DMS Partners

What DMS Partners does

DMS Partners (legal name DMS Partners Assessoria Empresarial Ltda) is a São Paulo-based boutique management advisory firm founded in 2014, operating as a privately held limited company with no external institutional investors. The firm delivers five integrated core services — Executive Allocation (Alocação de Executivos), M&A Advisory (Fusões & Aquisições), People & Management (Gente & Gestão), Executive Mentorship (Mentoria Executiva), and Management Solutions (Soluções de Gestão) — plus an educational offering in the form of a free online course on non-conformity management. Its primary customer segments are medium and large Brazilian enterprises, with a particular emphasis on family businesses navigating succession, governance, and professionalization challenges.

The firm operates as a people-and-expertise business with no technology products, proprietary software, or hardware platforms; its offering is built on the experience of approximately 15+ named partners — including former C-level executives Edson Gissoni, Rual Rousselet, Paulo Fassina, Marco Villas Boas, and Artur Heitzmann — and on proprietary frameworks such as the 'Jornada do Dono' (Owner's Journey) methodology. The technology stack is limited to a Wix-hosted website, standard social media channels (LinkedIn, Instagram, Facebook, X, YouTube), a Spotify podcast, and content/email marketing infrastructure.

DMS Partners generates revenue through project-based professional services fees defined per engagement scope, duration, and required senior profile, with multi-year contracts and transparent pre-engagement pricing. The go-to-market is consultative and partner-led: prospective clients reach the firm via website contact form, WhatsApp, or email, after which partners diagnose needs and propose customized solutions. Strategic alliances — notably a core partnership with Grant Thornton and sector partnerships with MaxiQuim, Trashin, and GCONTT — extend capability and referral reach. The firm is geographically concentrated in Brazil with no documented international expansion.

Name

DMS Partners

Legal name

DMS PARTNERS ASSESSORIA EMPRESARIAL LTDA

Website

https://dmspartners.com.br

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

DMS Partners is a São Paulo-based boutique management advisory firm delivering executive allocation, M&A advisory, people & management, executive mentorship, and management solutions to medium and large Brazilian enterprises, with a particular focus on family business succession and governance.

Ownership category

akta.pro rank

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Management Advisory Services: DMS Partners generates revenue through consulting engagements in areas such as executive placement, mergers and acquisitions advisory, people and management consulting, executive mentoring, and management solutions. Revenue is project-based and customized to client needs, with transparent investment defined before project commencement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

DMS Partners is a boutique management advisory firm that provides consulting services to medium and large enterprises in Brazil. Its core offerings are organized around five practice areas: Executive Allocation (flexible on-demand placement of experienced professionals for management projects), M&A Advisory (full-cycle transactions support including sales, mergers, acquisitions, joint ventures, and strategic alliances), People & Management (organizational efficiency and people development), Executive Mentorship (1:1 guidance from former C-level executives), and Management Solutions (customized operational performance projects). The firm also offers an online course on non-conformity management.

Product overview

DMS Partners is a management advisory firm offering five integrated core consulting services: Executive Allocation (Alocação de Executivos), M&A Advisory (Fusões & Aquisições), People & Management (Gente & Gestão), Executive Mentorship (Mentoria Executiva), and Management Solutions (Soluções de Gestão). Additionally, it provides an educational offering through a free online course on non-conformity management. The portfolio is structured around strategic and operational consulting, with services designed to be customized to each client's specific needs using proprietary methodologies and proven market techniques. The firm also publishes industry insights and articles through its blog.

Differentiator

Problem solved

Functional benefit

Products and services

• Alocação de Executivos (Executive Allocation) Provides experienced professionals on demand and with flexible timing (full-time or part-time) to create, review, or execute management projects for medium and large enterprises. Differentiators include immediate team availability with sector knowledge, professionals with strategic vision and operational experience, knowledge transfer to client teams, and transparent investment defined before project start.
• Fusões & Aquisições (M&A Advisory) Advisory service covering all phases of transactions for total or partial sales, mergers, acquisitions, joint ventures, and strategic alliances, specialized in mid-size and large companies. Includes rapid preliminary feasibility analysis (Go vs No Go), access to key market decision-makers through the firm's network, agile project execution, and emphasis on best combination of price, structure, and cultural compatibility.
• Gente & Gestão (People & Management) Builds winning organizations through actions linked to management efficiency, people development, and engagement. Focuses on the impact of people and management on results, continuous learning of new concepts and practices, and the use of technology in management, designed for medium and large enterprises.
• Mentoria Executiva (Executive Mentorship) One-on-one mentorship program connecting professionals with experienced C-level mentors who share real-world leadership experience. Designed to accelerate personal and professional development, strategic decision-making, effective leadership, and career growth through personalized guidance, including onboarding support such as the first 90 days for newly promoted directors.
• Soluções de Gestão (Management Solutions) Structured initiatives aimed at optimizing organizational performance through the implementation of effective and innovative management practices. Projects address specific business challenges, improve internal processes, increase operational efficiency, and promote long-term sustainability using proven methodologies and advanced tools including Agile, Lean Six Sigma, and WCM.
• Curso Tratamento de Não Conformidades (Non-Conformity Treatment Course) Free online course on Disruptive Management of Non-Conformities, presenting a modern, practical, and performance-oriented approach to transforming quality management into a strategic prevention and decision-making system. Topics include PDCA, root cause analysis (5 Whys/Ishikawa), 5W2H action plans, indicator verification, and standardization aligned with ISO 9001.

Quantifiable outcome

• 90% of family businesses in Brazil do not reach the second generation successfully, underscoring the critical need for structured succession planning services that DMS Partners addresses.
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Grant ThorntoncoreStrategic or Co-development PartnerGrant Thornton is one of the largest global audit, consulting, and tax firms. DMS Partners maintains a strategic partnership with Grant Thornton to offer clients specialized services and structured tools in audit, consulting, and tax advisory, complementing DMS Partners' management consulting portfolio.
• TrashinminorStrategic or Co-development PartnerTrashin provides 360-degree waste management, connecting all types of waste to correct destinations. The partnership enables DMS Partners to offer environmental sustainability consulting and waste management solutions as part of its broader management offerings.
• MaxiQuimminorStrategic or Co-development PartnerMaxiQuim is the largest Brazilian consulting firm in the chemical and petrochemical sector, specializing in business evaluation, market analysis, and competitiveness in the chemical and petrochemical industry since 1995. The partnership expands DMS Partners' sector expertise and M&A advisory capabilities in the chemical industry.
• GCONTT (Grupo de Consultoria em Teletrabalho)minorStrategic or Co-development PartnerGCONTT is a consulting group with over ten years of experience developing Remote Work/Home Office implantation and improvement projects. With experienced consultants delivering significant results for clients and collaborators, this partnership enables DMS Partners to offer remote work and hybrid workforce consulting solutions.

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• Bain & Company: Global strategy consulting firm known for M&A, organization, and transformation work. Overlaps with DMS Partners on M&A advisory and post-merger integration, particularly for Latin American mid- and large-cap transactions.
• EY-Parthenon (Brazil): Strategy and transactions arm of EY, active in Brazilian M&A and corporate finance advisory. Competes with DMS Partners for sell-side, buy-side, and strategic transaction mandates in the mid- and large-cap segment.
• McKinsey & Company (Brazil): Global management consulting leader with a long-standing Brazilian practice. Competes with DMS Partners for senior-level strategic advisory, organizational transformation, and M&A-related engagements, particularly at the upper end of the mid-market.
• Roland Berger: European-origin strategy consultancy with strong presence in Brazil, focused on industrial, automotive, and infrastructure clients. Competes with DMS Partners on operational improvement, restructuring, and corporate strategy mandates.
• Kearney: Global management consultancy with operations and strategy expertise, including a Brazilian practice serving large industrial and consumer clients. Comparable to DMS Partners on operational and strategic transformation mandates.
• PwC (Brazil): Big 4 firm with consulting, deals, and family-business practices in Brazil. Directly comparable to DMS Partners across M&A, governance, and executive advisory services for both corporate and family-owned enterprises.
• Deloitte (Brazil): Big 4 firm offering consulting, audit, tax, and M&A advisory in Brazil. Overlaps with DMS Partners across management consulting, M&A, and people & transformation work, while also being a partner adjacent to DMS via Grant Thornton's competitive positioning.
• KPMG (Brazil): Big 4 firm with significant consulting and deal advisory practice in Brazil. Comparable to DMS Partners on M&A advisory, family-business consulting, and organizational transformation services for middle-market and large clients.
• Boston Consulting Group (BCG): Global strategy consulting firm with a strong Brazil presence and emphasis on corporate transformation and family-business advisory. Directly comparable to DMS Partners in providing strategic and operational consulting to large Brazilian corporates.

Direct peers

• Falconi Consultores: Brazilian management consulting firm specializing in operations, strategy, and management solutions for mid- and large-sized companies. Highly comparable to DMS Partners' 'Soluções de Gestão' and 'Gente & Gestão' offerings in the Brazilian market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/dmspartnersbr
• YouTubeyoutube.com/channel/UCZ-2VG6ZMOGP-MFlRNHBSLg
• Facebookfacebook.com/dmspartners
• LinkedInlinkedin.com/company/dms-partners-assessoria-empresarial-ltda
• Instagraminstagram.com/dmspartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 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 DMS Partners