Conway MacKenzie

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.

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

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

• Financial advisory services
• Restructuring consulting
• Transaction advisory
• CFO advisory services
• Distress management

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Distribution channels1 record

Marketing channels5 records

Core 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

Named customers16 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Oracle NetSuitecoreTechnology or IntegrationMulti-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 or IntegrationTechnology partnership for financial consolidation and reporting solutions, supporting efficient close cycles and back-office reporting processes

Recent moves2 records

Expansion highlights5 records

Broad 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

• Facebookfacebook.com/conwaymackenzieinc
• LinkedInlinkedin.com/company/42053
• Instagraminstagram.com/riveronconsulting
• Xx.com/conmacinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Conway MacKenzie