— ENGAGEMENTS
Four tracks across the deal lifecycle.
Every engagement is scoped to a moment in the ownership arc — before the deal, across the hold, and into the exit. Each track carries its own framework, its own deliverables, and a single accountability: moving the number the fund is underwriting.
Assess — Technology Due Diligence
A structured, financially-translated technology assessment of a potential acquisition target. Five dimensions evaluated, each mapped to dollar impact, remediation timeline, and thesis risk.
Improve — Hold Period Value Creation
Technology modernization, AI deployment, and infrastructure optimization across the hold period — tied to EBITDA, not project milestones.
Lead — Embedded Operating Leadership
Fractional CTO, CISO, CAIO, or CDO — embedded technology leadership accountable for EBITDA outcomes, not deliverables. Without the 12-month executive search.
Exit — Sell-Side Technology Diligence
Running the buyer's technology diligence playbook against your own asset — before the buyer does. Find the gaps. Fix them. Pre-assemble the data room. Defend the multiple.
— ENGAGEMENT MODEL
Deploy the right operator at the right depth.
The model is a matrix. Choose the depth the operating plan requires — Virtual, Fractional, or Interim — and the seat the thesis calls for: CTO, CISO, CAIO, or CDO. One relationship with CCA; the platform provides the coverage the phase requires.
Virtual
Advisory cadence for a board or CEO that needs senior technology judgment on demand — decision support, vendor and architecture reviews, and board-meeting preparation without a standing seat.
Fractional
Part-time embedded leadership, typically two to three days a week across a 12–24 month hold, scoped to what the operating plan requires. The default for sustained value creation.
Interim
Full-time dedicated executive presence for a defined window — a post-close sprint, a leadership gap, or an M&A integration — usually three to six months of concentrated ownership.
CTO
Technology strategy, engineering org leadership, roadmap accountability, and M&A integration.
CISO
Security program ownership, SOC 2 / HIPAA / CMMC execution, and board-level risk advisory.
CAIO
AI strategy and deployment, use-case governance, and the LP-facing AI narrative.
CDO
Data platform strategy, governance, analytics leadership, and FP&A infrastructure.
— NEXT STEP
Bring a portco into focus.
Tell us where the asset sits in the hold and what the thesis depends on. We'll tell you which track fits and what the first 100 days look like.