Load Line™ Assessment
Three to four weeks. A board-ready summary of where the company is ready for change and where it will stall. $15,000 fixed fee. Owners receive aggregated findings, never individual answers.
Learn moreFor private equity
A Senior Executive in the Seat, for as Long as Your Value-Creation Plan Needs One.
Operating partners bring me in when a portfolio company's plan depends on a change that its management team isn't staffed for or ready to lead: AI pilots, an integration, a leadership gap, or a strategy that hasn't been developed yet or simply hasn't taken hold. I work inside the company as a fractional or interim strategy and transformation executive and make a clean handoff to its leaders when the agreed-upon work is complete.
When Operating Partners Call Me
- The value-creation plan is set, but the management team doesn't own it yet.
- A senior seat is open, or the right permanent hire isn't clear, and the plan can't wait for the search.
- An acquisition or add-on needs one accountable change agent in year one.
- The board wants a strategy, and no one in the company is accountable for it.
- Several portfolio companies face the same readiness question, and you want one consistent approach across them.
How I Work with Your Portfolio
Fractional Executive
Typically one to four days a week for six to twelve months. I own agreed priorities from the value-creation plan alongside the CEO.
Learn moreInterim Executive
Full-time in an open seat for a defined mandate. I keep the work moving while the search runs and can help onboard the permanent leader.
Learn moreAcross a Portfolio
The same assessment across companies gives you a comparable view of readiness. I can also serve as the fractional strategy and transformation executive across several companies in your portfolio.
What You Can Expect
- A Load Line™ readout in three to four weeks.
- A written diagnosis and 90-day plan within the first 30 days.
- A written update every month.
- Board-ready summaries.
- A handoff with a named owner for every priority.
Why an Operator
Thirty years in business, including more than a decade in the C-suite as Chief Revenue & Strategy Officer, Transitional CEO, COO and CMO. Board experience at five organizations, including three private equity-backed technology companies. I've led a carve-out from Experian and a merger, served as interim CMO of a private equity-backed SaaS company, and assessed a business's viability to give its founder clear options. I know what it takes to own a plan, not just write one.
Working Alongside Your Other Advisors
Portfolio companies often have go-to-market, technology and search firms in place. I coordinate with them rather than compete with them. Advisors can hand a portfolio company a plan. I take the seat and lead it until the team owns it.
Questions Operating Partners Ask
Who Engages You, the Fund or the Company?
Either. Some engagements are contracted by the fund, others by the portfolio company with the fund's support. Either way, I agree on reporting with both before work starts.
How Quickly Can You Start?
Typical lead time is two weeks.
Can You Work with More than One Portfolio Company?
Yes, as a fractional executive at multiple companies and through Load Line™ assessments at others, scheduled so no company is shortchanged.
How Do You Handle Confidentiality?
Everything I learn inside a company stays with that company and its owners. Load Line™ findings are reported in aggregate, and individual answers are never shared.
Have a Portfolio Company Where the Plan Needs an Owner?
Tell me about the company, the plan and the gap. I'll tell you plainly whether I'm the right fit.