Inclusion Expertise Be Equitable (formerly Cook Ross) specializes in leadership and workplace inclusion, equity, and accessibility. This positions them to upsell strategic DEI consulting, training programs, and assessments to mid-market clients seeking transformation in HR, culture, and compliance.

Mid-Mize Growth With a headcount of 11-50 and revenue in the 25–50M range, they are a mid-size firm capable of handling multi-area DEI engagements for growing organizations and could benefit from scalable solutions such as modular training libraries and recurring advisory retainers.

Digital Enablement Tech stack includes Salesforce, WordPress, Canva, Zoom, and Microsoft SharePoint, indicating strong digital delivery and CRM capabilities. Opportunities exist to offer integrated marketing automation, client portal enhancements, and virtual training optimization to improve engagement and outcomes.

Durable Partnerships Long-standing specialization in DEI suggests potential for long-term advisory relationships, repeat engagements, and expansion into related areas like supplier diversity programs, inclusive leadership coaching, and measurement analytics to demonstrate ROI.

Competitive Positioning Operating in a market with peers focused on DEI and organizational culture, Cook Ross can be targeted for cross-sell with complementary firms, joint ventures, or exclusive programs that align with larger firms’ diversity initiatives and multi-year procurement cycles.