Additional ways I can help.

Beyond AI transformation and fractional executive work, I advise on technical due diligence, M&A, and board-level strategy.

Let's Talk
Business finance illustration

Technical due diligence for PE firms and acquirers.

You're evaluating a software company. The pitch deck looks good. The financials check out. But what's actually under the hood?

I assess the technology, the team, and the scalability. Not surface-level. Deep.

What I evaluate:

  • Architecture and technical debt
  • AI/ML capabilities (real vs. marketing)
  • Engineering team quality and depth
  • Scalability constraints
  • Build vs. buy decisions
  • Security and compliance posture
  • Product roadmap feasibility

What you get:

A clear-eyed assessment of technical risks and opportunities. Where the bodies are buried. What will cost you money post-acquisition. And what's actually valuable.

I've been the CTO being evaluated and the advisor doing the evaluation. I know what to look for.

M&A advisory for founders and CEOs.

I've been on both sides of the table. I sold my company after 10 years as CEO. I've advised founders through their exits. I know what the process actually looks like.

How I help:

  • Positioning your company for maximum value
  • Preparing for buyer due diligence
  • Understanding your leverage (and where you don't have it)
  • Negotiation strategy and support
  • Avoiding the mistakes that leave money on the table

I'm not an investment banker. I don't run a process or take a success fee. I'm an advisor who helps you navigate the most consequential transaction of your career.

If you're 12-24 months from a potential exit, that's the right time to talk.

A board member who actually helps.

Most board advisors observe. I work.

I join boards of companies doing $5M-$55M in revenue where I can add real value, not just fill a seat.

What I bring:

  • GTM strategy and pipeline reviews
  • Operational focus and accountability
  • Technical oversight without micromanagement
  • Pattern recognition from 20+ years building and advising software companies
  • Direct feedback (I won't waste your time being polite about problems)

I'm best suited for companies where AI, revenue growth, or operational improvement are top priorities.

Let's talk.

If any of these fit your situation, reach out. I'll be straight with you about whether I can help.