Insight Partners is a global software investor partnering with high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries. As of December 31, 2025, the firm has over $90B in regulatory assets under management. Insight Partners has invested in more than 900 companies worldwide and has seen over 55 portfolio companies achieve an IPO. Headquartered in New York City, Insight has a global presence with leadership in London, Tel Aviv, and the Bay Area. Insight’s mission is to find, fund, and work successfully with visionary executives, providing them with tailored, hands-on software expertise along their growth journey, from their first investment to IPO. For more information on Insight and all its investments, visit insightpartners.com or follow us on X @insightpartners.
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process.
We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within
a practice or business through negotiated mergers or simple advisor recruiting deals and packages.
We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.
You want an environment in your accounting firm where:
1) Partners and Senior Managers step up to sell more work
2) Senior Managers and Managers identify client needs faster
3) Seniors provide superior service to clients and you
4) Yours is considered a firm of choice among talented professionals
The answer to unlocking these outcomes comes through the specialized training, planning and coaching made exclusively for the accounting industry we deliver at Professional Strategy Group (PSG)
PSG's core team members built their careers in international and national accounting and consulting firms. Decades of first-hand experience set the foundation for the development of the sessions that make up The Professional Series. We believe that PSG’s competitive advantage is our ability to translate theories of leadership, people management, selling and superior service into practice.
Talk to us today about how you can better take care of your clients and take care of your people by transforming both into your very best advocates.