Making cost savings last: a breakfast roundtable for CFOs

About Vertex

An independent firm for consequential decisions

Vertex was founded in 2009 by four partners who wanted to give boards the rigour of a large consultancy without its conflicts. We are still owned by the people who do the work.

Four colleagues in business dress talking around a meeting table in a bright office

Our story

We started in a borrowed room in New York with one client, a regional manufacturer weighing whether to sell. The answer was no. Ten years later that company had tripled in size, and its chair had introduced us to half the people we still work with.

That first engagement set the pattern. We take on fewer clients than we could, we put partners in the room, and we tie a real share of our fees to whether the advice works. Seventeen years on we are 380 people in four offices, and the pattern has not changed.

Founded in New York
2009
People in four offices
380
Partners, all of them owners
62
Engagements delivered
1,200+

What we believe

Four rules we do not bend

  • Results over reports

    We are judged by what changes in the business, not by the size of the final document. Most of ours are under thirty pages.

  • Independent by design

    No software, no outsourcing arm, no referral fees. Partners own the firm, and nobody else has a say in our advice.

  • Your people, not ours

    We build the plan with the managers who will run it, so the capability stays with you when we leave.

  • Straight answers

    If the honest answer is to do nothing, or to hire someone else, we say so. It has cost us work, and won us more.

Since 2009

How a four-partner firm grew without changing how it works

  1. 2009

    Founded in New York

    Four partners, one client and a borrowed meeting room on Park Avenue South.

  2. 2012

    London opens

    Our first office outside the US, to follow two clients into Europe.

  3. 2016

    Outcome-based fees

    Tying part of every delivery fee to agreed results becomes firm policy.

  4. 2019

    Zurich and Singapore

    Two offices in one year, built around our financial services and energy teams.

  5. 2023

    Digital & AI practice

    Data scientists and engineers join consulting teams on every operations engagement.

  6. 2026

    1,200 engagements

    Across 41 countries, with 86% of clients coming back for more.

How we work

From diagnosis to delivered results

Every engagement follows the same four steps. What changes is how long each takes and who from your side is in the room.

  1. 012–4 weeksDiagnoseWe take the business apart with your numbers, your customers and your front line, and agree what is really driving the problem.
  2. 023–6 weeksDecideWe put two or three real options in front of the board, each with its cost, its risk and what it asks of your people.
  3. 033–12 monthsDeliverOur team works inside yours to land the plan: owners, milestones, a weekly cadence and a scorecard everyone can read.
  4. 04OngoingSustainWe hand over the tools and the habits, then check in at six and twelve months to make sure the gains have held.

Recognition

What others say about how we work

  • Best Firms to Work ForConsulting Review, 2026
  • Top 25 Strategy AdvisorsBoard Practice Quarterly, 2025
  • Operations Advisor of the YearEuropean Industry Awards, 2025
  • Great Place to WorkCertified in all four offices, 2024

Offices

Four offices, one partnership

Contact an office

Have a decision on the table?

Tell us what you are weighing. A partner will reply within two working days, and the first conversation is on us.