Gray Carroll Consulting

Description

Gray Carroll Consulting provides PE-grade commercial due diligence on financial services technology companies. We serve two markets with a single methodology. PE and growth equity firms receive Commercial Viability Assessments (CVAs) that deliver structured commercial conviction for investment decisions. Finserv technology vendors receive PE Readiness Gray Carroll Consulting conducts Commercial Viability Assessments (CVAs) for PE and growth equity firms evaluating financial services technology targets. Each CVA scores a target across eight weighted workstreams (market position, competitive moat, GTM execution and AI readiness, customer economics, digital intelligence, Voice of Customer, organizational strength, and pricing power) and delivers an IC-ready PowerPoint deck with sourced data, conservative scoring, and clear go/no-go signals. This isn't generalist strategy consulting rotated into finserv for one engagement. It's 20+ years of commercial leadership across WealthTech, investment management, TAMPs, banking technology, RegTech, and cybersecurity for financial institutions, applied through a repeatable, PE-calibrated methodology. What the CVA delivers: - Composite scoring (1-5 scale) across all eight workstreams with weighted roll-up - Evidence-based findings sourced from public filings, competitive intelligence, digital footprint analysis, and structured customer interviews - Risk assessment matrices with severity ratings and mitigation paths - Quantified competitive positioning with win/loss and switching cost analysis - Deal-ready deliverables formatted for investment committee presentations Coverage segments: WealthTech, Investment Management, TAMP Platforms, Banking Technology, RegTech, Cybersecurity for FIs, Alternative Investments, and Fund Administration Technology. Founded by Brian Carroll. 20+ years in finserv technology spanning product marketing, competitive intelligence, and go-to-market strategy at companies PE firms evaluate.

Financials