About us
We're a focused advisory firm that helps organizations solve hard problems with clear thinking and committed execution.
Our story
Sherpas was founded in 2012 by three consultants who had spent their careers at large advisory firms and grown frustrated with the model: oversized teams, generic frameworks, and recommendations that rarely survived contact with reality.
We set out to build a different kind of firm — one that prioritizes depth over breadth, evidence over opinion, and outcomes over deliverables. Today we work with mid-market and enterprise organizations across financial services, healthcare, technology, and manufacturing.
We keep our team lean by design. Every client works directly with senior practitioners who have the experience and authority to drive decisions, not junior analysts learning on the job.
Our mission
To help organizations make better decisions, execute more effectively, and build capabilities that outlast any single engagement.
We measure our success not by the volume of work we produce, but by the tangible impact our clients achieve after we leave. Our goal is to make ourselves unnecessary — to transfer knowledge and build capacity so our clients are stronger independent of us.
What we stand for
Four principles guide every engagement, every recommendation, and every hire.
Rigour
We bring analytical discipline to every engagement. Our recommendations are grounded in evidence, stress-tested against real constraints, and designed to withstand scrutiny.
Candour
We tell clients what they need to hear, not what they want to hear. Honest counsel — even when it's uncomfortable — is the foundation of lasting trust.
Partnership
We don't hand off reports and disappear. We embed with your teams, share accountability for results, and treat your challenges as our own.
Pragmatism
Elegant theory means nothing without practical execution. Every strategy we develop includes a clear path to implementation within your actual operating context.
Leadership
Senior practitioners who bring real operating experience to every engagement.
Margaret Chen
Managing Partner
20 years in strategy consulting. Former McKinsey engagement manager. Specializes in financial services and corporate transformation.
David Okafor
Partner, Operations
Supply chain and manufacturing expert. Previously VP of Operations at a Fortune 500 industrial firm. Leads our operational improvement practice.
Sarah Lindberg
Partner, Digital
Technology strategist with a background in software engineering. Bridges the gap between business objectives and technical implementation.
James Moreno
Principal Consultant
Healthcare industry specialist. Former hospital administrator who brings operational perspective to advisory engagements in the health sector.
Our journey
Founded
Three former management consultants launched Sherpas with a single belief: advisory work should be measured by outcomes, not by hours billed.
Operations practice launched
Growing demand from manufacturing and logistics clients led us to build a dedicated operations improvement practice.
Digital transformation
We expanded into technology strategy, helping clients navigate cloud migration, data infrastructure, and enterprise platform decisions.
100th client engagement
A milestone that reinforced our commitment to quality over volume. We've deliberately kept our client roster selective.
West Coast expansion
Opened our San Francisco office to better serve the technology and healthcare sectors on the Pacific Coast.