Elevate The Value Of Your Portfolio
Expert product, technology and market guidance for private equity firms
Services
Pemi Advisors provides CPO/CTO related services, creating and unlocking value for enterprise software, SaaS, and technology enabled services companies, especially in the FinTech, Energy and Manufacturing verticals. Typical offerings include:
Product / Technology Strategy
- AI Strategy (external products, and internal utilization)
- Product Strategy (product/market fit, target personas, pricing and packaging, etc.)
- Cloud Strategy (move on-prem/hosted to cloud native, cloud readiness evaluations, cloud cost optimization, security posture audit)
- Technology Platform Strategy (consolidation of legacy platforms, technology selection, obsolescence management)
- Services Product Management (Managed Services, and Technology enabled Services as a Product to increase ACV and margins)
- Product Marketing and Positioning (improve messaging, positioning, messaging alignment to market problems)
M&A
Product / Technology Operations
- M&A Candidate Selection and Evaluation
- Initial Product/Technical Due Diligence ("technical sniff test")
- Deep Dive Product/Technical Due Diligence (including oversight of 3rd party technical due diligence teams, driving priority areas of focus, etc.)
Product / Technology Operations
- Interim CPO/CTO/CIO Operations Roles
- Product Development Process Re-engineering (Agile/Scrum process, Requirement process, Prioritization frameworks)
- Technology Investment Evaluation
- Technical Team Locations Strategy (e.g. offshoring, near-shoring, cost optimization, etc.)
Pemi Advisors also has specific domain experience with Digital Communications Governance and Archive (DGCA), Trade Surveillance, Market Surveillance, Communications Surveillance, and the related global financial markets regulations.
Leadership
Lee Garf is an accomplished Software Product and Technology executive (CPO/CTO), and General Manager with a proven track record of leading and transforming enterprise SaaS businesses.
He has held executive leadership roles at NiCE Systems, Charles River Development (CRD), Altisource Labs, EnerNOC, and PTC, managing global teams of up to 200+ and overseeing businesses ranging from $50M to $350M+ in annual revenue.
Lee has successfully migrated legacy platforms to multi-tenant cloud architectures, driven AI-enabled product innovation, expanded SaaS margins, and accelerated top-line growth.
He combines deep product strategy expertise with operational excellence, P&L leadership, and strong customer engagement, helping organizations modernize, scale, and deliver measurable value in complex, regulated markets such a Financial Services, Energy and Manufacturing.
In his current role, Lee provides expert guidance to software and private equity clients, enabling portfolio value creation, especially in the areas of Product, Technology and Market Fit.
He has held executive leadership roles at NiCE Systems, Charles River Development (CRD), Altisource Labs, EnerNOC, and PTC, managing global teams of up to 200+ and overseeing businesses ranging from $50M to $350M+ in annual revenue.
Lee has successfully migrated legacy platforms to multi-tenant cloud architectures, driven AI-enabled product innovation, expanded SaaS margins, and accelerated top-line growth.
He combines deep product strategy expertise with operational excellence, P&L leadership, and strong customer engagement, helping organizations modernize, scale, and deliver measurable value in complex, regulated markets such a Financial Services, Energy and Manufacturing.
In his current role, Lee provides expert guidance to software and private equity clients, enabling portfolio value creation, especially in the areas of Product, Technology and Market Fit.
- Lee Garf
- Managing Director
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