Track Record.
We don't advise; we execute. History defined by transformative outcomes, from rescuing distressed assets to engineering multi-billion dollar exits.
Strategic Influence
C-suite direction at critical inflection points. Redirection of strategic technology investments to save or generate tens of millions in capital.
Forensic Analysis
Deep forensic analysis for board-level operators. Codebase decompilation to resolve IP conflicts and analysis of complex landscapes spanning 1,600+ systems.
FinOps Creation
Construction of financial operations disciplines from zero. Delivery of significant annual cloud savings while accelerating growth.
Vision & Execution
Delivery of strategic vision and flawless execution. Construction of transformation programs, AI-powered solutions, and enterprise-scale migrations with zero downtime.
Value Creation
Recognized by CEOs and co-investors as key value creator. Leadership of initiatives delivering measurable value and cost savings.
Executive Mentorship
Selection and mentorship of CIOs through complex implementations, enabling global scale with margin expansion.
Distressed Rescue
Rescue of distressed technology initiatives. Cessation of runaway projects burning millions and consolidation of fragmented environments.
Operational Rigor
Installation of operational rigor to create durable advantages. Consolidation of applications, recovery of abandoned revenue, and achievement of 99.99% uptime.
Thesis Translation
Translation of technology investments into investment thesis outcomes. Engineering visibility for faster exits and unlocking trapped revenue.
Full Deal Lifecycle
Effectiveness across full deal lifecycle. From pre-close diligence identifying value creation opportunities to post-close realization.
Select Case Studies
Representative examples of value creation across our portfolio history.
Leading Sustainable Climate Solutions Provider
Carve-out from a global industrial conglomerate with a large on-premises infrastructure and complex ERP landscape. Initial plan involved an intermediate data center move.
Direction of complex carve-out and migration of ERP systems. Implementation of single cybersecurity pane of glass, elimination of shadow IT, and deployment of modern tech stack. Direct move to cloud, bypassing intermediate steps.
Positioning as standalone leader with multi-billion dollar valuation. Reduction of application portfolio from 900 to <500. Zero issues during complex ERP migration. CIO designation of migration as career highlight.
Higher Education ERP Leader
SaaS provider with cloud costs spiraling at ~20% of revenue. Legacy on-premise customer base required migration without financial operations discipline.
Creation of comprehensive FinOps function. Implementation of cost governance and optimization. Deployment of digital transformation services to accelerate customer migration.
Tens of millions in annual cloud cost savings. Cessation of cost growth trajectory. Establishment as unmatched SaaS leader with sustainable cloud economics.
ESG Software & Data Leader
Platform serving 8,400+ clients facing surging demand for ESG compliance and sustainability reporting amid growing regulatory requirements.
Expansion of cloud-based platform capabilities. Scaling of operations to support major global corporate clients.
Growth to hundreds of millions in revenue with strong EBITDA margins. Positioning for multi-billion dollar exit valuation.
Global Family History & Genomics Platform
Established platform with millions of subscribers. Need to accelerate global leadership, expand digital capabilities, and protect customer data privacy.
Investment in platform technology and DNA database enhancement. Expansion of international presence and strengthening of digital customer experience with strict data protection.
Maintenance of position as world's largest provider in category. Over $1B in annual revenue and continued network growth.
Global Shapewear & Apparel Brand
Founder-led brand with on-premise infrastructure and strong retail presence needing digital transformation and reduction in high product return rates.
Migration of infrastructure to cloud. Investment in e-commerce technology and digital marketing. Creation of AI application to assist customers with sizing.
Significant ROI via reduced returns. Enhancement of online business and digital capabilities, positioning brand for continued global growth.
Healthcare Supply Giant
Market leader with massive on-premise infrastructure (1,600+ servers, multiple ERP landscapes) facing high maintenance costs and end-of-life hardware limitations.
Modernization of entire IT infrastructure via cloud migration. Partnered execution of 18-month migration of ~1,600 systems using advanced automation.
Zero downtime and zero disruptions post-migration. 80% improvement in key transaction times. Platform enablement of future AI supply chain initiatives.
National Mortgage Lender
Top 20 U.S. mortgage lender. Critical IP conflict threatened acquisition deal closure.
Decompilation of entire codebase into raw code to match against potential IP conflicts. Provision of restructuring support during market downturns.
Enablement of acquisition via resolution of IP threat. Support of company through restructuring and eventual sale.
Global Private Aviation Network
World's largest network of its kind with disaggregated IT environment and runaway ERP project costing millions. Fragmented customer data prevented loyalty programs.
Termination of wasteful runaway ERP project. Consolidation of IT environment. Construction of AI agents to expedite regulatory compliance. Consolidation of customer data into 'Customer 360' platform.
Elimination of millions in wasteful spending. AI agents prevented contract losses. Enablement of first-ever global loyalty program by unifying customer data.
Leading UK Builders Merchant
Large independent merchant with disparate technology. Hundreds of millions in abandoned online quotes/carts due to fragmented systems.
Consolidation of customer data across systems. Analysis of abandoned transactions and implementation of targeted outreach capability.
25% return rate on abandoned quotes. Recovery of tens of millions in lost revenue. Establishment of unified customer data foundation.
Clinical Trials Specialist
Market leader operating on paper-based processes limiting scalability and operational efficiency.
Selection and mentorship of CIO through large-scale implementation of clinical trial management system.
Digitization of full clinical trial operations, enabling global scale and margin expansion. Positioning of new platform as center of operations.
Global Visitor Attractions Operator
Second-largest global operator requiring digital transformation to create seamless guest journey across 130 properties.
Deployment of point-of-sale and hospitality technology. Appointment of digital leadership and implementation of smart solutions.
Achievement of consolidated technology platform enabling personalized guest experiences and seamless digital journey.
Beverly Farms Partners
Defining the standard for family office excellence and strategic wealth management.