Digital Advisory
We provide rapid, insight-driven technology and digital advisory services that help organizations and investors assess risk, unlock value, and execute with speed and clarity across data, AI, infrastructure, and operations.
Our approach focuses on identifying the issues that matter most, defining scope early, and running workstreams in parallel so clients can move quickly with confidence. By applying pre-built playbooks, targeted experts, and a structured evaluation method, the firm rapidly uncovers material risks across data, infrastructure, security, and operations. This gives leaders clarity on both immediate challenges and long-term implications in fast-changing digital, AI, and cloud environments where operational, regulatory, and reputational risks are high.
AI spending is growing rapidly while digital projects slow as firms wait for clear ROI.
Cybersecurity and data are top CIO priorities as cloud and AI expand.
Organizations face major risks across compliance, privacy, ethics, and integration.
Fast, parallel execution is critical to protect value in SMBs and deal environments.
Our services span technology assessments, diligence, and post-close execution leadership, covering areas such as AI and data readiness, cybersecurity, infrastructure, and partner or data-center evaluations. We support investment decisions through red-flag and deep-dive reviews, then guides organizations post-close by shaping roadmaps, scoping and costing initiatives, evaluating vendors, and leading complex programs like data modernization, AI development, and cloud migration.
With experience across banking, private equity, healthcare, retail, and high tech, they combine deep expertise with practical execution to help clients navigate integration complexity, compliance demands, and long-term technology sustainability while accelerating returns and building resilient digital foundations.
HOW WE CAN HELP
Digital Advisory Offerings
Assessment
Data center and partner assessments
AI and data readiness and maturity evaluations
Cybersecurity, infrastructure, and operational risk reviews
Identification of red flags and critical technology issues
Diligence
In-depth reviews of organizational, technical, and operational domains
Evaluation of data platforms, architecture, and scalability
Risk analysis to support investment and acquisition decisions
Validation of technology claims, capabilities, and gaps
Project and Post
Project scoping, planning, resourcing, and costing
Roadmap and architecture development with executive alignment
Vendor assessments, RFP creation, and oversight
Leadership for data modernization, AI development, cloud migration, and major initiatives
OUR EXPERTISE
Industries
Banking and Private Equity
Consumer QSR and Retail
Healthcare and Life Sciences
High Tech and Software
