Helping Investors and C-Suite Leaders to

De-Risk Technical M&A Due Diligence Drive Data & AI-Driven Value Creation Accelerate Go-to-Market Strategy Scale Product-Led Growth Embed Portfolio Company Leadership Optimize Product & Tech Organizations Maximize Sell-Side & Exit Value

Experience Across Premier PE Ecosystems

Advisory engagements and executive leadership roles at portfolio companies

Advent International – Advisory
$1B+ Exit Value
Oakley Capital – Advisory
Thoma Bravo - Portco Leadership
10+ Acquisitions & Integrations
Blackstone – Portfolio Consulting
$900M+ Portfolio Company Revenue
Genstar Capital - Portco Exec Leadership
30+ Due Diligence Projects
Insight Partners - Portco Exec Leadership
Advent International – Advisory
$1B+ Exit Value
Oakley Capital – Advisory
Thoma Bravo - Portco Leadership
10+ Acquisitions & Integrations
Blackstone – Portfolio Consulting
$900M+ Portfolio Company Revenue
Genstar Capital - Portco Exec Leadership
30+ Due Diligence Projects
Insight Partners - Portco Exec Leadership

Our Services

Product Strategy & Portfolio Assessment

Evaluate product roadmap viability, market positioning strength, and portfolio growth potential to validate acquisition thesis and identify strategic opportunities for value creation.

Technology Stack & Architecture Review

Assess technology infrastructure, scalability, technical debt, and platform modernization requirements to quantify integration complexity and future investment needs.

Engineering Team & Organizational Capabilities

Evaluate team structure, talent quality, development velocity, and organizational maturity to assess execution capabilities and identify key retention risks.

Data Infrastructure & AI/ML Capabilities

Analyze data architecture, analytics maturity, and AI implementation to validate competitive advantages and uncover opportunities for intelligent automation and insights.

Risk Identification & Mitigation

Identify technical risks, security vulnerabilities, compliance gaps, and operational bottlenecks with actionable mitigation strategies to protect deal value and enable smooth integration.

Value Creation Roadmap

Develop prioritized post-acquisition initiatives that drive operational efficiency, accelerate growth, and maximize enterprise value through strategic execution and optimization.

How We Work

Monthly Retainer

Ongoing strategic partnership with dedicated support for continuous value creation and execution.

  • Consistent strategic guidance
  • Priority access to expertise
  • Proactive opportunity identification
  • Regular executive check-ins
  • Flexible allocation of hours

Fractional CPO

Embedded product leadership driving strategy, execution, and organizational excellence for portfolio companies.

  • Interim executive leadership
  • Product strategy & roadmap ownership
  • Team building & mentorship
  • Investor relations & reporting
  • Hands-on execution support

Advisory & Consulting

Project-based engagements for targeted initiatives, due diligence, and strategic decision-making.

  • Technical due diligence
  • Strategic assessments
  • Market opportunity analysis
  • Go-to-market planning
  • Defined scope & timeline

Contact Us

Let's discuss how we can help drive results for your portfolio or organization.

Connect With Us