TURN STRATEGY INTO RESULTS
Lumen Advisory Group bridges the strategy-execution gap for growth-stage startups and PE-backed companies navigating inflection points—from international market entry to post-merger integration.
We give you results by working side-by-side with your team to make it happen. Our leadership team has delivered 20+ post-merger integrations and multi-million-dollar turnarounds at billion-dollar B2B SaaS companies. We embed with your team to deliver measurable results while building stronger teams, not just recommendations.
About Us
About Us
US Market Entry & Expansion
Our team bridges international-US business ecosystems through strategic positioning, partnership facilitation, and operational expertise from scaling billion-dollar companies across global markets.
Integration & Value Creation
At a leading analytics platform, our team accelerated product strategy by 2+ years through 3 acquisitions and post-merger integrations while retaining key talent and maintaining high employee engagement.
At a global travel technology company, we directed international M&A integrations across 10 countries, achieving millions in cost savings within months.
Fractional Leadership
Our executives have led cross-functional teams of thousands while managing budgets exceeding $200M. At an observability software company, we engineered a new operating model at the executive level during a critical transformation phase.
At a mid-sized EdTech company, our leadership revitalized the entire product portfolio while sustaining ARR growth, including launching multiple products and aligning release cadence globally across the portfolio.
The best advice comes from leaders who've lived it. Lumen Advisory Group is led by executives who've transformed companies from the inside, including founder Stacie Morris, who spent her career as VP of Product Strategy & Operations at Alteryx, Cornerstone OnDemand, and New Relic. Our leadership team has accelerated product strategies by years, led $2B+ in acquisitions, and delivered sustainable, measurable, and repeatable growth.
We've witnessed firsthand how the gap between strategy and execution destroys both value and culture. That's why Lumen Advisory Group exists: to bridge that gap for CEOs, product leaders, and PE sponsors who need results that empower their people.
Proven Track Record
We know what it takes to scale, integrate, and transform because we've partnered with the C-suite to get it done from the inside, not the conference room.
Our Industries
B2B SaaS | EdTech | Legal Tech | Travel Tech | Financial Services
Our Services
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US Market Entry
Strategic Market Access for Global Innovators
The Challenge: International B2B SaaS companies entering the US market face cultural gaps in enterprise sales, limited partnership networks, and execution challenges that typically delay first revenue by 12-18 months.
Our Solution: We combine strategic positioning and partnership facilitation with hands-on execution from leaders who've scaled B2B SaaS companies to billions in revenue. We deliver 90-day market entry sprints that convert strategy into revenue.
Your Results: Faster market validation, strategic partnership development, and accelerated revenue traction in the US market.
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Integration & Transformation
Hands-On Value Creation
The Challenge: Most M&A integrations fail to capture projected synergies. Timelines slip, talent leaves, value leaks.
Our Solution: We embed directly with your leadership team, aligning product, engineering, and go-to-market functions to ensure flawless execution based on 20+ successful integrations.
Your Results: Rapid time-to-value, retained key talent, and accelerated growth without the typical integration chaos.
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Fractional Leadership
Ongoing Optimization & Accountability
The Challenge: You need executive-level leadership but can't justify full-time hires or afford leadership gaps.
Our Solution: Embedded fractional executive roles—CPO, COO, or Integration Lead—providing seasoned leadership exactly when and where you need it.
Your Results: Sustained momentum, continuous optimization, and measurable value creation without overhead.