Need experienced advisors and new playbook?
If not, we should have a conversation.
We work specifically with purpose-driven leaders.
"He who knows the way has walked it the longest."
Over the past 30 years, Rootloud has partnered with more than 180 companies, launched four of our own tech ventures with three successful exits, and led high-impact initiatives like mergers and acquisitions, private equity deals, and capital fundraising. Our track record speaks for itself—we deliver the expertise needed to guide your company to success.
At Rootloud, we’re here to help you break through barriers, seize opportunities, and drive lasting growth. Let’s work together to take your business to the next level. Ready to unlock your company’s potential? Partner with us today.
Areas of Expertise
With experience founding and exiting multiple tech companies, I bring practical insights to help businesses grow and thrive.
Strategy
Helping businesses develop and execute strategic plans for sustainable, accountable growth and market leadership.
Market Expansion
Guiding companies through market expansion strategies.
Innovation/Design Thinking
Helping organizations foster innovation cultures and develop new product/service strategies through the use of Design Thinking
Performance Optimization
Analyzing and improving business performance metrics and operational efficiency.
M&A and Capital Raises
Helping businesses develop and execute strategic plans for sustainable growth and market leadership.
Executive Leadership
Advising C-suite leaders on effective management, team building, and organizational excellence.
Who we are
At Rootloud, we’re more than advisors—we’re growth partners. Founded on the belief that every business has untapped potential, we specialize in helping companies scale smarter, break through barriers, and supercharge their sales. Our team brings decades of experience across industries, blending strategic insight with hands-on execution to deliver measurable results. Whether you’re aiming to optimize operations, conquer new markets, or drive revenue, we tailor our approach to your unique goals. Partner with us to turn ambition into action and build a future-proof business.
Why Choose Us
- 30+ combined years of real world, C-Suite experience
- Industries include tech, services, manufacturing & health
- Trusted advisors and key relationships across the South
- Proven track record of successful transactions
How can you get started?
Schedule a Discovery Call
Book a free, no-obligation consultation with our team. We’ll dive into your business goals, challenges, and opportunities to see how we can help you scale and grow sales. It’s the first step to creating a solid playbook.
Schedule a Strategy Session, Design Thinking Session or Request an Onsite Assessment
We are generally asked to lead a strategy session or analyze strategies, sales performance, operations, or leadership. Our detailed assessments are a two day or three day onsite visits where we analyze key areas and highlight actionable steps to unlock your next level of growth.
Engage for Success
Ready to give the right playbook to the right team? Contact us to kick off a specific initiative—whether it’s a sales strategy overhaul, market expansion plan, or process optimization. We’ll align our expertise with your immediate needs.
Need to put AI to work in your company?
Many companies will fail for a lack of proper technology utilization. We empower companies to successfully integrate AI into their daily operations by providing strategic clarity and actionable insights. We help businesses understand why AI is essential for their goals—enhancing efficiency, innovation, or competitiveness. We identify where AI can deliver the most value, targeting specific processes or challenges. Finally, we guide how to implement it effectively, offering tailored roadmaps, tool selection, and change management support to ensure successful adoption and measurable results.
