Vertilocity Announces Merger with Relevant CRM

July 5, 2023 – Pittsburgh, Pa. – Managed service provider Vertilocity, an HBK company, announced today it has entered into a definitive merger agreement with Raleigh, N.C.-based Relevant CRM. Relevant CRM has been providing business solutions in marketing, sales, quote automation, and customer relationship management since 1997.

“I’m excited about what this merger brings to our team and the clients of both firms,” noted Vertilocity President Bruce Nelson. “Our collective expertise along with the financial services offered by HBK combine for a unique, comprehensive, and extremely valuable offering to our current and future clients.”

Relevant sells and implements, trains, and supports its clients on its core software products, including Microsoft Dynamics 365 CRM and Microsoft Power Platform. Its primary focus has been on the equipment rental and technology solutions sector.

“With Vertilocity, we’ve found a partner who shares our core values and our dedication to serving customers at the highest level,” noted Relevant CRM CEO Harry Shaughnessy. “This merger will provide our customers with access to enhanced resources while maintaining the specialized support and guidance they have come to expect from Relevant CRM.”

The combined firms will operate as Vertilocity, the product of an August 2021 merger between Vertical Solutions and HBK IT. The Vertilocity operates out of HBK offices in Pittsburgh and Holmdel, New Jersey, and in the Denver, Colorado area. Vertilocity was among the earliest in the field of managed services providers and offers a vast array of IT-related services and support, including proactive managed IT support, advanced threat protection, Office 365 management and support, technological tools and software designed to address an organization’s specific processes, and hardware procurement and installation. The firm specializes in working with healthcare businesses and institutions.

“Digital technology is the most impactful disrupter in business today,” said Christopher M. Allegretti, CPA, HBK managing principal and CEO. “Everywhere and in every industry, companies are embracing digital transformation. Our merger with Relevant CRM represents our ongoing commitment to delivering relevant, sophisticated technological support to our clients by adding another powerful group of solutions to our managed services offering.”

For more information about Vertilocity’s managed services, contact us at 412-220-8460.


HBK provides small to mid-market businesses and their owners and operators a wide range of financial solutions, including accounting, tax and audit services; wealth management; business valuation; transaction advisory services; forensic accounting; litigation support services; and business consulting, including specific expertise in a number of major industries. The CPA firm dates back to 1949 and added its wealth management practice in 2001. The financial professionals of HBK CPAs & Consultants and HBKS Wealth Advisors serve clients locally out of offices in Columbus, Youngstown, and Alliance, Ohio; Pittsburgh, Philadelphia, Erie, Hermitage, Meadville, and Blue Bell, Pennsylvania; Holmdel, New Jersey; and Fort Myers, Naples, Stuart, Sarasota, and West Palm Beach, Florida. HBK CPAs & Consultants and HBKS Wealth Advisors are both Top 100 rated firms. HBK ranks among the Top 50 in the most recent Accounting Today and INSIDEPublic Accounting magazine surveys of the largest U.S. CPA firms.