First-Turn Growth Partners

Fractional CIO Leadership for Private Equity Portfolio Companies

Turning newly acquired portfolio companies into scalable, compliant, and value-ready platforms.

The first-turn challenge

After acquisition, portfolio companies often face:

Legacy systems that don't support scale

High IT spend with low ROI

Compliance and security gaps introduce risk

Teams stuck in reactive mode instead of driving growth

Where I come in

With 30+ years in IT leadership, I’ve guided portfolio companies through their first growth cycle — reducing costs, improving service metrics, and engineering infrastructure for sustainable scale.

Proven Cost-Reduction Leadership

Achieved over $1.5MM in annual savings in IT and services while improving service responsiveness, resolution speed, and employee security awareness.

Operational Transformation

Delivered 99.9% reliability through automation, cut operational overhead by 66%, and reduced support ticket volume from 350+ to ~35.

Deep Technical Foundation

30+ years in systems engineering, administration, and IT leadership with a primary focus in healthcare, enabling fast, effective infrastructure design and troubleshooting.

Strategic Growth Enablement

Guided multi-site technology integrations, major system upgrades, and divestiture transitions while maintaining compliance in HIPAA-regulated environments.

How we work together

Fractional CIO Engagement

20 hours/week, remote-first, with on-site as needed

Immediate Focus

Stability, compliance, and cost optimization

Roadmap

IT maturity aligned to hold-period growth goals

Aligned Incentives

Option to tie part of compensation to measurable results

Why PE firms call me

Rapid stabilization of IT in the first 90 days

Strategic sequencing of initiatives across the 2–4-year first turn

Quick wins that build credibility while laying groundwork for exit-driving transformation

Let’s talk about your next hold

Every portfolio company’s environment is unique. The first step is understanding:

Where IT is today

People, processes, systems, and spend

Where you need it to be

To scale and maximize valuation

Current Challenges

The issues standing in the way

Contact Us