With deep experience supporting leading PE firms and their portfolio companies (directly and via Big 4 / specialized consultancies like PwC, Deloitte, Crosslake Technologies), I offer end-to-end technology advisory:

• IT Due Diligence (Buy-Side & Sell-Side): Conducting rigorous assessments (18+ deals) covering IT strategy, organization, applications, infrastructure, cybersecurity, DevOps, budgets, contracts, and identifying key       risks/opportunities.

• Post-Merger Integration (PMI) & Carve-Outs: Architecting and managing complex technology integrations, developing Day 1/100 readiness plans, and executing carve-out strategies, ensuring operational continuity and synergy realization.

• Transition Service Agreement (TSA) Management: Defining, negotiating, managing, and executing TSA exit strategies, including developing tracking mechanisms and mitigating exit risks (>$1MM savings identified in prior engagements).

• Technology Value Creation: Developing and implementing data-driven technology roadmaps for portfolio companies focused on scalability, efficiency improvements, cost optimization, and AI enablement to drive EBITDA growth.

• Executive Reporting & Communication: Delivering clear, concise findings, financial models (Excel), risk assessments, and strategic recommendations to Investment Committees and C-suite executives.