Where Wall Street Meets AI
Transforming SMB Performance Through Strategic AI Implementation
We combine 30+ years of investment banking and private equity expertise with hands-on AI implementation to deliver right-sized solutions that generate ROI in months, not years.
30+ Years Investment Banking & Private Equity
Deep understanding of business metrics, ROI, and value creation from decades of M&A and capital raising experience.
AI Strategy to Implementation
From $25K strategy assessments to $500K transformation programs. We build solutions, not just PowerPoints.
SMB-Focused Solutions
Right-sized AI solutions for mid-market realities. 3-6 month implementations with measurable ROI.needs.