Our Approach
We Start With Your Thesis, Not the Tech Stack.
Most technology diligence ends with a list of risks. We go further. Our team pairs former PE investors and operators with technology, data, AI, and cybersecurity leaders, so every finding is tied to what moves value in your deal.
We test the investment thesis against disruption and upside, size the opportunities in dollars, and then help management deliver them. Partners and senior practitioners do the work, the full team is onshore, and we move at deal speed.
Why It Matters
AI investment is everywhere. Measurable returns are not.
50%
Stall after the pilot
Half of GenAI projects are abandoned after proof of concept, usually because the business value was never clear.
Gartner, 2026
80%+
Never reach production
AI projects fail at roughly twice the rate of other technology projects when AI is bolted onto old workflows.
RAND Corporation
12%
See bottom-line impact
Only about one in eight CEOs report that AI has improved both revenue and cost.
Global CEO Survey, 2026
What We Can Do For You
Support at Every Stage of the Deal.
Engage us for a single workstream or across the full investment life cycle. Each offering is scoped to the company's data and AI maturity.
Technology & AI Diligence
Underwrite technology value and risk before you close.
Red Flag Review 1–2 wks
A targeted read on infrastructure, cybersecurity, and AI exposure, with a risk scorecard and remediation cost estimates.
Full Diligence Report 2–4 wks
Applications, data architecture, cyber, IT organization, IT financials, and product maturity, with adjustments for the deal model.
AI Readiness Assessment 1–2 wks
Where AI threatens the business, where it creates upside, and which use cases to prioritize before close.
Data & AI Value Creation
Put points on the board early and build capability that lasts.
Value Creation Roadmap 4–6 wks
A prioritized 100-day and 12-month plan that sizes every opportunity by EBITDA impact and speed to pilot.
Data Foundation & Execution 4–12 wks
One trusted set of numbers for the board and every site leader, and priority use cases taken to a working prototype.
Post-Merger Integration Ongoing
Technology integration planning and program management through the transition.
Exit Readiness
Get ahead of buyer scrutiny to protect deal certainty and value.
Vendor Technology Diligence 1–3 wks
A simulated buy-side review that surfaces red flags while there is still time to fix them.
Management Preparation 2–3 wks
Prepares leadership to present the technology narrative and answer buyer questions with confidence.
Technology CIM 3–5 wks
A buyer-ready story of the technology investments, proprietary data, and roadmap behind future growth.
Across Every Phase: Change Leadership
Technology only pays off when people use it. We assess organizational readiness, coach leaders, and support adoption on the ground so the gains hold.
The People Behind the Work
Led by PE Investors, Operators, and Technologists Who Have Sat on Both Sides of the Table.
We have worked across the private equity ecosystem, so we can answer the technology and AI questions your investment committee, limited partners, and portfolio companies are asking. We translate technical detail into practical steps that drive EBITDA and value.
Meet Our TeamPE Investors & Operators
We have led deals and run portfolio companies, so we know what investment committees and LPs will ask.
Technology Leaders
Senior advisors who have assessed, built, and transformed enterprise technology across the deal life cycle.
Cyber & Security Experts
Practitioners who review security programs, identity, incident response, and recovery the way a buyer's team will.
AI & Data Practitioners
Hands-on builders who design data foundations and take AI use cases from idea to working prototype.
Our team's prior experience includes Accenture, PwC, Gartner, Liberty Advisor Group, and OPTrust.
Why Leo Berwick
Investor Judgment. Operator Execution.
We Speak Your Language
We are PE investors and operators who understand risk, opportunity, and what moves EBITDA.
We Know Your Sector
Deep specialization in healthcare, logistics, professional services, technology, infrastructure, and energy.
Senior-Led and Onshore
Partners and senior practitioners do the work, and the full team is based onshore.
We Move at Deal Speed
We use technology in our own business to staff quickly and deliver on your timeline.