Services

How I work.

Two distinct engagements — one for CEOs who need a trusted peer in their corner, one for PE firms who need an operator's perspective.

01
For peer CEOs

Executive Consulting

You're a CEO. You've built something real. But you're at an inflection point — and the decisions in front of you are the ones that define the next chapter. I work with a small number of CEOs at a time as a trusted advisor and thinking partner.

Areas of focus
Growth strategy and scaling decisions
Organizational design and leadership team development
Board management and investor relations
Preparing for a transaction — sale, merger, or recapitalization
Turnaround and restructuring
CEO transitions and succession

Engagements are ongoing retainer-based relationships. I'm not a one-time consultant — I'm the person you call when something important is happening.

02
For private equity firms

PE & Institutional Advisory

I work with PE firms as an operating partner and advisor — bringing the perspective of someone who has actually run the companies you're evaluating, owning, and exiting. I've been on both sides of the table.

Areas of focus
Management team assessment during diligence
Operating partner support for portfolio companies
Value creation planning and execution
CEO coaching and performance management
Exit preparation and positioning
Sector expertise across B2B services, technology, and industrials

Engagements are structured around your deal cycle and portfolio needs — from discrete diligence projects to ongoing operating partner relationships.

What working together looks like.
01

A direct conversation

We start with a candid conversation about what you're facing. No intake forms, no discovery decks. Just a direct discussion about the situation and whether I can help.

02

A clear scope

If there's a fit, we define the engagement clearly — what we're working on, how we'll work together, and what success looks like. I don't do vague retainers.

03

Ongoing partnership

Most of my relationships are long-term. The best advisory work happens when there's trust built over time — not a single project.

Ready to talk?

I work with a small number of clients at a time. If the timing is right, I'd like to hear about what you're working on.