Fractional Channel Leadership™ · M&A Channel Transitions

Your partners aren't selling. We fix that.

Catalyst Channel Group provides Fractional Channel Leadership for technology companies that need partner sourced pipeline they can forecast and close. We build the partner program, recruit and enable the right partners, launch cosell plays, and install the governance operating system that turns partner activity into revenue. The result: lower customer acquisition cost, higher partner-sourced ARR, and pipeline predictability the board can trust.

18
Countries built
$7.4B
Acquisition transitioned
First 90 Days
Diagnostic to execution
0%
Partner attrition through M&A
Founder Catalyst Channel Group ServiceNow CSA Certified · 15+ Years Delivery Microsoft Tier 1 CSP · Bob Scott's Top 100 GRC + AI SOC2 · HIPAA · ISO 27001 · CMMC · VAPT Channel Builder Sun Microsystems / Oracle · Aptec / Ingram Micro · TechAccess · IBM Education Cornell MBA · UC Berkeley CS · MIT Sloan (AI)
Which Problem Do You Have? →
MSP & PE Firms Managing 15–30 vendor relationships with zero governance? We audit, rationalize, and govern your vendor stack. See MSP Solutions →
What We Are Not
✕  Not a Big 4 advisory firm
✕  Not a staffing agency
✕  Not a reseller-first shop
✕  Not a strategy deck consultancy

We're operators. We build it, run it, and own the number.

Four Problems We Solve

Which one sounds like you?

"We need a channel built from scratch."

Zero to Revenue

No partner program. No ideal partner profile. No deal registration. No governance. Revenue comes from direct sales only and you need a channel engine built, not just planned.

We deliver: program design, partner recruitment, enablement, cosell plays, and governance. Partner sourced pipeline within the first 90 days.

SEE OUR SERVICES →

"We have partners but they aren't producing."

Activation + Governance Gap

Partners are signed. Some are trained. But pipeline is invisible, cosell doesn't happen, QBRs don't exist, and deal registration is optional. You have a logo list, not a revenue engine.

We deliver: Channel Governance OS™ (scorecards, pipeline inspection, QBRs, deal reg), cosell activation, and forecastable partner sourced pipeline.

SEE OUR SERVICES →

"We just acquired a company and the channel is breaking."

M&A Channel Transition

Programs are changing. Margins are shifting. Certifications are resetting. Partners are confused, pausing, or leaving. Pipeline is drifting and nobody owns the transition.

We deliver: partner stabilization in 30 days. Program mapping. Deal protection. Governance reestablished. Revenue preserved through integration.

SEE OUR SERVICES →
MSP / PE Focus

"We're an MSP and our vendor programs are a mess."

MSP / MSSP Vendor Governance

You have 15 to 30 vendor relationships. Certifications are lapsing. Margins aren't tracked. Nobody knows which tier you're in with which vendor. You just got acquired and now two vendor stacks are colliding.

We deliver: vendor program audit, certification and tier governance, margin optimization, and a single operating model across your vendor portfolio. Through acquisitions if needed.

SEE MSP SOLUTIONS →
What Changes When We Engage

From zero visibility to forecastable pipeline.

Use Case 1: Zero to Channel

Tech company selling direct only. No partners. No indirect revenue.

Partner Sourced PipelineBefore vs After
Before: $0
After 90 days: pipeline created + first deals in motion
Active Partners
Before: 0
After: recruited, enabled, producing pipeline
Governance
Before: none
After: scorecards, QBRs, deal reg, weekly cadence

Services used: Channel Maturity Diagnostic™ → Fractional Channel Leadership™

Use Case 2: Partners Exist, Revenue Doesn't

50 signed partners. Zero forecastable pipeline. No QBRs. No scorecards.

Forecast AccuracyBefore vs After
Before: guessing
After: inspected weekly, reported with confidence
Cosell Activity
Before: ad hoc, no targets
After: structured plays, weekly execution, pipeline targets
Deal Registration
Before: optional, no enforcement
After: enforced, 24hr SLA, conflict resolution

Services used: Channel Governance OS™ → Fractional Channel Leadership™

Use Case 3: Post Acquisition Channel at Risk

Company acquired. Partners confused. Top 5 partners considering alternatives.

Partner RetentionBefore vs After
At risk: partners pausing, pipeline frozen
After 30 days: stabilized, retained, re-engaged
Pipeline Visibility
Before: deals orphaned across two systems
After: unified pipeline, single governance model
Program Clarity
Before: two programs, no mapping, no comms
After: mapped, communicated, relaunched

Services used: M&A Channel Transition Program™

Use Case 4: PE-Backed MSP Consolidation

PE firm acquired 3 MSPs. Each has different vendor agreements, tiers, and certifications. No unified governance.

Vendor Program GovernanceBefore vs After
Before: 3 separate vendor stacks, no tracking
After: unified vendor map, tier tracking, margin visibility
Certification Compliance
Before: certifications lapsing, tier at risk
After: certification roadmap, tier protection, renewal calendar
Margin Optimization
Before: leaving money on the table, duplicate agreements
After: consolidated agreements, best-tier pricing, MDF captured

Services used: Channel Governance OS™ + M&A Channel Transition Program™

The Partner Channel Pipeline Funnel

Partner Recruitment + Onboarding
IPP scoring → qualification → gated 30/60/90 onboarding
Enablement + Cosell Activation
Battlecards, plays, demo access → joint account planning → cosell execution
Pipeline Creation + Inspection
Deal registration → weekly pipeline review → forecast hygiene
Governance + Revenue
Scorecards → QBRs → tier reviews → forecastable partner sourced revenue
10
Day diagnostic
30
Days to program + first partners
60
Days to cosell pipeline
90
Days to governed revenue
Runs without us
See How We Do It →
Our Approach

We are practitioners, not consultants.

Hands On, Not Advisory

We execute, not just recommend

We don't hand you a strategy deck and leave. We build the channel, recruit the partners, run the QBRs, inspect the pipeline, and govern to your revenue targets. When we transition off an engagement, you have a fully operational partner program and the playbook to sustain it.

Inside Out, Not Outside In

Embedded in your leadership team

We attend your forecast calls, run your partner QBRs, and own the number. We operate as fractional executives on your team, not external advisors checking in once a month. Our experience comes from years as channel executives inside fast growing technology companies.

Governed to KPIs

Measured by revenue, not activity

Every engagement has measurable targets: partners recruited, pipeline created, deals closed, forecast accuracy. If we can't tie our work to revenue, we're not doing our job. We publish the KPIs we manage to and report against them weekly.

Who We Serve

We help four types of leaders.

Catalyst Channel Group works with technology companies, investors, and managed service providers who need experienced channel leadership without the cost and commitment of a full time executive hire.

PE Operating Partners + Portfolio Ops

You manage a portfolio of technology companies. When you close an acquisition, the partner channel is one of the first things at risk and the last thing anyone owns. You need someone who has done this before, can start in 2 weeks, and delivers results in 90 days.

How we help: M&A Channel Transition Program™, pre-close channel due diligence, post-acquisition partner stabilization, Fractional Channel Leadership™ for portfolio companies.

CROs + VP Sales at Acquired Companies

Your company was just acquired. The partner program is changing. Partners are confused. Pipeline is drifting. Your new ownership wants a plan and you don't have channel expertise on staff.

How we help: 30 day partner stabilization, program mapping (old to new), deal registration continuity, governance reestablishment, ongoing Fractional Channel Leadership™.

Tech / AI Founders Going Indirect

You sell direct today and know you need a partner channel but have never built one. You don't know what "good" looks like and can't afford to hire a VP of Channels full time.

How we help: Channel Maturity Diagnostic™, program design, partner recruitment, enablement, cosell activation, and Channel Governance OS™. Zero to partner sourced pipeline.

MSP Focus

MSPs / MSSPs Scaling or Going Through Acquisition

You run a managed service provider with 10 to 30 vendor relationships. You're growing fast, got acquired by PE, or merging with another MSP. Vendor programs are a mess: certifications lapsing, margins untracked, no governance across your vendor stack. Nobody owns it.

How we help: vendor program rationalization, certification and tier governance, margin optimization, M&A vendor stack consolidation, Fractional Channel Leadership™ to manage your vendor relationships as a discipline, not an afterthought.

Where We Work

Deep in specific markets. Not a generalist.

We build channels for technology vendors selling into complex enterprise buying cycles. We've been the buyer, the vendor, the distributor, and the partner.

Technology Domains

What our clients sell

Cybersecurity
EDR/XDR, SIEM, PAM, zero trust, identity, cloud security, compliance automation
SaaS + Cloud Platforms
Horizontal SaaS, vertical SaaS, platform enablement, partner-led deployment
Enterprise Infrastructure
Networking, storage, compute, HCI, SD-WAN, backup/DR, edge
AI + Data
ML platforms, data infrastructure, AI-powered applications, automation
Managed Services ◆
MSP/MSSP platform vendors, RMM, PSA, backup-as-a-service
IT Service Management
ServiceNow, ITSM, ITOM, GRC, workflow automation, enterprise service delivery
Buyer Verticals

Where their partners sell

Financial Services
Banking, insurance, capital markets. SOC2, compliance-driven procurement
Healthcare + Life Sciences
Hospital systems, pharma, HIPAA environments, medical device
Government + Public Sector
Federal, state, local, education. FedRAMP, SLED procurement, contract vehicles
Manufacturing + Supply Chain
OT/IT convergence, ERP modernization, plant floor networking
Technology + SaaS
Tech companies selling to other tech companies. Multi-cloud, DevOps, platform
Professional Services
Law firms, consulting, accounting. Security-sensitive, relationship-driven
Partner Types We Recruit, Enable, and Govern
Resellers / VARs · Managed Service Providers (MSPs) · MSSPs · Systems Integrators · Distributors / VADs · Referral Partners · Technology Alliance Partners · Consulting Partners
The MSP Problem

150,000+ MSPs. Most can't govern their own vendor stack.

The managed services market hit $330 billion globally in 2025 and is growing at nearly 15% annually. The U.S. alone accounts for over $64 billion. There are 340,000+ channel partners delivering managed services worldwide. But only 5,000 to 10,000 meet a verifiable maturity standard.

PE firms are acquiring MSPs at record pace. Consolidation is accelerating. And the operational problems that follow are exactly what we solve.

$330B+
Global MSP market 2025
340K+
Channel partners delivering managed services
52%
MSPs say hiring is their top challenge
97%
Plan to expand service portfolios
14.8%
CAGR through 2034
MSP Types We Work With
Pure Play MSPs
IT infrastructure management, helpdesk, monitoring, patching. The core managed services model. Typically 50 to 500 endpoints per client.
MSSPs
Managed security: SOC, MDR/XDR, SIEM, vulnerability management, compliance. The fastest growing segment. Security revenue projected to hit $595B in 2025.
Co-Managed / Hybrid
Augment internal IT teams with specialized capabilities. Cloud management, security operations, compliance support. Growing fast in mid-market.
Cloud MSPs
AWS, Azure, GCP management. Migration, optimization, FinOps, multi-cloud orchestration. 62% of MSP deployments are now cloud-first.
Vertical Specialists
MSPs focused on healthcare (HIPAA), financial services (SOC2/PCI), government (CMMC/FedRAMP), legal, or manufacturing. Compliance is the moat.
PE-Backed Roll-Ups
Private equity acquiring 3 to 10 MSPs into a single platform. Each with different vendors, pricing, tiers, and certifications. Nobody governing the combined stack.

Seven challenges MSPs face in 2026. We address five of them.

Vendor Program Chaos

We solve this

15 to 30 vendor relationships per MSP. Certifications lapsing. Tiers mismanaged. Margins untracked. Nobody knows what benefits they're entitled to. After an acquisition, two vendor stacks collide with no mapping.

How: Vendor program rationalization, certification governance, tier optimization, margin tracking, unified operating model across the portfolio.

Post-Acquisition Integration

We solve this

PE firms acquire MSPs faster than they can integrate them. Each acquired MSP has different vendor agreements, different pricing, different tools. Partner relationships fracture. Revenue leaks during integration.

How: M&A Channel Transition Program™. Partner stabilization in 30 days. Program mapping. Deal protection. Unified governance across acquired entities.

Licensing Cost Overruns

We solve this

MSPs resell Microsoft, cloud, and security licenses but often overpay because they're not at the right CSP tier, not consolidating volume across acquisitions, or not auditing seat counts. Money left on the table every month.

How: Licensing audit through our Tier 1 Microsoft CSP partnership. Right-size seats. Consolidate contracts. Capture volume pricing across the combined entity.

Margin Erosion + Pricing Pressure

We solve this

Intense competition is compressing margins. MSPs struggle to differentiate on price and default to lower fees. Nearly two thirds want fewer vendors but can't execute the consolidation. Tool sprawl eats profitability.

How: Vendor stack rationalization. Contract consolidation. Cost reduction execution. We find the savings and help restructure vendor relationships so margins improve without cutting services.

No Channel Governance

We solve this

MSPs manage their clients' IT but have no governance framework for their own vendor relationships. No scorecards. No QBRs with vendors. No structured approach to renewals, certifications, or program benefit utilization.

How: Channel Governance OS™ applied to the MSP's vendor portfolio. Scorecards, QBR cadence, renewal tracking, certification management, and MDF utilization.

Talent Shortage + Hiring

Industry-wide

52% of MSPs say hiring is their primary challenge. 68% of IT leaders cite major hurdles in recruiting cloud and cybersecurity expertise. The talent gap is structural and getting worse.

Outside our scope. But our Managed Channel Operations service reduces the need for internal hires to manage vendor relationships and program administration.

Cybersecurity Complexity

Industry-wide

MSPs are now prime targets for cybercriminals. Ransomware in 44% of all breaches. SMBs 4x more likely to be targeted. MSPs must evolve from IT support to full security operations.

Outside our scope. But we help MSPs structure and govern their security vendor partnerships (CrowdStrike, SentinelOne, Palo Alto, Fortinet programs) so they maximize tier benefits and margin.

The PE Opportunity

Private equity is acquiring MSPs at unprecedented scale. Every acquisition creates the exact problems we solve: vendor stack collision, certification gaps, margin leakage, zero governance. Most PE operating teams don't have channel expertise on staff.

We're the fractional channel leader PE firms bring in after the close. The result: EBITDA expansion through vendor rationalization, licensing savings, and margin recovery.

◆ Entry Point for MSPs

MSP Audits We Run

Two to three weeks. Quantified findings. Actionable plan. Each audit maps directly to the problems above.

Audit 01

Vendor Program Governance

The "15 to 30 vendors, nobody's managing them" problem

What We Find

Tier risk. Certification lapses. Benefit leakage. Vendor overlap. Renewal chaos. Post-acquisition stack collisions nobody mapped.

What We Review
Full vendor inventory + owners + renewal dates + spend by category
Program tier status, requirements, cert roster + expiry calendar
Rebates, MDF, coop: eligible vs captured (leakage quantified)
Contract terms + margin by vendor (where erosion is occurring)
Post-acquisition stack collisions (if PE-backed roll-up)
Deliverables
Keep / Consolidate / Exit rationalization map + sequencing
Tier and cert governance calendar + owners (RACI)
Vendor scorecards + QBR cadence + renewal governance
Audit 02

Licensing + CSP Cost Audit

Microsoft, cloud, and security licensing. Through our Tier 1 CSP partnership.

What We Find

Seat overages. SKU sprawl. Missed tier pricing. Consolidation savings across acquisitions. Shelfware. Duplicate bundles nobody canceled.

What We Review
Seat counts: purchased vs assigned vs active usage (by SKU)
Duplicate bundles, add-ons, inactive users, mis-provisioning
CSP tier and contract structure across entities
Cross-entity volume consolidation opportunity
Security licensing: overlap, gaps, right-sizing
Deliverables
Savings estimate + quick-win list (right-size, consolidate, re-tier)
Migration path to Tier 1 CSP pricing through our Microsoft partnership
Ongoing license governance process (monthly controls + reporting)
Audit 03

Channel Governance OS Audit

The "no scorecards, no QBRs, no accountability" problem

What We Find

No governance framework. Renewals missed. MDF unclaimed. No operating cadence with vendors. No internal accountability for vendor program performance.

What We Review
Current vendor governance (if any): scorecards, QBRs, workflows
MDF request, approval, and ROI tracking
Renewal workflow and contract management process
Internal operating cadence, reporting, and accountability
Partner portal and technology utilization (if applicable)
Deliverables
Governance OS blueprint: scorecards, QBR templates, renewal tracker
MDF utilization tracker + benefit capture plan
30/60/90 implementation plan + KPIs + owners
For PE Firms

Post-Acquisition Stack + Program Integration Audit

When a PE firm acquires 2 to 5 MSPs, each has a different vendor stack, different tiers, different contracts. We audit the combined entity, build the unified target-state vendor map, create a tier protection plan, and deliver a 30/60/90 integration sprint plan. This is the pre-work for our M&A Channel Transition Program™.

AVAILABLE PRE-CLOSE OR POST-CLOSE
Due diligence or integration sprint

Audit → Sprint → Managed Operations

2 to 3
Week audit
Gap report + savings
+ 30/60/90 plan
30 day
Execution sprint
Quick wins + governance
install + cost reduction
Ongoing
Managed vendor ops
Monthly subscription
keeps the OS running

The audit pays for itself. If we find $5K/month in licensing savings and you pay us $4K/month for managed ops, the service is free. That's the math.

Start With an MSP Audit →
How We Work

Two lines of business. One operating system.

We do two things. We build and run partner channels for technology companies. And we stabilize partner channels through mergers and acquisitions. Everything else supports those two missions.

What We Increase
Partner-sourced ARR
What We Reduce
Customer acquisition cost
What We Protect
Revenue through M&A
What We Create
Pipeline predictability
Line A: Core Business

Fractional Channel Leadership

We operate as your VP of Channels on a fractional basis. We diagnose, build, recruit, enable, govern, and manage to revenue targets. Every engagement includes our technology stack deployed under your brand.

Channel Maturity Diagnostic™

10 days · Fixed fee · Phase 0 of every engagement

A 10 day, 10 dimension assessment. We score program design, partner profile, recruitment, enablement, cosell, deal registration, governance, pipeline inspection, MDF ROI, and forecast accuracy. You get a baseline score, risk register, and 90 day execution plan.

Fractional Channel Leadership™

Monthly retainer · 6 to 12 months · Weekly cadence

A senior channel operator embedded in your leadership team. We build the program, recruit and enable partners, launch cosell plays, install governance, and manage to revenue targets. All the capability of a VP of Channels without the $250K+ full time cost.

Channel Governance OS™

Implementation + ongoing · Standalone or part of leadership retainer

The accountability layer most partner programs are missing. We install scorecards, QBR cadence, deal registration with conflict resolution, pipeline inspection, tier reviews, and MDF ROI tracking. The operating system that turns partner activity into forecastable revenue.

Managed Channel Operations

Monthly subscription · Post-engagement or standalone

After we build your channel, someone has to run the day-to-day. Deal reg processing, QBR prep, scorecard pulls, partner onboarding, cosell coordination, CRM hygiene, pipeline reporting. We keep the operating system running so your team stays focused on selling.

New

Channel GTM + Partner Marketing

Revenue acceleration · Standalone or add-on

Partners don't sell what they can't market. We build the GTM engine that turns partner relationships into joint pipeline.

Joint campaign design + execution
Vertical market playbooks
MDF strategy + ROI tracking
Co-branded landing pages
ABM with top partners
AI-driven demand gen sequences
Partner launch kits
Content syndication + enablement
Technology Delivery

We own the commercial relationship end to end. Certified delivery teams execute across four technology practices.

ServiceNow · Certified delivery team (15+ years). We sell, scope, and manage ServiceNow platform deals. Implementation at 60% less than Big 4 alternatives. Complimentary Health Check for new clients.
Microsoft Dynamics + Licensing · Tier 1 CSP with 30+ years of Microsoft delivery. Bob Scott's Top 100. Microsoft 365, Dynamics 365, Copilot, Azure at direct pricing. ERP implementation and legacy migration.
GRC + AI Automation · Certified GRC and AI delivery team. SOC2, HIPAA, ISO 27001, CMMC readiness. AI call center automation (callMATICS). Process automation, penetration testing, and custom AI development.
Line B: M&A Specialty

M&A Channel Transition Program™

When companies merge, the channel breaks. Partners don't know who to call, deals stall, the best partners start evaluating competitors. We stabilize the partner base, migrate deal registration, unify programs, and rebuild trust before revenue erodes.

This is a 90 to 120 day sprint. We've managed this through one of the largest tech acquisitions in history. Speed matters. We start within 2 weeks of close.

Days 1 to 14

Partner audit. Risk assessment. Top 10 partner stabilization calls. Deal protection plan.

Days 15 to 30

Program mapping (old to new). Communications plan. Partner portal deployed under combined brand.

Days 31 to 60

Deal reg migration. Unified governance. Recruitment backfill for lost partners. Pipeline reactivation.

Days 61 to 90+

Governance operating cadence. Scorecard enforcement. Transition to Managed Ops or internal team.

Engagement Models

Three ways to engage. All founder-led.

Every engagement starts with the diagnostic. From there, we scope to what your channel actually needs.

Entry Point

Channel Maturity Diagnostic

10 business days · From $7,500

10 dimension assessment. Scored baseline. Risk register. 90 day execution plan with KPI targets and owners. Standalone or Phase 0 of any engagement.

You get: scored report, prioritized roadmap, 30/60/90 plan
Decision after: engage us to execute, or run the plan yourself
Full Build

Fractional Channel Operator

From $10K/mo · 6 to 12 months

Senior operator embedded in your team. Builds the program, recruits partners, launches cosell, installs governance, deploys technology. Manages to revenue targets weekly. Fraction of a $250K+ VP hire.

Includes: tech stack deployed under your brand
Cadence: weekly pipeline call, monthly scorecard, quarterly QBR
KPIs we manage to: partners recruited, pipeline created, deals closed, forecast accuracy, deal reg adoption
M&A Sprint

Channel Transition Program

From $25K · 90 to 120 days

Partner stabilization within 30 days of close. Program mapping, deal protection, unified governance. Designed for PE portfolio companies and serial acquirers. We start within 2 weeks.

You get: partner retention plan, deal migration, unified program
After sprint: transition to Managed Ops or internal team
After We Leave

Managed Channel Operations

Don't let the channel degrade after the engagement ends. We keep the operating system running: deal reg processing, QBR prep, scorecard management, partner onboarding, pipeline reporting, CRM hygiene, and cosell coordination. Monthly subscription. Includes the technology platform.

FROM $3,500/MONTH
Platform + operations + reporting
The Math

Every engagement pays for itself. Here's how.

We price against the cost of not doing it. If the savings don't exceed the investment, we'll tell you.

Diagnostic / Audit
$7,500 – $15K
Fixed fee · 10 business days
What it finds

Typical diagnostic uncovers $50K–$200K in channel gaps: untracked MDF, lapsed certifications, missing deal reg, partners producing zero pipeline, governance holes bleeding margin. The 90-day plan we deliver addresses the highest-value gaps first.

Fractional Channel Operator
$10K – $15K/mo
Monthly retainer · 6–12 months
What you avoid

A full-time VP of Channels costs $250K–$350K loaded (salary + benefits + equity). You get the same capability at 40–60% less, plus the tech stack, plus the 120K+ partner network, plus someone who's done it across 18 countries. No recruiting. No ramp time. Producing in week one.

M&A Channel Transition
$25K – $50K
Project fee · 90–120 days
What it protects

Average partner attrition during an unmanaged acquisition is 20–40%. If your partner channel does $5M/year, that's $1M–$2M in pipeline at risk. A $25K–$50K sprint that preserves that pipeline is a 20–40x return. We've managed this through a $7.4B acquisition with zero partner attrition.

MSP Vendor / Licensing Audit
$5K – $10K
Fixed fee · 2–3 weeks
What it saves

Typical MSP licensing audit finds $3K–$8K/month in overspend: wrong CSP tier, seat overages, duplicate bundles, unclaimed rebates. A $5K–$10K audit that saves $40K–$96K/year pays for itself in month one. Then we offer Managed Vendor Ops to keep the savings locked in.

Managed Channel Operations
$3,500 – $7,500/mo
Monthly subscription · Post-engagement or standalone
What it replaces

A channel operations hire costs $65K–$85K/year plus benefits, management overhead, and ramp time. Our managed ops runs $42K–$90K/year with no hiring, no training, no turnover risk. Includes the technology platform. Scales without adding headcount.

All pricing is scoped during the initial consultation. These ranges reflect typical engagements. Complex multi-entity or international engagements are priced accordingly.

The Catalyst Lifecycle

End-to-end. Not a single deliverable.

Every engagement maps to a stage. Most clients enter at Diagnostic and progress through the lifecycle. Some enter mid-cycle through M&A. All exit with a system that runs without us.

01 → ENTRY

Diagnostic / Audit

2–3 weeks · Fixed fee

Channel Maturity Diagnostic, MSP Vendor Audit, or M&A Readiness Check. Scored baseline + 30/60/90 plan.

02 → DESIGN

Build the Blueprint

Weeks 3–6

Program architecture, partner journey, governance OS design, scorecards, QBR rhythm, reporting definitions. The operating system blueprint.

03 → DEPLOY

Install the Machine

Weeks 4–8

Partner portal configured, CRM workflows live, deal reg active, enablement built, onboarding flows deployed. All under your brand.

04 → LAUNCH

Recruit → Enable → Co-sell

First 90 days

Partners recruited, activated, enabled. Co-sell plays live. Pipeline inspection cadence running. First partner-sourced deals registered.

05 → RUN

Fractional Channel Leadership

Months 4–12

Operating as your VP Channels. Weekly pipeline calls, monthly scorecards, quarterly QBRs. Managing to revenue targets. Joint GTM + partner marketing live.

06 → CHANGE EVENT

M&A Channel Transition

90–120 day sprint

Partner stabilization, program mapping, deal protection, unified governance. Enter here directly if you just closed an acquisition.

07 → REVENUE

GTM + Partner Marketing

Ongoing

Joint campaigns, vertical playbooks, ABM, MDF strategy, AI demand gen, partner launch kits. Partner-sourced pipeline becomes forecastable revenue.

08 → SUSTAIN

Managed Channel Ops

Monthly subscription

Deal reg processing, QBR prep, scorecards, onboarding, CRM hygiene, pipeline reporting. The OS keeps running after we step back.

09 → HANDOFF

Ownership + Exit

Your call

Your data. Your CRM. Your portal. Full export. Admin training. Documentation. Handoff to internal team—or keep us on Managed Ops.

Technology We Deploy

Every engagement is backed by infrastructure, not just advice.

We deploy these capabilities under your brand. Your partners only ever see you.

AI Powered

Partner Discovery

AI builds your Ideal Partner Profile, then scans globally to find partners that match. Scored, ranked, ready to recruit. Not a directory. A recommendation engine.

120K+ Network

Partner Recruitment

Access to 120,000+ resellers, VARs, MSPs, and SIs worldwide. Filtered by geography, vertical, and capability. Includes buyer intent signals from active purchasers.

Your Brand

Partner Portal

Onboarding, deal registration, lead routing, enablement content, scorecards, and pipeline dashboards. Deployed under your name, your logo, your domain. CRM integrated.

Revenue Ops

Deal Reg + Pipeline

Automated deal registration with conflict detection, approval workflows, and expiration management. Real time pipeline visibility and forecast accuracy by partner.

Ownership + Handoff

Data
Your data. Your CRM. Your portal. We configure it. You own everything. Full export at any time.
Handoff
We train your team to manage the platform. Documentation included. Transition to Managed Ops or self-run.
Post-Engagement
Platform keeps running whether we're engaged or not. Managed Ops subscription available for ongoing support.
Security
Enterprise grade platforms. CRM integration via native connectors. No data leaves your environment.
Proof

Three engagements. Full narrative. Shareable.

Real outcomes from real engagements. Built for PE operating partners and channel leaders who need to see the full picture before engaging.

Case Study 01: Channel Build from Zero + $7.4B Acquisition Transition

Sun Microsystems / Oracle · MENA Region · 18 Countries

The Situation

Sun Microsystems had no indirect channel in the MENA region. Revenue was 100% direct sales. No partner program existed. No resellers. No deal registration. No governance framework. No ideal partner profile. The company needed to build a partner ecosystem from zero — and then Oracle announced a $7.4B acquisition that changed everything.

The Challenge

Build a multi-country reseller channel from scratch while simultaneously preparing for the largest enterprise tech acquisition of its era. Partners needed to be recruited, enabled, and productive before the Oracle transition began — because once the acquisition closed, any partner without governance and active pipeline would be lost.

What We Built (Pre-Acquisition)

Defined ideal partner profile by country based on technical capability, vertical focus, and existing vendor relationships. Recruited and onboarded resellers across 18 countries using a 30/60/90 gated activation model. Each partner had defined pipeline targets, certification requirements, and cosell plays. Installed full governance: deal registration with conflict resolution, weekly pipeline inspection, partner scorecards, QBR cadence, and MDF controls. Managed a 20+ person channel team running weekly operating rhythm.

What We Protected (During Acquisition)

When Oracle acquired Sun, every partner program changed. Certifications reset. Margins shifted. Partners were confused about their future. We mapped every Sun partner into the Oracle PartnerNetwork structure. Protected all in-flight deals through the transition. Maintained weekly governance cadence throughout integration. Communicated proactively — partners heard from us before they heard rumors. Not a single partner was lost.

Results

18Countries with active, governed reseller operations

0%Partner attrition through the $7.4B acquisition

< 1 yearZero channel to fully governed pipeline operations

20+Team members in weekly pipeline rhythm

100%In-flight deals protected through integration

Services Used
Channel Build from Zero
Fractional Channel Leadership
M&A Channel Transition Program™
Channel Governance OS™
Partner Recruitment + Enablement

"He understands procurement and engineering at a level most channel leaders don't. Our partners trusted him immediately because he spoke their language."

CIO
Financial Services, Fortune 500
Why this matters for you: If you're building a channel from zero, going through an acquisition, or both — this is the exact playbook we run. Start a conversation →

Case Study 02: Distribution Channel Activation at Scale

Aptec Holdings / Ingram Micro + TechAccess · Value Added Distribution · MENA Region

The Situation

Aptec Holdings (later acquired by Ingram Micro) and TechAccess were two of MENA's largest value added distributors, managing hundreds of vendor relationships and thousands of reseller partners across enterprise infrastructure, cybersecurity, and managed services. Vendor sell-through programs existed but lacked structured activation, measurable governance, and partner-level accountability.

The Challenge

Distribution is a three-tier model: vendor → distributor → reseller → end customer. Each tier adds complexity. Without structured programs, vendor engagement drifts to the distributors who have the loudest voices, not the best execution. Resellers sell what's easiest, not what's most profitable. Pipeline is invisible. Nobody governs the chain.

What We Built

Structured channel programs across both distributors that tied vendor investment to reseller activation milestones — not just training completion, but pipeline creation, deal registration, and cosell execution. Built governance cadence between vendor field teams, distributor account managers, and reseller sales teams. Created partner enablement tied to revenue outcomes: battlecards, joint account plans, territory mapping, and QBR templates standardized across the portfolio. Drove cosell execution between vendor SEs and reseller account teams into enterprise accounts.

The Buyer Advantage

What made this work: 12 years on the other side of the table as the enterprise buyer. We knew what CIOs and procurement teams needed to see from a reseller to approve the deal. That knowledge shaped every enablement asset, every cosell play, and every partner we selected. Partners weren't just technically competent — they were credible in the boardroom.

Results

1,000+Reseller partners activated through structured enablement

Multi-vendorStructured programs across enterprise infrastructure, cybersecurity, and managed services

Measurable liftVendor engagement and reseller productivity increased across both organizations

3-tierGovernance cadence: vendor → distributor → reseller → pipeline

Services Used
Channel Program Design
Partner Enablement + Activation
Cosell Execution
Channel Governance OS™
Vendor-Distributor-Reseller Pipeline Governance
Why this matters for you: If you're a vendor trying to drive sell-through, or a distributor struggling to activate resellers, this is the model we scale. Start a conversation →

Case Study 03: 12 Years as the Enterprise Buyer

Enterprise IT Procurement · Financial Services + Healthcare + Government · 800+ Deployments

Why This Isn't a Typical Case Study

Most channel consultants come from the vendor side or the partner side. We spent 12 years on the buyer side — sitting in the procurement meetings, evaluating vendors, choosing which partners got the deal, and managing 800+ infrastructure deployments across data centers, networks, storage, and security.

What We Learned Sitting in Procurement

We saw why certain partners won and others lost. It wasn't the best technology. It wasn't the lowest price. It was the partner who understood the buyer's internal politics, who could navigate security review and legal redlines, who showed up with a plan that mapped to the buyer's fiscal year and approval process. The partners who won were the ones who made the buyer look good internally.

How This Changes What We Build

When we recruit partners, we recruit the ones buyers will actually choose — not the ones with the most certifications on paper. When we build enablement, we build what procurement teams need to see: reference architectures, ROI models, implementation timelines, security documentation, compliance mapping. When we cosell, we're in the room speaking buyer language, not vendor language. We know what kills a deal at the 11th hour because we've been the person who killed it.

The Sectors We Bought In

Financial Services: Bank-grade security requirements, SOC2 procurement standards, multi-year vendor evaluations, board-level reporting requirements.

Healthcare: HIPAA compliance, patient data governance, hospital system IT infrastructure, medical device integration.

Government: FedRAMP, CMMC, SLED procurement, contract vehicle requirements, compliance-first evaluation criteria.

By the Numbers

12 yearsAs the enterprise buyer evaluating vendors and partners

800+Infrastructure deployments across enterprise environments

3 sectorsFinancial services, healthcare, government procurement

CS + MBAUC Berkeley CS + Cornell MBA. Technical buyer, not just commercial.

What This Means for You
Your partners learn to sell the way buyers buy
Your enablement passes procurement scrutiny
Your cosell plays address the real objections
Your channel wins deals — not just registers them

"Within 90 days we had QBR discipline, enforceable deal registration rules, and active partner pipeline that did not exist before."

VP of Sales
Enterprise Infrastructure Vendor
Why this matters for you: Every engagement we run is shaped by this buyer-side perspective. It's why our partners close, not just register deals. Start a conversation →

What Makes This Different From Typical Channel Hires

Typical Partner ManagerBig 4 ConsultantSales Leader PivotingCatalyst
Buyer experienceNone (vendor side only)Consultant sideSeller side12 years as the enterprise buyer
Technical depthProduct levelTheoreticalDemo levelCS degree + 800+ device deployments
Channel buildInherited programsStrategy decksNo channel experienceBuilt from zero across 18 countries
Cosell abilityPartner managementNot in the roomCloses directJoint selling into enterprise procurement
MSP/MSSPSome exposureTheoreticalNoneNational reseller + MSP/MSSP strategy
GovernanceBasic QBRsRecommendsForecast onlyScorecards, deal reg, MDF ROI, tier reviews
Post-engagementGoneGoneGoneManaged Ops keeps it running
Get Your Free Diagnostic →
Channel Maturity Diagnostic™

Is your channel a revenue engine or a logo program?

Score each area 1 to 5. Get your channel health score in 60 seconds.

1. Do you have a documented partner program (tiers, margins, deal registration)?
1Nothing
2Informal
3Partial
4Documented
5Optimized
2. Do you have a scored ideal partner profile with active recruitment?
1Nothing
2Ad hoc
3Criteria
4Scored
5Systematic
3. Do partners have battlecards, training, and demo access?
1Nothing
2Portal
3Basic
4Full kit
5Updated
4. Do you run active cosell plays with defined pipeline targets?
1Never
2Rare
3Some
4Regular
5Weekly
5. Do you have partner scorecards and run QBRs?
1Nothing
2Annual
3Quarterly
4Scorecards
5Data driven
6. Can you forecast partner sourced pipeline with confidence?
1None
2Guessing
3Directional
4Reliable
5+/- 10%
7. What percentage of revenue is partner sourced or partner influenced?
1<5%
25 to 15%
315 to 30%
430 to 50%
550%+
8. Do you have deal registration with conflict resolution?
1Nothing
2Informal
3Basic
4Portal+SLA
5Enforced
9. Do partners have structured onboarding (30/60/90)?
1Nothing
2Welcome
3Training
430/60/90
5Gated
10. Do you measure MDF ROI and pipeline per marketing dollar?
1No MDF
2Spend only
3Tracking
4ROI
5Optimized
About Catalyst Channel Group

Founded to fill a gap that shouldn't exist.

Most technology companies know they need a partner channel but don't know how to build one or can't afford the leadership to run it. They hire too early (before the program is designed), too expensive (a full time VP of Channels at $250K+), or too generic (a consultant who recommends but doesn't execute).

Catalyst Channel Group was founded to solve this. We provide Fractional Channel Leadership: senior, operator level channel management at a fraction of the full time cost. We design the program, recruit the partners, enable them to sell, launch cosell plays, install the governance operating system, and manage to revenue targets.

We also specialize in M&A channel transitions, a niche nobody else owns. When PE firms or serial acquirers close a deal and the partner channel is at risk, we stabilize the partner base, protect in flight pipeline, and keep revenue moving through the integration.

This is not a team of juniors executing a playbook someone else wrote. Every engagement is led by the founder.

Mateen Amjad

Founder + Fractional Channel Management Consultant

Built and governed partner channels across 18 countries. Managed a 20+ person channel team. Led the full partner transition from Sun Microsystems to Oracle PartnerNetwork during a $7.4B acquisition. Drove vendor sell through and reseller activation programs at Aptec Holdings and TechAccess, two of MENA's largest value added distributors, helping both organizations structure channel programs that increased vendor engagement and reseller productivity. Built channel programs for enterprise infrastructure, cybersecurity, and managed services verticals.

Prior: Sun Microsystems / Oracle, Aptec / Ingram Micro, TechAccess, IBM

Education: Cornell MBA, UC Berkeley CS, MIT Sloan (AI)

ServiceNow: CSA Certified. Certified implementation team with 15+ years of enterprise delivery.

Location: Orlando, FL (engagements US wide, remote first)

Insights

What we're seeing in channel, MSP, and M&A.

Practical thinking from 18 countries, $7.4B in transitions, and 12 years on the buyer side.

M&A · Channel

What Happens to Your Partner Channel After an Acquisition

The deal closes. The press release goes out. And your best partners start taking calls from competitors. Here's the 90-day window most companies miss — and the playbook that preserves pipeline through integration.

Key takeaways:
• Why 20–40% partner attrition is the default, not the exception
• The 3 signals that tell you a partner is about to leave
• Day 1–14 stabilization framework (what to do before the program mapping)
• How we preserved 100% of partners through a $7.4B transition
READ MORE →
MSP · Vendor Governance

The True Cost of Unmanaged Vendor Programs for MSPs

The average MSP manages 15–30 vendor relationships. Most have zero governance. Certifications lapse. Tier benefits go unclaimed. Licensing overages compound monthly. Here's what it actually costs — and what a 2-week audit typically finds.

Key takeaways:
• The 5 places MSPs leak margin without knowing it
• Why "we'll get to it next quarter" costs $3K–$8K/month
• Vendor rationalization: the Keep / Consolidate / Exit framework
• How PE firms use vendor audits to expand EBITDA post-acquisition
READ MORE →
Channel · Revenue

Why Your Partners Aren't Selling (And What to Do About It)

You signed 50 partners. Maybe trained 20. Pipeline from the channel? Close to zero. The problem isn't the partners. It's the missing operating system between signing and selling. Here's the gap most companies don't see.

Key takeaways:
• The 4 stages between partner signing and first deal (most companies skip 3)
• Why enablement without governance produces activity, not revenue
• The scorecard + QBR cadence that turns partner programs into pipeline
• How to go from 0% to 30%+ partner-sourced revenue in 12 months
READ MORE →
Channel · Hiring

Fractional vs. Full-Time VP of Channels: The Math That Changes the Decision

A full-time VP of Channels costs $250K–$350K loaded and takes 6 months to ramp. A fractional operator costs 40–60% less and produces in week one. But it's not just about cost — it's about what happens when you hire before the program exists.

READ MORE →

Full articles coming soon. Subscribe to get notified when new insights are published.

Contact

Tell us where revenue is stuck. We'll tell you what we'd fix first.

20 minutes. No slide deck. Fill out the form and we'll respond within 24 hours with an initial assessment and next steps.

Direct Contact
Email: [email protected]
Phone: 516-641-1474
Location: Orlando, FL
LinkedIn: linkedin.com/in/mattamjad
Currently accepting 2 new engagements for Q2 2026.
What Happens Next
1. You submit the form
2. We review and send an initial assessment (24 hrs)
3. 20-minute call to discuss fit
4. If there's a fit: scoping doc + proposal within 48 hrs
5. Diagnostic starts within 1 week of agreement
Catalyst Delivery Capabilities

Channel infrastructure + certified technology delivery under one roof.

Catalyst owns the commercial relationship end to end. Our certified delivery teams execute ServiceNow, Microsoft, GRC, and AI implementations — so you get one point of contact, not five vendors.

ServiceNow · Catalyst Delivery Practice

We sell ServiceNow. We deliver it. You win.

Catalyst's ServiceNow practice is backed by a certified delivery team with 15+ years of enterprise implementation experience. We own the sales cycle, scope the engagement, and manage delivery at 60% less cost than Big 4 alternatives.

Platform Coverage

Full ServiceNow · 5 Workflow Categories

IT: ITSM, ITOM, Hardware + Software Asset Management, Strategic Portfolio Management

Employee: HR Service Delivery, Workplace Service Delivery

Customer: CSM, Order Management, Field Service Management

Security: GRC, Security Operations (SecOps)

Platform: CMDB, Integration Hub, App Engine

Why It Works

Channel Builder + Certified Delivery

Sales: 12+ years as enterprise buyer. Knows how CIOs evaluate platforms and how procurement pushes back. ServiceNow CSA certified. Opens doors, runs discovery, closes.

Delivery: Certified consultants, architects, and PMs. Proven implementation methodology at 60% less cost. Case studies across healthcare, finance, retail, and manufacturing.

Door Opener

FREE ServiceNow Health Check

Most companies run ServiceNow at 25–30% of platform capability. Complimentary 60-minute Health Check shows what's active, what's underutilized, and 3–5 quick wins to implement immediately. No cost, no commitment.

Microsoft · Catalyst Delivery Practice

We sell Microsoft. We deliver it. You modernize.

Catalyst's Microsoft practice operates through a Tier 1 Cloud Solution Provider with 30+ years of delivery experience and recognition as a Bob Scott's Top 100 VAR. We own the commercial relationship and deliver implementation, migration, and support with direct Microsoft pricing and flexible billing.

Licensing

Tier 1 CSP · Direct from Microsoft

Dynamics 365: Finance, Supply Chain, Business Central, Customer Engagement

Microsoft 365: Productivity, collaboration, and security

Copilot: AI-powered productivity with licensing + data integration readiness

Azure: Cloud services aligned to performance and budget

ERP Implementation

Enterprise + Mid-Market · Dynamics 365

D365 Finance + SCM: Enterprise-grade for complex, multi-entity operations

Business Central: Scalable ERP for growing mid-market

Legacy Upgrades: Migrate from GP, NAV, AX to modern cloud

Industries: Manufacturing, medical device, government, professional services, distribution

Business Improvement

Beyond ERP · Transformation + AI

Digital Transformation: Modernize operations and workflows

AI + Copilot: Deploy across your Microsoft stack

Process Improvement + Change Management: Ensure adoption and ROI

Reporting + BI: Dashboards and data-driven decisions

Two Customer Types We Target

Existing Microsoft Users

  • On legacy GP, NAV, or AX needing cloud ERP modernization
  • Overpaying for licensing without proactive management
  • Underutilizing Copilot, Power Platform, or Azure
  • MSPs looking to add Microsoft ERP and licensing to their portfolio
Fastest path to revenue. They already own Microsoft.

Net New ERP Prospects

  • Outgrowing QuickBooks, Sage, or entry-level systems
  • Mid-market ready for Business Central
  • Enterprise needing D365 Finance + Supply Chain
  • Growth triggers: funding, M&A, new CFO, compliance, expansion
Long-term pipeline. Every implementation becomes recurring revenue.
GRC + AI Automation · Catalyst Delivery Practice

We find the gaps. We fix them.

Catalyst's GRC and AI practice is backed by a certified delivery team with 30+ years of experience across the US, UK, Europe, Middle East, and Far East. We deliver GRC assessments, compliance implementations, AI automation, penetration testing, and custom development. When we audit your vendor stack and find compliance exposure — and we always do — we don't refer you somewhere else. We fix it ourselves.

GRC Practice

Governance, Risk & Compliance

SOC2 Readiness: Type I & II preparation, gap analysis, control implementation, audit support ($25K–$60K)

HIPAA Compliance: Risk assessment, policy development, technical safeguards, breach response planning ($20K–$50K)

ISO 27001: Full ISMS implementation, risk treatment, certification support ($30K–$75K)

CMMC / FedRAMP: Assessment, remediation, documentation, continuous monitoring ($25K–$75K)

Risk Management: Enterprise risk framework, threat modeling, business continuity ($15K–$40K)

VAPT: Vulnerability assessment + penetration testing, network and application layer ($10K–$25K)

AI Automation

Call Center · Process · Custom AI

callMATICS — AI Call Center Platform: Natural language AI agents that handle inbound/outbound calls without human intervention. Accesses corporate data, resolves customer issues by voice. 100+ languages, thousands of simultaneous calls, 24/7 operations. Automates help desk, customer support, marketing, order processing. 70% call center automation = massive cost reduction.

AI Readiness Assessment: Evaluate infrastructure, data, and workflows for AI adoption ($10K–$25K)

Copilot / AI Deployment: Microsoft Copilot rollouts, AI tool integration, change management ($15K–$50K)

Process Automation: Identify and automate manual workflows with AI ($20K–$75K)

Custom AI Integration: Bespoke AI solutions built to your data and operations ($25K–$100K)

AI Products

Proprietary SaaS Platforms

callMATICS
AI-powered call center. Unlimited robotic agents, unlimited data sources, 100+ languages. Replaces Tier 1 support at a fraction of the cost. IT help desk, customer service, marketing campaigns, market research.

planetSCAN
AI + GIS satellite imagery analysis. Demographics, settlement classification, land use, agriculture, infrastructure planning. Franchise location optimization, real estate development, urban planning. Results in hours vs. months.

buoyLIGHT
AI container and vehicle recognition for port terminals. Integrates with Terminal Operating Systems. Gate automation, weighbridge, quay crane deployment.

buoySPOT
AI container damage detection. Automatic identification, classification, and measurement of container damage. Reduces false claims, improves safety.

How This Fits the Catalyst Model

Natural Upsell from Vendor Audits

Every MSP vendor audit we run exposes compliance gaps. Certifications lapsed. No SOC2 documentation. HIPAA policies that haven't been updated in three years. Instead of sending that finding to a third party, we deliver the remediation through our own GRC practice. Same buyer, same conversation, bigger engagement.

Vendor audit ($5K–$10K) → GRC remediation ($20K–$75K) → ongoing compliance management

callMATICS: The Help Desk Play

Every MSP runs a help desk. Most mid-market companies pay $45K–$65K per support agent. Five agents = $225K–$325K per year handling password resets, status checks, and routine requests. callMATICS automates 70% of that volume. AI agents that speak natural language, access corporate data, and resolve issues without human intervention. The ROI math is usually 6 to 8 months.

$225K+ annual help desk cost → 70% automation → $150K+ annual savings

One Relationship. Four Delivery Practices.

A single Catalyst engagement can span channel strategy, ServiceNow implementation, Microsoft licensing optimization, and GRC remediation — all under one contract, one point of contact, and one governance framework. No vendor sprawl. No coordination overhead. Every dollar traceable to a business outcome.

Tech + AI Companies

How we make you successful.

Most tech and AI companies have a working product. What they don't have is the enterprise sales infrastructure, partner motion, or channel governance to turn pilots into production revenue at scale. That's what we build.

1. We Design the Partner Motion

So it matches how enterprise deals actually get approved
  • Ideal Partner Profile + national strategy
  • Partner roles: sell / implement / support
  • Program design: tiers, margins, deal registration, MDF rules

Output: a documented channel program + partner strategy that maps to champion, validation, security, procurement, legal, close.

2. We Recruit and Activate the Right Partners

Not logo collecting. Revenue producing.
  • Target partner list + outreach + selection scorecard
  • 30/60/90 onboarding and gated activation
  • Partner enablement treated like a product: battlecards, talk tracks, demo access, plays

Output: recruited partners that are enabled and producing pipeline.

3. We Run the Revenue Governance Operating System

So partner activity becomes forecast
  • Scorecards + pipeline inspection rhythm
  • QBR cadence and tier reviews
  • Deal registration + conflict resolution
  • MDF ROI tracking

Output: partner sourced pipeline you can manage and forecast, not activity.

4. We Protect Revenue During M&A

When channels usually break

When companies merge, partner channels break: margins shift, certifications reset, deal registration migrates, partners pause or leave.

  • Transition plan + partner communications
  • Program mapping (old to new), incentive continuity
  • Preserve pipeline visibility and reestablish governance fast

Output: partners stay motivated, deals stay moving, revenue stays stable through the transition.

M&A Channel Transitions

When companies merge, partner channels break. We fix that.

Acquisitions create chaos for partner ecosystems. Programs change, certifications reset, margins shift, deal registration migrates, and partners pause or leave. Catalyst stabilizes the channel during the transition: we protect partner motivation, preserve pipeline visibility, and reestablish governance quickly so revenue doesn't drift while organizations merge.

Days 1 to 30: Stabilize

Freeze, clarify, protect

Freeze/clarify what changes now vs later (pricing, margins, deal reg, certifications). Create program mapping (old to new): tiers, incentives, requirements, support model. Partner comms plan + FAQ. Executive outreach to top partners. Ensure deal reg continuity with no orphaned deals and a clear escalation path.

Output: partner retention plan + comms package. Transition rules.

Days 31 to 60: Unify

Consolidate + relaunch

Consolidate partner lists, territories, and account ownership. Standardize onboarding/certification path and enablement content. Relaunch top cosell plays under the new combined motion.

Output: single operating model + unified enablement. Clean pipeline visibility across legacy orgs.

Days 61 to 90: Optimize

Govern to growth

QBR cadence across top partners. Enforce scorecards and tier reviews. MDF governance + ROI tracking. Identify partner gaps and recruit to fill coverage holes.

Output: reduced partner churn risk, improved forecast reliability. A channel back to growth.

Proven M&A Track Record

Partner Enablement

We treat the partner program like a product.

Partners get what they need to sell and renew:

Enablement is not a portal login and a "good luck." It is an activation system with gates, tools, and measurable outcomes.

The Catalyst Action Plan

Zero to Channel Build + Post Acquisition: the playbook.

Two parallel tracks: build the channel engine from zero + stabilize and unify the ecosystem post acquisition. All governed to pipeline and revenue targets.

Phase 0: Rapid Diagnostic + Deal Protection (Days 1 to 10)

Before anything else, we assess where you are

Output: baseline channel score + top 5 gaps. 90 day priorities + KPI targets. Deal/partner risk register with owners + mitigation plan.

Track A: Zero to Channel Build (30/60/90 Execution)

Days 1 to 30: Foundation

DESIGN + OPERATING SYSTEM
  • Define Ideal Partner Profile (scored) + partner segmentation
  • Design Program v1: tiers, requirements, benefits, margins, deal registration, MDF rules
  • Write Rules of Engagement: lead flow, handoffs, SLAs, conflict resolution
  • Build enterprise buying gate assets: security/data narrative, procurement FAQ
  • Stand up governance templates: scorecards, QBR deck, pipeline definitions

Days 31 to 60: Recruit + Enable

PARTNER READY TO PIPELINE
  • Build target list; recruit to the IPP (qualification calls + acceptance criteria)
  • Launch gated onboarding 30/60/90 for partners
  • Ship enablement kit: battlecards, plays, demo access, pricing guidance
  • Launch 2 to 3 cosell plays with pipeline targets

Days 61 to 90: Activate to Revenue

GOVERN TO TARGETS
  • Weekly cosell execution: account mapping, opportunity creation, deal coaching
  • Run scorecards + pipeline inspection; tighten forecast hygiene
  • Performance management: tier movement, remediation, or exit
  • MDF approvals + ROI tracking per campaign (if applicable)

The KPIs We Manage To

The proof metrics
Where We Focus

SaaS, security, enterprise infrastructure, and the partner ecosystems that sell them.

SaaS + Security

Where complex buying cycles (security review, legal, procurement) determine channel success.

Domain experience

  • EDR/XDR, SIEM, PAM, zero trust, identity governance
  • Cloud security, compliance automation, vulnerability management
  • SaaS platform enablement and partner led deployment
  • SOC2 aligned procurement environments

What we build for SaaS/security vendors

  • Reseller + MSP/MSSP recruitment with security readiness gates
  • Cosell plays that navigate CISO, security, and procurement
  • Deal registration with pricing protection and conflict resolution
  • Partner scorecards and QBR governance
Security buyers are the hardest buyers in enterprise. We've been one.

Reseller + MSP/MSSP Ecosystems

The partner types we recruit, enable, and govern.

Partner types

  • National and regional VARs/resellers
  • Managed Service Providers (MSPs)
  • Managed Security Service Providers (MSSPs)
  • Systems integrators (SIs)
  • Distributors and value added distributors (VADs)

What we do with them

  • Profile, score, recruit, and onboard
  • Enable with sales kits, demo access, and certification
  • Cosell into their enterprise accounts
  • Govern with scorecards, QBRs, and tier reviews
  • Incent with SPIFs, MDF, and recognition programs
We build national partner networks. Not one off relationships.

Enterprise Infrastructure + Networking

Where we've deployed 800+ devices across 40+ sites.

What we've deployed

  • Switches, routers, SD-WAN, firewalls, wireless
  • Rack/blade servers, SAN/NAS, HCI
  • Backup, DR, replication
  • UPS, PDUs, edge compute

What we build for infra vendors

  • VAR and SI recruitment with technical readiness gates
  • Distributor strategy (Ingram, TD SYNNEX, Arrow, regional)
  • Partner enablement: sizing guides, reference architectures
  • Cosell plays into CIO/VP Infra buyers
We've deployed the products your partners sell. That's the difference.
Credentials
MBA, Cornell University
SC Johnson School of Management
BS, Computer Science, UC Berkeley
Technical credibility with engineering buyers and SEs
AI for Business Strategy, MIT Sloan
AI/ML positioning for enterprise adoption
C level partner management and executive QBR leadership
VP/CIO/CISO level engagement across vendor and partner organizations
Comfortable operating in SOC2 aligned environments
Privacy and security discipline in enterprise procurement contexts
PMPCISSPCSM AWS Solutions ArchitectCompTIA Security+ ITILServiceNow CSASalesforce Admin
Technologies We Deploy Across Our Engagements