Together Wilson and Stanton Allen form leading services partner to professional services firms around customer relationship management and business development applications

Newtown Square, Pa., and London, U.K. (May 17, 2018) – Wilson Legal Solutions and Stanton Allen Ltd. today announced a definitive merger and acquisition agreement to consolidate operations into a united company. U.S.-based Wilson Legal Solutions is a leading provider of software and services that help professional services organizations improve business performance. U.K.-based Stanton Allen is a leading customer relationship management (CRM) and business development consultancy that provides related software and services to professional services firms. Terms of the agreement and its timeline are being finalized.

The consolidation brings together two experts in the professional services sector, resulting in an organization that is perfectly suited to help the industry meet its evolving needs regarding business development.

“Our agreement with Stanton Allen is part of a larger initiative to align Wilson’s offerings with what we see as a key shift in the industry to focus on business development challenges, including but not limited to CRM,” says Bruce Wilson, managing director and CEO of Wilson Legal Solutions. “Combining our expertise with Stanton Allen’s accelerates our ability to meet these needs.”

Norm Mullock, VP of strategy for Wilson Legal Solutions, adds, “CRM is going through a significant evolution in the professional services sector. Beyond using CRM to enhance client services, it’s expected to fuel business development. Firms are now tasked with using data to provide insight into clients, targets, and opportunities. It’s becoming much more of a multidisciplinary effort, drawing data from a wide array of systems. The organization we’re creating with Stanton Allen uniquely positions us to help the industry through this transition.”

The consolidation more rapidly expands the reach each firm could achieve on its own. Michael Warren, founder and director at Stanton Allen, says, “Professional services organizations are much more focused on using data to make smarter decisions about how to run the business. By joining Wilson Legal Solutions, we’ll be able to mobilise more people to help firms use their systems and data more strategically, especially in support of the focus on an experience management approach to business development. This step also gives us instant scale in the U.S. Likewise, Wilson is able to draw upon our scale in the U.K. It’s truly an exciting opportunity for both companies.”

Wilson Legal Solutions operates from seven offices across the United States, Canada, and the U.K., including one in London, where Stanton Allen is based. The consolidated company will employ nearly 100 employees, 20 of whom will be based in London. There are no plans to make staffing or location changes for either company, however a new company name is on the horizon for the resulting company to better reflect its broader focus on markets beyond legal.

About Stanton Allen

Stanton Allen was established in 2008 by a team with extensive experience working with and for international professional services firms. It helps companies maximize their return on investment in CRM. The firm provides support and advice related to CRM vision and strategy, data management strategy and implementation, data integration, data cleaning and data management, report development, marketing communications and e-marketing strategy and implementation, and CRM training and education. For more information visit www.stantonallen.co.uk.

About Wilson Legal Solutions

Wilson Legal Solutions is a leading provider of software and services that help law firms and professional services organizations improve business performance. We apply our expertise to enable strategic, data-driven decisions and support firms throughout the lifecycle of practice management and business intelligence software. Wilson is certified to provide services for all Intapp products, a certified implementation partner for Thomson Reuters Elite, a preferred implementation partner for American LegalNet, and is an Alliance & Affinity Partner with Information Technology Alliance (ITA). Our software makes it easier for firms to access and analyze data that drives profitability and performance, streamline proforma collaboration and workflow, and generate conflicts reports with greater speed and ease. For information, visit www.wilsonlegalsol.com.