Services

Four ways to bring an operator into the room.

One sleeve up, one sleeve down. Every engagement starts the same way: understanding what a business needs to grow, run better, and be ready for what's next, then deciding together how deep I get involved.

01 — Founders & Executive Teams

Embedded Operating Partner

Hands-on operating help across go-to-market, operations and service delivery, team and culture, cost efficiency, and the financial systems and reporting that make a business run. I own this work directly, including the organization that delivers the product and service customers pay for — strategic enough for the boardroom, but I'm in the details, not just building slides. This is how I've worked with dozens of founder-led businesses over my career.

Engagements typically run as ongoing partnerships with a small number of clients at a time, built to continue rather than wrap up on a fixed end date.

02 — Founders & Boards

President & CEO Opportunities

For businesses that need a full-time operator: I step in directly as President or CEO, running the business day to day — go-to-market, delivery, team, financial discipline. A good fit for a founder stepping back to the board, or a PE sponsor that needs proven operating leadership in the seat for the long run.

I bring staying power to the role: 14 years of escalating leadership at one company, then repeated it since. That's the operating discipline to keep building once I'm in the seat, well past the first hundred days.

03 — Founders, Boards & PE Sponsors

Interim & Fractional Leadership

For businesses that need experienced leadership on a flexible basis: I step in as Fractional CFO, CRO, or COO, or provide interim executive coverage during a leadership transition, bringing the same operating rigor as a full-time role, scoped to what the business needs.

This is often how an engagement starts, filling an immediate gap, and sometimes where it stays. Either way, the work gets done.

04 — PE Sponsors & Boards

PE Sponsor & Board Advisory

For PE sponsors: target evaluation, due diligence, and market and competitive analysis to inform investment decisions — drawing on hundreds of acquisitions evaluated alongside PE sponsors and other institutional investors.

For boards: governance structure, growth strategy, and board reporting design — built and standardized from scratch at three different companies.

Focus

Who this is for

Industry

Managed IT, Cybersecurity Services, and adjacent B2B professional services — where I've spent my career.

Size

Founder-owned and PE-backed businesses, roughly $10M–$100M in revenue.

Situation

Growing, professionalizing, evaluating an acquisition, or filling a leadership gap — on your timeline, not a forced one.

Let's figure out what fits.

Tell me what you're working on — I'll tell you honestly whether I'm the right operator for it.

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