Technology counsel that moves
at the speed of the deal.
We work directly with deal teams and operating partners: buy-side diligence, post-close value creation, and the fractional CxO bench your portfolio companies need between the LOI and the exit.
Too important for a solo contractor.
Too mid-market for West Monroe.
The lower-middle market (deals under $150M, companies between $10M and $200M in revenue) is where technology risk is highest and senior advisory coverage is thinnest. Enterprise consultancies price out of it. Solo fractional CTOs can't staff a multi-workstream diligence under a 30-day LOI clock.
Senior operators, not career consultants
Every advisor has built departments, written the policies, hired and budgeted, and presented the board books, at companies your portcos will recognize. That is the Crosslake "former CTO" pitch at the economics and speed the lower-middle market actually needs.
No bait-and-switch. The people who sell the work do the work.
Our principal is in every engagement kickoff, every management interview, every findings call. When specialists join (a senior security architect, a cloud economist), they work under firm methodology. No bench rotation. No junior delivery.
A bench for multi-workstream deals
When the LOI clock runs and a deal requires simultaneous tech, security, and compliance workstreams, we staff it. A specialist network vetted for the PE context, not a marketplace roster.
Conflict-free. Pure advisory.
No managed services. No software. No implementation. No reseller agreements. Our only interest is the quality of the analysis, which is exactly what a deal team needs from a technology advisor.
Three engagement types across
the full deal lifecycle.
Buy-side
Technology Due Diligence: Pre-LOI through Close. Full technical and security assessment scoped to deal complexity: architecture, code quality, technical debt, security posture, compliance gaps, integration risk, and EBITDA impact. Available as a fast pre-LOI red-flag review (5-7 business days) or a comprehensive buy-side assessment (2-4 weeks). Delivered as three written proposal options so you pick the right scope for the deal.
Post-close
Value Creation & Fractional CxO: 100 Days and Beyond. The diligence findings become a 100-day value-creation roadmap. We can stay on as fractional CTO, CIO, or CISO to execute it, turning a project into a retainer and a one-time engagement into a long-term panel relationship.
Sell-side
Pre-Exit Tech Remediation & Sell-Side DD Prep. Portcos preparing for exit need a clean technology story. We audit the stack, close the gaps that buyers flag, and prepare the technology narrative, so your asset commands the valuation it deserves and buy-side diligence doesn't become a price chip.
Preferred-provider relationships
We want to be on your panel.
Here is what that looks like.
Most of our PE work comes from panel relationships: deal teams who call us on every technology-intensive deal and operating partners who route portco fractional CxO needs our way. Those relationships are built one deal at a time: we do the work, you see the quality, and we earn a standing seat on the panel.
How panel relationships start
The fastest path is a single deal: a pre-LOI red-flag review, a full buy-side assessment, or a post-close value-creation engagement. We deliver at deal speed, with a senior principal on every call, and written deliverables your deal team can stand behind.
If the fit is there, we formalize the relationship: preferred-provider terms, deal flow protocols, and a referral structure that works for both sides.
Ready to move at LOI speed?
A 30-minute fit call. We understand the deal, you understand how we work. If there's fit, three written engagement options within five business days, scoped to your timeline, not ours.