We’re a team of finance professionals who’ve walked in your shoes. Each of our fractional CFOs has sat on the C‑suite side of the table at high‑growth technology service organizations—including managed service providers, managed security service providers, value‑added resellers and systems integrators.
Our experience spans companies of very different sizes and stages: at one MSP and one IT services firm, revenues grew from under $25 million to well over $150 million. An MSSP we supported expanded from around $80 million to more than $120 million. We were fortunate to be part of leadership teams where disciplined finance, rigorous analytics and a shared respect for culture helped make that rapid growth possible—without sacrificing client satisfaction.
We partner with technology services companies that have already achieved at least $5 million in annual revenue and are actively committed to scaling. That includes integrators, value‑added resellers, MSPs and MSSPs. Once a business has proven its model and crossed that threshold, it’s at an inflection point where a strategic financial partnership can accelerate progress and help deliver the growth, profitability and resilience that owners envision.
We know firsthand that scaling isn’t a straight line. That’s why our approach is grounded in humility and collaboration. We work with owners and executives to bring structure to the chaos of growth—aligning pricing with value, translating KPIs into actions and ensuring every investment supports your long‑term goals. Our mission is to help you build a business that’s not only bigger, but more profitable, resilient and ready for whatever comes next.