Sector-deep advisory built for how learning businesses operate today. AI built into how we deliver — across diligence, sourcing, and operating engagements. For investors, operators, and L&D leaders making the decisions that define the next ten years.
Sector-deep operating experience. AI built into how we deliver.
Senior judgment on every engagement.
AI is core to how we work — embedded in diligence research, sourcing analytics, content production, operations, and synthesis. Faster cycles, sharper output, and a partner who can help portfolio companies adopt the same capabilities.
Twenty-five years inside the sector, leading product and content organizations through scale, acquisition, and integration. We have built the operating muscle we now advise on.
Engagements are led by senior operators with direct sector experience — not staffed down to junior teams. When we bring in collaborators, they are practitioners selected for the specific work, not associates learning on the engagement.
Each built for a distinct kind of decision.
Pre-deal, post-close, and ongoing.
Hands-on. Strategy that gets executed.
Operating change that holds.
Engagements are anonymized at client request.
Sourced acquisition targets in regulated workforce compliance training across three rounds and thirty companies — focused on identifying net-new targets to meet the firm's mandate.
Outcome: Two rounds delivered with full target dossiers and prioritized short-list. Pipeline cultivation ongoing.
Led a solo commercial due diligence engagement on a healthcare & education learning provider, informing the firm's investment decision and delivering a 180-day value creation plan with actionable direction on growth and scalability.
Outcome: Investment decision informed. Post-close roadmap delivered with prioritized growth levers.
Embedded advisor to a workforce-technology company through preparation for and execution of a sale to a strategic acquirer. Scope spanned positioning, GTM motion, customer expansion, and seller-side narrative.
Outcome: Successful sale to strategic acquirer.
A 7-person content team adopted the AI Content Studio workflow following a two-stage assessment and three-day workshop engagement.
Outcome: ~100 hours per month recovered. ~$44K in annual savings. First-pass content quality scoring above its previous baseline.
Most engagements start with a 20-minute call. We'll discuss your current challenge to determine whether we can help solve it.
Book a 20-minute call