Pinpointing Critical Insights Traditional Diligence Overlooks in Lower-Middle-Market B2B Software.
Executed 4 PE Integrations • Prevented > $2M Churn • Delivered > $2M Operational Savings
Growth equity funds targeting lower-middle-market B2B software know that generic technical due diligence often falls short, leaving critical operational realities, true scalability assessments, and pivotal value creation levers undiscovered. As an operator who has not only scaled technology but also successfully navigated four complex PE-backed integrations, I deliver the nuanced, execution-centric insights essential to rigorously validate your investment thesis and drive superior IRR.
IC-ready red flag reports within 48-72 hours. An operator's view on critical technical risks, scalability concerns, and immediate opportunities—exposing blind spots missed by conventional checklist diligence.
Ideal for: Competitive processes, accelerated timelines, or when a high-conviction technical perspective is crucial pre-LOI or for final validation.
Deep-dive assessments penetrating beyond surface-level reviews. Focus on integration readiness, true cost of ownership, and tangible pathways to operational alpha, informed by direct PE integration experience.
Critical for: Final IC approval, de-risking term sheets, platform acquisitions, carve-outs, and building a data-driven 100-day value creation plan.
Targeted initiatives to enhance EBITDA and operational efficiency. Hands-on implementation of cost optimization, process improvements, and technology modernization to maximize asset performance and IRR.
Custom Engagement
Engage for: EBITDA improvement mandates, addressing product/tech stagnation, pre-exit optimization, or resolving post-acquisition integration friction.
Executive-level technical guidance for complex situations. Interim CTO/VP Engineering capacity during critical transitions, leveraging deep experience in applied AI and M&A technical strategy.
Flexible Engagement
Suited for: Complex M&A, technical turnarounds, leadership transitions, navigating emerging technology shifts, and maximizing asset value for divestiture.
My advisory practice is exclusively focused on Growth Equity funds ($500M - $2B AUM) investing in lower-middle-market B2B software. This precise alignment with your investment parameters ensures a deep understanding of your unique challenges and opportunities, translating directly to more relevant insights and superior outcomes for your firm.
My hands-on operational background provides deep expertise across the technology domains critical to B2B software success. This enables nuanced diligence that uncovers both risks and value creation opportunities frequently missed by generalist advisors.
Deep expertise in AWS, Azure, GCP. Driving P&L impact via strategic cloud financial management, identifying often-overlooked optimization levers, vendor consolidation, and contract negotiation for material EBITDA uplift.
Protecting digital assets and ensuring enterprise compliance (SOC 2, ISO 27001, etc.). Hands-on experience in proactive threat modeling, incident response, deploying comprehensive security stacks, and mitigating critical technical risks for PE-backed software companies.
Building and leading high-velocity, scalable engineering teams. Expertise in Infrastructure-as-Code (Terraform), CI/CD automation, modern observability, and executing complex legacy system migrations to enhance scalability, reduce technical debt, and improve time-to-market.
Practical application of AI/ML to drive material efficiency gains and sustainable product differentiation. Experience guiding PortCos in identifying and implementing high-impact AI use cases that deliver measurable ROI and create competitive advantage in B2B SaaS.
Availability is intentionally limited. Advance consultation is encouraged.
For growth equity firms seeking an operator's edge in technical diligence and portfolio value creation. Let's explore how these insights can de-risk and enhance your next B2B software investment.
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