Technology consulting and M&A execution, under one accountable team.
Different mandates. The same accountable team.
Where you sit changes what you need from us — but not who’s on the other side of the table.
Managing Partners of Private Equity & Corporate Development Executives
You're underwriting the deal and defending the price. We give you the technology read that protects it at signing, the value-realization plan that proves the thesis post-close, and the exit story that defends the multiple when it's time to sell.
Operating Partners of Private Equity
From Day 1 through exit, one technology partner — turning diligence findings into a value-creation plan, and that plan into EBITDA growth you can defend at the next board meeting.
CIO & CTO of Enterprise Clients
One technology partner for your full transformation agenda — turning AI pilots into production, legacy platforms into modern architecture, and operating models into measurable performance gains.
Founder-Led Business Leaders
PE-caliber rigor without PE ownership — on AI, performance improvement, operating model, and platform decisions — driving the same top-decile results portfolio companies get, whether or not a transaction is on the horizon.
Tap any service below to see how it works in practice — including a representative result from a recent engagement.
Technology M&A Services
Technology diligence, separation, and integration — engineered for post-close operational turnaround and value creation.
IT, Product & Cyber Diligence
Turn technical findings into deal terms that protect your price.
IT, Product & Cyber Diligence
Turn technical findings into deal terms that protect your price.
High-velocity Red Flag, preliminary, and confirmatory diligence for enterprise IT and SaaS platforms valued from $20M to multi-billion dollars. Translates complex technical findings into direct balance sheet impacts, EBITDA adjustments, and risk-mitigation roadmaps aligned with the deal thesis.
Representative Result — $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.
Integration & Separation Management Office (IMO / SMO)
Zero-disruption Day-1, governed end-to-end.
Integration & Separation Management Office (IMO / SMO)
Zero-disruption Day-1, governed end-to-end.
Battle-tested PMO governance drawn from some of the largest M&A deals, scaled into fine-grained workstreams for SMBs — executing Day-1 readiness, managing cross-workstream dependencies, overseeing TSA execution, and guiding target-state operating model transitions with zero operational disruption.
Representative Result — $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.
TSA Strategy & Exit Management
Exit every TSA on schedule, without margin leakage.
TSA Strategy & Exit Management
Exit every TSA on schedule, without margin leakage.
End-to-end Transition Service Agreement (TSA) mapped directly to bottom-up IT Service Management (ITSM) cost structures and aligned with the IT separation plan. Ensures clean separation, prevents margin leakage, and accelerates TSA exit timelines.
Representative Result — $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.
Post-Close IT Integration & Carve-Out Execution
Realize the synergies the deal thesis was priced on.
Post-Close IT Integration & Carve-Out Execution
Realize the synergies the deal thesis was priced on.
Tactical execution of target-state enterprise architecture, platform consolidation, operating model shift, and service rationalization to realize post-close synergies and validate investment hypotheses rapidly.
Representative Result — $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%.
Tech-Enabled Value Realization
Turn technology spend into EBITDA growth.
Tech-Enabled Value Realization
Turn technology spend into EBITDA growth.
Strategic alignment of enterprise technology initiatives with core portfolio value drivers — expanding margins, optimizing SG&A, and driving sustainable EBITDA growth post-acquisition.
Representative Result — 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.
M&A Exit Audit & Readiness
Walk into exit with a story that defends your multiple.
M&A Exit Audit & Readiness
Walk into exit with a story that defends your multiple.
Rigorous pre-exit assessment of technology assets, operational risks, and cybersecurity posture — built on Fortune 100 rigor, tailored for portfolio companies and founder-led businesses — to remove execution friction, minimize purchase price adjustments, and maximize exit multiples.
Representative Result — $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.
Technology Transformation Services
Transform technology into a lever for sustainable value creation.
Executive & CIO Advisory
Technology decisions that enable growth and performance.
Executive & CIO Advisory
Technology decisions that enable growth and performance.
Strategic advisory for C-suite executives navigating complex technology-led transformations, AI adoption, organization design, tech modernization, ERP roadmaps, product selection, and IT-business alignment — to ensure technology directly enables growth and profitability.
Representative Result — 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.
Enterprise AI Strategy & Adoption
Move AI from pilot purgatory to production, safely.
Enterprise AI Strategy & Adoption
Move AI from pilot purgatory to production, safely.
Practical AI roadmaps designed to transition organizations out of “pilot purgatory” into production-grade autonomous operations. Establishes robust control planes across design, governance, security, and FinOps layers.
Representative Result — 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.
Performance Improvement
Top-decile functional performance, engineered by design.
Performance Improvement
Top-decile functional performance, engineered by design.
Redesign of enterprise business processes, target architecture, and operating controls to drive top-decile functional performance metrics, leveraging next-generation automation, intelligent workflows, and Agentic-AI architecture.
Representative Result — 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.
Strategic Cost Optimization (ZBIT)
Find the IT spend that isn't earning its keep.
Strategic Cost Optimization (ZBIT)
Find the IT spend that isn't earning its keep.
KPI-led diagnostic of enterprise IT spending. Benchmarks application, infrastructure, vendor, and talent costs against peers to build an actionable effort-vs.-value matrix that drives margin expansion while mitigating legacy debt.
Representative Result — 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.
Target Operating Model & Organization Redesign
Shift IT from cost center to value driver.
Target Operating Model & Organization Redesign
Shift IT from cost center to value driver.
Alignment of enterprise structure, talent, KPIs, and governance with modern cloud and AI environments. Redefines functional boundaries to shift IT from a cost center to a high-velocity value driver.
Representative Result — 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.
Digital Transformation
Modernize the core without breaking the business.
Digital Transformation
Modernize the core without breaking the business.
End-to-end transformation roadmap and execution for modern architecture — core modernization, system rationalization, cloud adoption, and data monetization strategies that fuel top-line revenue and bottom-line efficiency.
Representative Result — 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.
Enterprise Architecture & Platform Design
Architecture built for the strategy you have next.
Enterprise Architecture & Platform Design
Architecture built for the strategy you have next.
Future-proof application, data, infrastructure, and integration architectures that translate corporate strategy into adaptable, high-velocity digital capabilities.
Representative Result — 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.
Product & Vendor Selection
The right platform, chosen for the business case that matters.
Product & Vendor Selection
The right platform, chosen for the business case that matters.
Objective, business-driven assessment of Tier-1 and Tier-2 technology platforms. Leading RFP processes, product demonstrations, and vendor negotiations to secure multi-stakeholder buy-in (Business, Finance, Security, and IT).
Representative Result — 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.
Transformation Management Office (TMO / PMO)
Enterprise transformation that stays on schedule and on budget.
Transformation Management Office (TMO / PMO)
Enterprise transformation that stays on schedule and on budget.
High-impact PMO setup and leadership for complex enterprise transformations, ensuring multi-workstream execution stays on schedule, within budget, and strictly aligned with business case realization.
Representative Result — 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.