Merged Resources The 360 Cloud Solutions team has combined with Moss Adams as of February 2025, creating a broader resource network. This presents an opportunity to upsell IT services and cloud optimization alongside Moss Adams’ existing accounting, consulting, and wealth management capabilities, leveraging a larger client base and cross-sell potential.

Holistic Services Post-merger offerings include accounting, consulting, and wealth management services under one roof. Sales opportunities exist to position integrated IT solutions that align with financial planning, ERP/financial software optimization, data analytics, and governance, risk, and compliance initiatives.

Tech Stack Fit The firm uses a mix of analytics and collaboration platforms (Alteryx, Salesforce Lightning, Adobe Experience Cloud, Firebase, Pardot, VMware, Webex, Zoom). This suggests demand for data integration, CRM optimization, cloud infrastructure, cybersecurity, and unified collaboration tooling to support scaled operations.

Growth Momentum Active growth signals include recent leadership changes, investments, and acquisitions, plus attendance at industry events. This indicates a willingness to adopt new technologies and services, creating opportunities for IT consulting projects, cloud migrations, and managed services aligned with expansion plans.

Financial Profile Revenue is in the multi-million range with a large professional services footprint (thousands of professionals across locations). Targeted IT services for mid-market to large client segments, including scalable cloud, ERP integration, and security offerings, could be a strong fit given the firm’s scale and service breadth.