This combination represents a meaningful expansion in capabilities and personnel; specifically, the acquisition allows Strategex to expand its private equity solutions to include market assessments, target identification, and commercial due diligence.
Chicago, IL—Strategex, a leading Chicago-based management consultancy, announced today its acquisition of Priority Metrics Group (PMG), a market research agency specializing in B2B market assessments, M&A target identification, and commercial due diligence. This strategic move strengthens Strategex's capabilities, particularly in serving private equity clients and their portfolio companies.
“We're thrilled to welcome PMG's talented team and enhance our ability to provide comprehensive market intelligence for our clients,” said David Philippi, CEO of Strategex. “Together, we can offer an end-to-end solution—from precise market sizing and opportunity assessment to developing and executing profitable growth strategies.”
Strategex has built a strong reputation for delivering measurable ROI through its 80/20 Profit and Growth, Customer Due Diligence, and Customer Insights/Customer Experience services. The acquisition represents a promise of deeper market intelligence, enhanced due diligence, and comprehensive private equity solutions.
PMG’S EXPERTISE WILL SEAMLESSLY INTEGRATE WITH STRATEGEX’S EXISTING SERVICES, ENHANCING THE VALUE THEY BRING TO ENGAGEMENTS
“We could not imagine a better fit between two companies,” said John Barrett, President of PMG (now a Strategex Vice President). “Not only does the private equity portion of our business fit hand-in-glove with that of Strategex, but PMG adds B2B market assessments to the Strategex toolkit, while PMG clients will benefit from Strategex’s proven 80/20 and CI/CX capabilities.”
In the coming months, PMG’s capabilities will be integrated with Strategex’s Customer Due Diligence offering under a new segment, Private Equity Solutions. This move will create a powerful value proposition for investors seeking data-driven insights that assess growth opportunities, mitigate risk, and drive value creation.
“By integrating PMG's capabilities, Strategex can provide even more comprehensive insights into market attractiveness, risk mitigation, and growth potential,” said Anthony Bahr, Managing Director at Strategex.
LEADERSHIP AND INTEGRATION
Strategex welcomes new talent, particularly the highly credentialed PMG leadership team. John Barrett brings over three decades of experience in B2B market research, ensuring that PMG’s rigorous methodologies continue to thrive within Strategex. Charlie Marshall, Senior Partner at PMG (now a Strategex Vice President), will contribute his extensive expertise in market assessments and commercial due diligence, ensuring seamless integration and continued excellence in client service.
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About Strategex
Strategex is a premier provider of management consulting, dedicated to delivering measurable ROI through its service areas: 80/20 Profit and Growth, Customer Due Diligence, and Customer Experience. The company’s proven methodologies drive sustainable growth and profitability for its clients, delivering over $300 billion in continued operating income improvement to date.
About PMG
Priority Metrics Group (PMG) is a B2B market research and consulting firm specializing in market assessments, market sizing, customer mapping, and commercial due diligence. With over 30 years of experience, PMG is committed to delivering top-line revenue growth and actionable market insights.
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This isn't just a merger; it's a marriage of minds. Combining the teams will be fuel for our clients’ success. We’re most excited for the massive growth we will attain for our clients.
John is an expert in marketing, strategic planning, and market research, helping clients understand complex issues to make strategic business decisions. He co-founded Priority Metrics Group, now part of Strategex, over 30 years ago, leading market research and commercial diligence projects across various industries. John has extensive experience in market and customer analysis for clients in packaging, B2B manufacturing, private equity, and medical devices.
Charlie has extensive leadership experience in marketing and strategy in both consulting and corporate environments. His expertise focuses on business growth, strategic planning, and innovative solutions. He recently completed a three-year project as a consulting member of a corporate innovation team at an $8 billion global manufacturing company. In addition to senior-level marketing roles, he has multiple years of experience in process improvement.
Margaret Gordon brings over 25 years of diverse experience in public accounting, physician practice management, and B2B market research and consulting. She has held significant roles across various industries, including positions as an auditor with E&Y, and a consultant and project manager with Priority Metrics Group (now part of Strategex). Margaret has successfully collaborated with over 200 clients across manufacturing and service industries.
Kristen began her career in market research in 2022 after spending six years as a high school English teacher. During her tenure as an educator, she received the national-level Leadership Development Award from the National Council of Teachers of English (NCTE) and was a five-time presenter at prestigious industry conferences. She enjoys interfacing with clients, identifying patterns and trends, and articulating actionable and data-based steps for client success.
John is an expert in marketing, strategic planning, and market research, helping clients understand complex issues to make strategic business decisions. He co-founded Priority Metrics Group, now part of Strategex, over 30 years ago, leading market research and commercial diligence projects across various industries. John has extensive experience in market and customer analysis for clients in packaging, B2B manufacturing, private equity, and medical devices.
Charlie has extensive leadership experience in marketing and strategy in both consulting and corporate environments. His expertise focuses on business growth, strategic planning, and innovative solutions. He recently completed a three-year project as a consulting member of a corporate innovation team at an $8 billion global manufacturing company. In addition to senior-level marketing roles, he has multiple years of experience in process improvement.
Margaret Gordon brings over 25 years of diverse experience in public accounting, physician practice management, and B2B market research and consulting. She has held significant roles across various industries, including positions as an auditor with E&Y, and a consultant and project manager with Priority Metrics Group (now part of Strategex). Margaret has successfully collaborated with over 200 clients across manufacturing and service industries.
Kristen began her career in market research in 2022 after spending six years as a high school English teacher. During her tenure as an educator, she received the national-level Leadership Development Award from the National Council of Teachers of English (NCTE) and was a five-time presenter at prestigious industry conferences. She enjoys interfacing with clients, identifying patterns and trends, and articulating actionable and data-based steps for client success.
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The strongest improvement we’ve made was teaching our people about the importance of top accounts. The most significant benefit is the organization is aware of the “voice of the customer.” With day-to-day pressures, it’s easy to lose sight of our critical customers. It was validated when the CEO of a top account personally thanked us for interviewing his team – it confirmed that asking for feedback is something customers appreciate.
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