Pre-close technical assessment paired with the post-close execution plan — evaluated and delivered by the same team, not handed off between them.
Moving proprietary CRM, LMS, and billing systems to platforms like Salesforce, HubSpot, and Canvas — without breaking the business while you rebuild it.
Ongoing technical leadership for organizations that need executive-level judgment without a full-time hire.
Technical due diligence and post-merger integration are usually done by two different kinds of people — consultants who evaluate systems they've never operated, and operators who've never sat on the deal side. We've done both. That combination is why our assessments hold up once the deal actually closes.
The technical depth behind that judgment: full SDLC ownership of enterprise integration platforms, including RESTful API and OAuth 2.0 architecture, SQL Server-backed data pipelines, and PCI-compliant payment integrations (Authorize.net, CardPointe, PayPal). Direct experience connecting SaaS systems — HubSpot, Canvas LMS, Airtable, Google Workspace — into unified, audit-ready reporting and operations.
| Rev A | Early career | Founded and scaled a software company through to acquisition — sell-side M&A experience from the inside. |
| Rev B | ~20 yrs ago | Joined as first IT hire at a national organization; began building its technology foundation from zero. |
| Rev C | Ongoing | Architected and ran the proprietary CRM, LMS, and billing platform that powered the business for two decades. |
| Rev D | Current | Leading migration to Salesforce, HubSpot, and Canvas LMS — now applying that same playbook to client engagements. |
Built a company's entire technology stack from scratch, then led its migration to modern SaaS platforms — while also having founded, scaled, and sold a software company. Still writes production code daily, with hands-on ownership of REST API architecture, OAuth 2.0 security, SQL Server data pipelines, and PCI-compliant payment integrations.
25+ years leading enterprise project delivery across healthcare, insurance, and industrial sectors, with hands-on international execution spanning the US, UK, and Japan. Certified Project Management Professional and Six Sigma Black Belt, driven by a passion for continuous improvement and turning complex challenges into streamlined, lasting processes.
Track record includes leading software product implementations for occupational and employee health systems, running LEAN and Six Sigma initiatives that improved hospital process accuracy and patient experience, and delivering cross-border payroll system implementations in Tokyo and the UK. Proven ability to lead cross-functional, multi-geographic teams and win frontline buy-in for process change.
Larger engagements draw on a trusted network of independent consultants and firms across multiple countries — specialists we bring in as needed, so client engagements scale without sacrificing the direct, senior-level attention smaller firms are chosen for in the first place.
Every engagement is led directly by our core team. The network extends capacity and specialist coverage — it does not replace the relationship.
Private equity firms and mid-market companies navigating an acquisition, a divestiture, or a legacy system that's become the thing standing between them and their next stage of growth.