SMB Group
SMB Group is a privately held B2B technology research, analysis, and consulting firm founded in 2008, delivering syndicated research, custom studies, and consulting services focused exclusively on SMB and midmarket technology adoption for technology vendors and channel partners.
- Company typePrivate
- Founded2008
- HeadquartersNorthborough, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What SMB Group does
SMB Group is a privately held B2B technology research, analysis, and consulting firm founded in 2008 and headquartered at 383 Beacon St., Boston, Massachusetts. The firm is purpose-built around technology adoption and trends in the small and medium business (SMB) and midmarket segments, serving technology vendors, software companies, SaaS providers, channel partners, managed service providers, and system integrators that target those markets. Its team of 11–50, including founders and analysts Sanjeev Aggarwal and Laurie McCabe plus consultants Lisa Lincoln and contributing analyst Kelly Teal, delivers syndicated research reports, custom studies, consulting engagements, and content services under the SMB Group brand.
The firm's core technology is its proprietary methodology and content library built over 10+ years of syndicated and custom SMB research studies, spanning Big Data, Cloud Computing, Digital Transformation, IoT, IT Infrastructure, Mobile, Social/Collaboration, Workforce Management, and Channels. Products are research-deliverable in nature — annual reports such as the 2025 Top 10 SMB Technology Trends, the multi-part SMB Technology Buying Journey eBook series, AI-adoption studies, and the Annual Retainer Service. Underlying inputs include qualitative and quantitative survey-based research, custom surveys, market segmentation analysis, message testing, and competitive analysis. The firm publishes a Chart of the Week series and maintains analyst blogs as recurring content channels.
SMB Group operates a hybrid revenue model combining recurring subscription revenue (syndicated research and Annual Retainer Service sold in 25-hour credit blocks) with professional-services revenue (custom research, consulting strategy sessions, content creation such as whitepapers, e-books, webinars, and podcasts). Customer acquisition is sales-led, conducted through direct outreach, the company's website (smb-gr.com), email newsletters, industry events, and content-marketing thought leadership. Recurring sponsored-research relationships with enterprise technology vendors — including Workday, Acumatica, Zoho, Bill.com, Infor, Salesforce, Xero, DocuSign, and GetApp — anchor the revenue base and fund much of the firm's published research.
SMB Group firmographics
Firmographics- Name
- SMB Group
- Legal name
- SMB Group
- Website
- https://smb-gr.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SMB Group is a privately held B2B technology research, analysis, and consulting firm founded in 2008, delivering syndicated research, custom studies, and consulting services focused exclusively on SMB and midmarket technology adoption for technology vendors and channel partners.
- Ownership category
- akta.pro rank
Where SMB Group is headquartered
LocationHeadquarters
- HQ city
- Northborough
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SMB Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Syndicated Research Studies: SMB Group conducts syndicated market research studies on key topics and emerging trends in the SMB technology market, providing foundational and actionable insights to multiple clients.
- Annual Retainer Services: Flexible annual retainer service that includes value-based access to all SMB Group syndicated research for planning and marketing purposes. Retainers are sold in 25-hour blocks and include consulting strategy sessions, custom research, blog posts, white papers, webinars, podcasts, and other services.
- Custom Research Studies: Custom research studies (qualitative and quantitative) tailored to individual client requirements.
- Consulting Services: Strategy sessions, market segmentation, message testing, competitive analysis, persona analysis, and custom surveys to help clients assess market opportunities and develop SMB-focused strategies.
- Content Services: Educational whitepapers, e-books, blogs, infographics, presentations, webinars, podcasts, and ROI/TCO studies created for clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Annual Retainer Service - 25-hour blocks |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
SMB Group product offering
Product offeringCore offering
SMB Group is a B2B technology industry research, analysis and consulting firm focused on technology adoption and trends in the small and medium business (SMB) market. The firm sells syndicated market research studies, custom research studies, consulting services (market segmentation, message testing, competitive analysis, strategy sessions), and content services (whitepapers, eBooks, blogs, webinars, podcasts) primarily to technology vendors, software companies, and channel partners seeking SMB market intelligence.
Product overview
SMB Group is a technology industry research, analysis and consulting firm (not a software product company) focused on technology adoption and trends in the small and medium business market. Founded in 2008, the company offers a portfolio of syndicated research reports (including the annual Top 10 SMB Technology Trends series, AI impact studies, and the SMB Technology Buying Journey eBook series), custom research studies, and consulting services (market profiling, segmentation, message testing, competitive analysis, and strategy sessions). These offerings are delivered through an Annual Retainer Service model that provides flexible access to research for planning and marketing purposes.
Differentiator
Problem solved
Functional benefit
Products and services
- Annual Retainer Service Flexible annual retainer service providing value-based access to all SMB Group syndicated research for planning and marketing purposes. Sold in 25-hour blocks with credits applicable to consulting strategy sessions, custom research, blog posts, white papers, webinars, podcasts, and other services. Quarterly activity summaries and credit balance reports are provided to retainer clients.
- Syndicated Market Research Studies Comprehensive research studies on key topics and emerging trends in the SMB technology market, providing clients with foundational and actionable insight for planning and marketing purposes. Distributed to multiple subscribers and used to inform strategy and content programs.
- Custom Research Studies Custom research studies (qualitative and quantitative) tailored to individual client requirements, including custom surveys, segmentation, persona analysis, and bespoke SMB market studies for technology vendors and service providers.
- Consulting Services Consulting engagements that include strategy sessions, SMB market profiling, market segmentation, message testing, competitive analysis, persona analysis, and custom surveys. Engagements help technology vendors and service providers assess market opportunities and develop SMB-focused strategies.
- Content Services Custom content creation services including educational whitepapers, e-books, blogs, infographics, presentations, webinars, podcasts, and ROI/TCO studies, created on behalf of technology vendor and service provider clients to support marketing, demand generation, and thought leadership initiatives.
- 2025 Top 10 SMB Technology Trends Annual syndicated research report analyzing the top 10 technology trends affecting small and medium businesses, providing foundational and actionable market insight for strategic planning. The 2025 edition covers AI adoption, cloud computing, and strategic technology spending.
- How SMBs Are Adopting AI and What Comes Next Comprehensive sponsored report examining how small and medium-sized businesses are adopting AI, with survey data showing 53% already using AI and an additional 29% planning adoption within the next year.
- SMB Technology Buying Journey eBook Series Multi-part eBook series analyzing how SMBs evaluate, select, and purchase technology solutions, covering the decision-making process and key factors influencing technology purchases by small and medium businesses.
- SMB Market Profiling Service
- SMB Insights (Instant Insights Charts) Quick-reference charts providing data points and perspectives on SMB digital transformation, informed by survey-based research and published through SMB Group's Chart of the Week newsletter.
- How SMBs Can Put Big Data to Work Research report on big data strategies and applications for small and medium businesses, covering how SMBs can adopt and operationalize big data initiatives.
- SMB Directions for the Future of Work Research report examining workforce and workplace trends affecting SMBs, including remote work, collaboration, and technology adoption in the small and medium business segment.
- Mid-market Digital Transformation Report Report sponsored by Workday examining how midmarket businesses (100-1,000 employees) improve business outcomes through digital transformation initiatives, technology investments, and workforce management practices.
Companies that use SMB Group
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles4 records
SMB Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
SMB Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
SMB Group competitors and assessment
Company assessmentDirect peers
- 451 Research: Technology research firm (now part of S&P Global) covering enterprise IT. Overlaps with SMB Group in serving enterprise software vendors with syndicated and custom research.
- Techaisle: Boutique research and advisory firm exclusively focused on SMB and midmarket IT channels. Closest direct peer to SMB Group in customer base, methodology, and go-to-market motion.
- Aberdeen Strategy & Research: Technology research and advisory firm producing benchmark research and analyst insights for B2B technology buyers and vendors. Comparable in offering syndicated research, custom studies, and advisory engagements to technology sponsors.
- Nucleus Research: Boutique IT research firm producing ROI-focused case studies and advisory. Overlaps with SMB Group in serving enterprise software vendors with evidence-based research to support sales and marketing.
- Ventana Research: Research and advisory firm covering business and technology, including midmarket and SMB segments. Comparable to SMB Group in producing syndicated research and custom advisory for technology vendors.
- Hurwitz & Associates: Boutique analyst firm covering enterprise software, cloud, and data topics. Comparable in size and approach to SMB Group, with similar reliance on sponsored research and thought-leadership content.
- Constellation Research: Technology research and advisory firm producing subscription research, reports, and advisory for enterprise software buyers and vendors. Competes for sponsored research and advisory dollars from enterprise tech vendors.
Broad incumbents
- IDC (International Data Corporation): Global market intelligence firm for the IT and telecom industry. Competes with SMB Group in syndicated research used by enterprise software vendors to size and segment markets, including SMB.
- Forrester Research: Global research and advisory firm covering technology's impact on business. Direct overlap in serving enterprise software vendors with syndicated and custom research, including SMB-relevant coverage.
- Gartner: Largest global IT research and advisory firm. Overlaps with SMB Group in syndicated research and advisory services to technology vendors, but covers enterprise IT far more broadly and at vastly greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
SMB Group social profiles
Digital presenceSMB Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
SMB Group leadership team
Management profileNumber of profiles
Profiles4 records
SMB Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SMB Group 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 SMB Group
What does SMB Group do?
SMB Group is a B2B technology industry research, analysis and consulting firm focused on technology adoption and trends in the small and medium business (SMB) market. The firm sells syndicated market research studies, custom research studies, consulting services (market segmentation, message testing, competitive analysis, strategy sessions), and content services (whitepapers, eBooks, blogs, webinars, podcasts) primarily to technology vendors, software companies, and channel partners seeking SMB market intelligence.
Is SMB Group a public or private company?
SMB Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SMB Group founded?
SMB Group was founded in 2008. It employs 11 to 50 people.
Where is SMB Group based?
SMB Group is headquartered in Northborough, United States, in the North America region.
How does SMB Group make money?
Five revenue lines are on record. Syndicated Research Studies are the primary driver. The others are annual Retainer Services, custom Research Studies, consulting Services and content Services.
Who are SMB Group's main competitors?
Direct peers on record are 451 Research, Techaisle, Aberdeen Strategy & Research, Nucleus Research, Ventana Research, Hurwitz & Associates and Constellation Research. Broad incumbents are IDC (International Data Corporation), Forrester Research and Gartner.
Does SMB Group have an API?
No public API is recorded for SMB Group.