Are consultants useless

Hot take I feel consultants are just expensive scapegoats for companies with awful management like how is a 22 year old going to more about ur company than the ceo would like Jamie dimon said don’t trust a consultant with ur business like why do people pay so much for them to crunch numbers and build a PowerPoint outta it

46 Comments
 

Exactly. Just like in IB — the MD is the one who actually makes the deals while the analyst does behind the scenes work. Don’t get why people have such a hard time understanding this lol

 

The Associate isn't the one advising the CEO. The partner and EM with years of consulting experience in that industry and/or years of experience working in a corporate in that industry solving similar problems will drive the case forward. They will need analysis done e.g. conducting expert interviews, building a market sizing model to support the project - that is what would be done by the associate.

 

It’s often more cost effective to hire specialists than try and train a corp dev team for certain projects. If there’s an ESG project in a niche industry it makes more sense to hire a specialist consulting team who’s done ESG projects in that industry compared to trying to train up a corp dev team to tackle all sorts of problems that specialists would be cheaper to hire for

 

The BA/ Associates job is to make sure that the question is answered for their workstream. That is all. The EMs job is to make sure that all work streams tie in and own the overall process. The Partners job is to manage stakeholders and ensure quality control.

Sometimes expertise can be held by the engagement team. On topics where this isn’t the case, the BA/ Asc must find experts (within the Firm, through ENS, however else) to make sure the question is answered.

There are 3 reasons why this often isn’t done in-house: 1) the company lacks expertise because it isn’t something they do often enough, 2) it is something that needs to be done fast and with a high quality bar and 3) it is high profile and execs do not trust their team enough to deliver it. Same reason why most companies hire IBs and law firms

 

how is a 22 year old going to more about ur company than the ceo would

They wouldn't. I don't think you understand how consulting projects work

Consultants aren't all subject matter experts. Rather, teams are organized with 2-5 partners and directors who are actual subject matter experts, and 2-4x as many junior-midlevel consultants. At a high level, the senior team members design approach and guide work, while the junior resources do the nitty gritty stuff to test hypotheses / get to an answer

Consulting firms can provide value vs doing in-house work for a number of reasons. Non-exhaustively, some of these include getting immediate access to specialized skillsets immediately without having to build them (can take long OR you might not need that skillset enough to justify "buying" vs "renting"), providing an outside-in lens that can help to cut through or resolve internal disputes, or frankly just getting access to a smart & super hard-working labor force that a company couldn't realistically have themselves (e.g. the client might be in a really lame industry / location / bad comp)

 

Apparently there are enough clients who couldn't get the work done themselves.

And that's why the consulting firms can keep selling multi-million bucks projects.

Why clients can't get it done without help really doesn't matter. And no, usually it's not expertise related, but about human nature and misaligned incentives. The top management levels of a blue chip can sometimes feel like a kindergarten.

Where there are humans, there is inefficiency.

 

The whole consulting industry is a laughable joke. Except the RX guys. Probably bias but these interim CEOs managing liquidity needs trying to make payroll actually add some value to the stakeholders. But you go to an MBB, or worse, some no name boutique consulting firm advising some niche vertical in some industry...man you just fucked your career. Exit opps? None worth pursuing. Compensation? Below market. Lifestyle? Ass. Couldn't imagine it. At least MBB can do some interesting stuff long term.

 

What exactly...do RX consultants do that makes them differently viewed from other consulting? How are their exit opps different from regular consulting? Knew a former mgmt. consultant who always said that RX consulting (at firms like Province, Alix, etc)  was much less technical and challenging than strategy / management at MBB / T2 firms, so it's interesting to hear this.

 

Haven't worked with either of those shops you mentioned. I work a lot with A&M and FTI. I worked creditor side for a deal where the company was certainly going to file. There was a counterparty that, without getting into too much detail, fucked the debtor. The CEO of the debtor was an interim CEO. The junior guys were responsible for the 13 week cash flow analysis. Firm didn't have liquidity for 13 weeks. We had a weekly stand up and the occasional non-weekly update meeting in addition if things looked rly bad. CEO was able to squeeze extra liquidity by pushing vendor payments and stretching payments as much as possible. We all thought they were going to ask us to fund additional short term liquidity. They never did for the first couple months. They managed NWC really well and cut all the fat and were able to make payroll. We tried to do a bunch of out of court stuff with the new liquidity these guys had found for us. Unfortunately a shitco sometimes is just a shitco. That was the case here. We filed. Still in chapter 11. Interesting stuff. Those guys actually added value and allowed us to do our jobs better. Some asshat at McKinsey telling NYC to use trash bins and then charge the taxpayer $4M is wild. Same with the government contracts they do. Same with all the corporate "strategy". 99% of the time these idiot consultants are hired because if a transaction blows up but MBB said this is good then management can blame them and the shareholders can't be mad. It's the same with hiring goldman because of the name. No shareholder can blame a CEO for hiring GS bc it is GS, even if some cheaper bank could fetch a similar or better price for a sell side M&A process. You get the point. I despise consultants with a passion. Never met an "aspiring consultant" in my college days that I thought had above average intelligence, or even average intelligence. Maybe that was just my school. Maybe they would say the same about me. Most of those idiots ended up at no name boutiques in Chicago so maybe that's why I associate all of consulting with that persona. Not my cup of tea, but I digress.  

 

Analyst 1 in IB - Restr

The whole consulting industry is a laughable joke. Except the RX guys. Probably bias but these interim CEOs managing liquidity needs trying to make payroll actually add some value to the stakeholders. But you go to an MBB, or worse, some no name boutique consulting firm advising some niche vertical in some industry...man you just fucked your career. Exit opps? None worth pursuing. Compensation? Below market. Lifestyle? Ass. Couldn't imagine it. At least MBB can do some interesting stuff long term.

My “no name boutique consulting firm advising some niche vertical in some industry” IS my exit from MBB… and was the same for my staff, who make double market rate for below market hours. I made 8 figures running this place last year.


I think my career is doing just fine.

 

The purpose of consulting is CYA for company executive management team and provide culpability in case the  consultant recommendation does not work out. This way mgmt team can avoid blame and keep their job. Most importantly - at least for mgmt consultants - is to provide market information. Since large consultancies almost always work with other industry participant in their client's given field, the consultant will simply go "well this is what we're seeing others competitors do XYZ". It's a way to provide "insider" information without saying insider info. It's a roundabout obfuscated method to deliver competitive data through a redacted filter. 

 

Consultants are good in some aspects, especially in the realms of PR, restructuring, post-merger integration, economic advisory, and litigation. I would say they aren’t as effective when it comes to general corporate finance. Not to say that management consultants duck at advising M&A, capital structure, or cash management, but most corporate bankers can immediately identify that same analysis, structure a product, and execute that transaction all without being billed by the hour.

Yes I’m in IB so I’m biased, but while acknowledging that consultants tend to be creative, a lot of the entry level associates and business analysts tend to be horrendous when it comes to understanding corporate finance (And the ones that do tend to have banking backgrounds… i.e A&M’s CF).

That’s just my two cent. The only corporate finance plus that consultants provide in my eyes is the fact that consulting fees are an easy way to burn a company’s high liquidity ratio when activist investors are eying higher dividend returns.

 

This is half accurate, but a lot of the IB folks on here don’t seem to really understand what consulting is about because you/ they don’t understand how businesses are actually run.

1. MBB don’t bill by the hour at all. I don’t think any reputable consulting firm does. It would create horrible incentives.
2. As a rule of thumb, if work is done by bankers, it probably won’t be done by consultants and vice versa. Whether or not consultants are better than bankers at XYZ is misguided. It’s like saying bankers are better than lawyers at some things and not others - it’s a trivial point and not as insightful as you think it is
3. I interned in IB and have a lot of close friends who work there. I don’t think bankers appreciate how late in the M&A process they actually come in. There’s a world of strategy/ CF work required in demonstrating to management teams that a BU should be sold/ an add-on is required with certain attributes. The best IB MDs aren’t pitching random sponsors l to buy random assets - they have a deep understanding of what sponsors’ strategy is in the first place and how an asset might be interesting to achieve this.

 

I think this is the sort of simplistic take that a lot of general public think but lacks nuance. Plenty of instances of consulting engagements that shouldn’t have happened because a) they added limited value, b) they resulted in measurably worse results or c) they were poorly defined or scoped.

This is an issue across the industry, and particularly bad when you get into the ‘warm-body shop’ consulting firms.

I can speak for McK - there are increasingly strict criteria for when a Partner can conduct an engagement. Part of this is the new risk controls following Purdue, part of it is to ensure that the engagement adds substantial value (e.g. iirc one of the criteria is that the study should result in 10X value realisation for the client).

Part of the issue is also that MBB (McK in particular) has no interest in defending its work - the view is that if the client is satisfied and we are satisfied that value has been added, then what anyone else thinks is irrelevant. I don’t know much about the NYC engagement; it might have been one of the ones that shouldn’t have happened, but I think it’s more realistic that we had to persuade some legislators that every option had been evaluated because the straightforward option was being blocked by someone important. Here, value creation is really driven by ensuring that this block is removed.

On the CF front, we have a dedicated practice called Strategy & Corporate Finance which tends to be where ex- bankers, PE/ HF professionals end up. Most of my work has been in this practice, and my experience has been that they are some of the sharpest people I’ve met. A lot of them (myself included) tend to overlap with the PEPI practice and so more than a few tend to end up in PE roles after a couple years.

I sense a lot of these questions are driven by some ambiguity about how consulting firms operate and what they actually do. Happy to answer any other questions

 

Thoughts:

  • I agree that the NYC engagement was 100% not about the analytical work (they only staffed those geospatial data science dudes for credibility purposes), but about facilitating a decision that the client couldn't make for political (as in organizational politics) reasons. May seem inefficient, but the demand for these engagements exists, and thus MBB raise their fees every year.
  • The "10x" in "10x value creation" could be the optimistic bull case though ;-) We all know how those estimates are made. (On a napkin.)
  • PEPI practice is where the lowest bullshit tolerance people go (not sure about CF), but part of the goal is still decision facilitation (getting LP / lender / IC buy in)
 
  1. Yes agreed
  2. I think you misunderstood. It’s 10X value creation relative to fees. A $1m engagement on growth strategy should feasibly generate at least a $10m in opportunity for the client. Yes there are qualitative questions about measurement for some topics and timelines- I agree. The principle is that we should be advising clients on only the most impactful topics - not topics that result in little value.
  3. From my experience, untrue. The most direct / sharpest people are in the S&CF practice trying to work out whether a multinational should carve out a business unit etc. Everything jacks off on DDs but frankly after about 3 they are repetitive, boring and very straightforward. The classic strategy topics where BAs need to figure out a) what the actual right answer is and b) how do we convince/ strongarm management to do it are the toughest. For context, these studies that pull 90+ hr weeks, PEPI is reliably 65. These are also the engagements where BAs get to actually speak with C-suite execs.
 

I am a father of 2 and already have them working for consulting roles even though they are 7 and 12. Consulting is monkey work and only suitable to train children. This will set them up for high school VC internships, then LMM PE for freshman of uni, then they will place at BB ex GS TMT. Grown adults punching numbers into templates is the personification of the no value-add suffer high economy leading to eventual economic collapse 

 

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