Acquisition Expansion Since being acquired by Mercer in 2018, Summit Strategies Group has integrated into a global consulting ecosystem, presenting opportunities to offer advanced digital transformation and integrated consulting services tailored to their expanded operational scope.

Tech Adoption Utilizing a diverse tech stack including Adobe Experience Manager, Marketo, and various marketing and analytics tools indicates an openness to leveraging digital platforms, suggesting potential for expanding automation, CRM, and personalized marketing solutions.

Market Position With a revenue range of 50 to 100 million dollars and a competitive landscape involving similar mid-sized firms, there is potential to position premium consulting services, especially around investment strategies and employee benefits improvements.

Leadership Growth Recent leadership hires in investment counsel and digital sales highlight a focus on strengthening client engagement and expanding service offerings, opening avenues for solutions that enhance client relationship management and sales enablement tools.

Industry Trends The company’s focus on health, wealth, and career strategies aligned with current market trends suggests opportunities to introduce innovative HR tech, benefits management platforms, or financial planning software to better serve their clients.