Advisory

Scoped engagements for every stage of the deal.

We plug into your process with a clear mandate and a clear deliverable, from the first read on a target through value creation after close.


01 · Pre-deal

Commercial & technical diligence

An operator's read on a target before you commit capital. We assess product maturity and defensibility, the real scalability of the go-to-market, competitive position, customer concentration, and the technical debt that shows up after close.

Deliverable: a diligence findings report and risk-and-upside summary, on IC timelines.
02 · Post-close

Cyber value creation

Sector-specific value creation for cybersecurity and identity portfolio companies: positioning, product roadmap, packaging, and competitive differentiation, with a value-creation plan tied to the thesis.

Deliverable: a cyber value-creation roadmap with measurable milestones.
03 · Sourcing & integration

M&A targeting & integration

Thesis-driven target identification and market mapping for platforms and bolt-ons, then post-merger integration that actually captures synergy across technology, leadership, and operations.

Deliverable: a sourced target list or an integration plan with owners and timeline.
04 · Fractional leadership

Operating bench on demand

Fractional CISO, CTO, and COO support for portfolio companies that need senior cyber and operating muscle without a full-time hire, including board-ready reporting and governance.

Deliverable: embedded leadership and a cadence of board-grade updates.
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A joint practice · with Fortis Innovators

Growth Strategy & Commercial Execution Partners

From growth plan to measurable results.

“Most portfolio companies have a growth strategy. Few have a commercial system capable of executing it.”

Alicia Dietsch · Fortis Innovators

A joint practice with Alicia Dietsch, who led commercial operations at AT&T Business ($35B B2B). Board-level standing to challenge the growth plan, and the operational specificity to hold management to it, in one engagement, before performance diverges.

How it fits: the SME engagements above are the cyber-sector practice, for cybersecurity and identity companies. Growth Partners is the cross-sector commercial-execution practice, for any PE portfolio company whose growth plan is outrunning its commercial system.

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Alicia Dietsch

Fortis Innovators

Where growth plans break in execution: the commercial system across marketing, sales, pricing, and customer retention.

Mike Thompson

Mike Thompson

SME Cybersecurity

Where assumptions break under ownership: acquisition strategy, diligence, and value creation in cybersecurity and technology services.

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What's inside the work

The analysis behind every engagement.

Depth across the questions that decide a cyber investment, drawn on as each mandate requires.

Market & competition

A data-driven read on the landscape.

Where technology, customer demand, and capital converge to create opportunity, and where they do not.

  • Industry trends & dynamics: macro shifts shaping the ecosystem.
  • Target market identification: high-growth segments and emerging demand.
  • Customer needs assessment: buyer priorities, adoption barriers, value drivers.
  • Competitive landscape: benchmarking against peer and adjacent players.
  • Market size & potential: addressable market and expansion paths.
  • Pricing & demand: elasticity, value perception, pricing strategy.
  • SWOT & scenario planning: stress-testing the thesis against future states.

Business model

How the company actually makes money, and whether it scales.

We align financial, operational, and market perspectives to find growth potential, improve scalability, and protect enterprise value.

  • Revenue streams: recurring and project-based models balancing stability and scale.
  • Pricing strategies: value-based and competitive frameworks aligned with margin.
  • Market positioning: differentiation through brand, expertise, and specialization.
  • Operational models: onshore, nearshore, and offshore delivery economics.
  • Growth & scaling: structures, systems, and leadership that enable expansion.
  • Sustainability & risk: governance, compliance, and risk-mitigation practices.
  • Client engagement: approaches that drive retention and lifetime value.

Portfolio & offering

Service portfolios that differentiate and scale.

Designing and evolving offerings that create competitive separation, operational efficiency, and durable value.

  • Core service definition: foundational offerings tied to real demand.
  • Specialization: expansion into managed services, identity, and cloud security.
  • Innovation & differentiation: new capabilities and delivery models.
  • Client-centric design: services structured around customer outcomes.
  • Bundling & packaging: combinations that lift profitability and scale.
  • Partnerships & channels: alliances and ecosystems that expand reach.
  • Market positioning: demand generation through integrated marketing.

M&A execution

From target to integration.

Industry specialization, operational insight, and technical depth across the transaction lifecycle.

Across the deal

  • Pre-merger strategy: target-market assessment, valuation review, strategic fit.
  • Deal structuring: transaction design and financial modeling support.
  • Post-merger integration: synergy capture across technology, leadership, and operations.

Why it lands

  • Industry specialization: deep fluency in cyber services, SaaS, and identity.
  • Technical expertise: product maturity, scalability, and integration complexity.
  • Risk management: confidentiality, compliance, and governance throughout.
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Tell us where you are in the process.

Whether you are screening a target or scaling a portfolio company, we will scope the right engagement.