Technical truth before you sign. Seamless integration after you close.
We serve as the technical reality check for private equity firms, M&A counsel, and regional acquirers, uncovering technical debt and cyber liabilities before closing, and architecting clean system integrations afterward.
Focused Advisory Across Every Deal Stage
Uncover Technical Debt & Hidden Exposure
Financial spreadsheets rarely reveal aging infrastructure, fragile architectures, or silent security gaps. We inspect the target’s actual technical environment so you know exactly what you are buying.
- Technical Debt & Infrastructure Audits: Identifying end-of-life hardware, brittle software, single points of failure, and unbudgeted post-close capital expenditures.
- Cybersecurity & Compliance Diligence: Conducting discreet, privileged evaluations of data security and statutory compliance exposure prior to signing or R&W underwriting.
- Carve-Out & Separation Feasibility: Assessing how tightly a target division is entangled with a parent company's networks, ERP systems, and vendor contracts.
Red-Flag Risk Report & Post-Close CapEx Forecast
A plain-English executive readout translating technical findings into concrete financial impact—giving deal teams hard leverage on bid price, escrow holdbacks, and purchase agreement protections.
Merge Systems & Unlock Latent Asset Value
Once the transaction closes, integration delays and overlapping technology burn cash. We architect practical roadmaps to untangle, consolidate, and monetize your acquired infrastructure.
- Day-1 Carve-Out & TSA Exit Roadmaps: Separating acquired operations cleanly so you stop paying costly Transition Service Agreements (TSAs) to the seller on schedule.
- Infrastructure & Stack Consolidation: Merging networks, security operations, and duplicate software licenses across add-on acquisitions without operational downtime.
- Portfolio Value Creation: Evaluating an acquired company’s existing data, software, and engineering capabilities to productize new recurring revenue streams.
100-Day Integration & Consolidation Blueprint
A phased architectural execution plan that eliminates redundant vendor spend, aligns security governance, and turns fragmented post-merger systems into a scalable platform.
30 Years of High-Stakes Execution
Representative engagements and architectural milestones led by our principals.
Critical Power Infrastructure Platform
Conducted post-acquisition infrastructure audits and key-person interviews across an acquired industrial platform, delivering a unified technical stack consolidation roadmap to eliminate redundant expenses and decrease risk.
Regional Bank Holding Company
Led technical integration diligence and security modernization across multiple bank acquisitions—consolidating disparate networks and compliance controls across 8 distinct core banking platforms.
High-Yield Semiconductor Fabrication Facilities
Architected zero-trust network isolation around legacy embedded manufacturing equipment across international cleanroom plants—eliminating catastrophic downtime exposure without interrupting live production.
Enterprise Telemetry Engine & Service Monetization
Authored the behavioral network telemetry engine later acquired and commercialized globally by Cisco—and built repeatable, productized cybersecurity service catalogs that accelerated commercial deal velocity.
Executive Principals
Marine Corps Veteran with 30 years of experience spanning tactical military communications, financial trading backbones, global semiconductor manufacturing, and cloud security architecture.
Prolific systems innovator who authored the Layer-2 behavioral network access control architecture later acquired and commercialized as the Cisco NAC Profiler. Hands-on background bridging enterprise technology engineering, cybersecurity risk management, and board-level governance.
- Active CISSP
- B.S. Cybersecurity & Information Assurance
- 10 Industry Certifications (Cisco, AWS, Microsoft, Check Point)
- USMC Veteran - Secret Clearance
Senior product strategist and monetization advisor with extensive experience spanning global telecommunications, customer loyalty platforms, and digital growth strategy.
Specializes in evaluating latent data assets, software ecosystems, and go-to-market positioning to uncover recurring revenue streams as well as bridging corporate finance, commercial governance, and post-acquisition product-market fit.
- M.S. Information Systems Management — Arizona State University
- B.S. Economics & Business — Colorado School of Mines
Initiate a Confidential Discussion
We work with a select portfolio of clients on project-based sprints or retained executive advisory. Submit a direct inquiry or contact the principals directly.
Security & Privilege Notice: Form submissions are encrypted client-side before transmission, but non-public target names and other sensitive information should be omitted until a mutual NDA or counsel engagement is executed. For non-sensitive, general inquiries please use the email below.