How a top 50 accountancy firm consolidated its IT across four offices

A top 50 chartered accountancy firm with 300 staff across four offices had been treated as an account number by a succession of suppliers. Highgate took on the whole estate: 350 laptops refreshed, Microsoft licensing on a single commit, and voice folded into Teams.

Chartered accountancy  •  300 employees  •  4 UK offices  •  Client since 2023

Mercer & Hole logo, Highgate IT client case study

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OUTCOMES AT A GLANCE

What changed for Mercer & Hole

350

Dell laptops refreshed across four offices

4

Offices brought under one IT relationship

300

Staff supported, plus 28 partners

1

Supplier relationship, replacing a fragmented arrangement

About Mercer & Hole

Mercer & Hole is an independent top 50 UK chartered accountancy firm founded in 1905. With 28 partners and around 300 staff across four offices in London, St Albans, Rickmansworth and Milton Keynes, it provides audit, tax, advisory and financial planning to corporate and private clients.

It operates in a sector where reliability, data security and compliance are non-negotiable, and it runs an FCA-regulated financial planning practice alongside its core service lines. That is the environment our managed IT for financial services firms is built around.

THE CHALLENGE

Treated as a number on a ledger, not a client

Four offices, 300 staff and an FCA-regulated practice to support, with no consistent account ownership behind any of it.

PAIN POINTS

Previous suppliers treating a significant professional services firm as an undifferentiated account

Poor responsiveness and a lack of proactive communication across a multi-site environment

No consistent relationship or account ownership to drive strategic IT decisions

Invoicing and cost management lacking the transparency the firm required

THE SITUATION

With four offices, around 300 staff, and an FCA-regulated financial planning practice to support, Mercer & Hole needed an IT partner capable of managing a complex, multi-site environment with consistency and care. Previous supplier relationships had fallen short, leaving the firm feeling like a number on a ledger rather than a client with specific needs.

THE PROBLEM

The firm required a supplier that would take the time to understand how Mercer & Hole actually works, across its offices, its service lines and its regulatory obligations, and build a relationship accordingly. What they had instead was a transactional arrangement that prioritised neither responsiveness nor value.

 
THE SOLUTION

One relationship across four offices

Rather than a reactive, break-fix approach, the team worked to understand the firm's priorities and build an IT function that supported them, across cloud, connectivity and workplace technology.

Single account ownership

Highgate took on management of the IT environment across all four offices, providing one consistent relationship with clear communication and proactive account management.

Licensing consolidated

Microsoft licensing managed through Highgate's CSP portal on an annual commit, giving the firm one relationship and predictable costs.

Device refresh

350 Dell laptops across four offices, with a lease payment plan and white-glove Autopilot deployment.

Voice into Teams

A voice solution integrated into Microsoft Teams, reducing costs and simplifying communications across all sites.

THE RESULTS

A supplier relationship built around the firm's priorities

350 laptops refreshed across four offices with white-glove Autopilot deployment

Microsoft licensing on a single annual commit, with predictable costs

Voice consolidated into Microsoft Teams across all sites

Cleaner, more transparent invoicing

One accountable relationship in place of a fragmented supplier arrangement

The refresh put 350 new Dell laptops into the hands of staff across all four offices, deployed white-glove through Autopilot, while Microsoft licensing moved onto a single annual commit and voice was folded into Teams across every site.

Since partnering with Highgate, Mercer & Hole has experienced a step change in the quality of its IT supplier relationship. Responsiveness improved immediately, invoicing became cleaner and more transparent, and the firm now has an account management relationship built around its own priorities rather than a supplier's.

It has consolidated its IT requirements under one trusted partner, reducing complexity and giving leadership the confidence that IT is being managed proactively rather than reactively.

"What sets Highgate apart is the relationship. We're a complex business with demanding requirements across four offices, and they treat us accordingly – responsive, fairly priced, and genuinely invested in getting it right. A vendor you can truly rely on."

Tom Luknar

IT Manager, Mercer & Hole

SERVICES INVOLVED

What Highgate delivered

IMPROVE EFFICIENCY

Cloud & infrastructure

Microsoft 365, licensing and infrastructure managed end to end.

ENABLE GROWTH

Workplace technology

Device refresh, deployment and end-user technology across every site.

ENABLE GROWTH

Connectivity

Voice, network and multi-site connectivity, including Teams voice integration.

KEEP READING

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Running IT across several offices with no one accountable?

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