INFLECTION POINT ADVISORS
Turn AI investment into business returns
We find the real opportunities, rank them by financial impact, redesign the work underneath,
and lead execution through adoption.
OUR VISION
Unlock AI that works
We get companies from AI investment to AI returns. We find the real opportunities,
rank them by value, fix the underlying work, and execute through adoption.
The measure isn't how much AI a company deploys. It is what the business gets back.
OUR POINT OF VIEW
AI transformation is 20% technology and 80% changing how work gets done.
WE'VE BUILT THE 20%
WE'VE LED THE 80%
Technology alone does not transform a business. Returns come from choosing the right opportunities, redesigning the work, and leading execution through adoption.
START WITH THE BUSINESS
We find where AI can create measurable value, rank the opportunities by financial impact, and focus resources where returns are greatest.
OPERATORS, NOT OBSERVERS
We have built technology, led enterprise transformations, integrated acquisitions, and stayed accountable for results.
WHY NOW
Three pressures are converging.
i
AI investment is outpacing returns.
Pilots and tools are multiplying faster than measurable value. Leaders need a disciplined approach to decide where AI should—and should not—be applied.
ii
Private equity needs value, not experimentation.
Operating partners need portfolio initiatives tied to EBITDA, enterprise value, and a clear execution schedule—not more experimentation.
iii
M&A leaves little room for delay.
The best opportunity to protect value, establish accountability, and prepare the business begins before close and continues through integration.
Technology is moving fast.
The advantage comes from making better choices and executing sooner.
WHAT WE DO
AI TRANSFORMATION AND EXECUTION
M&A
INTEGRATION AND VALUE CAPTURE
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Find where AI can create measurable value
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Rank opportunities by financial impact
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Redesign the work before applying technology
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Lead execution through adoption
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Surface risks and value levers before close
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Turn the investment thesis into an integration plan
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Drive execution, accountability, and measurable results
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Business first
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Operator led
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Accountable for results
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Built for C-suite, private equity, and board-level decisions
We do not sell AI tools or hand over a report.
We help leaders make the right choices and stay through execution.
HOW WE WORK
FIND AND RANK THE VALUE
REDESIGN
THE WORK
EXECUTE THROUGH ADOPTION
We assess where value is being created or lost. Then we rank opportunities by financial impact, feasibility, and speed to results.
We redesign the processes, decisions, roles, and technology underneath the opportunity so the business can operate differently.
We lead implementation, build the right team, remove obstacles, and measure whether the change is producing results.
FOUNDER-LED.
BUILT AROUND THE WORK.
Every engagement is led directly by IPA’s founders, who remain accountable
from initial assessment through execution.
Clients get the capabilities the work requires—without paying for layers they do not need.
When clients requiring scale or specialized expertise, we assemble a focused team
from our network of proven operators and specialists.
Senior Strategic Advisory - Diagnostic | Retained - Leadership | Advisory - Projects | Retained - On Call
THE LEADERS BEHIND THE WORK
Operators who have built the systems, integrated the acquisitions, and stayed accountable for the numbers.
Depth in analytics, financial architecture, integration playbooks, and running the operations inside the transaction.
JO MOCNY
Founder and Managing Partner
Jo has led businesses through acquisitions, restructurings, technology transformations, and rapid scale across 41 locations and 11 countries. She focuses on turning complex change into greater operating capacity, stronger performance, revenue growth, and EBITDA improvement.
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Led 12+ acquisitions, integrations, restructurings, transformations, and startups
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Built a greenfield operation to 1,800 people in 2½ years while tripling capacity, and growing revenue to $1.6B
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More than $1.7 million in cost improvements delivered
STEPHEN WAECHTER
Founder and Managing Partner
Stephen has led technology and business transformations across some of the country’s largest enterprises. He combines financial discipline, analytics, operating experience, and hands-on execution to help corporate and private equity leaders turn investment decisions into measurable returns.
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Led enterprise work affecting more than 500,000 people across five industries
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Managed $8–$20M in annual technology investments and operating budgets of $24M
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Delivered nearly $9M in operating efficiencies and reduced tech stack costs by $8M annually
PROOF IN THE NUMBERS
Selected Inflection Point Advisors engagements and the experience
our leaders bring to the firm.
Unlock AI that works
Turn urgency into measurable action.
We help companies find the opportunities that matter, build the case for action, and lead the work through execution and adoption.
If AI transformation, M&A integration, or value capture is on your agenda, let's talk.