Conway MacKenzie
Conway MacKenzie is a Birmingham-based consulting and financial advisory firm serving CFOs, finance teams, and private equity sponsors with transaction, transformation, restructuring, technology, and AI consulting services across the full deal lifecycle.
- Company typePrivate
- Founded2011
- HeadquartersBirmingham, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Conway MacKenzie does
Conway MacKenzie is a consulting and financial advisory firm founded in 2011 and headquartered in Birmingham, United States, with operational presence in Dallas. The firm serves CFOs, finance teams, and private equity sponsors through six core solution areas: Strengthening the office of the CFO, Executing Complex Transactions, Transforming Technology, Elevating Performance, Navigating Distress, and Maximizing Exit Effectiveness and Value. Its underlying technology footprint centers on AI-powered consulting delivery and cloud-based ERP systems, with a multi-award-winning Oracle NetSuite Alliance Partnership as a core channel for ERP implementations.
The firm's business model is professional services engagement-based, delivering both consulting and implementation capabilities across the deal lifecycle from buy-side diligence through post-close integration, as well as interim management, AI consulting, accounting advisory, and distress advisory. Technology partnerships with OneStream, Drata, Alteryx, and Workiva support financial consolidation, compliance automation, data analytics, and reporting implementations. The client base includes enterprise customers across logistics (Crane Worldwide Logistics), aviation, technology, financial services (including a $372M de-SPAC engagement), construction, retail (JCPenney), hospitality, healthcare (Tenet Healthcare, Hoag Hospital), security (Allied Universal), automotive, private equity (GTCR), and engineering (Jacobs).
Go-to-market is direct enterprise engagement supported by content marketing through insights, webinars, viewpoints, and media releases targeting finance and business leaders. The firm is privately held and operates as a limited liability company structure. In March 2026, Kohlberg and Company announced a strategic investment in Cuesta Partners to expand into AI and data advisory, signaling continued capital backing for product surface expansion.
Conway MacKenzie firmographics
Firmographics- Name
- Conway MacKenzie
- Legal name
- Riveron Consulting, LLC
- Website
- https://conwaymackenzie.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Conway MacKenzie is a Birmingham-based consulting and financial advisory firm serving CFOs, finance teams, and private equity sponsors with transaction, transformation, restructuring, technology, and AI consulting services across the full deal lifecycle.
- Ownership category
- akta.pro rank
Conway MacKenzie industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industries
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Financial Management & Performance Improvement Consulting (BPAHACAF), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
Keywords
Where Conway MacKenzie is headquartered
LocationHeadquarters
- HQ city
- Birmingham
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Conway MacKenzie business model
Business model- GTM type
- B2B
- Offering type
- Services
Distribution channels1 record
Marketing channels5 records
Conway MacKenzie product offering
Product offeringCore offering
Conway MacKenzie is a financial advisory firm that delivers six primary solution categories to the Office of the CFO and Private Equity clients: Strengthening the oCFO (CFO-as-a-Service and interim finance leadership), Executing Complex Transactions (transaction advisory and integration), Transforming Technology (ERP and cloud platform implementations such as Oracle NetSuite), Elevating Performance (accounting advisory and finance operations), Navigating Distress (restructuring and interim management), and Maximizing Exit Effectiveness & Value. The firm also provides specialized services including AI Consulting, Merger & Integration Services, and Oracle NetSuite Consulting Services.
Product overview
Riveron is a consulting firm offering a comprehensive portfolio of professional services organized around six core solution areas: Strengthening the oCFO, Executing Complex Transactions, Transforming Technology, Elevating Performance, Navigating Distress, and Maximizing Exit Effectiveness & Value. The firm provides specialized services including AI Consulting, Accounting & Finance Operations, Interim Management, ERP Services, Oracle NetSuite Consulting, Merger & Integration Services, and Accounting Advisory. Riveron positions itself as serving CFOs, finance teams, and private equity leaders across the deal lifecycle from transaction to transformation.
Differentiator
Problem solved
Functional benefit
Products and services
- Strengthening the oCFO Advisory and execution service that strengthens the Office of the CFO through interim leadership, outsourced finance function support, and CFO-as-a-Service delivery for corporate finance leaders.
- Executing Complex Transactions
- Transforming Technology
- Elevating Performance
- Navigating Distress
- Maximizing Exit Effectiveness & Value
- Artificial Intelligence (AI) Consulting
- Accounting & Finance Operations
- Interim Management
- ERP Services
- Oracle NetSuite Consulting Services
- Merger & Integration Services
- Accounting Advisory
Companies that use Conway MacKenzie
Customer profileNamed customers16 records
Segments2 records
Ideal customer profiles2 records
Conway MacKenzie technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature1 record
Conway MacKenzie partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Oracle NetSuitecoreMulti-award-winning NetSuite Alliance Partner helping organizations maximize the value of NetSuite's integrated cloud business software suite including accounting, ERP, CRM, and e-commerce software using embedded AI tools
- OneStreamcoreTechnology partnership for financial consolidation and reporting solutions, supporting efficient close cycles and back-office reporting processes
Recent moves2 records
Expansion highlights5 records
Conway MacKenzie competitors and assessment
Company assessmentBroad incumbents
- Deloitte (US): Big 4 with deep Transactions & Corporate Finance, Restructuring, and CFO advisory practices; competes for the largest PE and enterprise mandates Conway MacKenzie targets, often as the incumbent on cross-border work.
- BDO USA: Large accounting and advisory network with significant Transaction Advisory, Restructuring, and CFO advisory practices serving mid-market and PE-backed clients — directly competes in the same oCFO and M&A advisory lane.
- RSM US: Mid-market-focused audit, tax, and consulting firm with a strong Transaction Advisory and PE industry group; competes for the same CFO advisory, ERP implementation, and exit-readiness work.
- Grant Thornton: Major accounting and advisory firm with Transaction Advisory Services, Restructuring, and CFO Advisory offerings targeting PE-backed and mid-market companies — directly comparable on advisory services and oCFO engagements.
- KPMG (US): Big 4 firm with extensive Deal Advisory, Restructuring, and Finance Transformation practices; competes for the same CFO advisory, transaction, and ERP transformation work, particularly with PE sponsors.
Direct peers
- Ankura Consulting: Advisory firm with strong Restructuring, Forensic & Litigation Consulting, and CFO Advisory practices; directly comparable on distressed situations, transaction support, and complex finance transformations.
- Alvarez & Marsal: Closest direct peer: a global professional services firm renowned for restructuring, turnaround, and performance improvement, plus strong CFO advisory and transaction services. Highly comparable given Conway MacKenzie's distressed-advisory heritage and oCFO focus.
- Huron Consulting Group: Public consulting firm spanning financial advisory, technology (ERP), and operational improvement, with strong CFO and PE practice overlap and similar specialization in complex, urgent mandates.
- Baker Tilly: Mid-market accounting and advisory firm with strong Transaction Advisory, Restructuring, and CFO advisory practices; serves a very similar PE-backed mid-market client profile and competes head-to-head on oCFO mandates.
- FTI Consulting: Public global advisory firm with Corporate Finance & Restructuring and Technology segments serving CFOs, corporations, and PE sponsors on transactions, distress, and forensic/accounting matters — directly overlapping Conway MacKenzie's solution set.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Conway MacKenzie social profiles
Digital presenceConway MacKenzie financial estimates
Financial estimateRevenue estimate
Valuation estimate
Conway MacKenzie leadership team
Management profileNumber of profiles
Profiles1 record
Conway MacKenzie funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Conway MacKenzie 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 Conway MacKenzie
What does Conway MacKenzie do?
Conway MacKenzie is a financial advisory firm that delivers six primary solution categories to the Office of the CFO and Private Equity clients: Strengthening the oCFO (CFO-as-a-Service and interim finance leadership), Executing Complex Transactions (transaction advisory and integration), Transforming Technology (ERP and cloud platform implementations such as Oracle NetSuite), Elevating Performance (accounting advisory and finance operations), Navigating Distress (restructuring and interim management), and Maximizing Exit Effectiveness & Value. The firm also provides specialized services including AI Consulting, Merger & Integration Services, and Oracle NetSuite Consulting Services.
Is Conway MacKenzie a public or private company?
Conway MacKenzie is a private company. It is classified as unknown and is currently operating.
When was Conway MacKenzie founded?
Conway MacKenzie was founded in 2011. It employs 51 to 100 people.
Where is Conway MacKenzie based?
Conway MacKenzie is headquartered in Birmingham, United States, in the North America region.
Who are Conway MacKenzie's main competitors?
Broad incumbents on record are Deloitte (US), BDO USA, RSM US, Grant Thornton and KPMG (US). Direct peers are Ankura Consulting, Alvarez & Marsal, Huron Consulting Group, Baker Tilly and FTI Consulting.
Does Conway MacKenzie have an API?
No public API is recorded for Conway MacKenzie.
What industry is Conway MacKenzie in?
Conway MacKenzie's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 54161 and its SIC code is 8742.