The Alta Group

What The Alta Group does

The Alta Group is a privately held global advisory firm exclusively dedicated to equipment finance since its 1992 founding. Headquartered in Rochester, New York, the firm employs 60–75+ expert advisors (across 101–250 total employees) and operates through regional presences in the United States, EMEA (via the Invigors EMEA subsidiary), Latin America, and Asia Pacific. Its client base spans banks, captive and vendor finance companies, independent lessors, OEMs, fintech firms, service providers, and the investment community.

The firm's service portfolio covers asset management, business assessment, business strategy, captive and vendor finance, competitive analytics, digital advisory, funding strategy, growth strategies, legal services, mergers and acquisitions, operational excellence, professional development, and transforming business models. Proprietary products include the Alta Pulsepoint heatmap tool (launched January 2026), the annual 2026 Insights report, and the long-running 'What's Hot/What's Not in Equipment Leasing & Finance' survey, which ELFA recognized in 2026 for its 12th consecutive year of guiding industry strategy. The firm has completed over 5,000 projects, served 1,200+ clients, and arranged more than 200 M&A transactions in the equipment finance sector.

The Alta Group generates revenue through custom, quote-based professional services engagements priced by scope, complexity, and duration, with multi-year contracts. Distribution is sales-led, executed through direct advisory relationships, client referrals, regional subsidiaries (notably Invigors EMEA), and industry events such as the Latin American Leasing Conference and Lease Conference Dubai. Marketing relies on thought leadership content distributed via the Alta Insights newsletter, industry publications (Monitor, Equipment Finance Advisor), and corporate memberships in ELFA, FLA, and Leaseurope. Pricing is not publicly disclosed.

Name

The Alta Group

Legal name

The Alta Group

Website

https://thealtagroup.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

101–250 employees

Short description

The Alta Group is a privately held global advisory firm exclusively dedicated to equipment finance, serving banks, captives, independents, OEMs, and fintech through 60+ expert advisors delivering strategy, M&A, asset management, and digital advisory engagements across the US, EMEA, Latin America, and Asia Pacific.

Ownership category

akta.pro rank

Product category

Equipment Finance Advisory

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Professional, Scientific, and Technical Services (54)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

akta.pro secondary industries

Corporate Strategy Advisory (BPAHADAA), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Equipment finance advisory
• Asset management consulting
• Mergers acquisitions advisory
• Captive vendor finance consulting
• Professional services leasing

Headquarters

HQ city

Glenbrook

HQ country

Australia

HQ region

Oceania

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory and Consulting Services: The Alta Group generates revenue through professional advisory and consulting engagements. Services span asset management, business assessment, business strategy, captive & vendor finance, competitive analytics, digital advisory, funding strategy, growth strategies, legal services, mergers & acquisitions, operational excellence, professional development, and transforming business models. Fees are structured as professional services engagements for banks, independents, captives, OEMs, fintech, service providers, and the investment community.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

The Alta Group is a global advisory firm exclusively dedicated to equipment finance since 1992, delivering customized consulting engagements for banks, independents, captives, OEMs, fintech firms, service providers, and the investment community. Engagements cover asset management, business assessment and strategy, captive and vendor finance, competitive analytics, digital advisory, funding strategy, growth strategies, legal services, mergers and acquisitions, operational excellence, professional development, and business model transformation, supported by proprietary research products and industry conferences.

Product overview

The Alta Group is a trusted global advisory firm exclusively dedicated to equipment finance since 1992. The firm offers an integrated portfolio of consulting and advisory services rather than a unified software platform. Its core offerings include strategic advisory across business strategy, growth strategies, and digital transformation; specialized services in asset management, mergers & acquisitions, funding strategy, and legal services; proprietary research products such as the Alta Pulsepoint heatmap tool and annual 'What's Hot/What's Not' survey report; and industry conferences including the Latin American Leasing Conference and Lease Conference Dubai. The firm serves banks, captives, independents, OEMs, fintech companies, service providers, and the investment community through a team of 60+ experts across multiple geographies.

Differentiator

Problem solved

Functional benefit

Brands

• Alta Pulsepoint: A heatmap tool designed to identify risks and growth opportunities for equipment finance executives.
• Alta Insights
• Invigors EMEA

Products and services

• Asset Management Services Consulting expertise throughout the equipment lifecycle for equipment finance organizations, including strategy, ESG and circular economy product development, inspections, certified appraisals, portfolio management, residual risk analysis, and remarketing advisory.
• Business Assessment Services Operational and capability diagnostic engagements that benchmark client practices against industry best practices to inform strategic decision-making for equipment finance providers.
• Business Strategy Services Strategy advisory for equipment leasing and finance businesses, helping clients set and act on clear strategies for enduring success across product, channel, and operating model decisions.
• Captive & Vendor Finance Services Advisory for manufacturers evaluating captive and vendor finance programs, including program design, financial metrics, operational functions, and alignment between manufacturer objectives and finance unit goals.
• Competitive Analytics Services Competitive analytics engagements leveraging Alta's proprietary industry IP repository and demographic database to help clients benchmark performance against the equipment finance industry.
• Digital Advisory Services Advisory engagements that help equipment leasing and finance companies embrace digital transformation, including hands-on technology experience, change management, and operational effectiveness improvements.
• Funding Strategy Services Funding strategy advisory for equipment finance organizations, including funding program design, capital sourcing, rating agency advisory, and balance sheet optimization.
• Growth Strategies Services Growth strategy advisory for equipment finance clients, including vertical expansion, new product introduction, and acquisition strategy design.
• Legal Services Legal advisory and expert witness work for equipment leasing and finance matters, including documentation, regulatory questions, litigation support, and transaction structuring.
• Mergers & Acquisitions Advisory Buy-side and sell-side M&A advisory, portfolio sales, and valuations for equipment finance businesses, with over 200 transactions completed across the firm's history.
• Operational Excellence Services Operational excellence advisory helping equipment finance clients solve operational issues with pragmatic solutions through hands-on market expertise and process redesign.
• Professional Development Services Professional development programs for equipment finance professionals, including the STRIPES Leadership Program delivered in partnership with Monitor magazine.
• Transforming Business Models Services Advisory engagements for clients redesigning their business models to embrace digital technology, new vertical segments, asset classes, financial products, and go-to-market frameworks including fintech, consumption-based models, blockchain, and multi-lender networks.
• Alta Pulsepoint Executive-level heatmap tool that helps equipment finance executives identify and prioritize critical risks and opportunities shaping the industry. It functions as a current-state industry heatmap allowing executives to quickly assess evolving conditions across business volume, credit quality, liquidity, profitability, industry consolidation, interest rates, regulatory environment, and geopolitical stability.
• Latin American Leasing Conference Annual industry conference in Latin America bringing together leasing professionals, funders, government officials, and experts to network and share best practices.
• Lease Conference Dubai Annual Middle East and Africa leasing conference hosted by The Alta Group in partnership with Invigors EMEA Ltd., bringing together regional leasing professionals, funders, and experts.
• Buy Desk Origination Advisory Market entry advisory that guides non-U.S. financial firms into the U.S. equipment finance market through buy desk origination as a proof-of-concept syndication strategy, including establishing credibility and facilitating introductions to lenders.

Quantifiable outcome

• Over 200 M&A transactions completed, making The Alta Group the acknowledged leader in equipment finance business sales
• +4 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature2 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Cam KruegercoreStrategic or Co-development Partner · 31 March 2026The Alta Group established a strategic affiliation with Cam Krueger, expanding the advisory firm's senior-level experience in equipment finance. Krueger serves as an Alta director and integral member of the operational enablement and technology team, providing strategy and competitive alignment services to clients. He built specialty finance practices at Capgemini, Deloitte, and Accenture, and created the industry's first comprehensive technology benchmarking tool. ELFA honored him with its Distinguished Service Award, and he is past chair of the ELFA Equipment Management Committee.
• Equipment Leasing & Finance Association (ELFA)coreStrategic or Co-development PartnerCorporate membership in ELFA, the primary trade association for the equipment leasing and finance industry. The firm collaborates with ELFA on industry research including the 'What's Hot/What's Not' survey, speaks at ELFA conventions and events, and advisors serve on ELFA committees and boards.
• Finance & Leasing Association (FLA)minorStrategic or Co-development PartnerCorporate membership in the Finance & Leasing Association (FLA), a UK-based trade association for the asset finance industry.
• LeaseuropeminorStrategic or Co-development PartnerCorporate membership in Leaseurope, the European federation of lease finance associations.
• Invigors EMEAcoreStrategic or Co-development PartnerInvigors EMEA is the Alta Group's firm in Europe, Middle East, and Africa. It provides a comprehensive range of advisory services focused on supporting organizations in the asset finance industry. Invigors hosts the annual Lease Conference Dubai in partnership with The Alta Group and provides services across Europe, MEA.
• Monitor (Industry Publication)coreGTM or Marketing PartnerThe Alta Group's advisors regularly publish articles in Monitor magazine, a leading industry publication. The firm also partners with Monitor on the STRIPES Leadership Program for professional development. Advisors contribute thought leadership articles on M&A, AI, consumption-based financing, and other industry topics.
• Equipment Finance AdvisorminorGTM or Marketing PartnerAdvisors including Valerie Gerard and others write articles for Equipment Finance Advisor, an industry publication, expanding the firm's thought leadership reach.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Bain & Company: Global strategy consulting firm with a strong financial services practice covering M&A, operations, and corporate strategy. Comparable to Alta as a senior-led advisory peer serving banks, lessors, and financial institutions on strategic decisions.
• McKinsey & Company: Premier global management consulting firm serving financial services clients on strategy, M&A, and organizational transformation. Comparable to Alta as a strategic advisory peer targeting banks and financial institutions, but with substantially broader industry coverage and larger engagement scale.
• Oliver Wyman: Global management consulting firm with deep financial services practice covering strategy, M&A, risk, and operational advisory. Comparable to Alta as a professional services peer serving banks, lenders, and financial institutions, though Oliver Wyman operates at much larger scale and broader scope than Alta's equipment finance niche.
• Roland Berger: European-headquartered global strategy consulting firm with strong financial services and industrial clients. Comparable to Alta as a senior-led strategy advisory peer serving banks, lessors, and financial institutions across multiple regions.
• Accenture Strategy: Global consulting firm with a dedicated financial services practice covering strategy, M&A, digital transformation, and operational advisory. Comparable to Alta as a strategic advisory peer serving banks, captives, and technology services in financial services.
• Deloitte Consulting: Big Four professional services firm with a dedicated financial services consulting practice covering strategy, M&A, risk, and technology transformation. Comparable to Alta as a multi-disciplinary advisory peer serving banks, captives, and equipment lessors, but at much larger scale.
• A.T. Kearney: Global management consulting firm with strong financial services and operations practice. Comparable to Alta as a top-tier strategy and operations advisory peer serving banks and financial institutions, though at broader industry scope.
• EY-Parthenon: Strategy consulting arm of EY focused on corporate strategy, M&A advisory, and transaction support for financial institutions and corporate clients. Comparable to Alta as a senior-led M&A and strategy advisory peer serving banks and finance companies.
• LEK Consulting: Global strategy consulting firm with deep financial services expertise covering M&A, strategy, and operational advisory for banks and asset finance companies. Comparable to Alta as a senior-led strategy and M&A advisory peer for financial services clients.
• Boston Consulting Group (BCG): Global management consulting firm with significant financial services expertise and M&A advisory capabilities. Comparable to Alta as a top-tier strategic advisory peer serving banks and financial institutions, though operating across all industries at large scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/thealtagroupllc
• Facebookfacebook.com/thealtagroupna
• LinkedInlinkedin.com/company/the-alta-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Subsidiaries1 record

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 The Alta Group