DENVER, CO, UNITED STATES, September 8, 2026 – Insero Advisors, LLC (Insero), a Rallyday Partners portfolio company and a leading provider of accounting, tax and advisory services, has acquired Cause + Effect Strategy, a data, analytics and AI services firm.
Founded in 2015 and headquartered in Rochester, Cause + Effect Strategy delivers data, analytics, and AI services that drive measurable business results. The firm, ranked No. 90 in AI and 2,450 overall on the 2026 Inc. 5000 list of the fastest-growing private companies in America, is focused on growth and anticipates adding talent to help organizations realize the full potential of their data by building integrated systems that align strategy, data architecture, data engineering, analytics, and AI. Its services are designed to help clients solve problems, make better decisions, improve efficiency, and ignite sustainable growth.
Insero currently employs approximately 160 professionals with headquarters in Rochester, NY and employees in 14 states. The combination adds 33 employees to Insero and further expands its strategic advisory capabilities and market-facing service offerings.
Insero has built a strong reputation for delivering exceptional service and forward-thinking solutions tailored to the unique needs of businesses and individuals. With the addition of Cause + Effect, Insero further expands its service capabilities, enhancing the breadth and depth of solutions available to clients.
“Data, analytics, and AI are more important than ever thanks to advancements in technology,” said Nancy Catarisano, CEO of Insero Advisors. “Cause + Effect’s expertise, combined with Insero’s finance and accounting capabilities, allows us to deliver a deeper, more effective view of how a business is doing, identify opportunities for improvement and then execute on the vision with our clients.”
“Cause + Effect Strategy was built to help organizations turn data, analytics, and AI into measurable business impact,” said John Loury, President of Cause + Effect Strategy. “Joining Insero gives us the opportunity to pair our capabilities with deep finance, accounting, and advisory expertise, creating an even stronger platform to help clients make better decisions, improve performance, and grow. Just as importantly, we share a commitment to trusted relationships, exceptional client service, and investing in our people and community.”
Insero partners with like-minded advisory and professional services firms to expand capabilities, deepen expertise, and deliver a broader, more integrated set of solutions that drive meaningful outcomes for clients. At the same time, the firm offers a dynamic platform for experienced professionals seeking a compelling next chapter defined by opportunity, collaboration, and the ability to make a greater impact.
“We are beyond excited to be welcoming John, Mike and their team to the Insero platform,” Rallyday CEO Ryan Heckman said. “Insero is always looking for ways to add more value to their clients and data/AI has emerged as an important service for companies of all sizes.”
About Insero
Insero is a Rochester-based accounting and advisory firm with a unique focus on people. Insero’s purpose is to deliver solutions that inspire confidence, fueled by genuine care. This focus, along with valuing trust, growth, and innovation, is how Insero redefines the experience of working with an accounting and advisory firm beyond industry standards. Insero operates an alternative practice structure in which Insero & Co. CPAs, LLP, a licensed CPA firm, provides attest services, and Insero Advisors, LLC, provides business advisory, tax, and other non-attest services. Learn more at www.inseroadvisors.com.
About Rallyday Partners
Rallyday Partners® is a Denver-based private equity firm that was built by successful entrepreneurs to provide a better way of serving the aspirations of emerging companies and their leaders. Rallyday’s purpose is to empower leaders to go even bigger, create the most value for the most people, and share in the experience of a lifetime. Drawing upon its four sources of capital – creative, financial, experiential, and human capital – the firm’s ‘by founders for founders’ approach provides an alternative to traditional private equity. More information regarding Rallyday Partners® is available at rallydaypartners.com.
