Product-First Advisory

Every time capital moves, one question decides whether it turns into value:

Can the product organisation actually convert capital into growth?

WorkTech is a sector specialist and product-first advisory firm for acquirers, investors and CEO's scaling technology businesses in HR & Work Tech. We look past the stack to the thing that actually moves valuation: product capability.

For Corp Dev/PE/VCFor Founders & CEOs
The Problem

Your current deal is 70 - 90% likely to fail to deliver the value you expected

The two biggest derailers of technology acquisitions, investments or exits are:
  • Inadequate due diligence
  • Poor post merger integration

The outcome - overpricing of the deal - is cited as the single biggest driver of destroyed value.

These two are the exact gaps a product-first lens closes.

You can't price or value a deal correctly if you don't understand the full implications of these two factors.
For Investors

Know what you're really buying, growing, or selling.

FIND
Informed targeting
Our unrivalled Market Intelligence tells us where to look. Relationships and networks other advisory firms don't have get us in the room.
BUY
Intelligent due diligence
Traditional tech DD checks the stack. We check whether the target organisation can turn capital into value.
GROW
Value Realisation
We stick around to connect the dots through post deal integration, helping you and the target team realise value.
For Founders & CEOs

Find out what's really driving - or blocking - your growth, valuation or exit.

DEPLOY
Capital deployment
Making sure fresh capital converts into product progress, not drift or scope creep.
GROW
Business value creation
Independent deep product audit, operating model efficiency, product/GTM integration, team structure, AI adoption assessment.
SELL
Exit-readiness
Exit-readiness audit that stands up to buyer scrutiny — plus help finding and shortlisting the right acquirer.
About Us

A new breed of advisory firm - built for how value is actually won

We are a new breed: a sector specialist and product-first advisory firm built for the way capital actually moves through technology businesses today.

WorkTech was founded on a simple belief: the traditional advisory model - generalist M&A consultants, investment banks and tech due diligence providers bolted onto a deal process - is no longer relevant for how the market is today.

We connect the dots, from sector insight right the way through post-deal integration and exit, helping investors and CEOs realise maximum value.

We bring a different lens, built on two things that generalist advisors don't have:

SECTOR EXPERTISE
WorkTech is one of the fastest-growing sectors, yet traditional investment banks and M&A consultants rarely have real operator experience in this domain. We believe that experience is what makes the difference between a checklist and a genuine read on risk.
PRODUCT EXPERTISE
A strong technology stack is table stakes today. We look past the stack to the thing that actually moves valuation: product capability - how an organisation identifies, prioritises, and delivers value to its customers.
How We Differ

Seven things that set us apart:

01
Insider Advantage
As decades long operators and long term members of the Worktech community, our insider networks and WorkTech sector specialism get you access, not just analysis.
02
Deeper Product Focus
We go deep on product as well as the tech stack - what the real product operating system looks like, how product value is prioritised, and how effectively it drives customer value.
03
Beyond a Demo
Our sector expertise means we stress test the product as users - across every persona and use case, digging deep into experience metrics.
04
User & Customer Truth
We don't accept curated customer lists. We work independently from the full list, going deep with current and former customers to find the undisclosed friction and retention risks.
05
Adoption Transparency
We require full access to the product analytics suite and use our own tooling to expose real user habits and genuine product stickiness.
06
Retention Reality
We use our own models to visualise the actual, forward-looking churn risk from the deep insight our diligence uncovers.
07
Operator Expertise
We deliver the post-integration plan too - working with the teams to surface the real issues, conflicts and risks.
Why Work With Us

The market has changed. The advisory model hasn't.

Portfolios are underwater, valuations are down, and the software industry is being turned upside down by AI. Investing, deploying and realising capital now requires a sector-specific and product-focused lens to avoid value being destroyed.

WorkTech brings the sector and product fluency required to ask the right questions, the independence to answer them honestly, and the capability to deploy.

Our operator status, insider networks, sector specialism and delivery capability in WorkTech bring unique value that existing advisors lack.

A single thread from first read to exit

Market Intelligence
Deep and up to date sector insight
↓
Target Selection
Unrivalled access to potential targets or buyers
↓
Team Assessment
Fix alignment and fit issues before the deal closes, not after
↓
Product/GTM DD
Deep proprietary and sector focussed DD model
↓
Post Deal Integration
Operational capability to deliver immediate value
↓
Value Creation
Deploying capability across the portfolio/organisation
↓
Exit/Sale Planning
Prepare the business properly for maximum value at exit

We work end-to-end - from first read on the market through to exit - for investors and founders alike.

The Team

The people behind the practice

Gareth Jones
Gareth Jones
Partner - London
Strategy
George LaRocque
George LaRocque
Partner - New York
Market Intelligence
Mike Bailey
Mike Bailey
Technical/AI Lead - London
Delivery
Brom Sulaiman
Brom Sulaiman
Experience Lead - London
Experience
Mick Lock
Mick Lock
Capability Lead - London
Capability
Gaia Ines Fassò
Gaia Ines Fassò
Culture Lead - London
Leadership
Dave Herman
Dave Herman
Data Science/AI Lead - Belgium
Science