Assess. Communicate.
Solve. Drive Value.

We Are Consultants and Operators

Morningside Group was created to provide value-added solutions for our clients’ financial, operational, IT, and human capital needs. Our team’s years of practical business experience allows us to deliver extraordinary value in financial operations, due diligence, merger & acquisitions support, human capital strategies, executive recruiting, IT strategies & assessments, performance improvement, and interim management support.

We love what we do, are energized in how we do it and are proud of what we accomplish together for our clients. We are driven by deep and longstanding relationships with clients, peers, and business partners. We focus on understanding client needs so we can consistently find ways to deliver value in every aspect of our work.

History

Founded in 2020 by Mark Sponseller and Ansir Junaid, Morningside today includes five principals, supported by a team of experienced directors, staff, and senior advisory board members. All of Morningside’s leaders have had prior careers as principals, with experience spanning from large, public companies, to small and large private equity investees, to entrepreneurial endeavors. Together, the diverse backgrounds of our team members offer a unique flavor of service that is generally not available from larger consulting groups, and a perspective that complements that of our clients.

We are energized by the help we provide and proud of what we accomplish together with our clients. Our partners and our MDs have been on both the principal and agent sides of the house and are intently focused on the three areas that our clients need most: finance/accounting, information technology, and human capital. We deliver impactful, value-adding and practical insights and have a unique capability to directly execute. ASSESS. COMMUNICATE. SOLVE. DRIVE VALUE.

About Morningside Group

Morningside Group’s three coordinated service lines bring a wealth of experience to drive value to our clients:

WHO WE ARE
FINANCE & OPERATIONS
WHAT WE DO
  • Merger, Acquisition, and Divestiture Support
  • Performance Improvement & Project Work
  • Refinancing, Re-organization, & Special Situation Support
  • Interim Management – CEO, CFO, Controller
WHO WE ARE
TECHNOLOGY SOLUTIONS
WHAT WE DO
  • Strategy and Transformation
  • Data Management and Analytics
  • Merger, Acquisition, and Divestiture Support
  • Enterprise Systems
  • Interim Management – CIO, CTO, Project Lead
WHO WE ARE
HUMAN CAPITAL SOLUTIONS
WHAT WE DO
  • Executive Search
  • Needs & Capabilities Assessment
  • Interim Management – CHRO
  • Merger, Acquisition, and Divestiture Support
  • Transformation Strategy Roadmap
  • Compensation & Structure Analysis
WHO WE SERVE

Private Equity

(Firm and Portfolio Companies)

Public & Private Businesses

Financial Institutions

(Current & Prospective Portfolio Companies)

Why Morningside Group

VALUE-DRIVEN TEAM

We focus on the most effective and efficient paths that maximize value-add. We make clear, concise reports and communications, and avoid extraneous work.

CROSS-FUNCTIONAL SEAMLESS SUPPORT

Our experienced team has capabilities in operational finance and accounting, IT, and human capital. Our nimble team is cross-functional, which enhances our ability to support the needs of middle-market companies.

OWNER OPERATOR MINDSET

We develop creative and pragmatic solutions that clearly link to your needs, communicate with you, and take an active role in implementing our recommendations.

M & A EXPERIENCED

We are experienced as both principals and consultants and have been involved in the execution of hundreds of transactions and projects across the M & A continuum involving Day 1 forward set-up, cross-functional integrations, transition service agreements, carve-outs, and other acquisition/divestiture support.

COMPETITIVE AND FLEXIBLE PRICING

Our competitive rate structure and a culture that embraces creativity and partnership with our clients helps us to develop flexible and mutually beneficial engagement structures.

Industry Expertise

Consumer Products: Food & Beverage, Health & Beauty, Home Décor & Hardware, Lawn & Garden

Leasing: Chassis, Containers, Vehicles, Other Small to Mid Ticket Equipment
Retail:
Clothing, Other Consumer Products
Automotive: Tier I & II Suppliers to OEM, Aftermarket Distributors, Bus / Truck Manufacture

Chemicals: Basic Chemicals, PE Processing, Specialty Chemicals

Transportation & Logistics: Pallets, Freight Brokerage, Trucking Companies
Hospitality: Hotels, Restaurants (Quick Serve / Fast Casual / Full Service)
Midstream:
Pipelines, Rail, Trucking
Real Estate: Office, Industrial, Hospitality, Retirement / AL / IL, Healthcare, Specialty, Development, Self-storage
Downstream: C-stores, Truck Stops, Fuel Cards, Refining, Infrastructure, and Oilfield Equipment & Services
Technology: E-Commerce, SAAS, Value Added Reseller, Software Developers

Business Services:
HVAC, Plumbing, A/V, Roofing

Heavy and Light Industrial: Standard to complex and small to large scale industry products

Oil and Gas Properties:
Upstream Acquisitions

Our Leadership

Mark Sponseller

Mark Sponseller

Ansir Junaid

Ansir Junaid

Senior Advisor & Principal

Tom O’Brien

Tom O’Brien

Principal, Finance & Operations
440.654.1155
tobrien@consultmsg.com

Mark Sims

Mark Sims

Managing Principal, Technology Solutions
440.725.8852
msims@consultmsg.com

Kristin Luu

Kristin Luu

Managing Principal, Human Capital Solutions
312.286.1882
kluu@consultmsg.com