Advisory
Operating judgment, applied where it counts.
Advice for private equity sponsors and for the boards and CEOs of operating companies — from an operator who has run the turnaround himself, structured with the 9 Vectors so nothing material is left unexamined.
Who we advise
Private equity sponsors
Diligence through exit, on one model of the business.
Commercial and operational diligence, management assessment, the hundred-day plan, value-creation tracking, portfolio reviews and exit readiness — with the same 9 Vectors model from the CIM to the sale, and an AI deal workspace that seeds each portfolio company at close.
Two years inside Gemspring Capital as Operating Executive: investment thesis, sourcing, diligence and investment committee.
Corporations
Boards and CEOs at an inflection point.
Repositioning, post-merger integration, margin recovery, CEO evaluation and succession — and making the AI the company already pays for actually know the business.
Six CEO tenures, a five-company integration at Marchex, and an on-premise-to-cloud conversion of 3,000 customers at Everest Software.
Services
Five ways to engage.
Private equity operating advisory
From the CIM through diligence, the value-creation plan and exit readiness — one consistent model of the business across the whole hold.
Commercial and operational diligence · management assessment · value-creation plans · portfolio reviews · exit readiness
AI strategy and SLM formation
Giving a company’s AI a working memory of the business — a causal model of how it runs and a small language model formed from its own data — on TheGreyMatter.ai, the platform Edwin built.
AI estate review · use-case priorities · SLM formation · deal workspaces · AI governance for the board · How it works →
Transformation
Re-setting strategy, operations and execution when the business is not running the way it could — and measuring that it stays reset.
Diagnostic · priority setting · execution plan · KPI design · integration
CEO advisory
A sounding board for the hard calls: turnarounds, reorganizations, capital allocation and the first hundred days in a new seat.
First-100-day plans · operating cadence · leadership team design · board communication
Board advisory
Strategy, governance and CEO-succession conversations, framed by someone who has reported to a board as a public-company CEO and served on eight.
Board offsites · strategy reviews · technology and AI governance · CEO evaluation and succession
How an engagement runs
Insight, then action — in four moves.
01 · Assess
A 9 Vectors diagnostic of where the business really stands.
02 · Prioritize
The few moves that matter most, in the order that matters.
03 · Execute
Owners, cadence and decisions — run with leadership, not around it.
04 · Measure
Results tracked against the same model, quarter after quarter.
Track record
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