Steven Singer — CIO, Technology & Operations Executive

Chief Information Officer

The Gold Standard CIO for PE-Backed and Family-Owned Operators.

I've built and run technology and operations across multi-site distribution, food service, logistics, and rentals businesses — leading ERP modernizations on Dynamics 365 F&O, deploying AI from pilot to production, and serving as the CIO/COO bridge that PE sponsors and family owners need when performance, accountability, and scale are all on the table.

My engagements deliver faster M&A integration, stronger board-ready governance, and measurable EBITDA improvement — not as a theory, but as a proven pattern.

2025 Philadelphia ORBIE Winner US Patent Pending · MenuMatch AI 22+ Years Technology Leadership 12 M&A Integrations · Zero Failed Conversions

What Owners and Boards Get

01

Faster, Cleaner M&A Integration

A structured 90-day playbook tested across 12 acquisitions. Systems consolidated, data migrated, operations continuity maintained from Day 1.

02

Board-Ready Governance and Reporting

Owner and investor-facing dashboards, KPI frameworks, and technology governance structures that create clarity at every level.

03

EBITDA Improvement Through Technology Discipline

$2M+ in annual cost reduction captured through ERP modernization, automation, infrastructure consolidation, and digital channel expansion.

04

ERP and AI Deployed as Business Tools

Dynamics 365 F&O implemented at scale. AI in production — not in a proof-of-concept — with measurable operational and revenue impact.

05

Operational Continuity Under Pressure

Zero data loss, zero ransom payments, and zero failed integrations across 3 cybersecurity events and a complete infrastructure rebuild after a natural disaster.

Track Record

Outcomes built across distribution, food service, logistics, and rentals operations.

Julius Silvert Inc. — CIO / COO

2024 – Present · Food Service Distribution
  • Led 90%+ completion of Dynamics 365 F&O digital transformation at a 110-year-old food distribution company
  • US Provisional Patent holder for MenuMatch / MenuIQ — AI-powered menu intelligence platform for food distribution
  • E-commerce platform driving 50% of order entry with a 26% average order value increase
  • Achieved 99% pick accuracy and near-100% on-time delivery — strongest EBITDA performance in company history
  • Acquired and now operating Charm City Prime (custom butchery), managing both businesses as a unified operating group
  • Building technology infrastructure and operational processes to support continued ownership group growth

Charm City Prime — Operating Executive

2025 – Present · Custom Butchery & Provisions
  • Led acquisition support for the ownership group; now running day-to-day operations
  • Building operational infrastructure, systems, and vendor relationships to scale the business
  • Sister company to Julius Silvert Inc. — integrated under unified technology and operations leadership

National Rentals Company — Chief Information Officer

2009 – 2024 · Multi-Location Rentals & Logistics
  • Served as CIO for a national rentals and logistics company operating 30+ locations with $400M+ annual revenue
  • Executed 12 M&A integrations with full systems consolidation, zero failed conversions, and 90-day average integration cycle
  • Led 6 ERP conversions (SAP to Dynamics NAV and D365), supporting national expansion and operational standardization
  • Built and maintained national IT infrastructure and a 25+ person technology team across 28 locations
  • Achieved 96% team retention over 15 years — $3M+ in avoided turnover costs — with 8 staff promoted to leadership roles
  • Preserved $5M+ in capital across 3 cybersecurity incidents through zero-ransom recovery protocols and 24-hour restore capability

SecureX Advisory — Board Advisor, Technology & Cybersecurity

January 2026 – Present
  • Advising leadership and executive clients on technology strategy and cybersecurity posture
  • Guiding executive teams navigating AI adoption and modern CIO operating models
  • Providing strategic guidance on security posture, AI expectations, and technical debt reduction

Who I Work Best With

My engagements are most impactful for operators at a specific inflection point — where technology is no longer just infrastructure but a critical driver of value creation, integration, and growth.

AI That Works in Operations — Not Just in a Pitch Deck

As CIO at Julius Silvert, I've deployed AI from concept to production — including a US patent-pending menu intelligence platform and automation workflows that touch order entry, inventory, and customer communication daily. My approach to AI is governance-first: every tool earns its place by proving ROI, protecting data, and fitting the organization's actual maturity level.

If you're a PE-backed or family-owned operator evaluating AI, I can help you build a strategy that is responsible, measurable, and ready for board scrutiny — not a science project.

Explore AI Tools & Resources →
22+
Years Technology Leadership
12
M&A Integrations
$13.5M
Annual Synergies Captured
$2M+
Annual Cost Reduction
Zero
Failed Conversions