About

Built for this moment.

The Excelsior Group, LLC is an AI transformation firm working at the intersection of strategy and engineering — senior operators who advise like a strategy house and ship like a startup.

How we work

  • Senior-only teams. Every engagement is led hands-on by senior strategists and engineers — no leverage pyramid, no learning on your dime.
  • Strategy and code under one roof. The people who shape the strategy are connected to the people who build the platform. Advice stays accountable to what ships.
  • An extended specialist network. We scale engagements with a trusted network of AI engineers, designers, and domain experts — assembled per project, so you pay for exactly the talent the problem needs.
  • Outcomes as the deliverable. Whether it's an aligned executive team, a production platform, or a launched venture — engagements are scoped to end states, not hours.

Selected engagements

  • Enterprise AI strategy. Led an AI-transformation strategy engagement for a large financial-services firm ($30+ billion in annual volume): executive interviews and alignment, board-level strategy synthesis, and on-site collaboration setting the company's transformation pathway.
  • Agentic AI platform build & transfer. Constructed a production intelligence and orchestration platform running compliance-governed AI voice and SMS workflows — delivering accretive revenue while improving existing margins. Concept to 1.0 deployment in a single sprint.
  • Ongoing venture work with AI-native startups across strategy, GTM, and build. (Details shared in conversation.)
  • Speaking & event leadership. Keynote speaker, most recently at the USA Today Top Workplaces national conference; current event work includes co-hosting Ascend, the people-first AI connection conference for investors and founders of work- and education-oriented native-AI companies.