Private Equity Partner

Technology Leadership
for the PE Investment Lifecycle.

From pre-close diligence to post-exit readiness — embedded CTO/CIO leadership structured around your investment thesis, hold period, and value creation plan.

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Trusted PE Partners

Built for How PE Operates

We align technology execution to the investment lifecycle — underwriting risk pre-close, accelerating value creation post-close, and building an exit-ready technology story.

RevelStoke Capital Partners
Healthcare services portfolio
TTCP
Lower middle market healthcare
LGP (Leonard Green & Partners)
Multi-sector growth equity
Nautic Partners
Healthcare and services
WestView Capital Partners
Growth-stage investments
CVC Capital Partners
Global private equity
The Engagement Model

Structured to Your Investment Lifecycle

Each engagement maps directly to a stage of the PE investment lifecycle. Click to explore what triggers it, what gets done, and what you walk away with.

Diligence
→
Leadership
→
Value Creation
→
Automation
→
Exit Ready
Pre-Investment

Technology Due Diligence

When you need it
  • Pre-acquisition or post-LOI assessment
  • Platform concerns identified during sourcing
  • Scaling uncertainty in the target business
  • Technical leadership gaps at the portfolio company
"Reduced deal risk and a clearer value creation path — before capital is committed."
What I Do
  • Assess architecture and technical debt
  • Identify risk vectors and dependencies
  • Validate scalability assumptions
  • Interview technical leadership
  • Review vendor contracts and obligations
What You Get
  • Risk heatmap with severity ratings
  • Board-ready executive summary
  • Prioritized action plan with cost estimates
  • Red/yellow/green deal recommendation
Embedded Leadership

Fractional CTO / CIO

When you need it
  • Post-acquisition stabilization required
  • Leadership gap between permanent hires
  • Transformation requiring executive accountability
  • PE-backed growth that outpaced the tech org
"Operational continuity from day one. Technology aligned to the hold period thesis."
What I Do
  • Serve as embedded CTO/CIO with full accountability
  • Own technology roadmap aligned to investment thesis
  • Lead and stabilize existing engineering teams
  • Drive EBITDA-expanding initiatives directly
What You Get
  • Dedicated senior technology executive
  • Weekly investor-aligned reporting
  • Roadmap tied to value creation milestones
  • Full team stabilization and retention
Post-Close

Value Creation & M&A Integration

When you need it
  • Platform company adding bolt-on acquisitions
  • Tech stack consolidation required
  • EBITDA expansion through automation
  • Preparing for next funding round or exit
"Faster integrations, leaner operations, and a platform that commands a premium at exit."
What I Do
  • Lead end-to-end technology integration for add-ons
  • Consolidate platforms, data, and teams
  • Identify and execute automation opportunities
  • Build the technology narrative for buyer diligence
What You Get
  • Integration playbook and timeline
  • Consolidated platform architecture
  • Automation ROI model
  • Exit-ready technology story for buyers
Operational Efficiency

Data & Automation

When you need it
  • Manual workflows suppressing EBITDA
  • Data not informing business decisions
  • AI investment without a clear return
  • Scaling headcount faster than revenue
"Lower cost per transaction, faster cycle times, and a more defensible business model."
What I Do
  • Map and prioritize automation opportunities by ROI
  • Design and implement intelligent workflow automation
  • Build data infrastructure tied to business KPIs
  • Deploy AI tools where ROI is clear and measurable
What You Get
  • Automation ROI analysis
  • Implemented workflows — not just strategy
  • Data dashboards tied to business outcomes
  • AI roadmap with measurable milestones
Digital Transformation

Innovation & Modernization

When you need it
  • Legacy infrastructure limiting growth or compliance
  • Cloud migration with no clear roadmap
  • Regulatory exposure (HIPAA, HITRUST, SOC2)
  • Digital capabilities that lag market expectations
"A modernized, compliant platform that supports growth, reduces risk, and enables new partnerships."
What I Do
  • Build cloud migration and modernization roadmaps
  • Lead HIPAA, HITRUST, and SOC2 compliance programs
  • Architect scalable, standards-based platforms
  • Align digital strategy to business growth objectives
What You Get
  • Modernization roadmap with phased milestones
  • Compliance posture assessment and remediation plan
  • Cloud architecture aligned to scale requirements
  • Platform that supports new client and payer partnerships
Immediate Deployment

Interim & Bridge CTO/CIO

When you need it
  • Technology leader departed or transitioning
  • Post-acquisition with no tech executive in place
  • Critical transformation window requiring coverage
  • Board needs accountability before permanent hire
"Senior technology executive in place within days — not months. Operations protected, momentum maintained."
What I Do
  • Deploy as acting CTO/CIO immediately
  • Stabilize team, operations, and delivery pipelines
  • Own investor reporting and board communication
  • Support permanent placement search and transition
What You Get
  • Immediate executive coverage — no ramp time
  • Stability for engineering team and business operations
  • Clear handoff plan for permanent hire
  • Full documentation of technology state

Technology Should Be a Value Driver — Not a Risk Factor.

A 30-minute conversation is enough to identify whether there is a fit and what the highest-impact starting point is for your portfolio.

Schedule a Conversation Healthcare Services