IT strategy, modernization, and advisory for privately held businesses where growth has outpaced technology. We reduce risk, protect valuation, and build operational leverage.
PE-style tech diligence before PE shows up. We identify the risks that kill valuation, build roadmaps that scream "investable," and modernize systems so your business runs without you in the room.
Fractional CIO leadership, vendor rationalization, and clear prioritization tied to business outcomes. We give you enterprise-grade IT strategy without the enterprise-grade payroll.
Pre-close tech diligence that goes beyond red flags. We build 90–180 day execution plans, provide ongoing portfolio support, and deploy infrastructure that creates value — not just mitigates risk.
Four principles that shape every engagement.
Nobody at this level buys features. They buy risk reduction, valuation protection, and operational leverage.
We bridge the gap between the people who built the business and the people evaluating it. Fluent in both languages.
Long-term relationships, not transactions. Systems designed to survive leadership transitions — same principle, enterprise scale.
Open source, self-hosted. No vendor lock-in. The client owns the infrastructure. Aligns with PE diligence expectations.
We work with companies in asset-heavy, process-heavy, and compliance-heavy industries where outdated systems create real business risk.
Industrial services & production
Specialty logistics & supply chain
Engineering & infrastructure
Non-hospital health services
Services & utilities-adjacent
Processing & production
Brokerages & TPAs
Niche & specialty firms
Many of our clients' organizations end up on the same infrastructure we use — purpose-built tools for the companies you invest in, operate, or lead.
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