Press Release

ALM Intelligence Identifies Best Balance Sheet Strategy & Investor Communications Consultants

2018 Vanguard Buyer Ratings Guide Rates Global Providers and Specialists

New York, NY – April 19, 2018 – ALM Intelligence – Consulting division, previously known as Kennedy Consulting, has released its 2018 ratings of Balance Sheet Strategy consulting providers. Six firms were identified as leaders in the consulting industry: Deloitte, KPMG, PwC, EY, McKinsey & Company, and Boston Consulting Group.

“Balance sheet strategy is a hot consulting area today, though many of these projects take place within the context of a transaction or deal, IPO, distressed debt, and bankruptcy. That means strategy must be in place prior to the event itself,” said Tomek Jankowski, Senior Research Analyst at ALM Intelligence. “The record volume of M&A transactions today has kept balance sheet strategy top of mind for CFOs and CEOs; private equity firms are also prime clients for these services.”

Providers that attained challenger status include: Brown, Gibbons, Long & Company, Crescendo, Schwabe Ley Greiner, goetzpartners, Houlihan Lokey, Bain & Company, Roland Berger, Alvarez & Marsal, LEK, Alix Partners, Lazard, and FTI Consulting. Other firms that were rated include: Three Part Advisors, PKF Issing Faulhaber Wozar Altenbeck Gmbh & Co. KG, Oliver Wyman, Fahlgren Mortine, and The Equity Group.

ALM’s Vanguard research series assesses firms in terms of their relative ability to create impact for their clients. In addition to its overall rating assessments of consulting providers’ depth and breadth of capabilities and best-in-class provider designations, this series includes detailed capability evaluations for each covered provider as well as a qualitative analysis of their consulting organization, approach, and service delivery model.

For more information or to obtain the full version of The ALM Vanguard: Balance Sheet Strategy & Investor Communications Consulting, visit the ALM Intelligence website:

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