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Our Services

Our specialty is assisting companies through transformation.  We apply a unique technology-meets-operations perspective, developed through decades of working with company stakeholders including owners, investment firms, board members and private equity backers.  We have worked with scores of companies across various industries.  We understand how to balance operational and IT needs against appropriately sized investments for each company.

You can find bigger firms, with benches full of smart young resources lacking operational experience and practical perspective...or you can trust experts who have successfully led companies, IT organizations and operations teams to better outcomes.

IT Assessments and Due Diligence

We conduct comprehensive diligence and SWOT-based assessments of our customers or their target acquisitions, using this approach to understand the optimal alignment of resources (people, budget), processes and technologies.


Strategic Planning and Execution

We collaborate with our customers to establish realistic strategic plans and execution paths to improvement.  Key projects, priorities and potential timelines are then prioritized, approved and turned into budgeted plans that align with company owners' goals.  We work alongside our clients to ensure projects are tracked and executed to completion.


Fractional and Interim CIO / CTO Services

We have extensive expertise in leading IT organizations and in advising technology leaders, and we partner with our customers to provide the level of guidance needed for short-term or longer-term engagements.  We can provide a wealth of knowledge, experience and leadership as your company takes steps toward growing their own centers of expertise.


Merger, Acquisition and Transaction Support

We work to support the potential acquisitions, mergers, carve-outs or similar company transactions that our clients are planning - from due diligence, to managing F100 plans, to executing integration of core technology platforms after close...we are seasoned in supporting IT and operational elements of a transaction.  We work to de-risk environments, bring together the proper resources to execute activities, manage the team and ensure that companies are integrated (or divested) on schedule.


IT Program and Strategic Project Management

Most companies can't "move the needle" because they lack focused and qualified resources to lead and complete projects.  Employees carry multiple duties and seldom escape their day-to-day duties...leaving improvement initiatives or special projects floundering and prone to failure.  We provide the dedicated presence to manage strategic projects and maintain the momentum and accountability needed to complete initiatives.


Technology Evaluation, Selection and Delivery

Having the appropriate people and processes in place are the precursors to effective technology solutions.  Once these are established, we identify the appropriate technologies to meet customer needs, while maintaining realistic budgets and timelines for delivery.  We help you understand the total cost of ownership to implement the right technology solutions.


Software Development and Integration

We know software development - it's the backbone on which many of our team built their careers.  Understanding the need, ensuring the right talent is assigned and working toward that need, and finding the most scalable and appropriate solution are all a part of successfully integrating the right software for your company.


Process Optimization and Automation

Part of our journey with customers involves gaining understanding of their processes and finding ways to ensure those are aligned with company operations.  Furthermore, we work to leverage technology to support these optimized processes, often layering in automation (RPA, workflows, notifications, etc.) to free up resources for more meaningful work.


IT Leadership Recruitment and Hiring Assistance

From temporary contractors to full-time executive leadership...we are deeply involved in the hiring process to help our clients build out optimal teams.  Role definition, recruiting, screening, interviewing, negotiating, onboarding or training & coaching - we have assisted scores of clients in developing the resources and teams that they needed. 


Customer Experience Improvement

We provide objectivity in navigating and assessing your customer experience...from how customers find you through the actual interaction and engagement process.  We focus on optimizing this experience and ensuring that we capture and leverage data and employ the right technologies to allow iterative improvement for this experience.

Let's Discuss Your Needs

Contact one of our Managing Directors to start a discussion and to help us better understand your organization and needs, or reach out to us at

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