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// NOW BOOKING FOR Q1 2027

FRACTIONAL IT LEADERSHIP & STRATEGIC EXECUTION

Hands-on 'Builder-Operator' and technology executive delivering fractional leadership, practical AI enablement, rapid M&A systems integration, and unshakeable compliance advisory for midmarket and private equity-backed organizations.

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AREAS OF PRACTICE

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Technology Strategy & Fractional Leadership

Delivering executive-level technology strategy, multi-year roadmaps, and target operating models that align IT architecture, resource structures, and governance to core business outcomes.

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Applied AI Strategy, Workforce Enablement & Integration

Empowering organizations to capture immediate value from AI through targeted tool rollout, team-wide change management, and responsible guardrails, scaling into tailored SaaS integrations and custom workflow automations when off-the-shelf tools reach their limits.

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M&A Technology Integration & Cloud Migrations

Executing technical diligence, post-merger systems integration, and large-scale tenant/cloud consolidations to compress cutover lifecycles and eliminate redundant overhead.

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Information Security & Governance Readiness

Establishing observable security controls, operational AI guardrails, and compliance roadmaps designed to prepare growing organizations for institutional scrutiny and compliance audit readiness.

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WHAT I'M WORKING ON

ALL ENTRIES →
// POSTED: 2026-09-30

Exit Readiness Program: Preparing the Enterprise for its Next Steps

Assessing enterprise strengths and gaps to accelerate due diligence via an automated living data room ready within days of an LOI.

Navigating enterprise exit positioning requires preemptive diligence posture and frictionless data validation across disparate operational systems. Deploying an agentic evidence pipeline while orchestrating mock audits alongside outside advisory partners systematically closes operational gaps and positions the organization for rapid, high-leverage buyer engagement.

Delivered Outcomes:

  • Built an agentic platform integrated across 14 core systems to source, validate, and maintain live evidentiary assets customized for target buyer profiles.
  • Coordinated with outside advisory partners to execute a mock due diligence assessment, pinpointing key risk areas and strategic buyer focus points.
  • Managed a cross-functional remediation program alongside executive leadership to close all identified readiness gaps within 4 months.
// POSTED: 2026-03-30

Operationalizing Observability: The 12-Month SOC2 Compliance Playbook

Establishing foundational governance and observable control structures to systematically mitigate organizational risk.

Enterprise-grade client alignment demands a highly formalized security posture to systematically mitigate risk. Executing a rigid compliance roadmap while simultaneously establishing governance principles for responsible AI tool utilization builds deep structural trust and real-time environment observability.

Delivered Outcomes:

  • Developed a 12-month Information Security Roadmap to drive the organization toward its first SOC2 attestation.
  • Evaluated, tested, and deployed tools to support compliance control implementation, execution, and observability.
// POSTED: 2026-01-15

Triple-Tenant Workspace Consolidation & Tech Rationalization

Streamlining infrastructure and decommissioning legacy redundancy across a $25M+ cross-acquisition tech portfolio.

Integrating multiple legacy environments across a combined $25M+ revenue portfolio requires aggressive stack rationalization. Successfully migrating 250+ users from legacy M365 and SharePoint architectures into a unified Google Workspace footprint prevents operational drag and secures the post-acquisition environment.

Delivered Outcomes:

  • Consolidated 250+ users into a single-tenant workspace with zero business interruption.
  • Decommissioned 20+ redundant legacy systems to achieve $400K+ in annual contract savings.
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CHALLENGE ACCEPTED

LET'S WORK TOGETHER

Ready to scale your IT organization, adopt AI effectively and responsibly, or accelerate post-acquisition value-creation? Submit your interest below to start a conversation.

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