Technology Diligence.
Value Creation.
Healthcare & PE.
Specialized technology due diligence and value creation advisory for private equity firms, portfolio companies, and healthcare technology leaders.
Advisory services built for technology-intensive transactions
We bridge the gap between investment decision and value realization — bringing hands-on operator experience to every engagement.
M&A Technical Diligence
Buy-side and sell-side technology due diligence for PE firms and strategic acquirers. Architecture, security, scalability, team, and risk — assessed with operator precision across 80+ engagements.
Value Creation & PMI
Post-close integration strategy, technology roadmap execution, and value creation planning. We translate investment thesis into actionable 100-day and long-range technology plans.
HealthTech Advisory
Specialized advisory for healthcare technology companies — clinical workflow platforms, payer/provider systems, AI-enabled diagnostics, and life sciences SaaS. Deep expertise in a complex, regulated domain.
Fractional CTO / CPO
Interim and fractional technology executive leadership for portfolio companies navigating growth, transformation, or leadership transitions. Strategy, team-building, and hands-on execution.
Operator experience. Strategic perspective.
Steven P. Frank is the Founder and Managing Partner of Ortulum Advisory Partners. With over 30 years leading global technology organizations — at IBM, in PE-backed portfolio companies, and across growth-stage startups — he brings genuine operator credibility to every diligence and advisory engagement.
Steven served as a technical due diligence practitioner at Crosslake Technologies, completing 80+ engagements for leading private equity firms. His IBM career spanned M&A integration, enterprise architecture, and Watson Health — including work at Harvard Medical School and MIT Sloan.
Crosslake Technologies — Technical Diligence Practitioner (80+ engagements)
IBM — 20-year career across M&A, Watson Health, and enterprise platforms
Harvard Medical School & MIT Sloan — executive programs
Bell Labs Computer Sciences Research Center — early-career foundation
Steven P. Frank
Steven advises PE firms, portfolio companies, and CxO leadership teams on technology strategy, M&A diligence, and post-close value creation. He frequently serves as interim CTO, CPO, or CIO during critical transition periods.
HealthTech
Value Creation
Fractional CTO
M&A Integration
SaaS Platforms
Ready to talk?
Whether you're evaluating a software or healthcare technology company, or need experienced technology leadership, let's connect.