Diligence
AI-readiness assessment
Woven into technical diligence, not bolted on after close — an honest read on a target's data, systems, and team readiness for AI adoption, so it factors into the deal thesis instead of surprising you in year one.
For private equity
Portfolio & diligence advisory
AI strategy from someone who has actually sat in the operating chair during 18 acquisitions — not a slide deck built by a firm that's only ever consulted.
Most AI advisory work in the PE world comes from people who understand the technology but have never had to make it work inside a real, messy, multi-entity operating company under a deal clock. This is different: guidance built by someone who has been personally accountable for the ERP, the budget, and the board update when a technology bet didn't pay off.
What this includes
Portfolio
Adoption strategy & sequencing
A practical rollout plan across portfolio companies at different stages of maturity — what to standardize centrally, what to leave to local teams, and in what order, so effort compounds instead of fragmenting.
Tooling
Vendor & build-vs-buy evaluation
A clear-eyed comparison of AI vendors and platforms against your portfolio companies' actual systems — informed by having personally rationalized an ERP landscape from seven platforms down to three.
Governance
Operating partner & board briefings
Board-level AI literacy that treats partners as sophisticated capital allocators, not technologists — clear enough to drive real investment decisions, honest about where the risk actually sits.
Why an operator
Eighteen acquisitions. Not eighteen case studies read about secondhand.
As CIO of a global, PE-owned manufacturer and distributor, the work wasn't advisory — it was the job. Eighteen domestic and international acquisitions integrated. An ERP landscape rationalized from seven platforms to three. IT operating costs held under 1% of revenue while revenue grew 500% and EBITDA scaled right alongside it. That's the standard this brings to portfolio AI strategy: judgment that's been tested against a real P&L, not just a framework.
Read the full background →Let's talk about your portfolio.
A 30-minute conversation is enough to know whether this is worth pursuing further — no deck, no pitch, just a direct read on where AI actually moves the needle for your companies.
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