We don’t just advise. We deliver the results.
A sample of confidential engagements across Technology M&A Services and Technology Transformation Services. Filter by discipline below.
- 200+
- Technology transformations delivered
- $300B+
- M&A deal value supported
- 6
- Core industries served
- 100%
- Boutique, partner-led delivery
IT, Product & Cyber Diligence
$2.5B Consumer Brand
Evaluated core architecture for a $2.5B consumer brand — verifying legacy ERP capability to support an operational turnaround and auditing cyber controls to prevent recurring breaches prior to deal close.
Confidential Engagement
Integration & Separation Management Office (IMO / SMO)
$50B Revenue Business
Spearheaded a global IT carve-out of three brands with total revenue of $50B across 4 continents — orchestrating simultaneous Day-1 readiness while eliminating 80% of stranded costs within 3 months.
Confidential Engagement
TSA Strategy & Exit Management
$1B Brand
Structured and negotiated a full-stack IT TSA for a $1B brand in 3 weeks, linking service line pricing directly to the IT separation blueprint to drive rapid post-close exit and removal of stranded cost.
Confidential Engagement
Post-Close IT Integration & Carve-Out Execution
$45B Merger of Equals
Architected the enterprise technology and operating model transformation roadmap for a $45B merger of equals, enabling full system integration while reducing baseline OPEX by 45%.
Confidential Engagement
Tech-Enabled Value Realization
Value Creation by Integrating $15M–$50M Targets
Standardized and modernized tech platforms for a Chemicals major to onboard multiple tuck-in acquisitions ranging from $15M–$50M, delivering over 35% baseline spend reduction alongside top-decile functional performance across Supply Chain, Operations, and Sales Distribution.
Confidential Engagement
M&A Exit Audit & Readiness
$20M MSP → 3x Valuation
Scaled a $20M Managed Service Provider (MSP) to a 3x valuation expansion by enriching GTM capabilities, automating operational bottlenecks, closing infosec vulnerabilities, and optimizing the target operating model to drive utilization.
Confidential Engagement
Executive & CIO Advisory
PE Sponsors & Enterprise CIOs
Partnered with numerous PE sponsors, founder-led businesses, and enterprise CIOs to establish modern technology architecture, refine operating models, select products, and draw multi-million-dollar digital investment roadmaps aligned with business goals.
Confidential Engagement
Enterprise AI Strategy & Adoption
Enterprise Agentic-AI Program
Designed a 3-tier Agentic-AI framework (Design, Governance, and Financial Planes) enabling enterprise clients to securely scale autonomous AI workflows while maintaining strict token budget limits and data security boundaries.
Confidential Engagement
Performance Improvement
Traditional Retailer
Architected end-to-end intelligent automation for a traditional retailer's Finance, HR, Supply Chain, and IT Managed Services — achieving 35% operational productivity in Year 1 and scaling to 50% by Year 3.
Confidential Engagement
Strategic Cost Optimization (ZBIT)
Major Pharmaceutical Enterprise
Executed a comprehensive IT cost optimization for a major pharmaceutical enterprise — aligning 20+ initiatives to cut baseline IT spend by 30% while modernizing legacy systems and de-risking infrastructure.
Confidential Engagement
Target Operating Model & Organization Redesign
Managed Service Provider
Designed a cloud-native target operating model for a managed service provider — establishing greenfield roles, customized processes, exception-management workflows, and updated governance frameworks while managing legacy transition.
Confidential Engagement
Digital Transformation
Global CPG Brand
Architected a real-time data and IoT platform for a global CPG brand — integrating edge devices and predictive analytics to optimize functional KPIs and catalyze growth into a global snacking powerhouse.
Confidential Engagement
Enterprise Architecture & Platform Design
National Retail Chain
Designed a modular enterprise architecture for a national retail chain during COVID-19 lockdowns — enabling digital commerce go-live in 6 months followed by seamless rollout of Buy-Online-Pickup-In-Store (BOPIS) capabilities.
Confidential Engagement
Product & Vendor Selection
PE-Acquired Greenfield Entity
Conducted end-to-end enterprise solution selection for a PE-acquired greenfield entity — identifying platforms that enhanced customer intimacy and expanded operating margins while keeping implementation risk and costs minimal.
Confidential Engagement
Transformation Management Office (TMO / PMO)
150+ Person Transformation Team
Managed a multi-vendor, cross-functional transformation office overseeing a 150+ person team — directing real-time risk mitigation, interdependency management, and milestone tracking for an enterprise-wide digital pivot.
Confidential Engagement