— 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
About Steven
Steven founded Ortulum Advisory Partners after more than 2 decades as a technology leader at companies 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 early- and growth-stage healthcare and digital health companies. He brings deep understanding of the clinical workflows, the compliance landscape, and the technology decisions that are critical to separating a viable platform from an MVP.