United States

RSM Boosts its Salesforce Practice by Joining Forces with MondayCall LLC

San Francisco-based provider adds expertise and bench strength to RSM’s growing Salesforce practice



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 Gold 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.

About MondayCall
We believe that each engagement is a partnership. We work closely with clients to design, configure and implement solutions that meet their unique needs now and into the future. We understand that no two projects are the same, but our extensive experience across a multitude of industries enables our team to create innovative and scalable solutions on budget and on time. Our clients’ wins are our wins, and we aim to help our clients succeed with Salesforce. MondayCall’s team of professional consultants and developers have the experience, knowledge and expertise to maximize the value and ensure success on the Salesforce platform. In serving more than 675 clients in a wide range of industries—including technology, manufacturing, finance, health care and life sciences and more—the MondayCall team has achieved the Salesforce Gold Partner designation and has earned a 5 out of 5 Salesforce AppExchange score.

RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.

RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with 48,000 people across 120 countries. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.