We do not publish individual analyst names, photographs, or biographies on the firm website. Credentials are held at the firm level and disclosed in the engagement statement of work, where the named lead analyst and back up are documented for the customer’s record. The reason is structural, not modest. Buyer side advisory works when the firm is the institution, not the personality.
The decision not to publish individual leadership profiles is deliberate and follows from three structural concerns specific to buyer side advisory in the Microsoft market.
Microsoft account teams routinely research customer side advisory firms when a negotiation opens. Public profiles of named analysts make individual targeting easier and shift the negotiating posture before the engagement begins. The practice removes that surface area by holding credentials at the firm level only.
Personality led practices do not survive personnel transitions. The firm operates as an institution with documented methodology, peer review across analysts, and named back up coverage on every engagement, so that the work survives any individual’s tenure. The customer relationship is with the practice, not with a person.
Personal brand on individual analyst profiles creates structural pressure to publicize specific engagement outcomes for the analyst’s reputation. The practice avoids that bias by aggregating credentials at the firm level and never tying individual outcomes to individual names on the public site or in marketing collateral.
The firm credentials below are the only credentials we publish. They are calculated across the practice’s active and completed engagements and they are updated when the underlying numbers change materially.
Aggregate documented savings across Microsoft renewals, true ups, audit settlements, and consumption optimization engagements. Each savings figure is computed against the seller’s opening proposal at the start of the negotiation, not against an internal target or a list price baseline.
Active and completed engagements across Fortune 500, mid market, regulated, and public sector clients. The practice maintains references with qualified prospects under mutual NDA and the reference set is drawn from the practice’s active client roster, not from a curated marketing list.
Median reduction in formal audit financial exposure across the practice’s audit defense engagements. Measured against the initial finding letter from the auditor and the final negotiated settlement, the median engagement delivers a 79 percent reduction in exposure.
Combined practice experience across the Microsoft estate. The depth is held by the institution and is distributed across the product line teams (M365, Azure, Dynamics, Power Platform, Security, Windows and Server, Developer Tools, Copilot and AI).
The decision to keep firm level credentials public does not remove accountability. It moves accountability into the engagement document where it belongs. The named lead analyst, the named back up, and the named partner level review are all documented in the statement of work that the customer signs before any work begins.
The engagement letter identifies the lead analyst by name and the back up analyst by name. The lead is the direct contact through the engagement and is responsible for all deliverables. The back up covers any planned absence and is informed on every active workstream so that continuity is real rather than nominal. Where a senior practice review is required (large EA engagements, novel commercial situations, sensitive audit settlements), the engagement letter also identifies the senior reviewer who signs off on the final negotiating posture. Each named individual has documented experience appropriate to the engagement, and that documentation is shared with the customer at engagement start. The customer knows who is doing the work, who is reviewing it, and who to escalate to. None of this information is public, because it does not need to be. It needs to be true.
The methodology page documents the engagement framework. The independence statement explains the firm’s structural separation from Microsoft.
Two analyst calls. No pitch. We tell you what we would do, what the leverage actually is, and whether we are the right firm for this engagement.