Digital Transformation Technology Modernization Fractional CTO Value Creation M&A PMI Transition Integration Value Creation

FOUNDED IN 2021

About Us

Ortulum Advisory Partners is a boutique PE advisory and fractional executive firm serving private equity sponsors, portfolio companies, and corporate leadership teams across the full M&A and technology value creation lifecycle.

We operate at the intersection of deal execution and technology leadership — translating technical complexity into investment decisions, integration plans, and operating models that create measurable, lasting value.

Value is not created at close. It’s unlocked — through the right investment, the right strategy, and the discipline to execute both.
—Steven P. Frank

Portrait of Steven P. Frank

Steven P. Frank

Founder, CEO & Managing Partner

Steven brings 25+ years of technology executive leadership and 100+ M&A transactions to every engagement. Through Ortulum Advisory Partners and his strategic partnerships, he serves as a deal technology advisor and fractional CxO to PE sponsors, portfolio companies, and corporate development teams across the full investment lifecycle.

Steven has led technology and product due diligence across software/SaaS, healthcare, FinTech, logistics, and tech-enabled services — assessing architecture, scalability, security, R&D maturity, and IT operations, then translating findings into actionable risk profiles and value-creation roadmaps. Earlier, at IBM, he supported more than 20 strategic acquisitions and the technology integration of the $5B Cognos acquisition that established IBM as the analytics software market leader. At Wells Fargo, he directed a multi-year modernization of a $200M GRC product portfolio.

Steven is based in the Charlotte, NC metro area and advises clients across the U.S. and globally.

Connect with Steven on LinkedIn →

30+
Years of Leadership
80+
M&A Transactions
$300M+
Value Delivered

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