How I Can Help
Services Built for PE-Backed SaaS
Engagements designed for the moments that define PE-backed software companies, from initial diligence through post-merger integration and operational transformation. All delivered with the perspective of someone who has been in the seat.
Technology & Business Impact Assessment
Buy-side or sell-side assessment that goes beyond the technology to connect architecture, cost structure, organizational capability, and AI readiness to the deal thesis and the exit story.
Best for: PE firms evaluating acquisitions or preparing portfolio companies for exit
Post-Merger Integration
Integration strategy and hands-on execution built from operating experience on every side of an M&A, covering architecture, team, product portfolio, commercial impact, and the cultural dynamics that determine whether two companies come together or collide.
Best for: PE firms and portfolio companies navigating post-close integration
Product Portfolio Strategy & Investment Framework
Structured investment models for multi-product portfolios, especially those built through acquisition. Aligns product decisions with the P&L, the investment thesis, and the exit narrative, not just the roadmap.
Best for: Portfolio companies managing multiple products or post-acquisition complexity
Operational Transformation
Assessment and transformation of product, engineering, and delivery organizations. Connects operational changes to cost structure, delivery capacity, EBITDA improvement, and the investment thesis, not just process metrics.
Best for: Portfolio companies where operational performance isn't translating into business results
Fractional CPTO / Interim Leadership
Senior product and technology leadership on a fractional or interim basis. A trusted partner to CEOs covering strategic decisions, board preparation, org design, and the cross-functional alignment that turns strategy into execution.
Best for: CEOs who need senior technology and product leadership without a full-time hire
Board Advisory
Ongoing advisory for PE and portfolio company boards. Translates what's happening inside the technology and product organization into the language of business performance, investment returns, and strategic decision-making.
Best for: PE boards and portfolio company boards that need independent technology visibility
Not sure where to start?
Send a brief note on what you're working through, or book a one-hour advisory call for a quick senior read on a specific decision.