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Schumpeter - The future of the Firm

McKinsey looks set to stay top of the heap in management consulting

IT IS one of the engines of global capitalism. Not only does McKinsey provide

advice to most of the world s leading companies (and governments). It also

pioneered the idea that business is a profession rather than a mere trade and a

profession that thrives on raw brainpower more than specialist industry

knowledge or plain old common sense.

Yet McKinsey s name has suffered a succession of blows in the past 15 years.

The Firm, as it calls itself, was deeply involved in the Enron debacle: the

energy company s boss, Jeff Skilling, was a McKinsey veteran who praised the

consultancy for doing God s work , and the McKinsey Quarterly published

articles on Enron as enthusiastically as Hello! runs pieces about the Beckhams.

In 2010 Anil Kumar, a McKinsey consultant, admitted passing inside information

to Raj Rajaratnam of Galleon, a hedge fund. Last year Rajat Gupta, a former

McKinsey managing partner, was also convicted of passing inside information to

Mr Rajaratnam.

Life is getting tougher for professional-services firms. Midsized consultancies

are already suffering: Monitor Group went bankrupt last year Deloitte later

bought it for $120m and Booz & Co and Roland Berger are agonising about their

futures. If the legal profession is anything to go by, worse is to come: Dewey

& LeBoeuf collapsed last year after borrowing heavily in a dash for growth, and

other elite law firms are struggling to win business.

So, are McKinsey s best days behind it? Two new publications offer some

interesting answers. The Firm , by Duff McDonald, is a generally admiring book

that nevertheless asks hard questions about the organisation s future.

Consulting on the Cusp of Disruption , by Clayton Christensen and two

colleagues, is a penetrating article in the October Harvard Business Review,

arguing that the comfortable world of the strategy consultancies is about to be

turned upside down.

McKinsey s success depends above all on an unimpeachable reputation for

integrity. It cannot continue to serve most of the world s leading companies

(including working simultaneously for competitors) if its consultants are

willing to spill secrets. Mr McDonald argues that the firm s size makes it

impossible to avoid repeats of the Kumar problem. It is now a giant factory

with 1,200 consultants rather than the cosy club of old. The firm has to keep

growing, not least to provide its partners with the $1.5m or so a year that

they earn. But every time it grows it puts its most important asset at risk.

McKinsey s success also depends on its ability to remain at the cutting edge of

business. But in recent years it has seemed to be on the wrong cutting edge. Mr

McDonald points out that whereas McKinsey has led the financialisation of

basic industries such as oil and gas, it has had little if any role in shaping

the giants of the internet economy, such as Apple and Google. The new lords of

business are engineers in hoodies, not MBAs in pinstripes.

Mr Christensen focuses on a bigger subject: how the forces that have disrupted

so many other businesses, from steel to publishing, are disrupting consulting.

The big three strategy consultants the other two are the Boston Consulting

Group (BCG) and Bain are masters of opacity. But Mr Christensen argues that

light is being let in on the magic. Companies are getting better at measuring

results and demanding value for money. They also have access to more business

expertise than ever before: the big three have more than 50,000 living alumni.

The big three have been masters at bundling lots of different services into a

single, high-priced package. But clients no longer want to pay fat fees for a

bit of strategic advice from a senior partner and a lot of humdrum work from

neophytes. Mr Christensen says low-priced competitors are beginning to

dismember the consultants business. Eden McCallum cuts costs by deploying

freelancers, most of whom once worked for the big three. BeyondCore replaces

overpriced junior analysts with Big Data, crunching vast amounts of information

to identify trends.

McKinsey clearly faces a more difficult market than it is used to. But it has

overcome serious challenges before such as in the 1980s, when it lost the

intellectual high ground to BCG and then Bain before regaining it. The firm is

fixing some of the problems from the Gupta era. It has elected two successive

managing directors, Ian Davis and Dominic Barton, who have worked hard to

restore its professional ethos. Mr Barton urges companies to embrace long-term

capitalism rather than quarterly capitalism and corporate responsibility

rather than financial engineering: the very opposite of the Enron-era McKinsey

s gospel.

Old boys (and girls) everywhere

McKinsey also has two huge assets: talent and knowledge. It retains an

unrivalled ability to recruit hundreds of clever young people and turn them

into an army of problem-solving worker ants. It also has an enviable network of

alumni, many of whom are happy to hire their old employer: in 2011 more than

150 ex-McKinseyites were running companies with more than $1 billion in annual

sales. The firm has also invested heavily in knowledge for decades: perhaps no

other organisation has as much interesting data on global capitalism.

Though lesser firms may be facing disruption, McKinsey dispenses a special sort

of consultorial fairy-dust that is hard to replicate, and as much in demand as

ever. The global ruling class is seized with a toxic combination of

status-obsession and status-insecurity. Decision-makers also fear being swept

away by one of Mr Christensen s disruptive forces. They seek constant

reassurance and reaffirmation from prestigious institutions. McKinsey knows

better than almost anyone how to exploit this peculiar mindset. That will

guarantee the Firm a solid future, even if no one can prove that its advice

actually does any good.