Applying a bespoke playbook tailored to your AI maturity
Our services are built around the moments that matter most in private equity: evaluating risk, capturing upside, accelerating performance, and preparing for exit. By combining AI, data, and leadership advisory, we help clients move from insight to execution with greater speed and confidence.
Before you sign, we give you a complete technology, cyber, and AI picture; quantifying risk, identifying upside, and informing the deal model with financial precision.
Technology, Cyber & AI - Red Flag
Targeted evaluation of a target's technology infrastructure, cybersecurity posture, and AI exposure. We translate technical findings into financial risk language for deal teams and IC decks.
Key Deliverables
- Technology & cyber risk scorecard
- AI exposure assessment
- Remediation cost estimates
- Risk-adjusted deal model inputs
Technology, Cyber, & AI - DD Report
Comprehensive evaluation of a target's technology landscape, AI maturity and industry perspective and cyber posture. We identify hidden technical debt, quantify risk, and surface AI-driven value creation opportunities to inform the deal thesis.
Key Deliverables
- Technology & AI maturity scorecard
- Cyber risk deep-dive
- AI opportunity identification
- Value creation thesis inputs
- Deal model technology adjustments
AI Readiness Report
An AI assessment without full technology diligence. Identification of how AI poses a threat to the business, which funcitons are most impacted, and initial perspective on the offensive AI value creation opportunities.
Key Deliverables
- AI risks and threats
- Enterprise readiness benchmark
- Perspective by function
- High-level value creation opportunities
We embed with portfolio companies to build and execute technology roadmaps, deploy AI, transform data capabilities, and drive post-merger integration. All measured in EBITDA impact.
PMI Program Management
De-risk Day 1 and beyond. We plan and execute technology integration, identify synergies, consolidate systems, and ensure operational continuity through the critical transition period.
Key Deliverables
- Day 1 readiness plan
- Technology synergy analysis
- Systems consolidation roadmap
- Integration milestone tracking
Data, AI, & Technology Roadmap
A prioritized 100-day and 12-month plan for technology and AI initiatives tied directly to value creation levers. We align leadership, set milestones, and build accountability into execution.
Key Deliverables
- 100-day technology plan
- AI implementation roadmap
- Investment prioritization framework
- EBITDA impact analysis
Data, AI, & Technology Execution
Build the data foundation that makes AI possible. We assess data maturity, design target architecture, implement analytics capabilities, and progressively layer in AI as the organization matures.
Key Deliverables
- Data maturity assessment
- Target architecture design
- Datacube development
- Analytics & BI implementation
We help you craft a compelling technology narrative and demonstrate AI maturity that buyers are willing to pay a premium for to maximize multiple expansion at exit.
Technology VDD Report
See your portfolio company through a buyer's eyes. We run a full simulated diligence process to surface and fix gaps before they become negotiation leverage for the other side.
Key Deliverables
- Simulated diligence findings
- Risk mitigation action plan
- Technology story gap analysis
- Remediation priority roadmap
Technology GTM Playbook
Prepare management to confidently field technology questions during buyer diligence. We develop talk tracks, coaching sessions, and presentation materials that showcase technology maturity.
Key Deliverables
- Technology talk track guide
- Management coaching sessions
- Buyer Q&A preparation
- Presentation slide inputs
Technology CIM Presentation
Sell-Side technology narrative, highlighting technology capabilities and AI initiatives into compelling story for buyers. We quantify impact and build the narrative that drives multiple expansion.
Key Deliverables
- Technology narrative presentation
- AI maturity evidence package
- Buyer-ready data room materials
- Management presentation inputs
Change Leadership
The Human Element
3 servicesTechnology and AI success depends on people. We bridge the gap between technical implementation and organizational execution — ensuring adoption, alignment, and measurable behavioral change.
Assessment Services
We establish a clear, evidence-based picture of where the organization stands before anything is built or rolled out. Who is ready, who is not, where the engagement is, and what is most likely to get in the way. Everything that follows is built on this foundation.
Key Deliverables
- Leadership Impact Assessment
- Sentiment Map
- Stakeholder Influence Map
- Change Leadership 360
- Psychometric Assessments
- Change Leadership Team Alignment Report
Coaching Services
We work with leaders and teams to translate assessment findings into real behavior change — building the coaching relationships, leadership practices, and team dynamics that enable technology and AI adoption to take hold.
Key Deliverables
- Personalized Development Plans
- Coaching Sessions
- Leadership Team Workshops
Activation Services
We work directly with teams on the ground to drive adoption, activating the right people, tracking what's working, and staying close enough to recalibrate when it isn’t.
Key Deliverables
- Moderating Corporate Offsite
- Skeptic Engagement Sessions
- Incentive and Alignment Dashboards (KPI and KBI)
- Communication Strategy Rollout and Support
- Leadership Impact Reassessment