Value Created
These are not case studies. They are snapshots of real work — the situations we walked into, what we did, and what changed because of it.
Real Work. Real Results.
Each engagement is different. The through-line is the same: measurable change against a defined business objective.
Situation
A PE-backed RCM services company was processing claims through fragmented, largely manual workflows — creating labor cost drag and cash flow unpredictability.
Action
Redesigned core workflows with automation-first architecture, replacing manual steps with intelligent routing, exception handling, and real-time dashboards.
Outcome
Situation
A growth-stage healthcare technology company had outpaced its infrastructure. The platform was limiting new client onboarding and causing reliability incidents at scale.
Action
Led cloud re-architecture and engineering team restructure. Introduced SRE practices, automated deployment pipelines, and a scalable multi-tenant architecture.
Outcome
Situation
A PE sponsor needed a technology executive deployed immediately post-LOI — their portfolio company had no CTO and critical systems were under-documented and fragile.
Action
Deployed as interim CTO within 72 hours. Stabilized operations, documented all critical systems, and built a 90-day transformation roadmap aligned to the hold period thesis.
Outcome
Situation
A platform company completed two add-on acquisitions simultaneously. Each had a different tech stack, vendor ecosystem, and engineering culture.
Action
Led parallel integration workstreams — unified platforms, consolidated data pipelines, rationalized vendor contracts, and merged engineering teams under a single operating model.
Outcome
Situation
A mid-market health plan was operating on legacy infrastructure with no clear path to HIPAA/HITRUST compliance — creating regulatory exposure and limiting payer partnerships.
Action
Built and executed a compliance-first modernization roadmap. Introduced automated audit logging, role-based access controls, and cloud migration with security baked in.
Outcome
Situation
An executive team had made an AI investment but had no measurable return. Tools were deployed without process redesign — adding complexity instead of reducing it.
Action
Audited current AI deployments, identified the 3 highest-ROI automation opportunities, and rebuilt the AI strategy around measurable business outcomes rather than technology exploration.
Outcome
"Technology work that can't be measured against a business outcome isn't strategy — it's activity."
— Brian Singer, The Singer Concept
Every engagement starts with a 30-minute conversation. No commitment required.
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Embedded at the portfolio company level — aligned to the investment thesis from diligence through exit.
Engaged alongside leading investment banks, strategy consultancies, and advisory firms to deliver technology diligence on behalf of PE sponsors and their portfolio companies.