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Matt Ortiz

Managing Partner

Growth and Private Equity M&A Advisor

Matt is an experienced technology executive with over 25 years of leadership, product management, R&D, and management consulting experience in the technology industry. He's an entrepreneur who is as comfortable advising private and growth equity firms on growth-stage companies as with large multi-national boards and their cross-functional teams.

He's held executive roles in Product and R&D and has extensive experience integrating businesses and organizing cross-functional dependencies. Matt owned Post-close Merger Integration and Transformation solutions at Crosslake Technologies, was the first Director of Solutions and Business Innovation Partner at Neudesic (an IBM company), and has lead technology/business innovation and go-to-market initiatives for Xerox/Conduent, Pulte, Wells Fargo, Honeywell and Ticketmaster.

Industries

  • E-commerce, Adtech/Martech, Digital Marketing, CMS
  • Media, Entertainment, Sports, and Hospitality
  • Consumer and B2B products
  • IoT, Industrial IoT (Smart Home, City, and Business), and Global Supply Chain
  • Financial Services and Insurance
  • Healthcare, Pharma, Neutra, Agtech
  • Education

Expertise

  • Buy-side/Sell-side Diligence and Exit Prep
  • Add-ons, roll-ups/consolidation, integration, turn-around, carve-out
  • M&A value creation/growth strategies
  • Product Lifecycle Management
  • CPO/CTO/M&A Advisory
  • Finance, Operations, ERP, CRM
  • Enterprise, Software, and Solution Architecture
  • Microservices, cloud, hybrid, serverless, and cloud-native architectures
  • Data & Analytics
  • Business & Technology Innovation
  • Product/R&D Org Design and Change Management
  • Pragmatic, Human-Centered Design, scalable agile team structures
  • UX, design, user analytics, accessibility, physical and digital design