Scoped advisory engagements and embedded operating leadership for private, mid-market, and enterprise companies. Senior practitioners working directly with clients — the person on the first call is the person delivering the engagement.
Aggregated across principal-led operating roles, advisory engagements, and transactions.
The difference between Advisory and Operating isn't what we cover — it's how the engagement is structured. Both span finance, operations, technology, commercial, and transactions. Both are led by senior operators who have done the work.
Fixed-fee or outcome-based engagements with written deliverables. Situation diagnosis, value creation planning, technology strategy, transaction support, and integration execution — sized to the specific workstream where internal teams need operator-grade depth.
One senior operator owns the function end-to-end — starting with finance, operations, and HR, supported by adjacent workstreams and a standardized technology stack. Tech and digital product leadership available as the practice expands.
The principal who scopes the work delivers the work. No staffing pyramid. No partner-sells, junior-delivers. Clients get the judgment they're paying for.
Every engagement is led by someone who has run the function at real companies at real scale — through transactions, integrations, transformations, and the quarter-end crunches that test whether a playbook survives contact with reality.
PE operating partners, internal value creation teams, and CEO staff are the primary relationship on most engagements. Monashee brings focused capacity to the specific workstream where internal bench depth runs thin.
Every engagement is built around modern, AI-enabled workflow — standardized stacks on the Operating side, automated analysis and delivery infrastructure on the Advisory side. Senior judgment, compounded by leverage.
Anonymized engagement vignettes drawn from principal-led work across technology, services, healthcare, manufacturing, and fintech. Specifics remain confidential to clients.
Operational assessment and value creation plan for a PE-backed SaaS platform preparing for a strategic exit — commercial model, product roadmap, operating rhythm. Plan became the central artifact for investor conversations.
Integration planning and execution for a technology-enabled healthcare services company acquiring a remote patient monitoring business — synergy capture, systems consolidation, operating rhythm.
IT capabilities assessment and CIO succession advisory for a multi-billion dollar global manufacturer — technology strategy, operating model, executive-level business cases for technology investment.
Retainer finance and operations leadership for a technology company scaling from single-digit to institutional revenue — close discipline, systems architecture, cash and contracts, people operations, acquisition readiness.
A 30-minute working call to understand the situation and whether Monashee fits. If we're not the right firm, we'll tell you directly.
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