— Ortulum Advisory Partners
Technology diligence.
Value creation.
Healthcare & PE.
Helping private equity investors understand what they’re buying — and portfolio companies to execute on what was promised.
What I Do
M&A Technology Diligence
Multi-domain assessments across architecture, infrastructure, security, data, and product strategy — translating technical complexity into investment decisions.
Value Creation & PMI
Post-close engagement that turns diligence findings into execution — technology roadmaps, integration strategy, and operating model design for portfolio companies.
Healthcare & AI Strategy
Bridging the gap between clinical complexity and executive strategy through a decade of AI-driven architectural leadership across the Healthcare and Life Sciences ecosystem.
Interim & Fractional C-Suite
Executive-level AI, technology, and product leadership for PE portfolio companies and early- and growth-stage businesses needing a seasoned technical operator without a full-time hire.
About Steven
Investor. Operator. Technologist.
Steven founded Ortulum Advisory Partners after more than 2 decades as a technology leader at global enterprise, such as IBM, Wells Fargo, Lucent Technologies/Bell Labs, and UPS.
During his 20 years at IBM, he spent several years as an M&A technology strategist on more than 25 acquisitions. Those were formative experiences, shaping a high caliber of diligence and integration discipline that he now brings to private equity and portfolio companies.
As a Certified Lead Practitioner in Technology Due Diligence, he’s led more than 80 engagements with PE sponsors across a broad range of industries, including software/SaaS, HealthTech, FinTech, logistics, and tech-enabled services. He specialize in the deals where technology is the thesis — where the architecture, the roadmap, and the team’s ability to deliver are the investment.
In healthcare, he brings 10+ years of direct domain experience: IBM Watson Health and fractional roles — including CPO and CAIO — architecting product and AI strategy for early- and growth-stage healthcare and digital health companies. He brings a deep understanding of the clinical workflows, the compliance landscape, and the technology decisions that are critical to separating a viable platform from an MVP.