What Schwartz Consulting does

Schwartz Consulting is a privately held, founder-led boutique management consulting firm established in 2004 by Bart Schwartz and headquartered in Brentwood, Tennessee. The firm focuses exclusively on go-to-market transformation for products-oriented companies, with service offerings spanning pricing and CPQ (configure/price/quote), channel strategy and reward programs, sales effectiveness, marketing transformation, business intelligence, and trade promotion management. Client engagement is delivered through two models: project delivery (end-to-end solution design and implementation) and advisory (expert guidance with client-led execution), typically using small teams of 1-5 consultants per engagement.

The firm's underlying technology is essentially human-capital driven — there is no proprietary software platform, no AI/ML capability, and no SaaS product. The asset is the experience of its practitioners, led personally by Bart Schwartz, who brings 30+ years of products-industry consulting experience including a decade in the customer strategy practice of a Big Five consultancy. Pricing is positioned at 40-60% of larger firm rates, reflecting a lean cost structure without a pyramid of junior staff.

The customer base is composed almost entirely of mid-market and enterprise products companies, with disclosed and illustrative clients spanning safety products, industrial manufacturing, chemicals, consumer products, distribution, electrical components, high-tech, and tires, with client revenue sizes ranging from $100M to $100B. The firm's go-to-market relies on founder-led direct sales, content marketing through LinkedIn thought leadership and the company website, and direct email outreach. Geographic operations are concentrated in North America, with at least one historical multi-country European engagement (3,600 sales people across 15 countries and seven languages) demonstrating occasional cross-border capability. The firm operates with no external funding, no subsidiaries, and no M&A history.

Name

Schwartz Consulting

Legal name

Schwartz Consulting

Website

https://schwartzconsult.com

Company type

Private

Founded year

2004

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), Marketing Consulting Services (541613)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industry

Operations & Process Improvement Consulting (BPAHACAB)

Keywords

• Go-to-market consulting
• Pricing optimization services
• Sales effectiveness consulting
• Channel strategy consulting
• Marketing transformation services

Headquarters

HQ city

Brentwood

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

Revenue model

1. Project Delivery Consulting: Traditional consulting engagement where Schwartz Consulting takes an issue/opportunity and designs and/or implements a solution for the client. This is the primary revenue model.
2. Advisory Services: Provides input on specific problems where they have experience, but the client drives the solution design and implementation. Offered as an alternative engagement model.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Schwartz Consulting is a boutique consulting firm that helps products-oriented companies improve their go-to-market strategies and capabilities. Engagements are delivered through two models: Project Delivery, where the firm designs and/or implements a solution end-to-end, and Advisory, where it provides expert input while the client drives execution. Service areas span Pricing and CPQ, Channel Strategy and Reward Programs, Sales Effectiveness, Marketing Transformation, and Business Intelligence, executed by small senior teams of 1-5 consultants.

Product overview

Schwartz Consulting is a boutique consulting firm founded in 2004, specializing in go-to-market transformation for products-oriented companies. The firm operates two core engagement models: Project Delivery (end-to-end solution design and implementation) and Advisory (expert guidance while clients drive execution). The portfolio spans multiple service offerings including Go-to-Market Transformation, Pricing and CPQ Services, Channel Strategy and Rewards Programs, Sales Effectiveness, Marketing Transformation, and Business Intelligence Services. The firm serves industries including Building Products, Chemicals, Consumer Products, Distribution, Hi-tech, Industrial Products, and Industrial Software/Technology, applying expertise in Research and Feedback, Business Unit Strategy, Channel Strategy/Reward Programs, Configure/Price/Quote (CPQ), and Sales Effectiveness across Analytics, Design, and Implementation competencies. Teams typically consist of 1-5 consultants with Bart Schwartz personally leading all engagements on a day-to-day basis.

Differentiator

Problem solved

Functional benefit

Products and services

• Project Delivery Services
• Advisory Services
• Go-to-Market Transformation
• Pricing and CPQ Services
• Channel Strategy and Rewards Programs
• Sales Effectiveness
• Marketing Transformation
• Business Intelligence Services

Quantifiable outcome

• $20M bottom line improvement achieved for $500M consumer food manufacturer through pricing and trade promotion strategy

Named customers16 records

Segments7 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• Rivet|MROminorStrategic or Co-development PartnerRivet|MRO helps industrial manufacturers drive sales growth by enhancing trade marketing (co-marketing with distributors). This partnership extends Schwartz Consulting's capabilities in trade marketing for industrial manufacturing clients.
• TackleboxminorStrategic or Co-development PartnerTacklebox is a full-service branding and marketing agency helping companies gain marketplace momentum. Core competencies include market research, brand strategy, branding, digital marketing, and public relations. This partnership complements Schwartz Consulting's service offerings in brand and marketing strategy.

Scale indicators2 records

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Kantar Consulting: Global marketing and sales effectiveness consultancy offering brand strategy, pricing, and channel optimization. Overlaps with Schwartz Consulting's marketing transformation, channel strategy, and pricing service lines at enterprise scale.
• Bain & Company: Global strategy consulting incumbent with sales and pricing practices. Serves the same products-oriented enterprise clients as Schwartz Consulting, but with much broader service portfolio and significantly higher fees.
• McKinsey & Company: Global management consulting incumbent offering pricing, sales, and marketing strategy as part of a much broader portfolio. A direct reference point for Schwartz's Big Five heritage and the larger-firm alternative the boutique model competes against on cost.

Direct peers

• Revenue Management Solutions: Pricing and revenue management consulting firm focused on helping manufacturers optimize pricing structures and channel programs. Closely comparable to Schwartz Consulting's pricing capabilities work, particularly the rule-based pricing redesign work for $2B Electrical Components.
• Sales Performance International (SPI): Consulting firm specializing in sales transformation, sales process design, and sales effectiveness. Comparable in offering sales organization redesign and go-to-market improvement services to B2B products companies.
• ZS Associates: Management consulting firm focused on sales and marketing effectiveness with deep expertise in channel strategy, pricing, and go-to-market transformation. Directly comparable service offerings targeting products-oriented B2B enterprises.
• Simon-Kucher & Partners: Global consulting firm specializing in pricing, sales, and marketing strategy. Most directly comparable to Schwartz Consulting's pricing optimization, channel strategy, and sales effectiveness offerings, with similar product-oriented B2B client base, though at much larger scale.
• The Alexander Group: Sales effectiveness and go-to-market consulting firm serving products-oriented companies. Closely aligned with Schwartz Consulting's sales force transformation, compensation redesign, and sales effectiveness services.

Emerging players

• Kotter International: Specialized consulting firm focused on strategy implementation and organizational change. Comparable as a boutique advisory helping companies execute go-to-market and commercial transformation initiatives.
• Hinge Marketing: Specialized professional services marketing firm focused on helping B2B professional services firms (including consultancies) grow. Comparable as a niche adjacent to Schwartz's channel and sales effectiveness work for products-oriented companies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/schwartz-consultingtn

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Schwartz Consulting