Investment Teams

I work with private equity, family offices, and angel investors.

I provide board advisory and strategic consulting for leaders and investment teams navigating growth, acquisition, or transformation. I combine deep and experienced assessment sector expertise across three decades to help unlock value. I’ve founded and exited three assessment businesses.

Deal Scouting

Quietly identify, source, and nurture high-potential opportunities, both off and on-market, to aid deal flow.

M&A Advisory

I support acquisitions, divestments, partnership evaluations, integration planning, and deal execution.

Market Intelligence

Best-in-class for assessment sector trends, supplier activity, and funding patterns. Check the front page for stories I’m tracking.

Due Diligence

I lead and support commercial, technical, and operational due diligence.

Partnership Introductions

Hands-on with C-Suite and founders, hearing their concerns, not just reading the annual reports and press releases.

Commercial Strategy

Including business model development, GTM planning, proposition improvement, new market and segment entry, partnership forming/ integration, competitive positioning, growth strategy, operational improvement, regulation decoding, scaling opportunities.