Services

Engagement Models

Transparent advisory structures designed for private equity sponsors, portfolio companies, and growth-stage platforms.

Interim CIO (Crisis Leadership)

Full-time executive leadership to restore operational velocity, stabilize enterprise platforms, and eliminate regulatory risk. We turn technical crises into controlled, predictable business environments driving value.

Investment Strategy

Value-Based Retainer
*Custom quoted per engagement
Typical Engagement: 6-12 Months

Pricing Variables

  • Scale of reporting organization
  • Immediate regulatory exposure or system downtime severity
  • Geographic travel requirements (On-site vs. Remote mix)

M&A Technology Due Diligence

Comprehensive technology assessment protecting capital deployment. We quantify hidden infrastructure risk, architecture debt, and integration runway to ensure accurate valuation and confident acquisition decisions.

Investment Strategy

Fixed Fee Engagement
Estimated Timeline: 6-10 Weeks

Pricing Variables

  • Use-case complexity & legacy architecture footprint
  • Access depth to data rooms & code repositories
  • Penetration testing / deep security review requirements

Discovery Sprint (Strategic Assessment)

High-velocity strategic assessment aligning technical roadmaps with business objectives. Delivers actionable build-vs-buy analysis and an investment package to optimize your technical spend.

Investment Strategy

Fixed Fee Engagement
Typical Timeline: 3-4 Weeks

Pricing Variables

  • Scope and scale of platform analysis
  • Number of contrasting architecture options evaluated
  • Breadth of vendor selection & competitive benchmarking
  • Overall scope

Technical Health Check (Baseline Assessment)

A rapid two-week diagnostic evaluating architecture, security posture, and team efficiency. Delivers a prioritized risk matrix and remediation execution plan to immediately improve platform ROI.

Investment Strategy

Fixed Fee Engagement
Typical Timeline: 2 Weeks
(Post-Access Confirmation)

Pricing Variables

  • System footprint and component density
  • Active code repositories
  • Leadership interview volume

Strategic Advisory

(Ongoing Counsel)

Ongoing strategic technology counsel (10-15 hours/week) including board support, architecture guidance, and major decision advisory. Includes an intensive 30-day diagnostic and priority-setting onboarding period.

Value-Based Retainer
6-12 Month Min.

Board Advisory

(Independent Oversight)

Independent technology oversight for corporate boards including quarterly meeting attendance, risk assessment, and strategic guidance. Includes an intensive 30-day diagnostic and priority-setting onboarding period.

Value-Based Retainer
12+ Month Min.

Engagement Methodology

The Execution Timeline

Predictable structure ensures accountability and focus. This framework applies universally across advisory, diligence, and turnaround engagements.

1. Discovery & Alignment

Mutual fit determination, risk perimeter definition, and agreement on expected enterprise value creation.

2. Diagnostic Phase

Deep-dive technical assessment, team capabilities review, and architectural mapping to establish current-state reality.

3. Strategy Formulation

Development of actionable roadmaps, prioritized mitigation efforts, and executive-level investment business cases.

4. Execution & Governance

Implementation oversight, vendor negotiations, interim leadership support, and continuous risk monitoring.

The Operating Doctrine

Transparent protocol helps us determine mutual fit before targeted analysis.

Engagements are priced based on the enterprise value delivered and risk mitigated, not basic hours logged. A Discovery Sprint that prevents a multi-million dollar technical mistake represents exceptional Return on Equity.

Value-Aligned Partnership

We establish a clear ROI before engagement begins. If our strategic impact doesn't exponentially exceed the investment required, we won't take the project.

Risk Elimination

Cost vs. risk: The cost of proper architectural due diligence is fractional compared to unwinding a legacy monolith post-acquisition.

Senior-Level Expertise

Jason Hood is personally involved in every level of execution. No bait-and-switch delegations to junior analysts.

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