Strategy, Transition, and Integration
Strategic partners, trusted advisors, and experienced leaders:
- Transaction due diligence
- Portfolio Value Creation
- Integration & transition
- IMO governance
- Day 1/30/100 planning
- TSA scoping
A boutique PE advisory firm led by Steven Frank — a technology executive with 30+ years and 100+ M&A transactions across software/SaaS, healthcare, FinTech, and tech-enabled services.
We operate at the intersection of technology and investment — translating technical complexity into deal decisions, operating model clarity, and value-creation plans that survive contact with reality.
To serve as the deal technology and value creation partner for PE sponsors, portfolio companies, and corporate leadership teams across the full M&A lifecycle.
We bring practitioner-level depth to every engagement — as deal technology advisors, fractional CxOs, and integration leaders who’ve operated across 100+ transactions from LOI through post-close value capture.
Technical leadership & expertise for deal advisory and due diligence
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Tech & product diligence
Investment support
Sell-side & buy-side assessment
Carve-outs & planning
Transforming potential into performance by accelerating growth, integration, and creating value
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Integration management (IMO)
Operating model design
AI readiness & tech modernization
Fractional CTO/CPO leadership
Strategic partners, trusted advisors, and experienced leaders:
Technology modernization & transformation initiatives:
Measurable results beyond transactional improvements: