Name

Tartan Advisors

Legal name

Tartan Advisors LLC

Website

https://tartanadvisors.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), Administrative Management and General Management Consulting Services (541611), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Performance Management & Productivity Consulting (BPAHAGAL)

Keywords

• Management consulting services
• CFO advisory services
• Cloud transformation consulting
• Profitable growth advisory
• Post-merger integration consulting

Headquarters

HQ city

Pittsburgh

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. Professional Consulting Services: Advisory and consulting services delivered through engagement-based work. Services include CFO Services, Technology consulting, and Profitable Growth advisory serving public, private, and not-for-profit organizations. Revenue is generated through professional services fees for strategic consulting engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Tartan Advisors LLC is a professional consulting firm that delivers CFO Services, Technology advisory, and Profitable Growth advisory to public, private, and not-for-profit organizations. Engagements cover finance strategy, operating model design, KPI alignment, cloud adoption, analytics, M&A planning, organizational design, restructuring, and integration management, anchored by the proprietary Total Shareholder Return (TSR) Framework. Services are delivered through direct, scope-based consulting engagements staffed by former Big Four professionals and senior industry executives.

Product overview

Tartan Advisors LLC is a consulting firm offering advisory and professional services rather than a unified software product. The company's service portfolio centers on three core offerings: CFO Services (finance strategy, operating models, process improvement, cost reduction, accounting policies, lease accounting), Technology (cloud advisory, analytics, enterprise performance management, IT benchmarking), and Profitable Growth (M&A planning, organizational design, restructuring, integration management). Supporting these core services, Tartan Advisors provides specialized advisory frameworks including the Total Shareholder Return (TSR) Framework (a four-model strategic methodology for enterprise value improvement), Infrastructure as a Service (IaaS) and Software as a Service (SaaS) cloud deployment advisory, Big Data & Analytics vendor intelligence, and Lease Accounting ASC 842 compliance advisory leveraging AI tools for data abstraction. The firm also incorporates human capital consulting through the Londino Group sub-brand. Services are delivered through senior advisors and former Big Four consulting professionals serving public, private, and not-for-profit organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• CFO Services Advisory services encompassing finance strategy, target operating model design, KPI and metrics alignment, process improvement, cash flow management, cost reduction, benchmarking, accounting policies and procedures, revenue recognition, and lease accounting, delivered to enterprise CFOs across public, private, and not-for-profit organizations.
• Technology Advisory
• Profitable Growth Advisory
• Total Shareholder Return (TSR) Framework
• Infrastructure as a Service (IaaS) Advisory
• Software as a Service (SaaS) Deployment Advisory
• Big Data & Analytics Vendor Intelligence
• Lease Accounting ASC 842 Advisory
• Londino Group Human Capital Consulting

Quantifiable outcome

• First-year profit improvement of $27 million achieved for international expansion client
• +5 more outcomes

Named customers10 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Carnegie Mellon UniversitycoreStrategic or Co-development PartnerAcademic partnership with Carnegie Mellon University's Tepper School of Business. Founder Joseph Krolczyk earned his MBA from Carnegie Mellon. The university is recognized as a leader in AI, machine learning, robotics, advanced analytics, innovation, and technology research. Partnership provides access to cutting-edge research and talent pipeline.
• Pittsburgh Technology CouncilcoreStrategic or Co-development PartnerMember of Pittsburgh Technology Council, one of the largest IT trade associations in the nation with over 1,300 members. Connects people, ideas, and knowledge on leading-edge technology trends including robotics, cloud, big data, analytics, data science, and artificial intelligence.
• Business Growth Alliance (BGA)minorStrategic or Co-development PartnerNational Affiliate Network of seasoned professional services firms dedicated to providing Corporate Development and Generational Transition Solutions and Family Office Direct Investment Services to assist owners of private companies to grow larger and more valuable businesses.
• Offshore Resources in IsraelminorImplementation/ SI/ Consulting PartnerUtilizes off-shore resources in Israel with advanced analytical and AI tools for data abstraction services, particularly for lease accounting engagements requiring large-scale data collection and processing.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• McKinsey & Company: Premier global strategy consulting firm with corporate finance, technology, and growth practices. Competes for many of the same profitable-growth and strategy engagements Tartan targets, particularly in CFO advisory and post-merger integration.
• Boston Consulting Group (BCG): Top-tier global consulting firm delivering strategy, technology, and corporate development advisory. Competes for high-end strategy and value creation mandates overlapping with Tartan's Profitable Growth and Total Shareholder Return offerings.
• Bain & Company: Global strategy consulting firm with strengths in private equity, M&A, and value creation advisory. Competes with Tartan in the profitable-growth, M&A, and shareholder-return improvement mandates, particularly for enterprise and PE-backed clients.

Direct peers

• Ernst & Young (EY): Big Four professional services firm with consulting, transaction advisory, and human capital practices. Senior Advisor Maureen Londino was an EY Partner; Tartan's combination of CFO advisory, human capital, and growth strategy mirrors EY-Parthenon/EY's combined services portfolio.
• PricewaterhouseCoopers (PwC): Big Four advisory firm providing management consulting, finance transformation, technology, and M&A services. Directly comparable to Tartan in delivering CFO-level operating model design, cloud advisory, and transaction support to mid-market and large enterprises.
• Deloitte Consulting: Global Big Four consulting firm offering CFO advisory, technology consulting, and M&A services. Tartan's founder and several senior team members are Deloitte alumni, and service portfolios overlap heavily across finance transformation, cloud, and growth strategy.
• KPMG Advisory: Big Four advisory firm offering management consulting, CFO services, technology advisory, and M&A integration. Multiple Tartan leaders (founder, Jonathan Smith) are former KPMG Managing Directors and the firm delivers overlapping capabilities to public/private clients.

Emerging players

• Resources Connection (RGP): Consulting and interim talent firm placing senior finance, technology, and transformation professionals on engagement. Comparable as a practitioner-led advisory serving similar CFO Services and Profitable Growth needs of mid-market and enterprise clients.
• Huron Consulting Group: Mid-market consulting firm with dedicated CFO, technology, and business advisory practices. Highly comparable in terms of size, full-service offering, and enterprise client focus relative to Tartan's consulting portfolio.
• Accordion: Boutique finance and technology consulting firm serving private equity-backed and mid-market CFOs. Highly comparable as a smaller-scale, senior-talent alternative to Big Four CFO advisory with overlapping service lines on operating models, M&A, and value creation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/tartan-advisors-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Tartan Advisors