# Embark People

> Embark People, LLC (operating as Embark) is a Dallas-headquartered, founder-led management and financial consulting firm that helps finance, accounting, HR, technology, and executive leaders solve complex business problems through advisory, transformation, deal, outsourcing, and related services.

Company page on Leadbay: https://mad-max.leadbay.ai/company/embarkwithus.com · loaded 2026-10-30

## At a glance

- Website: https://embarkwithus.com
- Team based in: Dallas (Leadbay's record and 2 more)
- Registered: California (no. 202357315501) (register)
- Registry: California Secretary of State 202357315501
- Founded: 2010 (embarkwithus.com and 2 more)
- Founders: Paul Allen
- Industry: Business Consulting and Services
- Employees: 717 (employees and founders, investors not counted; embarkwithus.com and 1 more)
- Backed by: CoVenture, Parthenon Capital, Paul Allen
- Seen in its site's code: HubSpot (js.hsforms.net), Google Tag Manager (googletagmanager.com/gtm.js), Google Analytics (google-analytics.com/analytics.js), Calendly (assets.calendly.com), Google Workspace (MX alt4.aspmx.l.google.com), Atlassian (TXT atlassian-domain-verification), Zoom (TXT ZOOM_verify), Slack (TXT slack-domain-verification) (read 2026-10-30)
- Phone: (214) 225-0148
- Email: privacy@embarkwithus.com
- Address: 333 1ST AVENUE
DALLAS, TX 75226

## What it sells, to whom

- Embark People, LLC (operating as Embark) is a Dallas-headquartered, founder-led management and financial consulting firm that helps finance, accounting, HR, technology, and executive leaders solve complex business problems through advisory, transformation, deal, outsourcing, and related services. ([embarkwithus.com](https://www.embarkwithus.com/about), [prnewswire.com](https://www.prnewswire.com/news-releases/embark-partners-with-investment-firm-coventure-to-continue-its-industry-leading-growth-302061491.html), [prnewswire.com](https://www.prnewswire.com/news-releases/embark-announces-strategic-investment-from-parthenon-capital-to-accelerate-growth-302546831.html))

## Why it stands out

- Net Promoter Score: 93 ([embarkwithus.com](https://www.embarkwithus.com/about))
- Client satisfaction scores are more than 70% higher than the industry average. ([embarkwithus.com](https://www.embarkwithus.com/what-we-do/m-and-a-consulting))
- NPS of 93 ([embarkwithus.com](https://www.embarkwithus.com/team-jacob-waggoner))
- More than 70% higher than the industry average ([embarkwithus.com](https://www.embarkwithus.com/who-we-serve/life-sciences))
- Client satisfaction scores are more than 70% higher than the industry average ([embarkwithus.com](https://www.embarkwithus.com/what-we-do/esg-reporting-services))
- Client satisfaction scores are more than 70% higher than the industry average; NPS is over 70% higher than the industry average. ([embarkwithus.com](https://www.embarkwithus.com/who-we-serve/coo))
- Competes with: Likely broad-market competitors include Accenture, McKinsey, Booz Allen Hamilton, Willis Towers Watson, KBR, and Maximus; the source explicitly notes these are same-general-field comparisons and may not compete head-to-head. ([incfact.com](https://incfact.com/company/embarkconsulting-dallas-tx/))

## Products and services

- Financial reporting and advisory ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- Audit support and readiness ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- Office of the CFO consulting ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- Business and digital transformation ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- Deal, M&A, and capital-markets advisory ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- Private-equity/venture-capital portfolio-company advisory ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- Data analytics, automation, and AI consulting ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- Supply-chain and operations optimization ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- Human-capital transformation and HR consulting ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- ESG and sustainability advisory ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- Outsourcing, staff augmentation, and interim staffing ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))
- Governance, risk, and compliance ([2102630.fs1.hubspotusercontent-na1.net](https://2102630.fs1.hubspotusercontent-na1.net/hubfs/2102630/Embark%20Overview%20Deck.pdf), [embarkwithus.com](https://www.embarkwithus.com/what-we-do), [embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting))

## Customers and markets

- **Customers**: Named public customer/testimonial reference: Madrigal Pharmaceuticals, Inc., Customer sectors include energy and infrastructure, financial services, retail and consumer goods, real estate and hospitality, healthcare and life sciences, technology/media/telecom, consumer services, transportation/logistics, professional services, PE/VC/investment banking, construction/development, and sports/entertainment. ([embarkwithus.com](https://www.embarkwithus.com/what-we-do/human-capital-consulting), [embarkwithus.com](https://www.embarkwithus.com/who-we-serve))
- **Markets**: Private equity and venture capital-backed businesses. ([blog.embarkwithus.com](https://blog.embarkwithus.com/news/embark-partners-with-kyriba-to-help-cfos-unlock-more-from-treasury), [embarkwithus.com](https://www.embarkwithus.com/))
- **Markets**: Companies undergoing transformation or requiring deal advisory/financial reporting. ([blog.embarkwithus.com](https://blog.embarkwithus.com/news/embark-partners-with-kyriba-to-help-cfos-unlock-more-from-treasury), [embarkwithus.com](https://www.embarkwithus.com/))

## Team

- Camilo Caballero, BT, Senior Managing Director · [LinkedIn](https://www.linkedin.com/in/camilocaballero)
- Carly Couture, FAS, Managing Director and San Diego Market Leader · [LinkedIn](https://www.linkedin.com/in/carly-sheane-cpa-b7360764)
- Christie LaFontaine, Outsourcing, Managing Director · [LinkedIn](https://www.linkedin.com/in/christielafontaine)
- Drew Speakes, FAS, Managing Director and Tulsa Market Leader · [LinkedIn](https://www.linkedin.com/in/drew-speakes-8683802)
- Felice Gorordo, CEO & Board Member · [LinkedIn](https://www.linkedin.com/in/fgorordo)
- Jacob Waggoner, FAS, Managing Director · [LinkedIn](https://www.linkedin.com/in/jacob-waggoner-cpa-86721b22)
- James Durrenberger, FAS, Managing Director · [LinkedIn](https://www.linkedin.com/in/james-durrenberger-38538a15)
- Jeff Shade, FAS, Managing Director · [LinkedIn](https://www.linkedin.com/in/jeffrey-shade-cpa)
- Jeremy Howard, BT, Managing Director · [LinkedIn](https://www.linkedin.com/in/jeremylhoward)
- Jesse O'Shea, FAS, Managing Director · [LinkedIn](https://www.linkedin.com/in/jesse-o’shea-5096208)
- Jess Newman, BT, Managing Director and Salt Lake City Market Leader · [LinkedIn](https://www.linkedin.com/in/jessica-kline-newman)
- John Erickson, Deals, Senior Managing Director · [LinkedIn](https://www.linkedin.com/in/john-erickson-21112414)

Backed by: CoVenture, Parthenon Capital, Paul Allen

## Where to find more

- [This page in Markdown, for agents](https://mad-max.leadbay.ai/company/embarkwithus.com.md)

## Decision makers

- [Camilo Caballero](https://mad-max.leadbay.ai/person/camilo-caballero--embarkwithus.com.md), BT, Senior Managing Director · [LinkedIn](https://www.linkedin.com/in/camilocaballero)
- [Carly Couture](https://mad-max.leadbay.ai/person/carly-couture--embarkwithus.com.md), FAS, Managing Director and San Diego Market Leader · [LinkedIn](https://www.linkedin.com/in/carly-sheane-cpa-b7360764)
- [Christie LaFontaine](https://mad-max.leadbay.ai/person/christie-lafontaine--embarkwithus.com.md), Outsourcing, Managing Director · [LinkedIn](https://www.linkedin.com/in/christielafontaine)
- [Drew Speakes](https://mad-max.leadbay.ai/person/drew-speakes--embarkwithus.com.md), FAS, Managing Director and Tulsa Market Leader · [LinkedIn](https://www.linkedin.com/in/drew-speakes-8683802)
- [Felice Gorordo](https://mad-max.leadbay.ai/person/felice-gorordo--embarkwithus.com.md), CEO & Board Member · [LinkedIn](https://www.linkedin.com/in/fgorordo)
- [Jacob Waggoner](https://mad-max.leadbay.ai/person/jacob-waggoner--embarkwithus.com.md), FAS, Managing Director · [LinkedIn](https://www.linkedin.com/in/jacob-waggoner-cpa-86721b22)
- [James Durrenberger](https://mad-max.leadbay.ai/person/james-durrenberger--embarkwithus.com.md), FAS, Managing Director · [LinkedIn](https://www.linkedin.com/in/james-durrenberger-38538a15)
- [Jeff Shade](https://mad-max.leadbay.ai/person/jeff-shade--embarkwithus.com.md), FAS, Managing Director · [LinkedIn](https://www.linkedin.com/in/jeffrey-shade-cpa)
- [Jeremy Howard](https://mad-max.leadbay.ai/person/jeremy-howard--embarkwithus.com.md), BT, Managing Director · [LinkedIn](https://www.linkedin.com/in/jeremylhoward)
- [Jesse O'Shea](https://mad-max.leadbay.ai/person/jesse-o-shea--embarkwithus.com.md), FAS, Managing Director · [LinkedIn](https://www.linkedin.com/in/jesse-o’shea-5096208)

Work emails and direct phones come with a Leadbay account: https://wow.leadbay.ai/?register=true

Where it comes from: 9 sites read (embarkwithus.com, blog.embarkwithus.com, prnewswire.com, 2102630.fs1.hubspotusercontent-na1.net, incfact.com, inc.com, parthenoncapital.com, company-detail.com, …).

## Best angle

2026-10-01 · Hiring: Recruiting activity indicates continued expansion of offerings, including a Kyriba treasury-services practice, and hiring across multiple markets (3 sources)

## Best way in

- LinkedIn message to Camilo Caballero: BT, Senior Managing Director · profile linked from the company's record
- LinkedIn message to Carly Couture: FAS, Managing Director and San Diego Market Leader · profile linked from the company's record
- Call the front desk, (214) 225-0148: The front desk, in Leadbay's record, verified 2026-03-30
- Write to privacy@embarkwithus.com (generic): A shared mailbox, in Leadbay's record, verified 2026-10-22

## Signals: what happened

- 2026-10-01 · Hiring: Recruiting activity indicates continued expansion of offerings, including a Kyriba treasury-services practice, and hiring across multiple markets (3 sources: [prnewswire.com](https://www.prnewswire.com/news-releases/embark-announces-strategic-investment-from-parthenon-capital-to-accelerate-growth-302546831.html), [emploive.com](https://emploive.com/jobs/7101995/director-kyriba-service-offering-leader-business-transformation-embark-people-ll), [emploive.com](https://emploive.com/companies/embark-people-llc))
- 2025-09-04 · Fundraising: Announced a strategic investment from Parthenon Capital to accelerate growth, expand technology/AI capabilities, develop talent, and pursue strategic opportunities (3 sources: [prnewswire.com](https://www.prnewswire.com/news-releases/embark-announces-strategic-investment-from-parthenon-capital-to-accelerate-growth-302546831.html), [emploive.com](https://emploive.com/jobs/7101995/director-kyriba-service-offering-leader-business-transformation-embark-people-ll), [emploive.com](https://emploive.com/companies/embark-people-llc))

## Working on now

- Expanding technology capabilities, specifically in AI and automation for the office of the CFO.
- Deepening treasury advisory services through a new partnership with Kyriba.
- Growing and scaling its consulting practice across multiple US markets.
- Focusing on people-first culture and consultant retention.
- Supporting PE/VC-backed companies with financial advisory, M&A, and transformation.

From: [Embark partners with Kyriba to help CFOs unlock more from treasury](https://blog.embarkwithus.com/news/embark-partners-with-kyriba-to-help-cfos-unlock-more-from-treasury), [Embark Ignite with Pigment - 2026 | Embark Event](https://www.embarkwithus.com/q2-embark-ignite-2026-embark-event), [Embark Financial Consulting and Advisory Firm | Embark](https://www.embarkwithus.com/), [Embark Announces Strategic Investment from Parthenon Capital to Accelerate Growth](https://www.prnewswire.com/news-releases/embark-announces-strategic-investment-from-parthenon-capital-to-accelerate-growth-302546831.html)

## Summary

Embark is a Dallas-headquartered business and financial consulting firm founded in 2010 by Paul Allen [1][2][3]. It provides advisory services—including financial reporting, audit support, digital transformation, and M&A consulting—to a client base ranging from fast-growing startups to Fortune 500 companies [4][2]. The firm is backed by Parthenon Capital, which made a strategic investment in September 2025 to accelerate Embark's growth and technology initiatives [2][5]. As of late 2026, Embark continues to expand, recently launching in Chicago, partnering with Kyriba for treasury solutions, and appointing new executive leadership to drive commercial and talent strategies [6].

[1]: https://www.embarkwithus.com/about "About | Embark"
[2]: https://www.prnewswire.com/news-releases/embark-announces-strategic-investment-from-parthenon-capital-to-accelerate-growth-302546831.html "Embark Announces Strategic Investment from Parthenon Capital to Accelerate Growth"
[3]: https://www.inc.com/profile/embark "Embark is a 2024 Inc. 5000 honoree"
[4]: https://www.embarkwithus.com/what-we-do "What We Do - Our Financial Consulting & Advisory Services | Embark"
[5]: https://www.parthenoncapital.com/news/embark-announces-strategic-investment-from-parthenon-capital-to-accelerate-growth/ "Embark Announces Strategic Investment from Parthenon Capital"
[6]: https://blog.embarkwithus.com/news "Embark in the News"
[7]: https://www.prnewswire.com/news-releases/embark-consulting-firm-announces-felice-gorordo-as-incoming-ceo-302444265.html "Embark Consulting Firm Announces Felice Gorordo as Incoming CEO"
[8]: https://www.prnewswire.com/news-releases/embark-partners-with-investment-firm-coventure-to-continue-its-industry-leading-growth-302061491.html "Embark Partners with Investment Firm CoVenture to Continue its Industry-leading Growth"

## Sources

- [Embark People, LLC's website](https://embarkwithus.com)
- [Company record, via Exa](https://embarkwithus.com/)
- [Embark partners with Kyriba to help CFOs unlock more from treasury](https://blog.embarkwithus.com/news/embark-partners-with-kyriba-to-help-cfos-unlock-more-from-treasury)
- [Embark Ignite with Pigment - 2026 | Embark Event](https://www.embarkwithus.com/q2-embark-ignite-2026-embark-event)
- [Embark Financial Consulting and Advisory Firm | Embark](https://www.embarkwithus.com/)