Advisory

For CEOs, boards, and the funds behind them.

Most of my time goes to building. But a few times each year, I sit with a CEO or a board working through a hard question. Usually the value already exists. What is missing is the institution around it.

The question is usually one of three: a raise that has to land, a market the team did not come from, or a story that is not converting. These are the problems I have spent thirty five years inside, from both sides of the table. My record is value creation beyond operational optimization: strengthen the enterprise first, then accelerate growth.

The pattern has held across eight industries. MedTech, high tech, mining, and cybersecurity as an operator. FinTech, telecom, real estate, and entertainment as an investor. If you lead in any of them, we will not spend the first hour on vocabulary.

Investment firms use me the same way. A few venture and private equity partners treat me as an extension of their team: diligence in industries the fund did not come from, portfolio companies at inflection points, and capital stories that need to convert.

Some of this work I already do for free, by design. For the past three years I have served as a mentor in Ascend, the national network anchored at my alma mater, the UW Foster School of Business, and sponsored by JPMorgan Chase, working with CEOs of minority owned businesses scaling from $5M onward. My calling is simple. Scaling advice should not require seven figure consulting fees. After 35 years of learning, this is how I give back.

SITUATION 01

The technology works. Adoption doesn't.

SITUATION 02

Growth has slowed. Nobody agrees why.

SITUATION 03

The board has three narratives. Only one is correct.

SITUATION 04

The raise has to land. The story is not converting.

If one of these sounds familiar, we should probably talk.

WHO THIS IS FOR

Series A to C CEOs entering markets they did not come from. Boards at inflection points: a raise, a pivot decision, a story that is not converting. Venture and private equity partners who need an operator's read on a deal or a portfolio company. Family offices making direct investments. If that is not your seat, the essays are free and the answer is probably in them.

If you want continuity, hire a specialist. If you want the company to become materially more valuable, hire a builder. I do not sell frameworks. I sit at your table, look at your numbers, and tell you what I would do if it were my company. Then it is your call.

If that sounds like your table, write me. If I cannot help, I will tell you quickly and, where I can, point you to someone who can.

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