What Equus does

Equus Group LLC is a privately held management consulting firm founded in 2006 and headquartered in Garden City, New York, with additional offices in São Paulo (2008), London (2011), and Lausanne (2011). The firm delivers fact-based consulting, proprietary analytics worksheets, and customized tools targeting integrated business planning (IBP), sales & operations planning (S&OP), supply chain planning, channel and customer planning, brand and marketing planning, and financial planning. Its core methodology centers on cross-functional alignment across sales, marketing, supply chain, and finance functions for mid-to-large enterprise clients, with the firm's two named partners — John L. Brendle (Management Partner) and Deep R. Parekh (Advisory Partner) — serving as 'Thinking Partners' to C-suite executives in a partner-led, high-touch engagement model.

The firm's technology stack consists of user-driven, functionally-oriented analytics worksheets and process enablement tools designed to integrate with clients' existing enterprise reporting systems and ERP platforms, rather than a standalone SaaS product. In December 2025, Equus extended its product surface with MobilityAdvantage, a mobility management platform co-developed with Deloitte that automates tax, immigration, and vendor management for enterprise mobility programs, signaling a move toward productized software offerings. Equus also maintains alliance partnerships with Trade Design, FourthMonkey, BigData4Analytics, and Asteroidea, and collaborates with four European universities (EPFL, ETH Zurich, USI, UNIBO) on business model dynamics research funded by the Swiss National Science Foundation.

Revenue is generated through professional services fees for consulting engagements, training and educational programs, workshops, and facilitated sessions; no pricing tiers or fee schedules are publicly disclosed. The firm was recently recognized on the Inc. 5000 list of Fastest Growing Companies in America. Ownership is partner-held with no disclosed external investors, and revenue, headcount, and customer concentration data are not publicly available.

Name

Equus

Legal name

Equus Group LLC

Website

https://equusllc.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Equus Group LLC is a privately held consulting firm founded in 2006 that provides fact-based advisory, proprietary analytics tools, and process enablement for integrated business planning across sales, marketing, supply chain, and finance for mid-to-large enterprise clients globally.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming Services (7371), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Supply Chain Planning (S&OP/IBP, Demand & Inventory) (BPAHAHAD)

Keywords

• Supply chain consulting
• Integrated business planning
• Sales operations planning
• Enterprise analytics tools
• Trade marketing advisory

Headquarters

HQ city

Garden City

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Consulting Services: Fact-based consulting services using functional expertise supported by analytics and proprietary tools. Engagements involve strategic planning, transformation advisory, and process implementation. Revenue is generated through professional services fees for consulting engagements with enterprise clients.
2. Training & Education Programs: Training and educational programs in business operations planning including integrated business planning, sales and operations planning, brand and customer planning, trade marketing planning, and supply chain planning.
3. Workshops & Facilitated Sessions: Client workshops, facilitated sessions, and subject matter round-tables where business leaders and practitioners can share ideas and leading practices. Creates additional revenue through specialized engagement fees.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Equus Group LLC provides fact-based consulting, analytics, and proprietary tools for integrated business planning (IBP), sales & operations planning (S&OP), supply chain, trade marketing, brand building, and financial planning. Its services help mid-to-large enterprises align cross-functional strategies across Sales, Marketing, Supply Chain, and Finance, supported by user-driven analytics worksheets that integrate with existing enterprise reporting systems.

Product overview

Equus offers a portfolio of consulting services, analytics tools, and process enablement tools. The core offering includes integrated business planning (IBP) and sales & operations planning (S&OP) services, supplemented by user-driven analytics worksheets and customized tools. The company also offers a dedicated product called MobilityAdvantage, a mobility management platform developed in collaboration with Deloitte that supports enterprise mobility operations including tax, immigration, and vendor management services.

Differentiator

Problem solved

Functional benefit

Brands

• MobilityAdvantage: A mobility management platform developed by Equus in collaboration with Deloitte, promoting automation, collaboration, and data integration for enterprise mobility programs. Supports tax services, immigration, and vendor management.

Products and services

• MobilityAdvantage A mobility management platform co-developed with Deloitte that promotes automation, collaboration, and data integration for enterprise mobility programs, supporting tax services, immigration, and vendor management.
• Analytics Tools User-driven, functionally-oriented worksheets designed to generate business insights and drive decision-making at all levels of the organization, integrating with existing reporting mechanisms and enterprise data.
• Integrated Business Planning (IBP) / Sales & Operations Planning (S&OP) Consulting
• Channel & Customer Planning Consulting
• Brand & Marketing Planning Consulting
• Operations & Supply Chain Planning Consulting
• Financial Planning & Monitoring Consulting
• Learning Services

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• DeloittecoreStrategic or Co-development PartnerEquus collaborated with Deloitte to develop MobilityAdvantage, a mobility management platform. The platform promotes automation, collaboration, and data integration for enterprise mobility programs, supporting fiscal services, immigration, and vendor management. This represents a significant co-development partnership for enterprise mobility solutions.
• Trade DesignminorStrategic or Co-development PartnerTrade marketing alliance partnership with Tania Zahar Mine, CEO of Trade Design. Partnership focuses on trade marketing expertise and capabilities.
• FourthMonkeyminorStrategic or Co-development PartnerConsumer insights alliance partnership with Carsten Burgdorff, CEO of FourthMonkey. Partnership provides consumer insights capabilities to enhance client engagements.
• EPFL (École Polytechnique Fédérale de Lausanne)minorStrategic or Co-development PartnerAcademic partnership for business model dynamics research. EPFL is one of four Swiss and Italian universities collaborating with Equus on research project funded by Swiss National Science Foundation.
• ETH ZurichminorStrategic or Co-development PartnerAcademic partnership for business model dynamics research. ETH Zurich is one of four Swiss and Italian universities collaborating with Equus on research project funded by Swiss National Science Foundation.
• USI (Università della Svizzera Italiana)minorStrategic or Co-development PartnerAcademic partnership for business model dynamics research. USI is one of four Swiss and Italian universities collaborating with Equus on research project funded by Swiss National Science Foundation.
• UNIBO (Università di Bologna)minorStrategic or Co-development PartnerAcademic partnership for business model dynamics research. UNIBO is one of four Swiss and Italian universities collaborating with Equus on research project funded by Swiss National Science Foundation.
• Value Exchange LabsminorStrategic or Co-development PartnerResearch collaboration referenced for publishing findings from the business model dynamics research project with European universities.

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• Deloitte: Global professional services firm with a large supply chain and operations consulting practice. Directly comparable because it operates in the same enterprise IBP/S&OP consulting space and is already a co-development partner of Equus on MobilityAdvantage, while also being a competitor for larger enterprise engagements.
• Accenture: Global consulting and technology services firm with a dedicated supply chain & operations practice serving similar enterprise clients on IBP/S&OP transformation. Comparable as a large incumbent that competes for the same cross-functional planning engagements Equus pursues, but with vastly greater delivery scale.
• McKinsey & Company: Premier global management consultancy with a large Operations Practice serving consumer goods and retail clients on supply chain and planning transformations. Comparable as a broad incumbent whose enterprise transformation work overlaps directly with Equus's IBP/S&OP and cross-functional planning engagements.
• Boston Consulting Group: Global management consulting firm with deep operations and supply chain practices, frequently engaged on S&OP, demand planning, and supply chain transformation. Comparable as a broad incumbent that Equus competes with or partners alongside on large enterprise planning programs.
• Bain & Company: Global management consultancy with a strong operations and supply chain transformation practice serving consumer goods and industrial clients. Comparable as a broad incumbent competing for the same enterprise-level IBP/S&OP advisory mandates Equus targets.
• Oliver Wyman: Global management consulting firm with operations and supply chain capabilities serving consumer goods, retail, and financial services clients. Comparable as a broad incumbent with overlapping service offerings in supply chain and operations transformation.

Direct peers

• Kearney: Global management consulting firm historically known for supply chain management work, with practices spanning strategic operations and IBP/S&OP transformations. Closely comparable to Equus because it competes for similar supply chain planning advisory mandates and addresses the same cross-functional alignment pain points.
• Kinaxis: Provider of the RapidResponse platform for sales & operations planning, supply chain planning, and integrated business planning. Comparable as a direct competitor in the same S&OP/IBP problem space Equus solves through consulting, but delivered via enterprise software rather than advisory services.

Emerging players

• o9 Solutions: Cloud-native AI platform for integrated business planning and supply chain planning, including S&OP/IBP functionality. Comparable because it sells technology that competes directly with the human-delivered IBP/S&OP consulting services Equus provides, increasingly absorbing that workload in-house at enterprises.
• ToolsGroup: Supply chain planning software vendor offering demand sensing, S&OP, and inventory optimization capabilities. Comparable as an adjacent technology provider whose automation of planning tasks competes with parts of Equus's consulting and analytics tool portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Equus