Engagements

Services

Cloud economics advisory and executive technology leadership across the PE deal lifecycle

I help PE firms and portfolio companies turn cloud infrastructure into a value creation lever. Every engagement is focused on translating technical findings into financial outcomes — EBITDA adjustments, valuation changes, and deal pricing decisions. When a company needs someone to own those decisions rather than advise on them, I take the CTO seat on a fractional or interim basis.

Deal Advisory

Across the Deal Lifecycle

Project-based engagements from pre-LOI screening through exit preparation.

Pre-Deal Cloud Assessment

2 weeks

Rapid cloud economics evaluation before LOI. Identify red flags, estimate optimization potential, and quantify EBITDA impact to inform deal pricing. Includes a Technology Risk Assessment with findings translated to valuation multiples.

What you get

  • Cloud spend analysis and waste identification
  • EBITDA adjustment estimates with confidence levels
  • Technology risk scorecard with valuation impact
  • Executive summary for investment committee
Book a Discovery Call

Technical Due Diligence

3-4 weeks

Deep-dive cloud infrastructure analysis during diligence. Waste identification with confidence levels (90% for zombie resources, 70% for right-sizing, 50% for architectural changes), risk-adjusted projections, and deal pricing input.

What you get

  • Detailed infrastructure assessment report
  • Cloud cost optimization roadmap with timelines
  • Risk-adjusted ROI projections
  • Integration complexity scoring
  • Recommendations for deal structuring
Book a Discovery Call

Post-Acquisition Optimization

Ongoing

Hands-on cloud cost optimization for portfolio companies. FinOps strategy implementation, vendor negotiations, and architecture improvements that directly improve gross margins and EBITDA.

What you get

  • FinOps practice setup and governance
  • Cloud vendor contract negotiations
  • Architecture optimization for cost efficiency
  • Monthly reporting on savings and unit economics
  • Exit preparation and infrastructure readiness
Book a Discovery Call
Executive Leadership

Fractional and Interim CTO

Diligence tells you what is wrong. Someone still has to fix it. For portfolio companies without the right technology leader in place, I step into the CTO role — part-time on an ongoing basis, or full-time for a defined stretch — and run technology as an operator accountable to the sponsor's value creation plan.

Fractional CTO

1-2 days/week

Ongoing senior technology leadership for portfolio companies that need CTO-caliber judgment but not a full-time executive. Roadmap ownership, engineering org design, architecture and build-vs-buy decisions, and cloud spend governance tied to unit economics.

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Interim CTO

3-9 months

Full-time executive coverage when the seat is empty. Steps in after a departure, during a carve-out, or ahead of a value creation push — stabilizes the organization, keeps delivery on track, and hands over a clean operation to the permanent hire.

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Most engagements start with a fixed-scope, fixed-fee two-week assessment — a complete piece of work on its own, with no obligation to continue. Full detail on both engagements, a side-by-side comparison, and common questions are on the same page.

In Practice

What these engagements look like

Four engagement patterns — diligence, portfolio optimization, carve-out separation, and one deal that didn't happen — with the findings and the numbers behind each. Drawn from 127 portfolio companies analyzed and 73 private equity professionals interviewed, so the figures are medians rather than best cases.

See Representative Engagements

Not sure which engagement fits?

Book a free 30-minute discovery call. We'll discuss your situation and I'll recommend the right approach.

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