Technology counsel that moves
at the speed of the deal.
We work directly with deal teams and operating partners — buy-side diligence, post-close value creation, and the fractional CxO bench your portfolio companies need between the LOI and the exit.
Too important for a solo contractor.
Too mid-market for West Monroe.
The lower-middle market — deals under $150M, companies between $10M and $200M in revenue — is where technology risk is highest and senior advisory coverage is thinnest. Enterprise consultancies price out of it. Solo fractional CTOs can't staff a multi-workstream diligence under a 30-day LOI clock.
Senior operators, not career consultants
Every advisor has built departments, written the policies, hired and budgeted, and presented the board books — at companies your portcos will recognize. That is the Crosslake "former CTO" pitch at the economics and speed the lower-middle market actually needs.
No bait-and-switch. The people who sell the work do the work.
Our principal is in every engagement kickoff, every management interview, every findings call. When specialists join — a senior security architect, a cloud economist — they work under firm methodology. No bench rotation. No junior delivery.
A bench for multi-workstream deals
When the LOI clock runs and a deal requires simultaneous tech, security, and compliance workstreams, we staff it. A vetted specialist network — vetted for the PE context — not a marketplace roster.
Conflict-free. Pure advisory.
No managed services. No software. No implementation. No reseller agreements. Our only interest is the quality of the analysis — which is exactly what a deal team needs from a technology advisor.
Three engagement types across
the full deal lifecycle.
- Buy-side Technology Due Diligence — Pre-LOI through Close Full technical and security assessment scoped to deal complexity: architecture, code quality, technical debt, security posture, compliance gaps, integration risk, and EBITDA impact. Available as a fast pre-LOI red-flag review (5–7 business days) or a comprehensive buy-side assessment (2–4 weeks). Delivered as three written proposal options so you pick the right scope for the deal.
- Post-close Value Creation & Fractional CxO — 100 Days and Beyond The diligence findings become a 100-day value-creation roadmap. We can stay on as fractional CTO, CIO, or CISO to execute it — turning a project into a retainer and a one-time engagement into a long-term panel relationship.
- Sell-side Pre-Exit Tech Remediation & Sell-Side DD Prep Portcos preparing for exit need a clean technology story. We audit the stack, close the gaps that buyers flag, and prepare the technology narrative — so your asset commands the valuation it deserves and buy-side diligence doesn't become a price chip.
We want to be on your panel.
Here is what that looks like.
Most of our PE work comes from panel relationships — deal teams who call us on every technology-intensive deal and operating partners who route portco fractional CxO needs our way. Those relationships are built one deal at a time: we do the work, you see the quality, and we earn a standing seat on the panel.
The fastest path is a single deal: a pre-LOI red-flag review, a full buy-side assessment, or a post-close value-creation engagement. We deliver at deal speed, with a senior principal on every call, and written deliverables your deal team can stand behind.
If the fit is there, we formalize the relationship — preferred-provider terms, deal flow protocols, and a referral structure that works for both sides.
Ready to move at
LOI speed?
A 20-minute fit call. We understand the deal, you understand how we work. If there's fit, three written engagement options within five business days — scoped to your timeline, not ours.