Due Diligence
An operator's lens on what you're actually buying — before you commit.
- Revenue quality & retention analysis
- Tech debt & infrastructure audit
- Seller dependency mapping
- Customer concentration risk
- Market position assessment
M&A Advisory · Fractional COO
Buy better. Operate smarter. Exit stronger.
8 projects spanning acquisitions, operational turnarounds, and exits. We bring dealmaker and operator expertise to every engagement — so the business you buy becomes the business you planned for.
8
Projects
5
Successful Exits
7
Years Active
About
I've been on both sides of the table.
I've founded a business, acquired seven more, and sold five of them. Each one taught me something I couldn't learn from a case study.
Most advisors come from finance. They know the models, the multiples, the process. What they've rarely done is run the product, manage the team, fly out to meet the clients, and rebuild operations from scratch after a messy handover. That's what I've spent the last seven years doing.
The pattern I kept seeing: deals fell apart not at the table, but in the 100 days after close. That's where value gets made or destroyed — and where I've focused most of my work.
I partner with SaaS buyers and operators as both a dealmaker and a hands-on operator, depending on what the situation calls for.
I'm now applying that same operator lens to building products with AI — and writing about what that actually looks like.
Track Record
- Projects Completed 8
- Acquisitions 7 + 1 Founded
- Successful Exits 5
- Active Since 2019
- Focus SaaS, B2B, LatAm & Global
Approach
Operator-first. Every recommendation comes from direct experience managing real products, real teams, and real customers through real transitions — not just analyzing them from the outside.
Services
Where we can help.
We bring both dealmaker and operator expertise. Work with us across one track or both.
Track 01
M&A Advisory
From first LOI to final handshake — and everything in between.
Deal Structuring & Negotiation
Protecting your downside without killing the relationship or the deal.
- Term sheet review & structuring
- Price & multiple validation
- Earnout design & negotiation
- Seller note structuring
- Alignment clause design
Exit Preparation
Getting your business sale-ready and positioned to command the right multiple.
- Operational cleanup & documentation
- Retention & churn improvement
- Buyer targeting & process management
- Deal structuring & terms
- Transition period management
Track 02
Operations & Fractional COO
From day one of ownership to a business that runs without you.
Post-Acquisition Transition
The first 100 days after close is where most deals succeed or fail.
- System & process documentation
- Team retention & culture transfer
- Vendor & infrastructure audit
- Customer communication strategy
- Handover roadmap & 100-day plan
Operational Scaling
Building the systems, processes, and structure your business needs to grow.
- Process design & documentation
- KPI frameworks & reporting
- Vendor & tool optimization
- Hiring & team structure
- Revenue growth initiatives
Team & Culture Integration
Bringing acquired or distributed teams into a single, coherent operating culture.
- Onboarding & culture design
- Cross-functional alignment
- Remote & distributed team management
- Performance frameworks
- Change management
Case Studies
Work that got done.
Projects listed under their internal codenames.
Acquisition
Exit
2021
Alpine
Acquired a CRM tool and led a full product redesign, operational overhaul, and eventual exit.
CRM
13-Month Turnaround
Full Exit
Took over a CRM tool with strong bones but a product in need of significant work. Led the full redesign and implementation from scratch, rebuilt operations, and grew revenue 5× over 13 months. Then led the entire exit process — finding buyers, negotiating terms, and managing the transition through close.
Operations Lead · Exit Advisor
Acquisition
2022
Levante
Acquired a best-in-class email marketing tool and launched an enterprise tier that transformed the client base.
Email Marketing
Enterprise Launch
Hotel & Airline Clients
Levante had a well-optimized product and a loyal niche audience. We built an enterprise plan from scratch and landed major hotel chains, airlines, cruise companies, and global FMCG brands. Structured the original acquisition with earnout and bonus clauses tied to specific milestones — keeping the founding team engaged and aligned for 3–4 years post-close.
Operations Lead · Acquisition Advisor
Acquisition
Exit
2024
Embera
Acquired a no-code website builder, rebuilt it from scratch, and exited 12 months later for a 67% profit.
No-Code Builder
Full Rebuild
67% Profit on Exit
The seller came in asking for nearly 5× — we negotiated the price down to 1.5×, cutting the original ask by two thirds. Rebuilt the entire product from scratch, streamlined key processes, and sold 12 months later for a 67% profit. A clean example of how aggressive acquisition terms and disciplined execution compound.
Acquisition Lead · Exit Advisor
Acquisition
2023
Ridgeline
Acquired an online hiring assessment platform serving enterprise and SMB clients across Latin America.
HR Tech · LatAm
UX/UI Redesign
AI Integration
Ridgeline had a solid client base across Latin America — enterprise accounts and SMBs — but needed product and operational investment. We delivered a full UX/UI redesign, improved core functionality, introduced AI components, and redesigned the pricing model to better align with client needs, which drove meaningful MRR growth. A key part of the project was successfully integrating a distributed team across Colombia, Peru, and Mexico into a unified culture and operating cadence.
Advisory · Operations Oversight
Founded
Exit
2019
Cairn
Founded a facility management company in Costa Rica and grew it 12.9× during COVID before a successful exit.
Facility Management
Costa Rica
12.9× Sales Growth
Built a facility management business serving public and private sector clients in Costa Rica. During COVID — when most businesses contracted — we grew monthly sales 12.9× in just 10 months by identifying and capturing demand others missed. Scaled the team from 9 to 15 before exiting.
Founder · Operator
Acquisition
Exit
2022
Meridian
Acquired two customer service apps with a cross-sell thesis — then made the disciplined call to exit when the thesis didn't hold.
Customer Service SaaS
Cross-Sell Thesis
Tax-Optimized Exit
We acquired a customer service app and built a second to cross-sell to existing clients. When the second product failed to gain meaningful traction — and the broader app ecosystem took a hit from the AI wave — we made the disciplined decision to exit and redeploy capital. Structured the deal to include multi-year tax benefits. Led the full exit: buyer outreach, negotiation, and transition.
Operations Lead · Exit Advisor
Acquisition
Exit
2022
Cobre
Acquired an event management company, uncovered deeper-than-expected tech debt, and executed a strategic exit to the market leader.
Event Management
Competitor Acquisition
Full Client Migration
Cobre surfaced red flags in due diligence that we underestimated. Once inside, the tech debt was far larger than assumed — not worth fixing. We struck a deal with the main competitor to transfer all clients to their platform. A hard lesson in due diligence discipline, and one that sharpened how we evaluate tech assets. Led the transition, the negotiation with the competitor, and the full knowledge transfer.
Transition Lead · Exit Advisor
Acquisition
2025
Serra
Joined the acquisition team for a customer service platform serving Web3 and crypto projects globally.
Web3 · Customer Service
Client Discovery
AI Feature Expansion
Serra serves a niche but fast-moving market — customer service infrastructure for Web3 and crypto projects. Our acquisition role focused on client discovery: talking directly to existing users to map pain points, satisfaction drivers, and product gaps. Those insights shaped both the acquisition thesis and the post-close roadmap. Since acquiring, we've updated the AI component and launched several highly requested features.
Acquisition AdvisorContact
Let's talk.
Whether you're evaluating your first deal or your fifth, we're happy to spend 30 minutes understanding your situation and telling you honestly whether we can help.