AI-focused Value Creation and GTM Strategy Consulting

Watershed Value Advisory provides strategy consulting for private equity and corporate clients. We work with businesses to capture the AI market opportunity by unlocking growth levers, channels, and capital for software and tech-enabled businesses in the middle- and lower middle-market.

Uniquely positioned to help technology companies align, invest, and scale to win

15+ years exclusively in software and IT services

With experience across AI natives, incumbents, and those making the shift to AI products and services

Unique combination of investor and operator lens

Bridging value identification with the cross-functional perspective on feasibility, execution, and change management

Experience with premier technology investors and top performing portfolio companies

Leading with ROI-driven analysis and proven, repeatable playbooks and execution frameworks

Leadership expertise across companies of ranging scale, maturity, and stages of growth

From startups to $1B top line, and mix of prospect-, cross-sell-, and M&A-led growth strategies and margin expansion initiatives