How I Can Help
Whether you need a senior operator embedded in your team, integration leadership for an acquisition, guidance preparing for exit, or a strategic thinking partner—I bring clarity and structure to complex environments.
Interim & Fractional Leadership
Step into your leadership team to drive transformation, stabilization, or growth—without the commitment of a full-time hire.
What It Is
I join your organization as a part-time member of the leadership team—typically as a fractional COO or Interim GM—bringing P&L discipline, strategic clarity, and execution focus. Unlike consultants who advise from the outside, I take ownership of outcomes and work alongside your team to drive results.
Best For
- PE portfolio companies needing senior operational leadership during transition
- Growth-stage businesses scaling beyond founder-led operations
- Organizations facing complexity without clear ownership or accountability
- Companies in turnaround or stabilization requiring experienced hands
What You Get
- Senior leadership without full-time cost or long-term commitment
- Clear ownership of critical initiatives and workstreams
- Rapid assessment, prioritization, and action on operational issues
- Systems, playbooks, and governance that outlast the engagement
- A leader who has run businesses, not just advised them
Engagement Model
Engagements are structured around outcomes, not hours. I work remotely with strategic on-site presence for kickoffs, leadership alignment sessions, and critical milestones. Typical engagements run 6-12 months with flexible intensity based on your needs.
M&A Integration Leadership
Turn acquisition theses into realized value through disciplined integration execution.
What It Is
I lead post-acquisition integration programs that translate deal rationale into operational reality. Using a structured integration methodology refined across 50+ acquisitions, I ensure value capture happens—whether that's revenue synergies, cost optimization, systems consolidation, or cultural alignment.
Best For
- PE firms needing integration leadership for portfolio acquisitions
- Serial acquirers building or refining integration capability
- Portfolio company CEOs inheriting complex integration programs
- Organizations where prior integrations have underdelivered
What You Get
- A structured integration program with clear governance, milestones, and accountability
- Rapid value capture through inventory revaluation, working capital optimization, and synergy realization
- Leadership alignment between legacy and acquired teams
- Systems and process harmonization roadmap
- Knowledge transfer so your team can run future integrations
Engagement Model
Integration programs follow a defined cadence with on-site presence at critical milestones—Day 1 readiness, 30/60/90-day reviews, and key integration decisions. Between milestones, I operate remotely with your integration team. Typical programs run 6-12 months depending on deal complexity.
Exit Readiness Advisory
Position your business for a successful sale—from someone who's been on the other side of the table.
What It Is
I help owner/operators prepare their businesses for sale by addressing the operational, financial, and organizational factors that acquirers scrutinize. Having spent years on the buy side of M&A—and a successful exit as CEO on the sell side—I know what creates value and what kills deals. I help you see your business through a buyer's eyes and close the gaps before you go to market.
Best For
- Owner/operators considering sale within 12-24 months
- Founders preparing for first institutional investment
- Family businesses planning succession or external sale
- Companies that have received inbound interest and want to maximize value
What You Get
- Operational assessment through an acquirer's lens
- Financial cleanup and reporting improvements that build buyer confidence
- Organizational clarity—roles, accountability, and key-person risk mitigation
- Deal preparation support including data room readiness and management presentation coaching
- Ongoing advisory through the transaction process
Engagement Model
Exit readiness is typically a 6-18 month engagement depending on your timeline and starting point. I work remotely with periodic on-site working sessions, adapting intensity as you move toward market.
Strategic Advisory & Board
Ongoing counsel for founders, CEOs, and boards navigating complexity, growth, or transition.
What It Is
A structured advisory relationship providing regular strategic counsel, pattern recognition from experience across industries, and a thinking partner for the challenges that don't have obvious answers. I help you see situations clearly, pressure-test decisions, and move forward with confidence.
Best For
- Founders scaling beyond their operational comfort zone
- CEOs navigating first-time complexity—M&A, restructuring, board dynamics
- Leaders who want a confidential sounding board without political baggage
- Executives preparing for larger roles who want experienced perspective
- Boards seeking an advisory member with operational depth and M&A experience
What You Get
- Regular 1:1 sessions (weekly, biweekly, or monthly cadence)
- On-call availability for time-sensitive decisions
- Strategic frameworks and decision-making tools
- Unfiltered perspective from someone who's held the seat
- Confidential counsel on leadership challenges
- Advisory board participation with operational perspective and pattern recognition
Engagement Model
Ongoing retainer with flexible structure tailored to your rhythm. Minimum 3-month commitment to allow the relationship to develop depth.
Ready to start a conversation?
Every engagement begins with a conversation about where you are, where you're going, and whether there's a fit.
Let's Talk