivery. Comparable in managed services/NOC/SOC delivery but operates at global enterprise scale.
• NTT Data: Global IT services and consulting firm with ServiceNow and manufacturing expertise. Comparable to CTG in advisory-to-managed-services motion and offshore-capable delivery at much larger scale.
• Rackspace Technology: Managed cloud and IT services firm providing NOC/SOC and Service Desk delivery. Comparable to CTG in 24/7 operations center model and managed services revenue mix.

Direct peers

• Crossfuze: ServiceNow Elite partner focused on managed services and implementations. Closest direct peer to CTG given similar ServiceNow specialization, mid-market client focus, and recurring managed services revenue model.
• Acorio: Pure-play ServiceNow consulting firm (now part of Hexaware) offering advisory, implementation, and managed services. Directly comparable to CTG in platform depth and ServiceNow-only positioning, with similar mid-market target segment.
• SPK Technology: ServiceNow Elite partner delivering implementation, integration, and managed services. Closely comparable to CTG in platform focus, partner tier, and mid-market/enterprise advisory motion.

Emerging players

• Optiv: US-focused cybersecurity advisory and managed security services firm. Comparable to CTG in cybersecurity/NOC/SOC capability and US-based delivery model, though more specialized in security-only offerings.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/JimWardrop1
• Facebookfacebook.com/CoffeeTreeGroup

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 CoffeeTree Group