We’re here to help the software and high-tech industry get innovative products to the right users, quickly and at scale—maximizing value and driving growth. We help commercial software companies, software-enabled businesses, and software investors gain competitive advantage. In a fast-moving industry. With mounting market pressures.
As technology experts and industry specialists, we take consulting to the next level. We know how to create business value, and we get you where you want to go—and grow the way you want to grow. Improve margins, develop product portfolio strategies, transform the consumer experience, mitigate risk. Together, we’ll get it done.
We empower you to achieve results at the speed of the software industry—fast. Whether it’s accelerating time-to-value, achieving scalable growth, or planning an acquisition, we can help achieve measurable results.
Our multidisciplinary teams bring together expertise in technology, software business operations, and end-market industries to help you succeed. We draw on deep experience in related industries—including healthcare, fintech and banking, manufacturing, retail, and private equity—to truly understand your challenges and determine impactful ways to unlock value. We see over 250 high-tech and software companies every year through M&A consulting—and leverage that exposure to create value.
Together, we’ll grow your competitive advantage.
We help you not just grow—but grow right. We assess, size, and segment potential markets across your portfolio. Whether B2B or B2C, we develop new pricing and retention models—especially subscription-based—and evaluate the ROI of potential investments. So together, we can create the right gameplan for your growth and start seizing the right opportunities.
How do we work together to design your future? Proof-of-concept and ideation, NextGen design, and product delivery optimization. Our digital product and engineering teams know how to design, build, and scale—fast. From data and analytics to cloud migration to modern infrastructure, we help you leverage the right technologies to create business value.
From mapping the customer journey to driving long-term customer loyalty and success, we help you transform every step of the customer experience. So you not only enhance the user experience today, but transform operations to establish an agile process for the future that keeps your product at the forefront and supports customer success.
We’ve evaluated hundreds of software companies. Drawing on this experience, we act in four dimensions to avoid value erosion: cybersecurity, integration planning and execution, customer disruption minimization, and talent acquisition and retention.
We are laser-focused on scalability—with an eye on gross margin. With the right technical architecture, teams and processes, and back-office systems, you can meet growth expectations and optimize margins.
Michael is a senior principal who helps clients through regulatory, transactional, and legal matters in the healthcare and M&A space.
Kate is a senior manager in our Healthcare & Life Sciences practice who helps clients navigate the healthcare M&A space.
Vamsi’s diverse background as a seasoned technologist and M&A advisor allows him to bring a unique point of view to every transaction.
Mike applies a deep understanding of the private equity industry along with a strong technology background to 30+ M&A transactions a year.
An adept systems engineer, John brings that skill and attention to detail to his clients as he helps them deliver impactful results.
Jim has a proven track record of creating impactful results for his clients through new product strategy and operational transformations.
With experience as an operator of a software company and a consultant, Hubert has the skill set to find revenue growth opportunities for his clients.
Chris is a leader in our M&A practice, advising investors and portfolio companies in the High-Tech/Software space on investments and growth strategies.
A director in our Mergers & Acquisitions practice, Dhaval advises private equity firms and their portfolio companies across the investment lifecycle.
As head of our Technology practice, Greg focuses on leveraging multidisciplinary teams that combine functional and design capabilities with technology to create business value.
Neil is a director in our Mergers & Acquisition practice. He excels at helping technology companies improve revenue growth and expand profit margins.
With a focus on driving enterprise value for his clients, Scott builds collaborative and cross-functional teams.
Gary is a senior technology advisor, supporting our Technology, Mergers & Acquisitions, and Private Equity practices with transactional due diligence and technology strategy.
Adam has expertise in advising private equity and public companies across all stages of the M&A lifecycle.
Cory is a senior director in our Technology practice who focuses on enterprise architecture, large-scale application delivery, and information management.
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