Less slides,
more results.
Growth architects for AI and tech services firms.
We bring a Perspective That Generalist Consultancies Simply Don't Have
Tercera Advisory is a specialist in AI-native and tech-enabled services. Our 30+ years as services operators, growth investors, board members, and strategy consultants gives us a unique perspective into how firms can and should navigate the AI era. We understand first-hand the pressure and expectations leaders and investors are under in today's market, and know the last thing they need is an 80-page strategy deck.
AI-native by default
Every engagement brings modern AI-powered frameworks — not legacy playbooks dusted off for the AI era.
Specialists, not generalists
We work exclusively in IT services. No dilution, no adjacent industries, no learning on your dime.
Personal, not packaged
No junior teams deploying slide decks. You work directly with senior operators who've been in your seat.
Turning critical moments into clear moves
Every services firm must navigate different growth plateaus. Inflection points where growth stalls, systems break and a different playbook is needed to break through. Our job is to help leaders foresee and navigate those moments.
Leaders and investors bring us in when:
A new North Star strategy is needed
The revenue engine has stalled and needs to be re-energized
The talent engine is broken or needs a change
Delivery performance is creating margin pressure and limiting profitability
Preparing for an equity event or regrouping after a failed process
Your AI approach lacks the blueprint and operating model to scale
The Operating System for Modern Services Firms
Magic happens when firms have an established growth framework where there's a clear North Star, the demand and supply engines are firing on all cylinders, and AI is used as a force multiplier. We offer outcome-focused advisory services across each of these areas, custom fit to your specific size and situation. Whether you need help establishing the full system, or fixing pieces of it, we can help.
Trusted by Services Leaders and Investors for 30+ Years
Working with Tercera was a genuine turning point for us. They brought real rigor and clarity to our strategic repositioning, and just as importantly, they stayed alongside us through execution rather than stopping at the recommendations. Their ability to challenge our thinking, structure complex choices, and translate strategy into concrete moves made a tangible difference. The partnership was collaborative, sharp, and results oriented from start to finish.
Uptima engaged Tercera at a pivotal moment in our company’s trajectory. With leadership changes, a partner undergoing massive transformation and limited investment dollars, we couldn’t afford to chase every opportunity. Tercera’s knowledge of the space, and the work they did to really understand us as an organization, helped us cut through the noise. They gave us an honest, fact-based view of where we stood that allowed us to move past debate and make decisions. We left with a sharper strategy, a reinvigorated and fully aligned team, and a practical plan that we have been executing against ever since.
Tercera's support came at an important point in Valiantys’ evolution. At a time when there were many possible paths forward, Tercera helped Valiantys focus on the opportunities with the greatest potential. Their ability to synthesize different opinions, challenge assumptions and drive prioritization created alignment with the board and executive team around a clear strategy. They then converted that strategy into a concrete plan with the structure and operating model needed to move from discussion to action.
Tercera brings a team of seasoned technology services operators who have built, scaled, and exited businesses in the same markets we serve. At this juncture in BOT's growth, that experience matters as much as capital. They bring the kind of honest, pattern-matched perspective that only comes from having done the hard work — navigating talent, culture, go-to-market, and operational discipline at scale.
Senior operators
who've been there.
Chris Barbin
Proven CEO and entrepreneur with multiple successful exits. Invested operator. Ocean rower. Dog lover.
Michelle Swan
Experienced GTM leader, board member and strategist. Passionate about storytelling and marketing. Abhors the Oxford Comma.
Lisa Burton
Experienced operations, delivery and talent leader. Specialist in M&A integration GCCs. Globe trotter. Wine enthusiast.
Asna Jadeja
Proven operations leader, commercially focused strategist and builder. Dedicated mom. AI advocate.
Nikasio Wahome
Business analyst with a background in economics, statistics, and data science. Mountain climber and trail runner.
Tercera Advisor Community
A curated community of 30+ engaged advisors and subject matter experts who can solve nearly any challenge.
Let's talk.
Whether you're an IT services leader navigating a critical moment, or an investor looking to increase value inside a portfolio company, we'd like to hear from you. No pitch, just a conversation.