SC&H Capital Advises Wise Consulting Associates in Sale to RSM

ELLICOTT CITY, MD - May 3, 2023

SC&H Capital, a leading investment bank specializing in M&A advisory for middle-market companies, is pleased to announce that its client, Wise Consulting Associates, Inc. (“Wise”), has been acquired by RSM US LLP (“RSM”).

Wise is a leading provider of Human Capital Management (“HCM”) and payroll support consulting services to companies around the globe. As a certified partner of both Ultimate Software and Ceridian, Wise provides full vendor-side and client implementation services for UKG Pro and Dayforce, along with ancillary HCM consulting services. Prior to the transaction with RSM, Wise was a 100% employee-owned company. RSM is one the largest global accounting firms providing assurance, tax, and consulting services to middle-market businesses.

“Joining RSM sets Wise on a path for continued growth and expansion and presents exciting opportunities for our clients and employees,” said Steve Grem, President and CEO of Wise. “This transaction is a great outcome for our employee-owners, and we are very appreciative of the advice and guidance provided by SC&H Capital throughout the process.”

“Congratulations to all of the employee-owners of Wise Consulting Associates,” said Greg Hogan, Managing Director at SC&H Capital. “SC&H has had the pleasure of working with the company for nearly a decade providing advisory services on the implementation of the ESOP and now the subsequent sale to RSM. We have enjoyed watching the company grow and look forward to its future success as a part of RSM.”

About SC&H Capital

SC&H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, and business valuations for middle-market companies nationally. SC&H Capital delivers services across numerous industries including technology, healthcare, manufacturing, business and professional services, and government contracting. We are recognized for delivering relevant market insights and tailored solutions to help owners achieve their true strategic value. To learn more, visit

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