What Alderbrook Advisors does

Alderbrook Advisors is a Boston-based boutique advisory firm founded in 2019 that provides leadership advisory services to CEOs, boards, and institutional investors. The firm specializes in succession planning, leadership team assessment, governance evaluation, and organizational effectiveness, typically engaging during periods of transition, M&A activity, ownership changes, or competitive inflection. Its primary client segments are company CEOs and boards, senior executive leadership teams, corporate boards, and the portfolio company leadership teams of institutional investors, with horizontal segmentation across use cases rather than industries.

The firm operates without proprietary technology and delivers services through direct, confidential advisory engagements led by its two named partners, Jennifer Borggaard and Kate Taylor, both designated as Partner, Founder on the firm's website. Both partners bring 20+ years of operating experience from senior roles at Affiliated Managers Group, Cambridge Associates, Longfellow Investment Management, Wellington Management, and Ropes & Gray, supported by board seats at iMGP Funds, BroadStreet Partners, Polen Capital, Income Research & Management, BNY Mellon Charitable Gift Fund, Peabody Essex Museum, and The Taft School. Service offerings are organized into five categories: Leadership Advisory Services, Alignment Services, Team Composition & Performance, Management & Governance Advisory, and Navigating Change Services. The firm also operates under the trade name Ridgeway Advisors.

Revenue is generated through bespoke, project-based or retainer engagements typical of boutique executive advisory practices. The firm's go-to-market is relationship-driven and consultative, relying on referrals, direct outreach, and the partners' professional networks rather than broad marketing campaigns, with distribution occurring through direct enterprise advisory engagement. Pricing is not publicly disclosed. With only two named partners and a stated headcount band of 1-10, Alderbrook is a small, partnership-controlled private firm with no disclosed funding rounds, no parent company, and no institutional investment.

Name

Alderbrook Advisors

Legal name

AlderBrook Advisors

Website

https://alderbrookadvisors.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Alderbrook Advisors is a Boston-based boutique advisory firm founded in 2019 that provides succession planning, leadership team assessment, and governance advisory services to CEOs, boards, and institutional investors through two named partners.

Ownership category

akta.pro rank

Product category

Executive Leadership Advisory

NAICS

Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

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

akta.pro primary industry

Governance & Board Effectiveness Advisory (BPAHAFAC)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Corporate Strategy Advisory (BPAHADAA), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• Executive leadership advisory
• Succession planning services
• Board governance consulting
• CEO advisory services
• Leadership team consulting

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Leadership Advisory Services: The firm generates revenue through bespoke advisory engagements with CEOs and boards. Services encompass succession planning, leadership team assessment and development, governance evaluation, and organizational effectiveness consulting. Revenue is likely generated through project-based or retainer fee arrangements typical of boutique executive advisory practices.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Alderbrook Advisors is a boutique advisory firm that advises CEOs and boards of directors on leadership matters, with a particular focus on times of reflection, challenge, or transition. The firm's services span succession planning and implementation, leadership team alignment, team composition and effectiveness assessments, board and governance advisory, and guidance through reorganizations, M&A, ownership transitions, and growth. Engagements are delivered directly by the two named partners and are relationship-driven and bespoke.

Product overview

Alderbrook Advisors is a boutique advisory firm offering a unified set of consulting services to CEOs and boards. The core offerings include Leadership Advisory Services (succession planning and transition support), Alignment Services (leadership team development aligned with mission, culture, and strategy), Team Composition & Performance assessments, Management & Governance Advisory, and Navigating Change Services. These services are delivered through direct engagement with senior partners rather than a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Leadership Advisory Services Advisory services to CEOs and boards on leadership, particularly during times of transition, including succession planning and implementation.

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Korn Ferry: Large global organizational consulting firm spanning executive search, leadership development, and talent assessment. Comparable to Alderbrook because its leadership advisory practice addresses the same succession and CEO effectiveness use cases, though as part of a much broader portfolio.
• BCG (People & Organization Practice): Global management consultancy with a People & Organization Practice covering leadership development, succession, and organizational design. Adjacent to Alderbrook's CEO/board advisory work, with comparable buyer personas but operating as part of a broader strategy consulting portfolio.
• McKinsey (Organization Practice): Global management consultancy with a large Organization Practice advising on leadership, culture, and organizational effectiveness. Overlaps with Alderbrook on CEO succession and team effectiveness, though McKinsey operates at much larger scale and serves a broader set of engagements.

Direct peers

• Egon Zehnder: Global leadership advisory and executive search firm known for CEO succession, board effectiveness, and team coaching. Highly comparable to Alderbrook as it serves the same C-suite and board personas on similar succession and leadership effectiveness mandates.
• Russell Reynolds Associates: Global executive search firm with dedicated CEO/board succession and leadership advisory capabilities. Comparable to Alderbrook because both address succession planning, leadership assessment, and board effectiveness at the C-suite level.
• RHR International: Boutique leadership and team effectiveness advisory firm focused on CEO succession, executive team development, and senior leadership coaching. Highly comparable to Alderbrook as a similarly sized specialist serving C-suite clients on leadership transitions and team dynamics.
• ghSMART (now part of Heidrick & Struggles): Leadership advisory firm specializing in CEO advisory for private equity-backed and founder-led companies, with deep expertise in talent assessment and succession. Directly comparable to Alderbrook, particularly in serving institutional investors and portfolio company leadership teams.
• Spencer Stuart: One of the largest global executive search and leadership advisory firms, with a strong board and CEO advisory practice. Directly comparable to Alderbrook because it serves CEOs and boards on succession, leadership effectiveness, and governance — overlapping the firm's core offerings at a much larger scale.
• Heidrick & Struggles: Global executive search and leadership advisory firm with dedicated practices in CEO/board succession, team effectiveness, and culture shaping. Comparable to Alderbrook because both target the same buyer personas (CEOs and boards) and overlap on leadership assessment and succession engagements.

Emerging players

• DDI (Development Dimensions International): Leadership development and assessment firm with research-based tools for selection, succession, and leader development. Comparable to Alderbrook's team assessment and leadership effectiveness work, though DDI brings proprietary diagnostic technology to the engagement.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/alderbrookadvisors

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 Alderbrook Advisors