Our team is made up of experienced industry professionals and technology specialists dedicated to helping organizations achieve measurable results. We bring deep expertise in software selection, digital transformation and operational improvement, combining forward-thinking strategy with hands-on execution.
Independent and client-focused, our consultants work as trusted advisors—guiding your company through complex decisions with clarity, confidence, and a commitment to your long-term success.
Jeff Carr is a sought-after expert in manufacturing technology. As a leading independent voice in ERP system selection and implementation, Jeff’s organizations have helped over 1,200 manufacturing companies select and implement new information systems, earning him a reputation as the leading expert on manufacturing software vendors and their products. Jeff’s results-focused career spans four decades serving process and discrete manufacturers. As founder and manager of Ultra Consultants, he leads his organization’s high-impact business process improvement programs that leverage today’s modern ERP technology. Jeff is a graduate of University of Illinois.
Advisor
Mr. Halperin has served as CEO of Coherent Networks International Inc., a software company specializing in the telecom industries. Prior to that, Mr. Halperin was the CEO of JBA International, a unit of JBA Holdings and global ERP software company based in the U.K., where he oversaw a successful IPO. When Mr. Halperin was Vice President of Sales, Services, and Marketing for System Software Associates (SSA), a provider of extended enterprise solutions and services, the company also went public during his tenure. Mr. Halperin spent time as Area Director for Wang Laboratories, a mid-range computer manufacturer, where he was responsible for sales, support, and administrative operations covering nine Midwestern states. Prior to that engagement, Mr. Halperin spent nine years at IBM Corporation in various marketing and management positions. Mr. Halperin has served on the board of directors of several companies both private and public, including Story Inc., JBA International, Advanced Graphical Applications, Airborne Control Technologies, Made2Manage, Coherent Networks International, Epigraph, Interactive Intelligence, and multiple SSA affiliates. Mr. Halperin graduated from Northwestern University with a B.S. degree in Business Administration, and acquired one year of credits toward an MBA in Marketing.
Advisor
Richard Reck is the founder and President of Business Strategy Advisors LLC (BSA), a business strategy consultancy that focuses on serving technology-based and entertainment companies. Mr. Reck serves as a member of the Board of Directors for several companies, including tronc, Inc. (formerly The Tribune Publishing Company), Interactive Intelligence, a public communications software company where he serves on the audit and compensation committees, and SilkRoad Technology, a venture backed SaaS software Company. In addition to these board positions, over recent years he has served as Chairman of Greenbrier & Russel, an Information Technology Services Company bought by Fujitsu, Advanced Life Sciences, a public biopharmaceutical development company where he served as the chairman of the audit committee, Merge Healthcare, a public health care software and information company where he served on the audit and compensation committees and chaired the nominating and governance committee that was sold to IBM, and Sivox Technologies, an eLearning call center software company that merged with Bankers Edge. Mr. Reck is also a registered Certified Public Accountant and was a partner with KPMG LLP, a Big Four CPA firm, for nearly 30 years, where he served as the National Director of the Software and Information Technology and Services Practice for a variety of clients, including companies like BorgWarner Corporation, Zebra Technologies, Inc., and Magnavox Corporation. Mr. Reck received a Bachelor of Arts degree in mathematics from DePauw University and an MBA in accounting from the University of Michigan.
Advisor
Verinder Syal has over 40 years of experience in working with companies to deliver exceptional results. He has been an Adjunct Faculty member at Northwestern University since 2006 where he teaches two courses in leadership and entrepreneurship. Mr. Syal is also a published author, having written the book Discover the Entrepreneur Within – A Step-By-Step Guide to Getting It Done. Prior to Syal’s work as an author and entrepreneur, he served as the CEO of several companies, including Rhymer Seafood and Stella Cheese. Mr. Syal also spent 19 years at The Quaker Oats Company, where held a variety of positions, including VP of Corporate Planning & Strategy, CEO of Golden Grain, a privately held company acquired by Quaker where under his direction sales reached $300 million, and President of the $2 billion Quaker Breakfast Foods Group, whose brands included Quaker Oats, Cap’n Crunch, and Aunt Gemima. Verinder Syal is the Past Chairman of WPO Chicago, a worldwide business organization, where he developed award winning educational programs. He has an MBA from the University of Michigan and an Engineering degree from MACT, India.
Advisor
Matthew Tortora has over 23 years of experience in the software and IT consulting industries. This includes six years in investment banking, supporting clients in strategic advisory, exit preparation, and mergers and acquisitions. His focus on technology companies in the lower middle market has enabled him to establish a strong network of relationships with founders and global strategic acquirers in North America and EMEA, as well as institutional investors. Additionally, he has 17 years of operator experience as a two-time CEO and founder and an executive at two growth-stage technology companies.
A recognized thought leader in consulting and technology M&A, he has been featured in various publications and, in 2023, was recognized as a ‘Top 50 Software Dealmaker’ by Axial. Matthew is a graduate of The Ohio State University.