A team that takes you from SMB to enterprise value.
Scaling past organic growth takes moves most founders haven’t made before — acquisitions, integrations, complex initiatives. LevelUp+ gives you an established team to run them, fractionally or as a JV, without the cost and risk of building it yourself.
BioGenesisBioGenesis
Wins and current engagements.
Across the companies we’ve built, scaled, and sold — and the ones we’re scaling now.
Ethos Manufacturing
Built an industrial biomass processor from concept to $50M+ revenue and 27 locations worldwide — scaled without debt or outside capital.
MDCredit
Conceived, funded, scaled, and sold a private-label finance company for physicians — 100+ doctors in the first two years, expanding patient access to care.
Real Estate Developer
Cleaned reporting and modeling ahead of a corporate sale, and re-modeled an insurance claim into an $85M payment — up from a projected $30M.
Search Intelligence Group
Structuring a boutique executive-search platform that more than tripled recruiter payout per deal while removing nearly all of their admin load.
levelup+IT · Experts Unlimited
Consolidating a fragmented IT & security market into an institutional platform — more reliable exits, on better terms, for owner-operators.
Pono & ROI
Scaling the only national guard-services brand headquartered in Hawaii — blue-chip clients and industry-leading reporting and supervision.
Programs and portfolio companies.
The ventures we build, back, and operate — and where the LevelUp+ team plugs in.
Group exit program for managed service providers. Eight to twelve complementary firms taken to market as one institutional-grade platform.
View the program →Boutique executive search placing VP and C-suite leaders — HR, finance, technology, and marketing — for PE firms and growth-stage companies. 20+ years, 38-day average shortlist.
Visit joinsig.com ↗Aggregation exits for owner-operated staffing firms — the group exit thesis applied to the workforce solutions market.
Cohort formingPatient finance for plastic, orthopedic, and dental surgery — honest day-one rates and long, flexible terms so patients get more of the care their doctor recommends.
Visit cutie.fi ↗How an engagement works.
Map the gap
We pinpoint where your growth goals outrun your current team — the acquisitions, integrations, and initiatives you’re not yet staffed to run.
Plug in the team
You add an established, cross-functional team — fractional or JV — that already works together. No hiring, no ramp, no assimilation risk.
Run the moves
We execute the complex growth work alongside you — M&A, integration, financing, and the operational scale that separates SMBs from enterprises.
Re-rate the company
You reach enterprise-grade structure and value — without the years of trial, error, and cost of building the capability alone.
Built by operators who’ve run the moves you’re about to make.
Organic growth rewards founder intuition — until it doesn’t. The moves that unlock the next level — acquisitions, integrations, complex initiatives, institutional financing — demand a team most founders don’t have and can’t easily hire.
Building that team the traditional way means hiring, financing, onboarding, and assimilating a group of strangers — slow, expensive, and risky, right when execution matters most.
LevelUp+ gives you the team instead — fractional experts and JV partners who already work together, plugged into your business with established relationships. You get the acquisitions, integrations, and enterprise-grade structure without the risk of building it yourself — and the jump from SMB multiples to enterprise multiples, without the years of trial and error.
The right team for your aspirations.
Operators, finance, FP&A, treasury, legal, security, and admin — the disciplines organic growth never forced you to master. You get just what you need, just when you need it — a team built around where you’re headed.
Finance and strategy executive with operating depth across credit, healthcare, real estate, and entertainment. Has placed every tranche of the capital structure — with first-hand founder experience.
Corporate counsel and finance director for early-stage and growth companies — building and running financial and in-house legal operations, focused on enterprise value creation.
CEO and Managing Partner of Search Intelligence Group, placing top-tier accounting, finance, marketing-analytics, and strategy leaders — nearly two decades of relationship-driven search.
26 years building Xperts Unlimited into one of Southern California’s trusted cybersecurity and managed-IT providers. Now driving strategic consolidation with fellow MSP owners toward premium exit multiples.
Founder and CEO of VURV, a full benefits platform delivering enterprise-grade healthcare access for brokers, TPAs, and employers. 18 years as Managing Director at Golden Capital Partners.
Technical product leader — principal PM at Aerospike, ex-Amazon Alexa (shipped computer-vision features to 4M+ customers), and first product hire at Objective, acquired by Upwork.
Built the complete finance organization at Golden Hippo, a $1B+ vertically integrated DTC enterprise with 20+ brands. CPA; now founder of Blue Oak Advisory, delivering strategic CFO services.
25+ years of FP&A and strategic finance at high-growth public SaaS, fintech, and PE-backed companies — 8+ years leading FP&A at BlackLine, with earlier roles at Green Dot, ADP, and PwC.
CTO of VURV, building API-first, cloud-native health-benefits infrastructure for brokers, enterprises, and governments. Previously co-founded Webtechadvisors, serving as its CTO for 14 years.
Cybersecurity executive and Navy veteran — 20+ years across security operations, GRC, and the Defense Industrial Base. Founder of Cyber Control Group and of SmartFirm IT, exited via acquisition in 2023.
Ready to add a team?
Tell us where you’re trying to take the business and what’s standing in the way. We’ll show you how a fractional or JV team gets you there — and what the enterprise-value upside looks like.
andrew@levelup.ceo · No pitch, no obligation, 30 minutes.