From capital to capability.
We work with sponsors on both sides of a deal: reading a target’s real AI capability at diligence — not its license count — then running the adoption program that turns the thesis into margin the company can hold and a buyer can test.
Before a deal, a diligence sprint. After it, a value-creation program. Evidence in your numbers inside six months.
Diligence sprint
Three to four weeks in the data room and with the target’s delivery leads: technology quality, integration cost and first-100-days priorities.
Before the deal · fixed fee
Serve the portfolio
One diligence standard and one adoption playbook across your holdings, with metrics that compare platform to platform — and standing counsel to the deal team.
Advisory retainer · sponsor level
Go deep in one company
The value-creation program inside one portfolio company — pilots, strategy and organizational change, with a fractional Chief AI Officer accountable on the executive team until the internal hire is ready.
After close · program fee
Lean by design — capability that stays in the company, not a team that leaves with us.
We build through the company’s own people and the platforms it already pays for, with senior judgment on the decisions that shape the outcome. What a buyer underwrites is capability the company owns.
How we lead →More work, with fewer errors — top line and bottom line at once.
EBIT margin
Capacity unlocked: non-billable hours returned to fee-earning work, rework caught early.
Measured adoption, not seats bought — it converts to margin at your labor ratio
Net revenue
Higher win rates on complex pursuits; work the firm couldn’t previously staff becomes work it can win.
Better pursuits, not more proposals — industry volume doubled while win rates fell from 56% to 50%
Exit multiple
Capability documented, measured and transferable at diligence — and scopes repriced from hours to outcomes.
From hours delivered to outcomes created
Without being AI-first, there is no exit — or there is one, at a discount.
Across a platform: shared standards, one knowledge layer the company owns outright and a governance-and-audit trail diligence can test — so senior judgment is captured before it retires, and add-ons integrate in quarters, not years.
Proposal volume and win-rate trend from the 2026 AEC Inspire Report (Unanet, ~300 AEC leaders). PE share of AEC M&A reached 38.3% in 2025, up from 22.3% in 2018 (Capstone Partners).