The lower middle market deserves a different kind of technology advisory.
Purpose-built for investors and operators who need clear decisions, practical plans, and momentum, without the cost, complexity, or delay of traditional consulting.
The Problem
Most technology advisory was never designed for the lower middle market.
Traditional consulting models were built for a different market. Scaling them down does not change the economics, staffing, or process behind them.
- 01
Traditional consulting was designed for large enterprises with large budgets, large teams, and time to spare.
- 02
When that model is pushed down market, the engagement gets smaller, but the machinery does not.
- 03
Clients still pay for layers of people, lengthy processes, and recommendations that may exceed management's capacity to execute.
- 04
We started with a different question: What does the lower middle market actually need?
100 Day compared with traditional consulting
Traditional Consulting
Who it's built for
100 Day
Lower middle market investors, operators, and management teams.
Traditional Consulting
Large enterprises with substantial internal teams and procurement budgets.
Engagement model
100 Day
Focused, senior-led teams sized to the decisions and work that matter.
Traditional Consulting
Layered teams, lengthy workstreams, and scopes that can continue expanding.
Time to value
100 Day
Clarity in the decision window. Momentum from day one.
Traditional Consulting
Longer cycles before recommendations translate into action.
Cost structure
100 Day
Fixed fees agreed upfront. Clients pay for the expertise and work required—not a large consulting bench.
Traditional Consulting
Hourly billing and enterprise overhead that can make the final cost difficult to predict.
Delivery approach
100 Day
A standardized methodology purpose-built for lower middle market companies and transactions.
Traditional Consulting
Enterprise methodologies adapted downward for smaller companies and deals.
Success measure
100 Day
Decisions made. Risks reduced. Value protected.
Traditional Consulting
Meetings held. Workstreams completed. Decks delivered.
Our Operating Model
A different operating model built for results.
Lower middle market businesses do not have unlimited budgets or unlimited management bandwidth. Not everything can be fixed at once. Technology priorities must be sequenced, and recommendations must fit the size of the company, the realities of the transaction, and the sponsor's investment thesis.
Lower Middle Market Focus
Designed for the economics, technology environments, and operating realities of this market, not enterprise models scaled down.
Purpose-Built Methodologies
Methods built for transactions of this size, not adapted from Fortune 500 consulting playbooks.
Senior Experts
Experienced operators lead every engagement and remain directly involved through delivery.
Technology-Enabled Delivery
Proprietary systems improve research, consistency, and speed without replacing expert judgment.
Investment Committee Communication
Findings structured for investment decisions: risk, business impact, and recommended action.
Practical Roadmaps
Clear priorities and realistic plans that management and investors can act on immediately.
Built for
the realities
of the lower
middle market.
What We Do
Technology advisory across the investment lifecycle.
From diligence through transition and mobilization, performance improvement, and exit readiness, every service begins with the investment thesis and translates it into priorities appropriate for the company, the transaction, and the hold period.
- Corporate IT Due Diligence
Clear, risk-based assessment for buy-side and sell-side transactions.
- Product & Software Tech Due Diligence
Deep technical insight for mission-critical product and software assets.
- Integration Readiness & Planning
Prepare for Day 1 and accelerate post-close value creation.
- IT Assessment & Roadmap
Understand your technology landscape and chart the right path forward.
- Exit Readiness & Sell-Side Prep
Position your business for a smoother process and stronger outcomes.
Evidence
When timing matters, experience matters even more.
Our work is built for the pace and pressure of lower middle market deals. Recommendations are sized to the transaction, with practical execution valued over theoretical perfection.
300+
Technology diligence engagements
Supporting private equity investors, portfolio companies, and strategic acquirers through consequential technology decisions.
24 hrs
To mobilize
Senior teams mobilize within 24 hours when timelines demand it and have begun immediately when the situation requires.
90%+
Repeat clients
A reflection of trusted relationships, consistent delivery, and advice clients can put to work.
$5B+
Transaction value supported
Experience spanning lower middle market investments through billion-dollar transactions.
Insights
View all insightsIdeas and perspectives for technology leaders.
Practical thinking for decisions where technology, transactions, and value creation meet, grounded in the situations investors and operators face every day.
What an investment committee needs from technology diligence
How to connect the technology environment to the investment thesis and the decisions that matter.
July 2026
MSPs: getting the model right for your business
Why effective managed services begin with clear ownership, aligned incentives, and the right operating model.
July 2026
AI in portfolio companies: from pilots to impact
A disciplined approach to selecting opportunities, testing value, managing risk, and scaling what works.
July 2026
Let's talk about your next transaction.
Whether you're evaluating a new opportunity, planning for value creation, or preparing for exit, we're here to help you move forward with confidence. Or simply compare notes with us on technology and the market.
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