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Technology advisory and consulting

Two practice areas.
One trusted team.

Independent technical, operational, product, and cyber consulting for private equity and M&A transactions, and vendor-neutral technology advisory for enterprise. Built on decades of hands-on executive experience in telecommunications and managed services.

Same operators. Same standards. Two engagements built for different questions.

30+
Years executive experience
100+
Operational roles integrated
24
Providers in the curated partner network
Deep bench
Multidisciplinary specialists to tap into on every project
In house
Diligence intelligence platform, built for this work
2
Principals on every engagement
Who is T Advisors?

A boutique advisory and consulting firm, built by operators.

A boutique technology advisory and consulting firm, with deep roots in telecommunications and managed service providers. The team is made up of seasoned professionals with decades of experience in executive and leadership roles.

Why T Advisors?

The firm's strength comes from the roles and projects its principals have actually run. Every client gets a hands-on approach and personalized, actionable advice. For a company looking to invest, buy, sell, or grow, or simply wanting a clearer understanding of its technology infrastructure, T Advisors partners with the team to navigate the process and deliver impactful solutions and knowledgeable advice.

Independent and unbiased

No vendor ownership or referral arrangements.

Principal-led delivery

Both managing members engage directly on every engagement.

Practitioners, not theorists

COO, CTO, and engineering roles held before advising on them.

Clients served

Trusted across telecom and managed services.

A selection of organizations T Advisors has had the privilege of serving, from the private equity sponsors who rely on its diligence to the service providers it partners with.

Private equity clients

Private equity firms and acquirers

A few of the investment firms that hire T Advisors to run independent technical, operational, product, and cyber due diligence on their transactions.

Trusted service providers

Operators, carriers, and MSPs

Telecom and managed services businesses that have invited T Advisors into their platforms, integrations, and transitions.

Core competency

Due diligence, built for telecom and managed services.

T Advisors supports private equity firms and service providers through technical, operational, product, and cyber due diligence, drawing on decades of operating experience in telecommunications and managed services.

The intelligence platform was built for that work. It turns raw commission and revenue feeds into clear, structured insight: annualized run-rate, net revenue retention, revenue under contract, customer tenure, and forward book, all in one view, answering the diligence and operating questions investors actually ask.

Confidential client data, anonymized for display
The T Advisors intelligence platform dashboard, showing annualized run-rate, trailing 12 months, net revenue retention, revenue under contract, customer tenure, and commission by master agency.
The difference

With T Advisors, the engagement is built differently.

T Advisors
A generalist firm
Independence
T Advisors

Independent. No vendor ownership or referral arrangements.

A generalist firm

Recommendations shaped by vendor relationships and referral fees.

Who does the work
T Advisors

Principals run the engagement end to end.

A generalist firm

Work delegated to rotating junior staff.

Background
T Advisors

Operators who have held COO, CTO, and engineering roles.

A generalist firm

Frameworks applied by theorists without operating experience.

Scope and pace
T Advisors

Built for private equity, investment banking, and M&A timelines.

A generalist firm

Broad, multi-month scope that misses telecom and MSP nuance.

Trusted by operators

A curated partner network behind every advisory engagement.

Advisory recommendations draw on a vetted network of technology providers. T Advisors stays vendor-neutral; the network exists to deliver the right solution, not a preferred one.

Next step

Evaluating a transaction, or assessing a technology stack?

Send the details of the engagement. The team responds within one business day, and every conversation is confidential.

About T Advisors

A boutique firm built by operators.

T Advisors is a boutique technology advisory and consulting firm, with deep roots in telecommunications and managed service providers. The team is made up of seasoned professionals with decades of experience in executive and leadership roles.

How the firm is organized

One bench. Two branches.

The same operators answer two different questions. The branch that runs an engagement is decided by the question it starts with.

Consulting Group

Due Diligence

Who
Private equity firms, investment banks and acquirers
Asks
What the acquirer is actually buying
Gets
Risk, cost and opportunity surfaced before the papers are signed, then the integration run after close
Covers
Technical, operational, product and cyber due diligence, post M&A integration, business engineering, software and AI delivery, interim COO and CTO leadership, and project management
Due Diligence
Technology Advisory Group

Technology Assessments

Who
Mid-market and enterprise technology leaders
Asks
Whether the current environment still fits the business
Gets
A vendor-neutral read on network, security, cloud and managed IT, and a plan that carries no sales agenda
Covers
Voice, UCaaS and contact center (CCaaS), internet access and SD-WAN, information security and managed security, cloud services and virtualization, and managed IT and helpdesk outsourcing
Technology Assessments

One bench. The same operators staff both branches, so the standard does not change with the question.

About the firm

Hands-on, by design.

The firm's strength is derived from previous roles and projects. T Advisors takes a hands-on approach with its clients and stays committed to personalized, actionable advice.

When a company or firm is looking to invest, buy, sell, or grow, or simply wants a clearer understanding of its technology infrastructure, T Advisors partners with the team to provide impactful solutions and knowledgeable advice.

Why T Advisors

Experience a generalist firm cannot replicate.

Practitioners, not theorists

The principals have held the executive roles they now advise on. Every assessment reflects direct operational experience.

Independent and unbiased

No ownership or financial arrangement with any vendor. Every recommendation is driven by what is right for the client.

Built for institutional clients

Structured for private equity, investment banks, and enterprises where precision, confidentiality, and speed are non-negotiable.

Telecom and MSP depth

A specialized sector with nuanced economics and integration complexity that generalist consultants consistently underestimate.

Principal-led, always

Both principals engage directly on client work. There is no delegation to junior staff on T Advisors engagements.

Fast, confidential delivery

Independent third-party analysis delivered on transaction timelines. The NewSpring diligence was completed within two weeks.

Leadership

The principals behind every engagement.

Both principals engage directly on client work. There is no delegation to junior staff on T Advisors engagements.

Andrew Silber, Managing Member

Andrew Silber

Managing Member

Seasoned technology executive with deep expertise in telecommunications, managed services, and enterprise technology strategy. Decades of C-suite experience leading complex transformations for PE-backed and publicly traded telecom operators.

Andrew has guided organizations through platform modernization, post-merger integration, and operational turnarounds, aligning engineering, product, and go-to-market teams around measurable outcomes. He has advised private equity sponsors and management teams on technical and operational diligence across UCaaS, CCaaS, and managed services platforms.

His work translates complex infrastructure realities into clear, decision-ready guidance, helping investors and operators understand both the risks and the opportunities embedded in a transaction.

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Martin J. Rodriguez, Managing Member

Martin J. Rodriguez

Managing Member

Experienced operator in telecom, M&A integration, and OSS/BSS platforms. Proven track record scaling service provider businesses post-acquisition with precision execution and cross-functional leadership across engineering, product, and operations.

Martin has led the integration of acquired companies into unified, scalable operations, built OSS/BSS and provisioning systems from the ground up, and modernized network and infrastructure footprints for regional and national carriers.

He partners directly with investors and management teams on technical, operational, product, and cyber due diligence, with a focus on the metrics and key-person risks that most often shape an investment decision.

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Sales Team
Isabel Arango Uribe, Senior Account Director, US and LATAM

Isabel Arango Uribe

Senior Account Director, US & LATAM

Bilingual sales and account management leader with deep experience in consultative selling across the U.S. and Latin American markets. Isabel has a proven track record of exceeding quota and growing revenue by taking the time to understand each client's business before recommending a solution.

She has managed enterprise accounts across SaaS, digital advertising, and B2B consulting, building lasting relationships by staying engaged well beyond the initial sale. Her earlier experience in risk consulting for multinational clients gave her a well-rounded understanding of both the commercial and operational sides of a business.

As the primary point of contact for the firm's vendor-neutral Technology Assessments, Isabel guides clients from the first conversation through final recommendations, ensuring every assessment results in clear, practical guidance.

LinkedIn profile
Consulting Group

Due diligence across four disciplines.

Independent technical, operational, product, and cyber due diligence for private equity, investment banks and acquirers, plus the integration, engineering and leadership work that follows a close.

Technical due diligence is an assessment of the technology, the operations, the product and the cyber security (network and information security) of a company being bought, invested in or merged with. It runs alongside the legal and financial work, on the same transaction timeline, and it answers a different question: not what the business is worth on paper, but whether it can actually do what the thesis assumes.

The principals run it directly. The questions asked, and the ones the team knows to ask next, come from people who have held the COO, CTO, engineering and security roles being evaluated, rather than from a framework applied from outside.

Every engagement is confidential from the first conversation, and the deliverable is an independent third-party document. The firm is not positioning for the integration work when it writes it.

M&A teams direct most of their diligence toward legal and financial matters. The technical, operational and security condition of the target receives comparatively limited attention, and those are frequently the areas that determine whether an acquisition performs as underwritten.

A platform that cannot scale, an engineering team held together by two people, a product roadmap that is really a backlog, or an information-security posture that will not survive the first customer audit. None of these show up in the financials until after close, and all of them change what the business is worth.

Telecom and managed services make this harder still. The metrics that matter are specific to the sector, and a generalist firm applying a standard framework tends to miss the nuance in churn, in revenue under contract, in how a network is really provisioned and supported.

People. Whether the leadership and technical team is in place, how much sits with one or two individuals, whether top talent can take time off without disruption, and what the compensation picture looks like across the roles that matter.

Process. Whether tribal knowledge is documented, whether the company manages by numbers, how much visibility and accountability exists across the organization, and whether the way it works is compatible with post-merger integration.

Technology. How effectively the stack is used, whether it scales to the growth the model assumes, what intellectual property genuinely exists, where it overlaps with the acquirer, and whether the same implementation could run at lower cost.

Findings are organized against the investment thesis: what is real, what is risk, what is opportunity, and what each of those implies for the first hundred days after close.

Why it matters to a buyer

Due diligence on operations, technology and product.

Growing by acquisition is one way to increase revenue, but it is not an easy endeavor. Every acquisition is different, and there is no cookie-cutter approach to integrating companies.

M&A teams typically direct the majority of their diligence toward legal and financial matters, while the technical and operational condition of the target receives comparatively limited scrutiny. Those areas frequently determine whether an acquisition performs as underwritten.

For private equity firms, investment banks, and acquirers, engaging a team capable of rigorous technical, operational, product, and cyber due diligence is essential to managing transaction risk. T Advisors also prepares companies in advance of a sale or merger, so they enter the process from a position of strength.

People

  • Is the appropriate leadership and technical team in place
  • The efficiency of the company's operations
  • Whether top talent can take time off without disruption to the company
  • Compensation levels of key employees
  • The extent to which employees wear multiple hats
  • Whether employees are overwhelmed or underworked

Process

  • Whether the company has well-documented technical tribal knowledge
  • The efficiency of the company's operations
  • Whether they are adaptable and compatible for post M&A integration
  • Whether the company manages by numbers or operational metrics
  • The level of visibility and accountability across the organization
  • The existence and effectiveness of information security policies

Technology

  • The effectiveness of the company's technology usage
  • The scalability of the company's technology for expected growth levels
  • The existence and value of any intellectual property
  • Redundancy of the company's technology with the acquirer
  • The availability and geographical redundancy of the company's systems
  • Whether their technology implementation and operation can run at lower cost
Frequently asked

Why due diligence on operations, technology, and product?

Identifying technical risks: Technical due diligence helps identify any potential technical risks associated with the target company's products, services, technology, and infrastructure. This includes assessing the scalability, reliability, and security of the technology, as well as compliance with industry regulations.

Assessing the target company's capabilities: Technical due diligence can provide insight into the target company's capabilities, including their technology stack, development processes, and intellectual property. This information can be used to identify potential synergies and inform integration planning.

Evaluating the target company: Assessing the target company's technology, development processes, and intellectual property can provide insight into the company's future growth potential and revenue streams.

Identifying areas for improvement: Technical due diligence can identify areas for improvement within the target company, such as outdated technology or processes, which can be addressed before or after the acquisition.

Making informed decisions: Technical due diligence helps the acquiring company make informed decisions by providing a comprehensive understanding of the target company's technology and operations.

A company can benefit from technical, operational, product, and cyber due diligence when preparing for M&A by identifying potential issues or risks associated with the target company's technology, operations, and infrastructure. This can include evaluating the target company's product or service offerings, assessing the scalability and reliability of their technology, and examining their compliance with industry regulations.

By identifying these issues early, a company can negotiate more favorable terms or even walk away from the deal if the risks are deemed too great. Technical, operational, product, and cyber due diligence also helps the acquiring company understand the target company's capabilities and potential synergies, which informs the integration planning process and helps ensure a smooth transition post-acquisition.

Identifying operational risks: Operational due diligence helps identify potential operational risks associated with the target company, such as inefficiencies, compliance issues, or financial mismanagement. This can include evaluating the target company's financial performance, organizational structure, and business processes.

Assessing the target company's operations: Operational due diligence can provide insight into the target company's operations, including their systems, infrastructure, and processes. This information can be used to identify potential synergies and inform integration planning.

Evaluating the target company's management: Operational due diligence can evaluate the target company's management team, including their experience, leadership skills, and track record, helping the acquiring company determine if the team is a good fit post-acquisition.

Identifying areas for improvement: Operational due diligence can identify areas for improvement within the target company, such as inefficiencies or compliance issues, which can be addressed before or after the acquisition.

Making informed decisions: Operational due diligence helps the acquiring company make informed decisions by providing a comprehensive understanding of the target company's operations and management.

The practice

Six services, from diligence through delivery.

Diligence is where most engagements start. The five that follow carry an investment through integration, growth, execution and the systems that support it.

How a diligence engagement runs

A clear path from question to recommendation.

01

Scoping and access

Align on the question behind the engagement, the timeline, and the access required. Confidential from the first conversation.

02

Independent assessment

Principals conduct the technical, operational, and product review directly, working hands-on with leadership and the existing stack.

03

Findings and recommendations

An unbiased third-party deliverable: risks, opportunities, and prioritized recommendations mapped to the goals and the thesis.

04

Execution support

Where needed, the firm stays on through post-close integration, interim leadership, or project delivery, keeping customers agnostic to the change.

Technology Advisory Group

Technology Assessments.

A vendor-neutral review of voice, internet, cloud and security across every location, with a roadmap the business can act on and no product to push.

A technology assessment is a review of the systems the sites depend on to trade: the phone system, the internet circuits, the firewalls, the cloud services, and the contracts sitting behind all of them. It covers every location, and it treats them as one business rather than a pile of separate bills.

T Advisors does not sell any of it. There is no product behind the recommendation and no referral fee attached to it, so the answer can be that the current setup is fine.

Most companies have never had this done, and not because they were not paying attention. The information genuinely exists. It just lives in invoices, inboxes and a few people's heads, spread across every office, and no one has ever had a reason to pull it into one place.

Every new office, acquisition or remote team adds another carrier, another contract and another bill. Each one made sense on its own day. Put ten years of them together and no single person can say what the business is paying, what it is running, or where it is exposed.

That uncertainty has a price. A multi-site business typically carries three to five times the vendors it actually needs, and once duplication and unused services are stripped out, most recover somewhere between ten and thirty percent of what they were spending on telecom and cloud.

The pattern is always the same. Each location bought its own internet and phone service from whoever knocked first, contracts auto-renew at full price because nobody is tracking dates across the portfolio, and one office has a managed firewall and multi-factor authentication while the next has a consumer router and a shared password.

Meanwhile the lines at closed offices keep billing, the seats for departed staff keep billing, and when something breaks the first hour goes on working out what is even there. With voice, internet and cloud coming from different vendors, every outage turns into a blame game with the business as the referee.

The work produces four things, written so the finance team and the IT team can both use them.

The first is a complete inventory: one register of every circuit, phone system, cloud service, firewall and contract across all locations, with renewal dates and owners. The second is a spend and contract analysis of what is paid and to whom, flagging retail pricing, duplicate services and the contracts that should be consolidated or renegotiated.

The third is a set of risk and security findings, a clear read on exposure across sites and, more usefully, on the gap between the strongest and weakest location. The fourth is a prioritized roadmap: quick wins first, larger projects sequenced, each with the expected cost, saving and effort.

The engagement finishes with the whole estate on one page, a clear view of where the money and the risk are, and a vendor-neutral plan to fix it, with or without T Advisors to execute it.

What the assessment reviews

Five areas, every location.

The full technology stack that keeps the sites connected, productive and protected.

How it works

From scattered bills to a plan the business can run.

A five-step engagement. The heavy lifting sits with T Advisors, not with the client's team, and the last step does not end.

  1. 01

    Discover

    T Advisors gathers invoices, contracts and inventory across every site. No long meetings required.

  2. 02

    Analyze

    The firm maps spend, services and risk into one picture, and finds the waste and the gaps.

  3. 03

    Recommend

    The client receives a prioritized roadmap with costs, savings and the case for each move.

  4. 04

    Manage

    Where the client wants it, T Advisors helps source the vendors and manages them for the life of the contract.

  5. 05

    See it

    The client gets a portal onto their own technology portfolio: every service, what it costs, who provides it and when it renews, kept current for the life of the relationship rather than going stale the week the report is delivered.

    Screenshot of the portal The client portal, showing a technology portfolio with monthly spend, contracts expiring within ninety days, spend by category and provider mix. Spend figures and the account name are obscured. The client portal equipment inventory, listing device type, hardware model, location and quantity across every site. Account identifiers are obscured.
    The portal as the client sees it, showing every service, what it costs, who provides it and when it renews. Spend figures and identifying details are obscured here; the client sees their own in full.
Client work

Assessments that turned into networks the business can rely on.

Two Florida businesses, twelve locations, one provider each. Both started with a vendor-neutral review.

Both engagements started with a vendor-neutral assessment.

An assessment starts with what is already in place, defines what the business needs, and lets providers quote against the same requirement.

Start a conversation
Client work

Engagements from both practices.

Technical, operational, product, and cyber due diligence for investors and acquirers, and vendor-neutral technology assessments for technology leaders. Both branches are below.

Consulting Group

Due Diligence

Work for investors and acquirers. Sponsor and client names are withheld on diligence engagements per confidentiality.

Featured engagement

A diligence engagement, start to finish.

The one engagement a client has agreed to be named in. The rest are described without names, in line with the confidentiality every engagement carries.

NewSpring Capital

Independent technical diligence for a 100th portfolio investment.

NewSpring Capital, an investment firm founded in 1999, needed an independent technical assessment of Star2Star Communications, a Florida-based unified communications firm, before adding it as their 100th portfolio company.

Their professionalism, backgrounds, and deep knowledge of telecommunications provided our firm with well-rounded technical due diligence analysis that was key in our decision-making process.
Marc LedermanGeneral Partner, NewSpring Capital

Challenge

Evaluate the target's technical risks, costs, growth opportunities, team capability, technology, and processes ahead of the investment decision.

The work

Technical evaluation of current and proposed infrastructure, engineering management assessment, product roadmap and competitive review, and an IP and human capital assessment.

Outcome

Delivered an in-depth, independent third-party analysis within two weeks, surfacing risks and opportunities that informed the investment decision.

Case studies

Five diligence and consulting engagements.

Open any one for the challenge, the work and the outcome.

Other outcomes

Results delivered on other engagements.

Led the migration of a telecom service provider from a self-hosted VoIP platform to a PaaS model, letting the client focus on selling instead of network and infrastructure issues.

Telecommunications

Led the technical due diligence to acquire two managed service providers, then their integration into one profitable, scalable company.

Managed cloud services

Integrated 100+ operational roles while maintaining the existing customer base and revenue stability throughout the process.

Telecommunications

Maintained business continuity while leading a team through the launch and implementation of a homegrown OSS/BSS platform, keeping customers agnostic to the change.

Telecommunications

Implemented a knowledge management wiki and drove company-wide adoption, improving cross-training and lowering mean time to repair.

Telecommunications

Developed middleware to integrate four wireless carriers into a single, centralized provisioning and billing platform.

IoT and Telecom
Technology Advisory Group

Technology Assessments

Work for technology leaders. Named client engagements, shown in full.

Next step

The next engagement starts with a conversation.

Send the details of the transaction or the technology decision. Every engagement is principal-led and confidential, and most inquiries are answered within one business day.

Get in touch

Start the next engagement.

For an acquisition under evaluation, a technology assessment, or a post-close integration, the team responds promptly. All engagements are treated as confidential.

Send the engagement details

Confidential. Typical response within one business day.

Confidential, NDA on request

All inquiries are treated as confidential. T Advisors typically responds within one business day.

Message received. It has reached the team, which typically responds within one business day.

Confidentiality

Every engagement, and every conversation that precedes one, is treated as confidential.

Consulting Group Due Diligence

Due Diligence

Independent technical, operational, and product diligence for private equity, investment banking, and M&A transactions, delivered on transaction timelines.

T Advisors gives investors and acquirers an unbiased third-party view of the technology, the team, and the operational realities behind the deal. Every engagement is run directly by the principals, so the questions asked, and the ones the team knows to ask next, come from people who have held the executive roles being evaluated.

On the technical side, the review evaluates current and proposed infrastructure, engineering management depth, the product portfolio and competitive roadmap, and the existence and value of intellectual property. On the operational side, it looks at the company's ability to function under pressure, how it manages by numbers, and how its information security posture stands up.

Findings are organized to map directly to the investment thesis: what is real, what is risk, what is opportunity, and what changes the diligence implies for the post-close plan.

What this looks like in practice

  • Technical evaluation of current and proposed infrastructure
  • Engineering management and team capability assessment
  • Product, IP, and competitive roadmap review
  • Operational and information-security posture
  • Findings mapped to the investment thesis
  • Independent third-party deliverable, NDA from day one

Track record. In the NewSpring Capital engagement the technical diligence was delivered within two weeks ahead of the firm's 100th portfolio investment.

Consulting Group . Due Diligence
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Consulting Group Post M&A Integration

Post M&A Integration

People, process, and technology integration after the close, structured to protect customers, retain talent, and unlock the EBITDA case.

Acquisitions are unique. Generic integration playbooks fall apart on contact with real customers and real engineers. The work begins from the diligence findings (or a fresh assessment where T Advisors did not run the diligence) and turns them into a concrete integration plan with owners, dates, and success criteria.

T Advisors focuses on the three places integrations fail: people (who needs to stay, who needs to land somewhere, who needs to lead), process (what one set of operations looks like, and how to get there without customer disruption), and technology (which platforms win, which sunset, and how to migrate without breaking SLAs).

Where the firm has led these efforts before, it has kept customer bases stable through cutovers, integrated 100+ operational roles into a single org, and brought OSS and BSS platforms online with the customer agnostic to the change.

What this looks like in practice

  • Integration plan tied directly to the deal thesis
  • People strategy: leadership, retention, reorganization
  • One process target state and a no-disruption migration plan
  • Technology rationalization with SLA-aware cutovers
  • EBITDA tracking against the integration plan
  • Customers stay agnostic to the operational change

Track record. On one engagement the team integrated 100+ operational roles while maintaining the existing customer base and revenue stability throughout.

Consulting Group . Post M&A Integration
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Consulting Group Business Engineering

Business Engineering

Operations optimization, process innovation, scalability design, systems integration, and automation, measured by what they actually move.

Business engineering is the work of rebuilding a company's operating model so it can grow without breaking. It starts with a clear picture of the current state and ends with measurable changes in efficiency, capacity, or customer outcomes.

T Advisors designs processes that scale and instruments them with the right metrics, integrates systems that should have been talking to each other for years, and automates the parts of the operation that should never have been manual. The goal is fewer heroes and more dependable execution.

This work is often the missing middle between strategy and execution: not a slide deck, not a single project, but the operational redesign that makes the strategy possible.

What this looks like in practice

  • Operations optimization with measurable KPIs
  • Process redesign for scale and quality
  • Systems integration across OSS, BSS, CRM, and finance
  • Process automation where manual work breaks
  • Operational metrics, dashboards, and accountability
  • Implementation, not just recommendations

Track record. The team implemented a knowledge management wiki and drove company-wide adoption, lowering mean time to repair across a telecom operation.

Consulting Group . Business Engineering
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Consulting Group Interim Leadership

Interim Leadership

Senior executives placed into operating seats while the company runs a permanent search or stabilizes a critical function.

Sometimes the right answer is not a consultant, it is a leader. The principals and a curated network of senior operators step into COO, CTO, head of engineering, IT, product, or strategy seats to keep the company moving while the permanent hire is found.

The engagement is not just filling a chair. The interim leader runs the function, hires and develops the team, and prepares a real handoff document and a successful relationship with the permanent leader who eventually arrives.

Engagements range from a few months of stabilization through a full permanent search, and end the same way: with a stronger function than the one found at the start and a leader set up to win.

What this looks like in practice

  • COO, CTO, head of engineering, IT, product, and strategy roles
  • Operating leadership, not advisory only
  • Hiring, development, and team stabilization
  • Mentoring for the incoming permanent leader
  • Clear handoff document on exit
  • Available for confidential placements

Track record. The consultants bring varied executive backgrounds across COO, CTO, engineering, IT, software development, product, and strategy roles.

Consulting Group . Interim Leadership
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Consulting Group Project Management

Project Management

End-to-end management of complex technical and operational projects: on time, within budget, and to the satisfaction of all stakeholders.

T Advisors runs projects that touch the engine of the business: OSS and BSS platforms, post-close integrations, large carrier migrations, knowledge and tooling rollouts, multi-vendor middleware. The kind of work where executive attention is required and a missed milestone costs revenue.

The firm's project management is opinionated. Success criteria are defined in writing, the operating cadence is set up, and the program is run against it. The technical fluency to ask the right questions in the room leaves stakeholders confident the program is being run, not just reported on.

Outcomes delivered include VoIP platform migrations from self-hosted to PaaS, middleware that consolidates multiple wireless carriers into one provisioning and billing platform, and homegrown OSS/BSS launches without customer-visible disruption.

What this looks like in practice

  • Defined success criteria and operating cadence
  • Technical PMs who understand the work, not just the schedule
  • Multi-vendor, multi-team programs
  • Risk and dependency management across functions
  • Status that executives can trust
  • Track record of complex programs delivered

Track record. T Advisors led a telecom service provider's migration from a self-hosted VoIP platform to a PaaS model, letting the client focus on selling rather than infrastructure.

Consulting Group . Project Management
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Consulting Group Software, AI and Automation

Software, AI and Automation

Operational platforms, backend integration and process automation. T Advisors advises on the design, and then builds and runs it.

Most advisory firms stop at the recommendation. T Advisors also builds. The same people who assess an operating model can design the system that fixes it, ship it, and keep it running, which means the advice is written by people who will have to live with it.

The work is ordinary production software. Multi-tenant platforms with real access control and per-customer data isolation, containerized and deployed on a repeatable pipeline, with tests, monitoring and a migration path. Not prototypes, and not a slide deck describing a prototype.

Where AI earns its place, it is used: routing and classifying work that used to sit in someone's inbox, turning unstructured documents and invoices into structured data, conversational agents that handle live calls and hand off cleanly to a person. AI is also used heavily in the build itself, which is a large part of why a small team ships at the pace it does. Where a deterministic rule is cheaper and more predictable than a model, the rule wins, and the writeup says so.

Integration is usually the hard part, and it is the part the firm has done most: bridging a new platform into the phone system, the billing stack, the CRM, the ticketing tool and the data warehouse a business already runs on, without asking it to throw any of that away.

What this looks like in practice

  • Multi-tenant operational platforms, built for production and not for demo
  • Backend integration across telephony, billing, CRM, ticketing and data
  • Process automation that removes manual steps rather than moving them
  • AI applied where it beats a rule: classification, extraction, live conversation
  • Containerized deployment, automated tests and a documented migration path
  • Handover to the client's team, or T Advisors keeps running it. Both are normal

Track record. The intelligence platform behind the firm's own diligence work is one of these builds. It runs in production on client data, and it is the reason that diligence output is structured rather than narrative.

Consulting Group . Software, AI and Automation
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Technology Advisory Group Voice and UCaaS

Voice and UCaaS

Unified communications as a service (UCaaS), contact center (CCaaS), cloud phone systems, POTS replacement, and the collaboration tools hybrid teams actually live in.

Voice has quietly become one of the most complex parts of an enterprise stack. Cloud PBX, UCaaS, contact center, POTS replacement, and integrations with CRM and ticketing tools all live in the same conversation. T Advisors helps clients map their actual needs against what each vendor really does well.

Because the firm is vendor-neutral, its recommendations are driven by call patterns, integration requirements, regulatory constraints, and total cost, not by who pays the largest referral. When the picture is complex (multi-site, multi-country, contact center with WFM, or strict compliance) it is useful precisely because it can compare like-for-like across the partner network.

The engagement does not stop at the recommendation. T Advisors supports the procurement, the migration plan, and the bring-up, so the technology assessment translates into a working phone system.

What this looks like in practice

  • UCaaS platform selection and cloud PBX
  • Contact center (CCaaS) and workforce management
  • POTS line replacement at scale
  • Remote and hybrid collaboration platforms
  • Integrations with CRM, ticketing, and identity
  • Vendor-neutral procurement support

Track record. The advisory partner network includes RingCentral, Nextiva, Five9, Zoom, Dialpad, CallTower, Sangoma, Microsoft Teams, and many more.

Technology Advisory Group . Voice and UCaaS
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Technology Advisory Group Internet Access

Internet Access

Broadband access via cable, fiber, or cellular, with SD-WAN across multiple connections and backup failover that actually fails over.

Connectivity is the floor under every other service. T Advisors works with clients to design the right primary, secondary, and out-of-band access for each site, against real bandwidth needs and real risk tolerance.

Where SD-WAN is the right fit (multi-site, latency-sensitive applications, cloud-heavy traffic) the firm designs the topology, recommends the right vendor, and validates the failover behavior against actual scenarios. Where it is not, the report says so.

T Advisors also keeps clients honest on cost: legacy circuits live forever inside enterprises long after they should. A clean inventory and a market-priced redesign is often where the engagement begins.

What this looks like in practice

  • Broadband internet via cable, fiber, and cellular
  • SD-WAN topology and vendor selection
  • Backup and out-of-band failover that has been tested
  • Carrier diversity and geographic redundancy
  • Circuit inventory cleanup and right-sizing
  • Market-priced contract negotiation

Track record. The network includes Verizon, AT&T Business, Comcast Business, Windstream Enterprise, Zayo, TPx, Cato Networks, and Palo Alto Networks.

Technology Advisory Group . Internet Access
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Technology Advisory Group Info Security

Info Security

Business continuity, penetration testing, intrusion detection, DDoS mitigation, ransomware protection, and the endpoint hygiene to make it stick.

Security is where the gap between executive perception and operational reality is widest. The assessments are structured to show leadership what is actually in place, what is at risk, and which controls give the biggest reduction in risk per dollar.

T Advisors does not sell tools. It helps clients understand the current posture, the obligations they carry (regulatory, contractual, insurance), and the priorities a security program should pursue over the next quarter and the next year. Where managed services are the right answer, the firm helps select and bring them on.

On the diligence side, security findings frequently shape deal terms. T Advisors surfaces them early and writes them up so they can be acted on by both sides of the transaction.

What this looks like in practice

  • Business continuity and disaster recovery planning
  • Penetration testing and vulnerability scans
  • Intrusion detection and prevention
  • Information security assessments and policy review
  • DDoS mitigation and ransomware protection
  • Endpoint management and network monitoring

Track record. The advisory partner network includes Palo Alto Networks, Cato Networks, and managed security providers across multiple regions.

Technology Advisory Group . Info Security
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Technology Advisory Group Cloud Services

Cloud Services

Server, network, and infrastructure virtualization, datacenter colocation, and the storage strategies that hold up at growth.

Most enterprise cloud strategies are a mix of public cloud, private virtualization, and physical colocation. T Advisors helps clients design the right shape of that mix for their actual workload profile, instead of defaulting to one provider.

The review pays particular attention to data: where it lives, what it costs to move, what compliance requires, and how it is protected. Cloud bills surprise nobody more than a CFO whose data egress assumptions were wrong.

On the operations side, the review looks at how cloud is run day to day: cost management, identity, observability, and the people skills required to keep the platform healthy.

What this looks like in practice

  • Server, network, and infrastructure virtualization
  • Datacenter colocation strategy
  • Data storage architecture and cost management
  • Public cloud (AWS and Azure) and hybrid design
  • Identity, observability, and operational readiness
  • Vendor selection across colocation and cloud

Track record. The network includes AWS, Microsoft Azure, Rackspace, TierPoint, Flexential, and Evolve IP among colocation and cloud partners.

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Technology Advisory Group Managed Services

Managed Services

Managed firewall, remote IT helpdesk, and full or partial outsourcing of IT functions to a qualified third-party provider.

Internal IT is a balance. Some functions must stay in house. Others run better outsourced to a partner whose scale and tooling beat what the company can build in house. T Advisors helps clients draw that line clearly.

T Advisors helps select the managed services partners that fit the company's size, hours, regulatory posture, and ticket profile. The firm designs the working agreement so SLAs are tied to outcomes, not just response times, and so the relationship is built to be reviewed every year.

For clients in the middle of growth or post-acquisition integration, managed services often unlock the breathing room to focus internal IT on the work only an insider can do.

What this looks like in practice

  • Managed firewall and network security
  • Remote IT helpdesk and end-user support
  • Full or partial IT function outsourcing
  • SLA design tied to outcomes
  • Working agreement and partner governance
  • Annual review and rebid discipline

Track record. The partner network includes managed service providers across helpdesk, firewall, and infrastructure operations for organizations of various sizes.

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Client case study

Plumbing Supply and Distributor

Six Florida locations, one provider, from the circuit to the desktop.

Plumbing Supply and Distributor is one of the leading independent plumbing supply distributors in Florida, with six locations, each carrying a designer showroom, a contractor counter and a stocking warehouse. It came to T Advisors for a technical analysis of a growing business, and now takes connectivity, voice, network security and desktop management from a single provider.

6
Locations across Florida
3
Connectivity feeds at each site
100+
Employees on one platform
1
Provider, circuit to desktop

The challenge

Plumbing Supply and Distributor was growing, and its telephony, network, security and desktop environment all had to grow with it. Rather than tackle them one at a time, the company asked T Advisors to assess all four together across every location.

The company made one decision early that shaped the entire project: use a single provider for everything, rather than pick the best vendor in each category and manage them separately.

What T Advisors did

  1. 01

    A technical review across four areas

    T Advisors assessed telephony, network, security and desktops at all six locations, then defined what each would need to support a growing business.

  2. 02

    Providers quoted against the same requirement

    Several providers were invited to bid on one shared requirement, so their proposals could be compared like for like. The company chose to go with a single provider and contracted TPx.

  3. 03

    Connectivity and SD-WAN at every location

    Each location got three connections: coax, fiber and cellular. SD-WAN runs across all three, providing failover, path diversity, traffic shaping and prioritization.

  4. 04

    Voice, security and desktops

    TPx UCaaS for more than 100 employees, including IP phones, desktop software and mobile apps. Fortinet firewalls and network security at every location, and TPx desktop management on every PC.

Where it stands today

One provider, six locations, four systems.

Sites

Six locations across Florida.

From one provider

Connectivity, SD-WAN, UCaaS, network security and desktop management.

Internet

Three feeds at every location: coax, fiber and cellular.

Voice

Over 100 employees on IP phones, desktop software and mobility apps.

Why the company chose one provider

Four systems, six locations, one point of accountability. Rather than manage separate vendors for connectivity, voice, security and desktops, the company wanted a single provider responsible for all of it. TPx was the one that could deliver the full scope.

Technology Advisory Group

Request a technology assessment

Four systems across six locations, reviewed together and quoted against one requirement. The same approach applies to any growing estate.

Client case study

Nationwide Motorsports Company

One provider, six locations, and a network the business can rely on.

Nationwide Motorsports Company is a powersports dealer in South Florida, selling and servicing motorcycles, personal watercraft, side-by-sides and ATVs. It came to T Advisors with a network the business could not rely on, and now runs voice, contact center, connectivity, switching and network security from a single provider across six locations.

6
Locations on one platform
1
Provider, one support number
4
Engagements to date
3+1
Internet feeds, plus cellular

The challenge

The company was running two internet feeds, one coax and one fiber, and losing quality on the primary carrier. Packet loss, jitter and latency were degrading the services the stores depend on, and the problem was reliability rather than any single outage.

In retail that is not a back-office problem. Phone calls suffer and card payments are at risk, and both of those are the business trading.

What T Advisors did

  1. 01

    SD-WAN over the top

    Rather than rip out the circuits, SD-WAN was put across the Comcast and AT&T connections the company already had, so both feeds carried traffic at once and sessions moved between them automatically when one degraded.

  2. 02

    Cellular behind the wired feeds

    If one wired feed fails, or both fail, the sites still reach the cloud communications platform, so calls continue and card payments keep going through.

  3. 03

    A penetration test

    With the network stable, the company asked T Advisors to test it. The test was carried out and reported; the items found went to the company's IT department and were closed.

  4. 04

    Voice, contact center, switching and security

    Multiple providers were analyzed and TPx selected, supplying UCaaS and contact center with primary and secondary connectivity. Switches were added and the SonicWall environment was replaced with TPx and Fortinet.

Where it stands today

Six sites, one provider, one support number.

Sites

Five retail locations and a warehouse.

From one provider

UCaaS, contact center, SD-WAN, switching and network security.

Internet

Three dedicated feeds, two fiber and one coax, with cellular behind them.

Run by

The company's own IT department, with co-managed access to the TPx network operations center.

T Advisors earned the trust and the business

Nationwide Motorsports Company first came to T Advisors with packet loss on a single carrier. Each engagement that followed was requested only after the last one had been delivered. That is how one network fix grew into a single-provider estate spanning six sites.

Technology Advisory Group

Request a technology assessment

One unreliable carrier became a six-site network with a single point of accountability. That started with a vendor-neutral review.

Partner program

Earn on every service a customer buys.

A program for managed service providers. The partner keeps its own managed IT and security work and the customer relationship. T Advisors adds connectivity, voice, contact center and SD-WAN underneath it, and shares the provider compensation.

The opportunity

Customers need more than most MSPs sell today.

Revenue left on the table

Every customer buys internet, voice and contact center services. Where the MSP does not sell them, that spend goes to someone else, and so does the relationship that comes with it.

No new headcount

T Advisors brings the team that quotes, project manages, implements and supports the work. The partner hires and trains no one.

Deeper relationships

Solving more of a customer's problems makes an MSP harder to replace, and opens doors to parts of the estate it does not see today.

There is no reason to walk away from services the partner does not currently sell. Bringing T Advisors in earns the partner a share of every one of them.

How it works

The partner opens the door. T Advisors does the work. The partner gets paid.

The customer pays no advisory or assessment fee. The providers compensate T Advisors, and T Advisors shares that with the partner.

  1. 01

    Introduce

    T Advisors becomes an extension of the partner's team. The partner flags an account or an upcoming renewal.

  2. 02

    Assess

    A no-cost technology assessment of the account, run with the partner rather than around it.

  3. 03

    Register and quote

    The opportunity is registered with the providers in the partner's name, then the best-fit providers are sourced and quoted.

  4. 04

    Implement

    The customer signs directly with the provider. T Advisors project manages the turn-up.

  5. 05

    Get paid

    An upfront bonus at signing, then a monthly residual for the life of the account.

What the partner can offer

A full stack, delivered by the T Advisors team under the partner's relationship.

Connectivity

Fiber, coax, copper, satellite and wireless, designed for redundancy, diversity and resiliency, with cellular backup where the physical paths are limited.

Voice and UCaaS

Desk phone, desktop client and mobile app in a single seat, with voicemail to email and text, an admin portal, and the migration fully project managed.

Contact center

Options from a simple queue through to enterprise CCaaS, with recording, transcription and sentiment alerts, from providers including Five9, Genesys and Dialpad.

SD-WAN

Over the top of existing circuits, or bundled with new connectivity, with voice prioritization and wireless failover.

Data centers, cloud and global connectivity are sourced the same way, from about 130 vetted providers in the United States and internationally, drawn from relationships with more than 500 suppliers.

Where the line sits

The program complements an MSP's services. It never competes with them.

The boundary is drawn together before the first account, so T Advisors never steps into the partner's work.

The partner keeps

Its own practice

  • Core managed IT and security services
  • The customer relationship and the brand
  • Existing contracts and pricing, untouched
  • Final say on anything proposed to its accounts
T Advisors adds

The services underneath

  • Connectivity, UCaaS, contact center and SD-WAN
  • Provider selection, quoting and contracts
  • Implementation and project management
  • Ongoing support, escalations and renewals
Roles

A light lift for the partner, the heavy lifting for T Advisors.

What the partner does

  • Makes the introduction
  • Shares what it knows about the account and upcoming renewals
  • Joins key customer calls where it wants to
  • Keeps owning the relationship

What T Advisors does

  • Holds the provider agreements, about 130 of them, and registers the opportunity
  • Needs analysis, solution design, quotes and proposals
  • Implementation, project management and escalation support
  • Contract tracking, renewals, and commission processing and payment
Compensation

An upfront bonus, then a residual every month the account bills.

Upfront bonus

Paid on the account's monthly recurring charge at signing. Depending on the provider, it can approach one month of that charge.

Monthly residual

A commission paid every month for the life of the account, which grows as the partner's book grows.

Nothing to the customer

No advisory or assessment fees. The providers compensate T Advisors, and a large share of that is passed to the partner.

Bonus and commission levels vary by provider and by service. The partner's share of each is set in the partner agreement rather than published here.

Protection

The customer contracts with the provider. Commissions flow back through T Advisors to the partner.

The customersigns directly The providerpays commissions T Advisorsshares bonus and residuals The partnergets paid

Registered in the partner's name

Every opportunity is registered with the provider before anything is quoted.

No bypass

Providers do not circumvent a registered partner, and most no longer run direct sales teams at all.

Tracked every month

Every commission received is processed, reconciled and paid out.

Engagement models

Three ways to work together.

The partner chooses how visible T Advisors is to the customer. In every model, T Advisors supports implementation, escalations and renewals for the life of the account, and can engage fully in Spanish.

Referral

The partner introduces the account and steps back. T Advisors runs the assessment, the proposal and the implementation, and keeps the partner informed throughout.

Co-sell

T Advisors joins customer calls as part of the partner's team and builds the analysis alongside it.

White label

T Advisors operates behind the partner's brand. Proposals go out under the partner's name, with the T Advisors team working in the background.

Case study

One SD-WAN project grew into the full technology stack.

Nationwide Motorsports Company, a powersports dealer with six United States locations.

The problem

Packet loss, latency and jitter meant locations could not reliably reach cloud systems, pull inventory or take payments.

How the account grew

It started with over-the-top SD-WAN and wireless failover, then a network penetration test. Connectivity, UCaaS, contact center, a switch replacement and network security followed. Within a year every one of those services was billing, each paying a bonus and an ongoing residual.

Read the case study

The platform

A proprietary CRM and portal built for this model.

Document ingestion

Reads contracts and bills in PDF, Word and Excel to build a full picture of each account.

Renewal tracking

Knows when every contract expires, so a proposal lands before the renewal date rather than after it.

Partner portal

Carries the partner's logo, and shows every account, opportunity and commission in one place.

Customer portal

Locations, services and contracts in one view that an executive can put in front of a board.

API integrations

Shares data with the tools the partner already runs, such as IT Glue.

Commission tracking

Tracks every provider payment across the full account lifecycle.

Both directions

Opportunities go to partners as well as coming from them.

The consulting practice runs technical, operational, product and cyber due diligence for private equity firms. Where that work finds a gap, trusted partners are recommended into it.

Where partners get referred

  • Virtual CISO and CTO engagements
  • Penetration testing
  • Outsourced IT and security
  • Cloud and virtualization

And on the buy side

T Advisors can also help a partner find better data centers and cloud providers in the United States, Mexico, Brazil and beyond, and often better pricing with the same carriers its customers already use.

Why T Advisors

Experienced, vendor-neutral and straightforward to work with.

Proven track record

Decades of executive experience in telecommunications and managed services, and a reputation built in the same industry the partner sells into.

Vendor neutral

The recommendation is the best fit from about 130 vetted providers, never a forced product.

Built to make the partner look good

Every engagement is structured to strengthen the partner's standing with its own customer.

Bilingual team

Customer engagement in English or Spanish.

Getting started

Four steps to a first commission.

  1. 01

    Mutual NDA

    So platforms and service portfolios can be shared openly on both sides.

  2. 02

    Partner agreement

    Defines the services in scope, the bonuses and the commission share.

  3. 03

    Onboarding

    Portal access, and a review of the partner's accounts and upcoming renewals.

  4. 04

    First opportunity

    It is registered with the provider, and the assessment begins.

Next step

Start with a conversation about one account.

The quickest way to see how the program works is to walk through a single account and an upcoming renewal. Every conversation is confidential, and the team responds within one business day.