Vetted Technical Assistance Providers

SCN has vetted the following technical assistance providers, and is happy to recommend them here for their experience working in sustained collaborations. All providers are currently open to remote engagements. If you are a technical assistance provider who works in this field and interested in being added to this list, please email lkijewski@seachangecap.org to participate in the RFQ process.

Affinity Advisors

New Rochelle, NY
todd@affinityadvisors.org
(914) 803-2785

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration; IT/technology integration

Alliance for Greater Works

Dallas-Fort Worth, Texas Metropolitan Area
swillis@alliancetx.org or ajohnson@alliancetx.org
(817) 835-0271 or (214) 460-9195

Areas of expertise: cultural due diligence/integration; facilitation; fundraising strategy; wind-down and restructuring

Avenir Consulting Partners

Phoeniz, AZ
info@avenirconsultingpartners.com
(623) 326-1862

Areas of expertise: cultural due diligence/integration; facilitation; HR integration; wind-down and restructuring; other

Beyond Strategy Consulting

Phoenix, AZ
cassie@beyondstrategyconsulting.com
(785) 979-6227

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; wind-down and restructuring; other

Bold Agenda

Chicago, IL
rhmason@boldagenda.net
(312) 961-6060

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration; IT/technology integration; rebranding/marketing and communications strategy

Bowling Business Strategies

Philadelphia, PA
laura@bowlingbizpa.com
(215) 870-1729

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; rebranding/marketing and communications strategy; other

Build Up Advisory Group

Connecticut
nic@buildupadvisory.com
(203) 872-2226

Areas of expertise: facilitation; wind-down and restructuring

Catalyst Center for Nonprofit Management

Suburban Philadelphia, PA
lvibber@bbco-cpa.com or cbergvall@bbco-cpa.com
(215) 343-2727

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration; wind-down and restructuring; other

Charitable and Philanthropic Management Counsel

Bay Area, CA
rita@rita1st.com
(617) 947-9668

Areas of expertise: fundraising strategy, other

Cicero Group – Catherine Jaynes

Washington, DC/Dallas, TX/Salt Lake City, UT
cjaynes@cicerogroup.com
(202) 210-3099

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration; IT/technology integration; wind-down and restructuring

Clear Blue Associates LLC/Steve Schack

New York, NY
schack@clearblueassociates.com
(917) 836-8045

Areas of expertise: cultural due diligence/integration; facilitation; wind-down and restructuring; other

CNM/The Center for Nonprofit Management, Inc.

Dallas, TX
weinfurther@thecnm.org
(214) 580-1726

Areas of expertise: facilitation; fundraising strategy

CoSpero Consulting

Dallas, TX
harold@cosperoconsulting.com
(682) 305-1554

Areas of expertise: facilitation; rebranding/marketing and communications strategy

Davis Gay + Associates

Philadelphia, PA
kelly@davisgay.com
(215) 266-9436

Areas of expertise: cultural due diligence/integration; facilitation; wind-down and restructuring

DM Advisory

NY, NY / Philadelphia, PA
md.dmadvisory@gmail.com
(646) 266-5492

Areas of expertise: financial due diligence/integration; wind-down and restructuring

Donelson Consulting LLC

Tucson, AZ
angie.donelson@gmail.com
(520) 370-6526

Areas of expertise: cultural due diligence/integration; facilitation; rebranding/marketing & communications strategy; other

En Pointe Consulting

Jan Correa & Denise DeMaio
Greater New York City Area
jan@enpointeconsulting.org
(678) 778-7714

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; HR integration

Envision Consulting

Los Angeles, CA/New York, NY
allison@envisionnonprofit.com
(626) 714-7577

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; rebranding/marketing and communications strategy; wind-down and restructuring

Fairmount Ventures, Inc.

Philadelphia, PA
asmith@fairmountinc.com
(215) 717-2299 x242

Areas of expertise: facilitation; fundraising strategy; other

Fio Partners

Chester, CT/National
anne@fiopartners.com
(855) 435-0887

Areas of expertise: cultural due diligence/integration; facilitation; other

Grants that Go the Distance LLC/Sara Wagner, MPH, GPC

Flagstaff, AZ
1sarawagner@gmail.com
(928) 380-1144

Areas of expertise: facilitation; fundraising strategy

Habitat for Humanity International, US Office

Phillip Bridgewater, Senior Analyst, Strategic Restructuring
Atlanta, GA/Waco, TX
pbridgewater@habitat.org
(229) 410-7097

Areas of expertise: Habitat for Humanity affiliate collaborations; cultural due diligence/integration; facilitation; financial due diligence/integration; rebranding/marketing and communications strategy; wind-down and restructuring

HMA Community Strategies

Los Angeles, CA/New York, NY/Chicago, IL/Washington, DC
buhrman@healthmanagement.com
(818) 766-8448

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; IT/technology integration; rebranding/marketing and communications strategy; wind-down and restructuring

Impact Consults

Greater New York City area
gregg@impactconsults.com
(518) 470-1532

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; rebranding/marketing and communications strategy; wind-down and restructuring

Indigo Pheasant LLC

New York, NY
indigopheasantllc@gmail.com
(917) 359-2763

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; wind-down and restructuring

J Keefe Associates LLC

New York, NY
jkeefe@jkassoc.com
(718) 625-3800

Areas of expertise: wind-down and restructuring

Joule Growth Partners

Seattle, WA
bill.kiolbasa@joulegrowth.com
(630) 441-8097

Areas of expertise: financial due diligence/integration; HR integration; wind-down and restructuring

Kavi Consulting

Boulder, CO
lisa@kaviconsultingservices.com
(202) 607-7115

KCH Solutions, LLC

Phoenix, AZ
kimh@kchsolutions.net
(602) 448-4898

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; other

KLJD Consulting

Ojai, CA
kevin@kljdconsulting.com
(310) 770-6665

Areas of expertise: facilitation; financial due diligence/integration; fundraising strategy; HR integration; rebranding/marketing and communications strategy

La Piana Consulting

National/Virtual
info@lapiana.org
(510) 601-9056

Laura Solomon & Associates

Ardmore, PA
laura@laurasolomonesq.com
(610) 645-0992

Areas of expertise: legal; including mergers, acquisitions, affiliations, collaborations, and joint ventures, corporate and tax reorganization work and comprehensive outside counsel

Leadership Savvy, Julie Ha Truong

Los Angeles, CA
julie@leadershipsavvy.com
(818) 927-2672

Areas of expertise: cultural due diligence/integration; facilitation; rebranding/marketing and communications strategy; wind-down and restructuring; other

Mendrygal Law, PLLC

Danika Mendrygal
Dallas, TX
danika@mendrygallaw.com
(214) 242-0930

Areas of expertise: legal

Mendrygal Law, PLLC

Genevra Williams
Dallas, TX
genevra@mendrygallaw.com
(214) 623-5546

Areas of expertise: legal

Mission Capital

Central Texas
consulting@missioncapital.org

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; wind-down and restructuring; other

Mission Plus Strategy Consulting

Chicago, IL
jean@missionplusstrategy.com
(312) 445-9938

Momentem Consulting Group, LLC

Greater Philadelphia, PA
marlene@momentemgroup.com
(215) 901-8084

Areas of expertise: facilitation; fundraising strategy

Money2Mission: Thomas Scurto-Davis, Principal

Greater Philadelphia, PA/National
tscurtodavis@gmail.com
(610) 247-5533

Areas of expertise: financial due diligence/integration

MPWR Coaching

San Diego, CA
cody@mpwrcoaching.com
(562) 250-7305

Areas of expertise: cultural due diligence/integration; facilitation; HR integration; rebranding/marketing and communications strategy

Myco Consulting LLC

New York, NY
hello@myco.consulting
(302) 492-6926

Areas of expertise: cultural due diligence/integration; facilitation; other

Nielsen Training & Consulting, LLC

Crestwood, KY
gregory@nielsenconsults.com
(502) 472-5367

Areas of expertise: cultural due diligence/integration; facilitation; fundraising strategy; legal; wind-down and restructuring

Patricia Hasson LLC

Philadelphia, PA
patricia.hasson@outlook.com
(215) 850-5364

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration

Polsinelli PC

National
agrumet@polsinelli.com
(212) 413-2882

Areas of expertise: legal

The Rayvan Group

Phoenix, AZ
jransom@therayvangroup.com
(480) 251-4108

Areas of expertise: facilitation; fundraising strategy; other

Seed Collaborative, LLC

Los Angeles, CA
consult@seedcollab.com
(323) 320-4888

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration

Social Profit Strategies, LLC

Jill Mapstead, Principal Consultant
Phoenix, AZ
jillmapstead@gmail.com
(602) 410-0668

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; IT/technology integration; wind-down and restructuring

Torkelson Consulting, Inc.

Chicago, IL
kristorkelson7@gmail.com
(708) 860-9252

Triumph International Consulting

New York, NY
doconnell@triumphbc.com
(412) 400-0887

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; wind-down and restructuring

Vision Emerging Consulting

New York, NY
bjadler@visionemerging.com
(347) 512-3918

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; legal; rebranding/marketing and communications strategy; wind-down and restructuring

Weber Group

Phoenix, AZ
bruce@webergroupaz.com or info@webergroupaz.com
(480) 635-2428

Areas of expertise: facilitation; financial due diligence/integration; fundraising strategy; rebranding/marketing and communications strategy

WolfBrown: Joseph H. Kluger, Principal

National
joe.kluger@wolfbrown.com
(215) 570-3195

Areas of expertise: cultural due diligence/integration; facilitation; financial due diligence/integration; fundraising strategy; HR integration; wind-down and restructuring

Woollard Nichols & Associates

Austin/Central Texas
kelly@woollardnichols.com
(512) 940-9739

Areas of expertise: cultural due diligence/integration; facilitation

Yates Advisory LLC

New York, NY/Lenox, MA
robin@yatesadvisory.com
(914) 843-5002

Areas of expertise: cultural due diligence/integration; facilitation; rebranding/marketing & communications strategy; other