What Drummond Advisors does

Drummond Advisors is a cross-border professional services firm founded in 2010 that provides integrated accounting, tax, legal, immigration, outsourcing, ventures, and real estate advisory services to clients operating between the United States and Brazil. The firm operates from a network of offices in Boston, Miami, Orlando, São Paulo, and Belo Horizonte, supported by a team of 300+ professionals, including bilingual licensed accountants, CPAs, and attorneys credentialed in both jurisdictions. Its client base spans more than 50 named organizations across enterprise, mid-market, and venture-stage segments, including VTEX, Zoox, Magalu, Gympass, Eurofarma, and Cemig, reflecting a market position at the intersection of large Brazilian corporates expanding into the U.S. and U.S. companies entering Latin America.

The firm's revenue model is built on professional services fees across its discipline lines, with advisory and compliance work billed on engagement or retainer terms typical of the cross-border accounting and legal sector. In October 2025, Drummond executed two material strategic moves: the acquisition of CuboStart, extending reach into the startup and entrepreneurial segment, and the launch of DYBO, an AI-powered back-office platform designed to automate cross-border administrative workflows. The firm also operates a Drummond Ventures sub-brand targeting venture and founder-side advisory, differentiating its offering from pure-play compliance firms.

Drummond competes in a fragmented niche where dual-jurisdictional expertise is the primary barrier to entry. Its integrated service model, multi-office footprint, and 15-year operating history provide operational scale and accumulated client trust, while the recent technology and M&A moves indicate a pivot toward productized, recurring-fee revenue streams alongside traditional billable-hour economics. No external funding rounds have been disclosed, and the firm appears to be privately held and self-funded.

Name

Drummond Advisors

Legal name

Drummond Advisors LLC

Website

https://drummondadvisors.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

251–500 employees

Short description

Drummond Advisors is a 300+ professional cross-border advisory firm delivering integrated accounting, tax, legal, immigration, outsourcing, ventures, and real estate services to U.S.-Brazil corporate, mid-market, and startup clients across five offices in Boston, Miami, Orlando, São Paulo, and Belo Horizonte.

Ownership category

akta.pro rank

Product category

Cross-Border Advisory Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700), Services-Legal Services (8111)

akta.pro primary industry

Cross-Border M&A Advisory (FSAEAGAH)

akta.pro secondary industries

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)

Keywords

• Cross-border advisory
• International tax planning
• Accounting services
• Immigration services
• Business formation

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting: Accounting services including financial statement preparation, monthly accounting, pre-auditing, and back-office services for funds and venture capital
2. Professional Services - Legal: Legal services including corporate governance, M&A advisory, labor law, contracts, compliance, and intellectual property
3. Professional Services - Tax: International tax planning, transfer pricing analysis, tax compliance, and administrative defense services
4. Outsourcing Services: Outsourced financial services for startups and small businesses including HR, accounting, advisory, and tax services
5. Immigration and Global Mobility: Visa processing and immigration services for individuals and corporations including L1, H1-B, EB-2, EB-5, O-1, and E2 visas
6. Startup Advisory Services: Services for startups seeking foreign VC investment including FLIP structures, stock options, and investment vehicle setup
7. DYBO SaaS Platform: AI-powered self-service back-office platform for international founders managing U.S. operations

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Drummond Advisors is a cross-border advisory firm providing integrated accounting, tax, legal, and immigration services for international companies (primarily from Latin America) expanding into the United States and vice versa. Core offerings include U.S. accounting (IFRS vs. USGAAP conversions, IPO preparedness, fund/Venture Capital back office), international tax planning and transfer pricing, corporate legal services (M&A, entity formation, governance), and visa/global mobility services. In October 2025, the firm extended this offering with DYBO, an AI-powered self-service back-office platform for international founders managing U.S. operations.

Product overview

Drummond Advisors operates as a cross-border advisory firm offering integrated professional services across accounting, tax, legal, and immigration for companies expanding into the United States. The company's portfolio includes core service lines (Accounting US, Tax US, Business Formation US, Outsourcing, Corporate Legal, Trademark Registration, Labor Law, Visas & Global Mobility, Financial Holding, Real Estate) delivered through its offices in Miami, Orlando, Boston, São Paulo, and Belo Horizonte. The portfolio was expanded in October 2025 with the launch of DYBO, an AI-powered back-office platform that integrates accounting, HR, payroll, finance, tax, and compliance services into a self-service offering for international founders. Additionally, the Ventures sub-brand provides venture capital advisory services for startups raising foreign investment.

Differentiator

Problem solved

Functional benefit

Brands

• DYBO: AI-powered back-office platform designed to help global startups manage U.S. operations including accounting, HR, payroll, tax, and compliance.

Products and services

• Accounting US Comprehensive U.S. accounting services for international companies, including preparation of financial statements, IFRS vs. USGAAP conversions, consolidation of foreign subsidiaries, pre-auditing services, monthly U.S. accounting, IPO preparedness, back office for funds, and back office for Venture Capital.
• Tax US International tax planning and compliance for clients operating in the U.S. and Brazil, including transfer price analysis, American and Brazilian taxation, assessment on U.S. tax incentives, administrative defense, legal and accounting due diligence, and tax compliance services.
• Business Formation US U.S. company formation services for international companies establishing a presence in the United States, including entity structure optimization and registration support.
• Outsourcing Outsourced financial services for startups and small businesses operating in the U.S., combining accounting, advisory, tax, and HR services into a managed service offering.
• Corporate Legal Services Corporate governance and routine legal support, venture capital advisory, mergers and acquisitions (M&A), U.S.–Brazil cross-border entity formation, corporate restructuring, investment funds, third sector services, wills and trusts, and contracts and compliance.
• Trademark Registration US U.S. trademark registration services for companies commercializing products and services in the United States.
• Labor Law US U.S. and Brazilian labor law services, including drafting and revising global employment policies and preparing employment agreements in compliance with both Brazilian and U.S. labor laws.
• Visas & Global Mobility U.S. visa and immigration services (L1, H1-B, O-1, E2, EB-1, EB-2 NIW, EB-5) and green card processing, plus Brazilian and Latin American visa services for multinational companies transferring talent between countries.
• Drummond Ventures Venture capital advisory services for growing startups raising investments from foreign VCs, including planning, executing, and maintaining the structure of investment vehicles such as FLIP structures and stock options.
• Financial Holding Investment and financial services for global financial or real estate investments, including guidance on tax and compliance implications in the client's tax residence, public and private market investments, foreign exchange, commodities, and exit strategies.
• Real Estate U.S. real estate investment services for international buyers, including offshore holding company structuring, 1031 Exchange for capital gains tax deferral, short-term rental tax strategies, and FIRPTA compliance guidance.
• DYBO AI-powered self-service back-office platform designed to help global startups and international companies manage U.S. operations, including accounting, HR, payroll, tax, and compliance, transforming back-office administration into a frictionless experience for international founders and U.S. companies entering Latin America.

Quantifiable outcome

• 15+ years serving global clients with trusted cross-border expertise
• +2 more outcomes

Named customers20 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

Feature4 records

Partnerships

One partnership is on record.

• CuboStartcoreStrategic or Co-development Partner · 1 October 2025Drummond Advisors acquired CuboStart, a local soft-landing and back-office services company, to jointly launch DYBO, an AI-powered platform designed to help global startups manage U.S. operations. The acquisition combines Drummond's professional services expertise with CuboStart's automation capabilities and hands-on incubation-style support for Latin American founders.

Scale indicators4 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• Andersen Global: Global tax, legal, and advisory firm with strong cross-border and LatAm practices that competes with Drummond for international companies expanding into the U.S.
• Marcum LLP: Top-20 U.S. accounting and advisory firm serving middle-market companies with cross-border and international tax capabilities that overlap Drummond's service lines.
• Cherry Bekaert: U.S. accounting and advisory firm with international tax and cross-border services for companies operating between Latin America and the U.S.
• BDO USA: Major global accounting network with established Brazil and U.S. practices competing for cross-border accounting, tax, and advisory mandates.
• Withum: U.S. accounting and advisory firm with technology-forward practice and international tax services overlapping Drummond's SMB/startup advisory offering.
• CohnReznick: Top U.S. advisory firm with international tax, cross-border M&A, and accounting practices serving mid-market companies with international expansion needs.
• FORVIS: Large U.S. accounting and advisory firm formed from the merger of FORVIS and BKD, with growing international tax and cross-border capabilities for middle-market clients.

Direct peers

• MBAF: Florida-based accounting and advisory firm with strong LatAm and Brazil-U.S. cross-border specialty that directly competes with Drummond in international tax, accounting, and advisory for Latin American clients.
• Berkowitz Pollack Brant Advisors + CPAs: Florida-based accounting and advisory firm with dedicated international tax and cross-border practice serving Latin American individuals and businesses entering the U.S.

Regional players

• RINA Brazil / RINA Contadores: Brazilian accounting and advisory firm with Brazil-side presence comparable to Drummond's São Paulo/Belo Horizonte operations, serving Brazilian clients expanding internationally.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 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 Drummond Advisors