Accelerate post-acquisition synergy realization by integrating, optimizing, and securing cloud infrastructure—while eliminating technical debt and preparing for scale.

• Cloud & Infrastructure Optimization
  Eliminate redundant tools and infrastructure across merged entities to reduce spend, streamline operations, and accelerate time-to-value. Includes CSPM tuning, and right-sizing resources.

• Cloud Security Rationalization (Zscaler, CASB, Palo Alto)
  Standardize and secure the post-merger environment by optimizing CASB, Zscaler Technologies, Microsoft Global Secure Access, and Palo Alto (any NGFW) deployments. Enforce zero trust, eliminate overlapping security tools, and improve incident response maturity.

• Technical Cloud Migrations (To/From/Between Clouds)
  Execute cloud migrations involving AWS, Azure, GCP, or hybrid platforms—re-architecting where needed to improve performance, compliance, cost-effectiveness and future migration post sale.

• Technical Debt Elimination & Remediation
  Identify and resolve legacy code, brittle systems, or fragmented infrastructure left behind during M&A. Deliver a modernization roadmap tied to business outcomes.

• Enterprise Readiness for IPO or Scale
  Prepare acquired entities or merged platforms for enterprise-grade growth and audit-readiness, with secure cloud, compliance frameworks, data hygiene, and observability best practices.

• Managed Services & Operational Oversight
  Provide ongoing support, program management, and Azure CSP services including licensing, billing optimization, steering committee participation, and staff augmentation to ensure post-close stability and execution.

Reduce business risk and increase buyer confidence by securing cloud environments, meeting compliance frameworks, and enabling continuous protection.

• Compliance Readiness Assessments & Gap Analysis
  Evaluate current tools, processes, and configurations against regulatory frameworks (NIST CSF/SP800 53, HIPAA, GDPR, CIS, FISMA) to identify risk exposure and improvement areas.

• Security Control Design & Compliance Frameworks
  Build policy-based security architectures aligned with regulatory needs, including audit trails, encryption policies, MFA enforcement, and access controls.

• Tool Optimization & Automation Enablement
  Fine-tune existing security tools (SIEM, CSPM, EDR, etc.), remove overlap, train staff, and automate workflows to reduce misconfigurations, false positives, and manual overhead.

• Continuous Compliance® Automation
  Deploy automated compliance checks and real-time policy enforcement across cloud environments, with centralized dashboards for audit visibility and evidence collection.

• Palo Alto Strata Cloud Modernization
  Upgrade legacy firewalls, on-prem security infrastructure, and Panorama managed cloud firewalls to Strata Cloud Manager, enabling centralized policy automation, logging, and threat detection at scale.

• Zscaler & CASB Implementation (ZTNA - ZIA, ZPA, ZCC, ZPE, ZDX)
  Design and implement Zscaler Internet Access (ZIA) and Private Access (ZPA) to eliminate legacy VPNs, secure user access, and enable zero trust connectivity. Enforce data loss prevention (DLP), secure SaaS usage, and monitor cloud-to-cloud data flow through advanced CASB capabilities tailored to your business risk profile.

• Enterprise Cloud Security Architecture
  Design and deploy secure-by-default cloud ecosystems with zero trust principles, native automation, and layered protections across multi-cloud environments; all with complete automation.

• Offensive Security & Penetration Testing
  Deliver white-hat services including red team engagements, social engineering, and technical penetration testing to validate resilience and expose blind spots.

Streamline operational workflows by automating repetitive IT tasks, enforcing compliance, security standards and reducing manual overhead.

• IT Task Automation & Workflow Orchestration
  Analyze and automate repetitive IT processes (e.g., user onboarding, access management, patching) to improve speed, consistency, and auditability.

• Self-Service Portals for IT Operations
  Build secure, role-based self-service interfaces to allow IT teams to execute common tasks (VM creation, access provisioning, reboots) without ticket bottlenecks.

• ITSM Integration & Workflow Extension
  Integrate with tools like ServiceNow, Jira, or Azure DevOps to enhance existing ticketing systems with automation, approvals, and dynamic workflows.

• Policy-Driven Infrastructure Provisioning (IaC) (CloudDNA®)
  Automate infrastructure deployment using secure, compliant infrastructure-as-code frameworks tied to role-based and policy-based access controls building secure, compliant global infrastructure in a repeatable way.

• Automated Compliance Enforcement
  Implement continuous controls for tagging, network access, encryption, and other governance policies — enforced automatically during provisioning and runtime.

• Just-in-Time Access & Ephemeral Credentialing
  Enable temporary, policy-controlled access to sensitive systems using automated workflows that generate and expire credentials without manual steps.

Empowering internal teams through tailored AI, automation, and Copilot solutions.

• AI Data Estate Readiness & Governance
  Prepare and assess enterprise data for AI adoption, including data security, compliance alignment, and AI readiness scoring.

• AI-Driven Business Workflow Optimization
  Identify and eliminate bottlenecks in business operations using AI-powered analysis and automation. Inject intelligent agents and process automation into key workflows (e.g., finance, HR, sales, fulfillment) to increase throughput, reduce manual intervention, and drive EBITDA growth through capacity expansion.

• IT Workflow Automation
  Automate internal processes using RPA, ticketing systems, and infrastructure-as-code (IaC) to reduce manual workload and operational cost.

• AI Strategy Advisory
  Evaluate AI readiness across data, infrastructure, people, ethics, and security. Define high-ROI use cases, align initiatives with business goals, and create a roadmap for responsible, scalable AI integration.

• Secure 3rd-Party AI Integration Services
  Seamlessly embed external AI platforms (e.g., OpenAI, Anthropic, Google, Microsoft) into client environments with strong security, compliance, and operational alignment. Acts as the “glue” that ensures AI tools function cohesively across legacy and modern systems.

• Proof of Value (AI Sandbox)
  Rapid prototyping environment to demonstrate AI capabilities using real business problems, without requiring full operational deployment.

• Custom AI Infrastructure & Task Bots
  Build industry-specific AI systems and autonomous bots focused on targeted use cases beyond traditional assistant models.

• Custom Copilot & LLM Implementation
  Design, fine-tune, and deploy internal Copilots and language models (LLMs/SLMs) tailored to the business. Includes deep integration with client APIs, workflows, and systems to automate tasks, enhance productivity, and align with security and operational requirements.

Convert internal capabilities into scalable, software-like IP that drives recurring revenue and increases exit multiples.

• API Management & Developer Enablement
  Design and implement a scalable API Management (APIM) layer with a loosely coupled architecture to expose internal services securely. Enables partners, clients, and developers to build integrated solutions around your offerings with full lifecycle management, authentication, and usage analytics.

• Service-to-Software Transformation
  Identify repeatable internal workflows or offerings that can be packaged into scalable SaaS or platform-based products.

• Technical Architecture & MVP Development
  Design and build the minimum viable product (MVP), focusing on core functionality, usability, and extensibility.

• Recurring Revenue Enablement
  Integrate subscription billing, licensing models, and usage analytics to support recurring revenue operations.

• SaaS Infrastructure & Hosting Readiness
  Deploy modern cloud-native infrastructure to support high-availability, multi-tenancy, and global scalable delivery.

• Security & Compliance for Commercialization
  Harden internal or pre-production tools for public or external use by ensuring compliance with GDPR, HIPAA, or industry-specific regulations.

• Post-Launch Optimization & Support
  Provide ongoing roadmap planning, usage analytics, technical support, and feedback loops to mature the offering.

• White-Labeling & Multi-Tenant Customization
  Enable branding and client-specific customization for resellers, portfolio companies, or external enterprise clients.

Deliver centralized, real-time insights to drive smarter decisions, unify reporting, and enable future AI readiness.

• PE Portfolio KPI Dashboard
  Build executive dashboards that consolidate KPIs across all portfolio companies, enabling private equity firms to view operational, financial, and strategic metrics from a single pane of glass.

• Cross-Entity Executive Reporting
  Create unified dashboards for portfolio companies that need visibility across internal departments or smaller acquisitions, aligning leadership with a centralized view of performance and trends.

• Modern BI Stack Implementation
  Deploy modern data platforms (e.g., Power BI, Snowflake, Databricks) to replace legacy reporting systems with scalable, secure, cloud-based analytics solutions.

• Custom Metrics & Forecasting Models
  Design tailored KPIs and predictive analytics models aligned with business goals, enabling forward-looking insights and better decision-making.

• Automated Data Integration Pipelines
  Implement ETL/ELT pipelines to ingest and harmonize data from multiple systems (ERP, CRM, financials), ensuring timely and accurate reporting.

• Self-Service BI Enablement
  Empower business users with governed self-service capabilities for ad hoc reporting, visualizations, and drill-down analytics.

• Data Governance & Quality Frameworks
  Establish policies, processes, and validation layers to ensure data accuracy, lineage tracking, and compliance with internal and external standards.

• AI-Ready Data Architecture
  Structure analytics infrastructure with clean, well-organized data layers that support advanced use cases like ML, LLMs, and predictive AI.

Accelerate product delivery, enforce secure SDLC practices, and gain full visibility across the software lifecycle.

• Enterprise GitHub/GitLab/Azure Repos Setup
  Deploy and configure secure, enterprise-grade source control systems with branching strategies, protected environments, and policy enforcement.

• Secure, Scalable Development Environment Automation
  Architect and deploy a secure, cloud-native development infrastructure with embedded security, automation, and resource governance. Enables rapid team scaling by abstracting infrastructure complexity, so developers can focus on building software—not managing environments.

• CI/CD Pipeline Automation
  Build and optimize automated pipelines for testing, security scanning, packaging, and deployment—accelerating time to release with repeatable DevOps workflows.

• Secure Software Development Lifecycle (SSDLC)
  Embed security into every phase of development, including shift-left code scanning, SBOM generation, automated vulnerability checks, and secure dependency management.

• User & Permission Governance
  Implement granular access control policies, including role-based access, least-privilege models, and audit logging for developer environments and pipelines.

• Logging, Tracing & Observability Integration
  Enable full-stack tracing, real-time alerting, and telemetry using modern observability tools like OpenTelemetry, ELK, or Azure-native solutions.

• Custom App Insights for Serverless Workloads (Azure)
  Deploy customized Azure Application Insights with enriched telemetry, correlation IDs, and business-level tracing for serverless or microservices-based architectures.

• DevSecOps Policy Enforcement
  Integrate security gates, policy-as-code, and compliance checks into pipelines to ensure continuous alignment with industry standards and regulatory frameworks.

Uncover risks, hidden costs, and infrastructure weaknesses before acquisition—while providing a blueprint for post-close value creation.

• Full-Stack Architecture Review
  Analyze the scalability, security, and modernization level of infrastructure, applications, and data platforms—ensuring the tech stack can support future growth or integration.

• Tech Debt & Refactor Cost Analysis
  Identify outdated or poorly maintained systems, estimate the true cost of modernization, and quantify its impact on timelines, CapEx, and EBITDA.

• Cloud & Infrastructure Efficiency Audit
  Evaluate current cloud usage, network architecture, and infrastructure spend to identify underutilized resources and cost optimization opportunities.

• Security, Compliance & Regulatory Risk Assessment
  Conduct a deep technical review of security posture, data protection, and compliance maturity (SOC2, GDPR, HIPAA), flagging potential deal-breakers.

• Team Capability & Process Evaluation
  Assess the skill level and maturity of the internal technical team, development practices, DevOps pipelines, and support capabilities to understand operational risk.

• Data Architecture & AI Readiness Scan
  Examine the structure, governance, and accessibility of data to determine the feasibility of future analytics or AI integration.

• Product Roadmap & Technical Viability Review
  Validate the feasibility of promised roadmap items based on team capabilities, code quality, infrastructure, and current velocity.

• Integration Readiness Assessment
  Review APIs, modularity, and legacy coupling to estimate the ease or difficulty of integrating the company into a broader ecosystem or platform.

• Post-Close Mitigation Planning
  Deliver a tactical remediation roadmap with prioritized improvements, quick wins, and budgeted timelines to fix technical gaps after acquisition.

• Value Creation Plan Mapping
  Tie technical findings directly to EBITDA impact, identifying automation, optimization, or consolidation opportunities that drive post-close value realization.

Ensure continuous performance, stability, and oversight of cloud environments with expert-led operational support and vendor accountability.

• Cloud Infrastructure Monitoring & Management
  Provide monitoring and maintenance of cloud resources (compute, storage, networking, serverless) to ensure high availability, scalability, and cost efficiency.

• Technical Support Ticket Escalation & Resolution
  Act as Tier 2/Tier 3 escalation point for cloud service incidents, environment issues, and troubleshooting complex performance or configuration problems.

• Environment Reporting & Governance
  Deliver scheduled reports on health, spend, and configuration drift across environments, aligned with best practices and stakeholder KPIs.

• Cloud Vendor Management & SLA Oversight
  Maintain relationships with cloud service providers and key 3rd-party vendors, tracking issues, escalations, patching schedules, and performance SLAs.

• Third-Party Product Ownership & Lifecycle Management
  Take responsibility for 3rd-party tools (monitoring, security, DevOps) — from integration and patching to performance tuning and contract renewal coordination.

• Patch Management & System Updates
  Ensure security and operational stability by managing patching cycles across OS, platforms, and 3rd-party tools with minimal disruption.

• Runbook Development & Incident Response
  Create and maintain technical runbooks and automated response plans to reduce time-to-resolution and maintain operational consistency.

• Cost & Usage Optimization Support
  Actively analyze resource consumption and usage patterns to identify and execute cost-saving opportunities within the cloud estate.

• Agile & Project Delivery Management
  Provide technical project managers and scrum masters to drive backlog grooming, sprint planning, stakeholder alignment, and delivery cadence across operational initiatives.

• DevOps Coordination & Change Management
  Coordinate deployments, code releases, and configuration changes across multiple environments, ensuring proper sequencing, testing, and communication.