Turn the biggest technological shift in a generation into outsized returns for your portfolio

AI changes everything — operational velocity, profit margins, and how you compete. I partner with private equity firms and their portfolio company leadership teams to navigate the AI shift with sharp strategic vision and deep technical execution.

As an AI operating partner, I quickly map where a company is now to where it can be — then draw a line between the two and put in place the technology, skills, and processes to move the company along that line, fast.

The work starts before the deal closes. In diligence, I assess how AI changes a target’s cost structure and competitive position — what’s real, what’s priced in, and what the current owners have missed. That view feeds the model: margin expansion you can underwrite, not a slide about innovation. The same discipline works in reverse at exit — an AI story a buyer can diligence is worth more than one they have to take on faith.

We tackle the easy wins first, with rapid proof-of-concept deployments, while breaking the more complex data and process problems down into concrete steps. It’s not just about writing code. It’s about engaging the leadership team, identifying the people who will be the champions, and up-skilling and empowering them to keep driving the change.

All of this happens in a clear framework of accountability, so improvements land at the scope and pace the value-creation plan requires — inside the hold period, not after it.

Read a bit on my technical journey. It’s given me a deep understanding of AI and how it interacts with complex business systems.

For over a decade, I served as an Operations and Investment Executive at a privately held investment firm running a PE-style strategy. I led M&A, digital transformation, and performance turnarounds across a $180M+ portfolio, stepping in as CEO for multiple underperforming businesses and repositioning them for growth.

My focus spanned healthcare, SaaS, compliance, and subscription-based models — often in sectors where trust, clarity, and operational rigor mattered most. I’ve led more than $100M in investments and driven operational initiatives across North America, Central America, Europe, and Asia.