True North Advisory
True North Advisory is a US-based strategic advisory firm founded in 2020 by five former BroadSoft executives, providing bespoke CX/CC advisory services — strategy, GTM, product, sales, engineering, and finance — to Enterprise and Service Provider B2B clients across the technology industry.
- Company typePrivate
- Founded2020
- HeadquartersWashington, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What True North Advisory does
True North Advisory is a US-based strategic advisory firm founded in March 2020 by the former leadership team of BroadSoft — Scott Hoffpauir, Michael Tessler, and Jim Tholen — and expanded in June 2021 with the addition of Andrew M. Miller and Dino Di Palma, bringing the total to five managing partners. The firm is headquartered in Washington with additional locations in Austin, Boston, and Florida, positioning it across four major US technology hubs. The partners collectively bring an average of 25 years of CXO experience and a shared track record of scaling BroadSoft from startup through 2010 IPO to its $2B acquisition by Cisco in 2017.
The firm's offering is a portfolio of six bespoke advisory service lines targeting Enterprise and Service Provider B2B clients in the Customer Experience (CX) and Contact Center (CC) technology space: Strategy Advisory, Marketing and Go-To-Market, Product Strategy, Sales Advisory, Engineering and Operations Advisory, and Finance Strategy (including M&A analysis and capital structure guidance). True North delivers these through direct senior-partner engagement with early-stage founders, CxOs, boards, and later-stage public companies, positioning itself as a "virtual extension" of client management teams rather than a traditional consulting deliverable model. The firm also produces the "A View In Focus" podcast hosted by Dino Di Palma as a thought leadership channel.
True North operates a pure professional services revenue model with bespoke, engagement-based pricing that is not publicly disclosed. It is privately held, bootstrapped, and owned entirely by its managing partners, with no evidence of external institutional investment. The firm has no proprietary technology platform, no patents, and no software products — its core asset is the collective experience, network, and brand of its partner group.
True North Advisory firmographics
Firmographics- Name
- True North Advisory
- Legal name
- True North Advisory LLC
- Website
- https://truenorthadvisory.us
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- True North Advisory is a US-based strategic advisory firm founded in 2020 by five former BroadSoft executives, providing bespoke CX/CC advisory services — strategy, GTM, product, sales, engineering, and finance — to Enterprise and Service Provider B2B clients across the technology industry.
- Ownership category
- akta.pro rank
True North Advisory industry classification
Industry- Product category
- Strategic Advisory Services
- NAICS
- Marketing Consulting Services (541613), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Corporate Strategy Advisory (BPAHADAA)
- akta.pro secondary industries
- Customer Experience (CX) & Journey Strategy (MPAAAFAI), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), M&A Advisory (Buy-side/Sell-side) (BPAHADAC)
Keywords
Where True North Advisory is headquartered
LocationHeadquarters
- HQ city
- Washington
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
True North Advisory business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Strategic Advisory Services: Bespoke advisory services to enterprise and service provider B2B clients including strategy development, go-to-market execution, product management, sales optimization, engineering/operations guidance, and financial strategy.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
True North Advisory product offering
Product offeringCore offering
True North Advisory provides bespoke, senior-level strategic advisory services to enterprise and service provider B2B clients in the Customer Experience (CX) and Contact Center (CC) space. Engagements span strategy definition, go-to-market execution, product strategy, sales optimization, engineering/operations guidance, and finance strategy, delivered as direct advisory workstreams by its five managing partners. The firm serves clients across the company lifecycle from incubation to exit, with a particular focus on early-stage founders, CxOs, boards, and later-stage or public companies.
Product overview
True North Advisory is a strategic advisory firm providing bespoke consulting services to Enterprise and Service Provider B2B technology companies. Their service portfolio encompasses six core offerings: Strategy Advisory Services (strategy options, company/investor messaging, executive sounding board, long-term planning), Marketing and Go-To-Market Services (GTM strategy, channel development, partner programs), Product Strategy Services (product definition, pricing, packaging, roadmap), Sales Advisory Services (introductions, hiring, coaching, compensation), Engineering and Operations Advisory (best practices, security, architecture), and Finance Strategy Services (planning, M&A analysis, funding). Additionally, they produce the 'A View In Focus' podcast featuring industry leaders. The firm is led by former BroadSoft executives with extensive CXO experience, operating from locations in Florida, Austin, Boston, and Washington D.C.
Differentiator
Problem solved
Functional benefit
Brands
- A View In Focus: A podcast hosted by Managing Partner Dino Di Palma featuring interviews with technology startups, high-growth companies, founders, operators, investors, and innovators in the technology space.
Products and services
- Strategy Advisory Services
- Marketing and Go-To-Market Services
- Product Strategy Services
- Sales Advisory Services
- Engineering and Operations Advisory
- Finance Strategy Services
Quantifiable outcome
- TekVizion maintained strategic advisor relationship for over 2 years with material, actionable results
- +2 more outcomes
Companies that use True North Advisory
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
True North Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
True North Advisory partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and supporting.
- ConnXcoreConnX, a leader in Digital Communications Transformation powered by AI and Automation, engaged True North Advisory to provide guidance during unprecedented growth. True North provides expertise in strategy, positioning, business planning, sales, marketing, go-to-market, product management, R&D and organizational development. ConnX serves customers in 120 countries.
- tekVizioncoretekVizion is the industry leader in Unified Communication and Contact Center interoperability and multi-vendor solution testing. True North Advisory has been engaged as Strategic Advisor for over 2 years, helping reevaluate contact center strategy and refine it for the CX and CC space.
- AkixicoreInstigated by Axiom Equity, True North Advisory has been working with Akixi for over 12 months. True North assists in refining business strategy alongside providing operational expertise, leveraging extensive contact base to accelerate go-to-market especially with larger service providers.
- JourneysupportingJourney works with True North as a virtual extension to the management team, leveraging True North's CX strategy, operations, sales, and business development experience as the company scales.
- DataloguesupportingTrue North Advisory's first client, signed in March 2020. Datalogue was subsequently acquired by Nike, validating True North's early advisory work in helping the AI/analytics company scale.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
True North Advisory competitors and assessment
Company assessmentDirect peers
- Teneo: Boutique strategic advisory firm serving CEOs, boards, and investors with senior-led bespoke engagements. Closely comparable to True North's model of high-touch operator advisory to enterprise and growth-stage clients.
- Altman Solon: Boutique global strategy consulting firm focused exclusively on TMT (telecom, media, technology). Directly comparable to True North's UCaaS/CX-focused advisory practice with similar specialist positioning.
Broad incumbents
- Alvarez & Marsal: Global professional services firm specializing in performance improvement, turnaround, and restructuring advisory. Comparable to True North's operator-led strategy and finance advisory offerings but at much larger scale.
- FTI Consulting: Global business advisory firm with a strong TMT practice offering strategy, operational, and financial advisory. Comparable to True North's enterprise and service provider B2B advisory scope.
- McKinsey & Company: Premier global management consulting firm with dedicated Technology, Media & Telecom and Customer Experience practices. Comparable as a strategy advisory competitor for large B2B engagements, though vastly broader in scope.
- Bain & Company: Top-tier global strategy consulting firm with deep TMT expertise and PE advisory capabilities. Comparable for senior-led growth strategy engagements serving B2B tech clients.
- Boston Consulting Group (BCG): Global strategy consulting leader with Technology and Digital practices serving CX/CCaaS clients. Comparable for large-scale transformation advisory, though True North serves a much narrower mid-market segment.
- Parthenon-EY: Strategy consulting arm of EY with strong growth and M&A advisory practice to mid-market B2B tech. Comparable for transaction-adjacent strategic advisory serving the same enterprise B2B client base.
Emerging players
- Slalom: Tech-focused, regionally-delivered consulting firm serving mid-market enterprises. Comparable as a growing advisory competitor with strong B2B tech orientation and CX/GTM capabilities.
- West Monroe: Tech and business consulting firm specializing in digital transformation, M&A, and operational improvement for B2B clients. Comparable boutique-scale advisory serving similar mid-market enterprise customers.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
True North Advisory social profiles
Digital presenceTrue North Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
True North Advisory leadership team
Management profileNumber of profiles
Profiles6 records
True North Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
True North Advisory M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about True North Advisory
What does True North Advisory do?
True North Advisory provides bespoke, senior-level strategic advisory services to enterprise and service provider B2B clients in the Customer Experience (CX) and Contact Center (CC) space. Engagements span strategy definition, go-to-market execution, product strategy, sales optimization, engineering/operations guidance, and finance strategy, delivered as direct advisory workstreams by its five managing partners. The firm serves clients across the company lifecycle from incubation to exit, with a particular focus on early-stage founders, CxOs, boards, and later-stage or public companies.
Is True North Advisory a public or private company?
True North Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was True North Advisory founded?
True North Advisory was founded in 2020. It employs 1 to 10 people.
Where is True North Advisory based?
True North Advisory is headquartered in Washington, United States, in the North America region.
How does True North Advisory make money?
One revenue line is on record: strategic Advisory Services.
Who are True North Advisory's main competitors?
Direct peers on record are Teneo and Altman Solon. Broad incumbents are Alvarez & Marsal, FTI Consulting, McKinsey & Company, Bain & Company, Boston Consulting Group (BCG) and Parthenon-EY. Emerging players are Slalom and West Monroe.
Does True North Advisory have an API?
No public API is recorded for True North Advisory.
What industry is True North Advisory in?
True North Advisory's product category is Strategic Advisory Services. Its primary akta.pro industry code is BPAHADAA, Corporate Strategy Advisory, with a secondary code of MPAAAFAI, Customer Experience (CX) & Journey Strategy. Its NAICS code is 541613 and its SIC code is 8742.