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WilliamsMarston
WilliamsMarston provides expertise in accounting, tax, technology, transactions, and valuation as your trusted financial consulting partner.
WilliamsMarston
WilliamsMarston provides expertise in accounting, tax, technology, transactions, and valuation as your trusted financial consulting partner.
General information
Firm type
RIA
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Additional offices
New York · Atlanta · Denver · Dallas · Houston · Tucson · Los Angeles
Principals
Landen C. Williams
Co-Founder & Co-Chairman
Jonathan T. Marston
Co-Founder & Co-Chairman
Sanjay Ramaswamy
Chief Executive Officer
David Stevenson
Chief Financial Officer
Doug Hoffer
Chief People Officer
Sector focus
Frequently asked questions
Who runs WilliamsMarston's day-to-day operations?
Sanjay Ramaswamy, a former EY managing partner, serves as Chief Executive Officer and oversees daily operations. Founders Landen Williams and Jon Marston hold the titles of Co-Chairman and remain involved in strategy and client service (per the firm, 2024).
How does WilliamsMarston differentiate itself from Big Four accounting firms?
WilliamsMarston focuses exclusively on middle-market pre-IPO, public, and private equity-backed companies, offering a leaner model with senior-level involvement in every engagement. Its team of over 250 professionals includes former Big Four partners, and the firm operates without the broad consulting practice of a Deloitte or PwC (per the firm's website).
What is the typical engagement size for WilliamsMarston?
The firm works with companies ranging from $200 million to $10 billion in revenue. Sample engagements include a $1 billion company's valuation work, a $250 million public company's first-time foreign entity audit, and a private equity firm's $250 million portfolio company exit (per the firm's website).
Does WilliamsMarston take on portfolio company CFO or interim management roles?
Yes, the firm's services include interim management and restructuring, and it has led client multinational tax teams in an interim capacity. Its advisory practice spans technical accounting, tax provision, and process improvement beyond one-off opinions (per the firm's website).
What is the background of WilliamsMarston's advisory board?
The Strategic Advisory Board includes James Kroeker (former SEC Chief Accountant and FASB Vice Chairman), Jim Campbell (former Google Chief Accounting Officer), and retired partners from EY, Deloitte, and KPMG, providing the firm with regulatory and big-firm institutional knowledge (per the firm, 2025).
How does WilliamsMarston source its deal flow and client relationships?
The firm's clients come primarily through referrals from private equity firms, auditors, and law firms, as well as direct relationships built by its partners. The 1,500-client figure suggests a broad base of recurring and project-based relationships (per the firm's website).
Does WilliamsMarston have any ties to a specific family office or endowment?
No. WilliamsMarston is an independent professional services firm, not a family office or asset manager. Its underlying ownership is not disclosed by the firm, but neither founding partner nor any principal has publicly reported affiliation with a single-family office.
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