RSM Boosts its Salesforce Practice by Joining Forces with MondayCall LLC

CHICAGO – (December 16, 2020) – RSM US LLP (RSM) – the nation’s leading provider of audit, tax and consulting services focused on the middle market – announced today that the leaders and staff of MondayCall LLC, a Salesforce consulting partner headquartered in San Francisco, will join RSM. The firms have signed a definitive agreement for RSM to acquire substantially all the assets of MondayCall, and the transaction is expected to close on Dec. 31, 2020, subject to certain terms and conditions.

The transaction expands RSM’s emerging Salesforce practice with the addition of MondayCall managing directors and co-founders Chris Zak and Andy Yang, co-founder and vice president of strategy Erik Lekas, and the MondayCall team of professionals. Salesforce is a leading customer relationship management (CRM) platform and an increasingly vital service offering among RSM’s family of CRM options. It also serves as a compatible pairing with many of RSM’s enterprise resource planning (ERP) solutions.

The MondayCall team brings advanced expertise in Salesforce platform consulting and implementation services, honed over nearly 2,000 projects since MondayCall’s founding in 2010. The team’s work has earned MondayCall the Salesforce Gol d Partner designation and a 5 out of 5 average client satisfaction rating on the Salesforce AppExchange,based on client feedback.

“We continue to focus our growth strategy on meeting the evolving needs of middle market businesses and we are pleased to end 2020 by joining forces with an exciting and dynamic group that will help our clients advance their customer relationship management objectives,” said Brian Becker, consulting leader for RSM US LLP. “This is a strategic step that leverages the solid foundation our RSM Salesforce team has built and sets the stage for the additional investment we are eager to make in this service line.”

“RSM is an exciting and culturally aligned fit for MondayCall as our firm takes this next step to provide new opportunities for our clients and our people,” said Zak. “RSM’s investment in our team is an investment in the services we can help provide its clients. At the same time, we are pleased to continue serving our MondayCall clients, but now with the added world-class services and resources RSM offers, including a full spectrum of consulting services, as well as audit and tax services.”

Zak and Yang, who will join RSM as consulting principals, and Lekas and the MondayCall team will transition to RSM upon closing, aligning with RSM’s office in downtown San Francisco at 44 Montgomery Street, Suite 3900, after completion of the transaction and after COVID-19 restrictions are lifted.

RSM was represented in this transaction by martinwolf’s LMM Group, a leading M&A advisory firm serving the middle market IT industry.