Technology Industry Consulting

Helping platforms compete, scale, and evolve in a transforming financial ecosystem

The convergence of finance and technology continues to reshape how consumers and businesses transact. In payments, lending, wealth, and ecommerce, platforms must innovate quickly while remaining credible and compliant.

• Strategic positioning
  Refining platform models and competitive strategies to create clear paths to growth in saturated and regulated markets.
• Platform development
  Designing and scaling ecosystems that deliver value across user, partner, and embedded finance layers.
• Investor readiness
  Supporting platforms as they prepare for growth rounds or strategic capital, with benchmarks, forecasts, and modeling.
• Transaction advisory
  Providing guidance across the fintech deal landscape, with experience across infrastructure and customer-facing solutions.

Advising operators and investors on the future of compute, connectivity, and capital

Cloud, AI, and edge computing are redefining infrastructure demand. Providers and investors face increasing pressure to act fast—and strategically—across global markets.

• Data center growth strategy
  Supporting capacity planning, site selection, and service model evolution to meet emerging workloads and edge demand.
• Cloud connectivity & interconnection
  Guiding strategy around interconnection, SD-WAN, and orchestration to differentiate service and enable scale.
• Investment support
  Delivering diligence and carve-out expertise for infrastructure investors across data centers, fiber, and edge.
• Market dynamics & opportunity mapping
  Providing insight into buyer priorities, evolving workloads, and ecosystem developments to shape long-term positioning.

Supporting strategy, operations, and investment across a high-stakes value chain

From chip design to device distribution, semiconductor and hardware companies face strategic decisions shaped by capital intensity, technological complexity, and evolving buyer expectations.

• Product & go-to-market strategy
  Prioritizing roadmaps and launching effectively to capture market share across competitive categories.
• Supply chain & operations
  Advising on fab investments, OSAT partnerships, and global coordination of design and manufacturing ecosystems.
• Investor support
  Providing diligence, market theses, and screening support for investors across the full value chain.
• Model transitions
  Supporting shifts toward software-linked or recurring-revenue models aligned with customer and investor priorities.

Positioning service providers to scale and succeed in a hybrid-first world

Managed service providers are adapting to new expectations: delivering value beyond operations and scaling intelligently amid margin pressure and rising complexity.

• Segment strategy
  Defining growth paths across cybersecurity, analytics, application services, and next-gen infrastructure models.
• Operating model optimization
  Redesigning delivery structures for scalability while maintaining quality and controlling cost.
• M&A strategy & support
  Evaluating acquisition targets and value levers with precision and supporting integration planning.
• Commercial performance
  Optimizing pricing, bundling, and segmentation to enhance growth, retention, and win rates.

Providing clarity and structure around one of technology’s biggest shifts

AI adoption is growing, but for many, real value still feels out of reach. Strategy, governance, and implementation are critical to turning potential into performance.

• Tech stack impact mapping
  Analyzing AI’s effect across hardware, software, and service layers to inform strategy and resourcing.
• Enterprise adoption strategy
  Prioritizing use cases, designing governance, and operationalizing deployment to drive measurable outcomes.
• AI-native business assessment
  Evaluating scalability, defensibility, and commercial potential for investors assessing AI-centric businesses.
• Long-term transformation planning
  Ensuring AI roadmaps are integrated, sustainable, and tied to business impact, not just experimentation.