Recent Acquisition Following its acquisition by CliftonLarsonAllen Wealth Advisors in January 2023, Gilmore, Rees, Carlson & Cataldo, P.C. has integrated into a larger wealth management and legal network, indicating potential opportunities for collaborative financial and legal service offerings.
Midwest Expansion With offices in Toledo and Findlay, Ohio, and a recent property investment in Maumee, the firm demonstrates a strategic focus on expanding local footprint, which could benefit from targeted legal technology solutions or regional business development services.
Community Engagement The launch of a high school initiative in 2018 highlights the firm's commitment to community and youth education, representing potential partnership opportunities with educational organizations or technology platforms aimed at workforce development.
Tech Stack Optimization Adoption of diverse digital tools such as Facebook Pixel, Cloudflare CDN, and OneTrust indicates openness to tech enhancements, suggesting opportunities for sales of cybersecurity, compliance, and analytics solutions tailored for mid-sized legal practices.
Growth & Stability Revenue in the $1M to $10M range and a relatively small team size point to a stable firm seeking cost-effective, scalable solutions to support growth, technology upgrades, or operational efficiency initiatives.