Our Services
CEO & PE Operating Advisory
Operator-led advisory for CEOs and PE-backed leadership teams when the stakes are high and the path forward is unclear.
This service exists for moments when leadership effort is high, outcomes are not moving, and escalation keeps landing on the CEO.
We act as an Operating Advisor to the CEO and PE sponsor, restoring decision velocity, rebuilding the leadership operating rhythm, and resolving the cross-functional friction that quietly stalls execution.
This is not coaching, oversight, or staff augmentation. It is senior operating leadership focused on fixing how decisions are made and closed so execution runs through the business again.
Typical Triggers
Growth slowing or GTM momentum drifting despite a solid plan
Board-visible initiatives stalling without clear ownership
Leadership teams operating as individuals instead of a system
The CEO becoming the default escalation path for cross-silo work
A sponsor asking, “Why isn’t this moving?”
What We Do
Clarify decision rights and ownership across the executive team
Establish an operating cadence that forces closure, not just discussion
Surface and resolve the cross-functional issues no one is naming
Reduce CEO heroics by rebuilding accountability at the leadership layer
Align leadership behavior with board and sponsor expectations
Outcomes
Faster decisions without CEO micromanagement
A predictable execution rhythm sponsors can trust
Restored accountability across the leadership team
A CEO focused on direction and priorities, not firefighting
How We Engage
We typically work alongside the CEO and sponsor for three to six months, embedded in the leadership operating rhythm. We do not layer in teams or hand off playbooks. We stay involved until the system works without us.
GTM & Revenue Growth Acceleration
Turning go-to-market strategy into a working execution system.
This service exists to fix the revenue operating system when growth effort is high but results are inconsistent.
We work with leadership teams to align Marketing, Sales, Customer Success, Product, and Finance around clear ownership, decision rights, operating cadence, and pipeline mechanics so revenue becomes predictable again.
Most GTM problems are not talent problems. They are execution, handoff, and accountability problems. We fix the system.
Typical Triggers
Forecast volatility that surprises the board quarter after quarter
Repeated GTM reorganizations that never seem to stick
Pipeline inconsistency despite healthy top-of-funnel activity
Sales blamed for what are actually structural and handoff failures
Marketing and Sales pointing fingers instead of closing together
A new CRO or CMO inheriting a broken revenue operating model
What We Do
Clarify ownership across the full revenue engine, from lead through renewal
Install pipeline discipline and a forecast cadence the board can trust
Align incentives, comp structures, and accountability to actual outcomes
Fix the cross-functional handoffs where deals and customers fall through
Establish a shared operating rhythm across Sales, Marketing, CS, and Product
Eliminate the “who owns this?” conversations that slow everything down
Outcomes
Improved conversion rates and forecast predictability
Fewer GTM resets and reorganizations
Increased confidence at the board and sponsor level
A revenue organization that operates as a system, not silos
Sales leaders focused on selling, not firefighting process gaps
How We Engage
We embed with revenue leadership for three to six months, working inside pipeline reviews, forecast calls, and cross-functional handoffs. We do not build decks from the outside. We fix the machine from the inside and stay involved until it runs on its own.
Mission-Critical Execution
Execution leadership for transformations that cannot fail.
This service exists for work that cuts across silos, carries real downside risk, and cannot be left to plans, PMOs, or governance alone.
We lead alongside management to stabilize execution, clarify ownership, and build a durable operating plan so results hold under leadership changes, organizational pressure, and inevitable surprises.
This is not program management. It is operator-level leadership embedded in the work until outcomes are delivered.
Common Use Cases
Post-acquisition integrations that have stalled or drifted off track
Integration acceleration when timelines cannot slip
Operating model shifts that require behavior change, not just new org charts
Reorganizations that must land cleanly without losing momentum
ERP, CRM, or platform modernization treated as business transformation, not IT projects
Any initiative where the CEO or sponsor has said, “This one cannot fail”
What We Do
Establish clear workstream ownership so nothing falls between the cracks
Resolve decision conflicts early, before they turn into escalations
Create a forcing execution cadence that drives closure, not status updates
Treat systems and technology work as organizational change, not implementation
Build execution plans that survive leadership transitions and reorganizations
Stay directly involved until the work is delivered, not just designed
Outcomes
Sustained execution momentum without over-centralizing control
Clear accountability across functions and leadership layers
Reduced execution risk for boards and sponsors
An organization that can scale without breaking
Transformation that actually changes how the business runs, not just how it’s organized
How We Engage
We embed with the leadership team for the duration of the initiative, typically four to nine months, depending on the scope. We do not observe and report. We take ownership alongside you until execution is stable, predictable, and self-sustaining.
AI Transformation & Agentic Modernization
AI as an operating model change, not a tools experiment.
AI amplifies whatever operating system it is deployed into. If workflows are broken, AI breaks them faster. If decision paths are unclear, AI scales confusion.
This service exists to ensure AI amplifies clarity, not chaos.
We focus on workflow redesign, decision-path modernization, adoption discipline, and operating readiness so AI delivers measurable productivity and margin impact, not demos, pilots, or vendor noise.
Typical Triggers
AI pilots that never move to production or real adoption
Tool sprawl with no measurable productivity gains
Executives asking, “What is the ROI on our AI investments?”
AI initiatives increasing complexity instead of reducing it
Teams experimenting in silos without enterprise coordination
Board pressure to “do something with AI” without a clear operating plan
What We Do
Redesign workflows before layering in automation; fix the process first
Modernize decision paths so AI accelerates decisions, not just surfaces data
Align systems, data, and operating cadence to support AI at scale
Establish adoption metrics tied to real productivity and margin outcomes
Identify the critical few workflows where AI delivers outsized value
Create an AI operating rhythm, not a one-time implementation
Outcomes
Margin expansion driven by real productivity gains, not headcount reduction theater
Faster decisions at lower cost across the operating model
Measurable AI ROI visible to boards and sponsors
Reduced tool sprawl and vendor-driven distraction
An organization that knows how to adopt AI, not just buy it
How We Engage
We work directly with the leadership team to identify high-impact workflows, redesign them for AI, and drive adoption over three to six months. We do not sell software or build custom models. We make AI work inside your operating system until results are visible and repeatable.