Accepting 2 new advisory relationships for Q4 2025

AI Advisory for Leaders Facing $100M+ Decisions

We help boards, private equity funds, and $1B+ enterprises unlock hidden value through precision AI strategy and execution. We partner selectively—limited to five transformation relationships per year.

20+ yrs ERP & Digital Transformation
PhD (NLP) • Columbia • Yale
$50M–$200M typical value identified
Boards • PE • Fortune 500

Authority & Credibility

We operate at the intersection of AI strategy and enterprise transformation. Led by a PhD in NLP with Columbia & Yale research pedigree and two decades in ERP/SAP RISE & GROW, we advise Fortune 500 CIOs, PE operating partners, and public sector leaders in high‑stakes contexts—regulatory risk, multi‑billion‑dollar operations, and AI‑driven restructuring.

Global Top 5 Pharma
$10B Manufacturer
Top 3 PE Fund

Signature Advisory Programs

AI Readiness & Value Mapping

Board‑level diagnostic that quantifies AI‑addressable value pools across your enterprise and prioritizes the first $50M–$200M in capture.

Outcome: Enterprise value map & 12‑month action plan.
3 weeks • Executive interviews • Data/Process scan • Board readout

Operations Technology AI Roadmap

Manufacturing, pharma, and energy OT modernization. From predictive maintenance to quality intelligence and throughput optimization.

Outcome: 30–40% efficiency uplift in targeted lines.
6–10 weeks • Pilot design • Vendor stack • ROI model

Regulatory Risk & Compliance AI Architecture

Design AI‑assisted controls, monitoring, and audit trails that prevent penalties and build regulator confidence.

Outcome: $10M+ penalty avoidance & audit‑ready posture.
4–8 weeks • Risk mapping • Control design • Evidence framework

Executive Insights (Limited Circulation)

AI Readiness in Heavy Industry 2025

Where the first $100M hides: reliability, quality, throughput, and compliance.

The Hidden AI Opportunity in PE Portfolios

Cross‑portfolio playbooks that compound value during hold periods.

AI & Regulatory Risk: The Next Wave

Designing evidence‑rich systems that satisfy the toughest regulators.

Private Briefing (By Referral)

We prioritize board‑level introductions and PE operating partners. If your decision horizon is measured in weeks—not quarters—reach out.