SP&E Consultants

Name

SP&E Consultants

Legal name

SP&E Consultants

Website

https://speconsultants.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Marketing Consulting Services (541613), Human Resources Consulting Services (541612), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Customer, Marketing & Sales Consulting (BPAHACAG)

akta.pro secondary industries

Change Management & Transformation Consulting (BPAHAGAC), Strategy & Corporate Development Consulting (BPAHACAA), Organization Design & Operating Model Consulting (BPAHAGAB), CRM Strategy & Consulting (BPAFAFAA), Organization Design & Change Management Consulting (BPAHACAD)

Keywords

• Organizational transformation consulting
• Executive coaching services
• Customer culture advisory
• Fractional CHRO services
• Strategy execution consulting

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Organizational Transformation Consulting: Engagements focused on customer-centric culture transformation (TRANSFORM pillar), strategy execution (EXECUTE pillar), and executive advisory services. Typically project-based or retainer arrangements for C-level clients.
2. Vistage CEO Peer Advisory Group Membership: Confidential peer advisory group membership for CEOs and business owners, including monthly full-day board meetings, private executive coaching sessions, access to world-class speakers and events, and online community membership.
3. Fractional CHRO Services: Senior HR leadership delivered on a fractional basis. Two engagement models: (1) Retainer model with monthly commitment of 12, 16, 24, or 32 hours per month for ongoing strategic partnership; (2) Project model for targeted, time-bound engagements with specific deliverables and success metrics.
4. Executive Coaching & Leadership Development: Individual coaching engagements for C-Level and senior leaders, plus custom-designed leadership programs for teams. Delivered in-person or hybrid, built around client business context.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

SP&E Consultants is a boutique consulting firm that partners with C-level executives in insurance, reinsurance, and professional services to build customer-centric organizations. Services span three pillars: TRANSFORM (customer-centric culture transformation using the Market Responsiveness Index diagnostic), EXECUTE (strategy execution, fractional CHRO, executive coaching, and M&A people integration), and LEAD (confidential CEO peer advisory through a Vistage group).

Product overview

SP&E Consultants is a consulting firm operating three integrated practice pillars: TRANSFORM (customer-centric culture transformation using the MRI diagnostic methodology), EXECUTE (strategy, leadership, and organizational execution including Fractional CHRO and M&A People Integration services), and LEAD (CEO peer advisory through the Vistage program). The firm leverages proprietary AI tool SOFIA and partner platforms including the MRI Benchmark Platform and Humantelligence to deliver diagnostic and advisory services. The core offering combines the Market Responsiveness Index assessment methodology, executive coaching, and embedded consulting engagement to help organizations build customer-centric cultures and execute strategy effectively.

Differentiator

Problem solved

Functional benefit

Brands

• SOFIA: SP&E's proprietary Strategic & Organizational Field Intelligence Assistant - an AI partner used to amplify diagnostic capacity, accelerate analysis, and deliver strategic personalization.
• TRANSFORM
• EXECUTE
• LEAD

Products and services

• TRANSFORM — Customer-Centric Culture Transformation Customer-centric culture transformation service that uses the Market Responsiveness Index (MRI) diagnostic to identify gaps between internal belief and customer reality, then builds executable roadmaps toward a customer-centric organization. Targeted at C-level leaders in insurance, reinsurance, family businesses, and professional services.
• EXECUTE — Strategy, Leadership & Organizational Execution Strategy execution and organizational execution service addressing structural and human capital dimensions including strategy alignment, talent architecture, leadership effectiveness, performance management, AI adoption, and M&A people integration. For C-level leaders and executive teams needing to turn plans into measurable results.
• LEAD — Vistage CEO Peer Advisory Group Confidential peer advisory service led by licensed Vistage Chair Alejandro Cerón in South Florida. Provides a private group of 12-16 non-competing CEOs and business owners meeting monthly for peer coaching, with private executive coaching sessions, world-class speakers and events, and 24/7 access to Vistage's online community of 45,000+ members in 37 countries.
• Fractional CHRO Services Senior HR leadership delivered on a fractional/part-time basis. Two engagement models: (1) Retainer model with monthly commitment of 12, 16, 24, or 32 hours per month for ongoing strategic partnership; (2) Project model with 1-4 month modules for targeted initiatives. Provides strategic HR roadmap, talent architecture, executive team advisory, and people operations oversight. Up to 60% cost savings vs. full-time CHRO.
• M&A People Integration Human capital dimension management for mergers and acquisitions including cultural due diligence, leadership alignment, talent retention, and post-acquisition integration. Engagements are time-bound with specific deliverables and success metrics.
• MRI Diagnostic Assessment Evidence-based diagnostic assessment deployed under SP&E's MarketCulture accreditation, measuring organizational customer-centricity across nine strategic dimensions (customer insight, competitor insight, peripheral vision, cross-functional collaboration, strategic alignment, shared ambition, customer empathy, long-term perspective, and innovation & learning). Validated across 10,000+ organizations globally. Delivered through internal surveys, customer interviews, and verbatim analysis via the MRI Benchmark Platform.
• Executive Coaching & Leadership Development Individual coaching engagements for C-level and senior leaders, plus custom-designed leadership programs for teams. Delivered in-person or hybrid, built around client business context. Supports succession planning, leadership effectiveness, and CEO/CHRO development.

Quantifiable outcome

• Up to 60% cost savings compared to traditional full-time CHRO
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core, supporting and minor.

• MarketCulturecoreStrategic or Co-development PartnerSP&E is an officially accredited MarketCulture partner for deploying the Market Responsiveness Index (MRI) — the global standard for measuring customer-centric cultures. The MRI is validated across 10,000+ organizations worldwide. MarketCulture developed the MRI benchmark tool and authored 'The Customer Culture Imperative' (Marketing Book of the Year 2015). SP&E leverages this partnership to deliver accredited MRI diagnostics and culture transformation programs.
• HumantelligencesupportingTechnology or IntegrationHumantelligence provides innovative cloud-based SaaS solutions for workforce challenges, including behavioral science tools for chemistry, hiring, culture alignment, and engagement. SP&E incorporates Humantelligence's 4 solutions (Self-Assessment, Talent Fit/Hiring, Engagement Management, Culture Alignment) into human capital engagements. The platform leverages psychometric science with AI for distributed workforces.
• Ceron & CocoreStrategic or Co-development PartnerLeading consulting firm specialized in Family Business and Enterprise Transformation. Acts as a Business & Family Trusted Partner aiming to enhance professionalization of family businesses and institutionalization of corporate and family governance bodies. Salvador Ceron Aguilar, President of Ceron & Co, serves on SP&E's Advisory Board. Partnership focuses on designing strategic paths ensuring pertinent culture for personal, family, and business transcendence.
• Miami Hub (MIA)supportingStrategic or Co-development PartnerMiami Insurtech Advocates (MIA) Hub is the first Insurtech community open and driven from Miami for those interested in doing business in the Latin American region and the United States. Serves as a launching platform for businesses internationally. Hilario Itriago, President of BOXX Insurance USA and Chairman/Mentor at LATAM Insurtech, serves on SP&E's Advisory Board.
• FBG ConsultingminorImplementation/ SI/ Consulting PartnerFBG Consulting contributes to business results by supporting organizational effectiveness and conscious partnership with employees. Helps leaders and employees execute to maximum capabilities. Supports SP&E's human capital and organizational transformation practice.
• VistagecoreChannel Partner/ Reseller/ DistributorAlejandro Cerón serves as a licensed Vistage Chair in South Florida, leading a CEO Peer Advisory Group of 12-16 CEOs and business owners. Vistage is the world's leading CEO peer advisory organization with over 45,000 members across 37 countries. SP&E delivers Vistage's confidential peer advisory program as a core service offering (LEAD pillar).

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• MarketCulture: Developed the Market Responsiveness Index (MRI) framework and authored 'The Customer Culture Imperative.' SP&E is an accredited deployment partner, making MarketCulture the most directly comparable firm in customer-centricity diagnostics and culture transformation.
• Ceron & Co: Mexico-based advisory firm focused on family business governance, institutionalization, and succession; SP&E and Ceron & Co have a core strategic partnership and share the Cerón family business DNA, operating in overlapping advisory niches across the Americas.

Broad incumbents

• Korn Ferry: Global organizational consulting firm offering executive search, leadership development, and HR advisory — directly overlapping SP&E's talent architecture, leadership development, and Fractional CHRO offerings at vastly greater scale.
• Heidrick & Struggles: Global leadership advisory firm combining executive search, leadership consulting, and culture shaping — overlapping SP&E's executive coaching, leadership development, and culture transformation practices.
• Egon Zehnder: Global leadership advisory firm offering executive search and leadership assessment/coaching; addresses the same C-level clientele as SP&E's Vistage peer advisory and executive coaching offerings.
• Bain & Company: Top-tier global management consultancy with practices in customer strategy, organization, and M&A — competes with SP&E on culture transformation and strategy execution work, particularly for larger mid-market clients.
• McKinsey & Company: Largest global management consultancy with dedicated Organization, Marketing & Sales, and Risk practices — competes for the same C-suite transformation mandates across insurance and family-business clients.
• Boston Consulting Group (BCG): Global strategy and transformation consultancy with deep people & organization practice and insurance industry focus; competes with SP&E for organizational transformation and CEO advisory mandates.
• Russell Reynolds Associates: Global executive search and leadership advisory firm with established CEO advisory and executive assessment practices — closely comparable in serving C-level leaders on leadership and succession issues.

Others

• Vistage Worldwide: The world's leading CEO peer advisory organization whose platform and brand power SP&E directly leverages as a Vistage Chair; while not a direct competitor, Vistage sets the ceiling on peer advisory group structure and economics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/speconsultants-usa-lac
• Xx.com/SPEConsultants

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 SP&E Consultants