Consultancy, independent, or subscription
At this scale ownership and model shape the engagement more than craft does.
Consultancy-owned
Designit inside Wipro and frog inside Capgemini Invent. You get scale, systems integration, global delivery and one accountable vendor for a programme spanning technology and experience. You also get consultancy rates, procurement measured in months, and staffing that rotates. Right when the problem genuinely spans both and wrong when you need a product team.
Independent at scale
Blink UX, Rangle, Metalab, Clay and Elsewhen. Senior people stay because nobody upstairs is reallocating them, contracting is faster, and the firm can decline work that does not fit. The limit is capacity, and none of them will pretend otherwise.
Private equity owned
Thoughtworks under Apax since late 2024. Enormous delivery capability and a parent with its own return targets, so ask how your account is prioritised and get continuity commitments in writing.
Publicly listed
Netguru. Reporting discipline and financial transparency that helps a procurement team, at European rather than US rates.
Subscription
Superside. Capacity as an operating expense rather than a project. Solves throughput, not capability.