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SourceWise Solutions

Who I work with

The Organizations I Work With Best

I work with organizations facing growth, cost pressure, transformation, or operational complexity.

Growing Businesses, $5M–$50M Revenue

Owner-led and founder-led companies often reach a point where supplier spending, contracts, and software costs have grown faster than anyone has had time to manage them.

SourceWise brings enterprise-level sourcing discipline to a smaller organization without adding headcount, software, or a procurement department.

Engagements typically begin with your largest suppliers, upcoming renewals, and technology spend—the areas where value is most often left on the table.

Private Equity & PE-Backed Companies

Procurement can be one of the fastest pathways to EBITDA improvement within a portfolio company.

SourceWise helps identify sourcing opportunities, supplier consolidation potential, technology optimization, operating efficiencies, and procurement capability gaps.

I work directly with portfolio company leadership and with private equity operating teams.

Middle-Market Companies

As companies grow, supplier spending often increases faster than procurement infrastructure.

SourceWise brings enterprise-level sourcing discipline to middle-market organizations from roughly $50M in revenue upward, at their current size.

Leadership gains visibility, negotiating position, and stronger controls across third-party spend.

Government Contractors

Supplier strategy, cost control, compliance requirements, subcontractor relationships, and contract execution create unique procurement challenges for government contractors.

SourceWise helps organizations build more disciplined sourcing and supplier-management capabilities while supporting operational and financial objectives.

Companies Undergoing Transformation

Growth, restructuring, technology modernization, mergers, acquisitions, and leadership changes can expose weaknesses in procurement operations.

SourceWise provides the expertise and capacity necessary to stabilize procurement, identify opportunities, and build a stronger future-state operating model.

Business outcomes

Procurement Measured by Outcomes—Not Activity

Regardless of organization type, SourceWise focuses on the business results procurement should deliver.

Cost Reduction

Identify addressable spend, improve commercial terms, strengthen negotiations, and capture sustainable savings.

EBITDA Improvement

Turn procurement improvements into reported EBITDA impact.

Supplier Performance

Develop stronger commercial relationships, accountability, governance, and performance expectations.

Risk Reduction

Improve supplier strategy, contract coverage, commercial protections, and operational resilience.

Operating Efficiency

Reduce procurement friction, eliminate unnecessary manual work, and improve sourcing effectiveness.

Technology Optimization

Improve control and commercial discipline across software, technology, and digital supplier portfolios.

AI Enablement

Deploy AI where it improves productivity, analysis, sourcing execution, and decision-making.

Let’s find the opportunity

Your Supplier Spend Should Be Creating More Value.

Whether you are facing margin pressure, supplier complexity, uncontrolled technology costs, procurement capability gaps, or a major business transition, SourceWise can help identify where procurement will make the greatest difference.

Not ready to schedule? Send me an inquiry.