About Jeff Lortz · Founder

He’s actually been in the seat.

PE-backed CEO. COO. CCO. Nuclear-qualified Navy Surface Warfare Officer. Member of an IPO leadership team. Jeff has done the work most business coaches only read about — and now brings that operating experience to Southeastern Massachusetts businesses that have earned it.

Years Operating Experience
25+
PE-Backed CEO Roles
2
Nasdaq IPOs
2

The Story

From warships to boardrooms to your business.

The Navy & Enterprise Years

Jeff’s operating career started on the bridge of a nuclear-powered surface ship — where the cost of a bad decision wasn’t a missed quarter. Eight years as a US Navy Surface Warfare Officer instilled a permanent belief: systems matter, standards matter, and leadership means owning outcomes, not just activities.

After the Navy, he spent over two decades in enterprise technology — PTC, BMC, BladeLogic, Pegasystems, Acoustic, TOMIA, and Everbridge, where he was part of the leadership team through the company’s Nasdaq IPO. COO, CCO, Chief of Staff, SVP. He has managed P&Ls under PE pressure, rebuilt sales organizations, and led teams through acquisitions.

The CEO Chapter & Why Plymouth

Jeff’s most formative experiences came as PE-backed CEO at ProcessMaker and Fastr Corp — where the margin for error was thin, the investors had opinions, and every decision was his to make. He’s made the mistakes. He’s also made the right calls. Both inform how he works with clients.

Now he lives in Plymouth with his family — coaching youth sports on weekends, eating at the same restaurants, driving the same roads as the business leaders he works with. Coastal Growth Advisors isn’t a remote consultancy. It’s a local operating partnership built by someone invested in this region.

Career History

25+ years operating at the highest levels.

The full arc — from naval service to PE-backed CEO — now applied to Southeastern Massachusetts businesses.

2025 – Present
Coastal Growth AdvisorsFounder

Founder & Principal Advisor

Business advisory and executive coaching for privately held businesses across the South Shore, South Coast, and Cape Cod.

2022 – 2024
Fastr CorpPE-Backed CEO

Chief Executive Officer

Full P&L ownership, board management, GTM strategy, and investor relations at a PE-backed SaaS company.

2019 – 2022
ProcessMakerPE-Backed CEO

Chief Executive Officer

Led product repositioning, GTM rebuild, and international expansion at a PE-backed BPM SaaS platform.

2016 – 2019
EverbridgeNasdaq IPO

Chief Customer Officer / SVP Operations

Leadership team member through Everbridge's Nasdaq IPO (EVBG). Customer success, professional services, global operations.

2014 – 2016
Acoustic / IBM Watson MarketingEnterprise

Chief of Staff / VP Operations

Chief of Staff to the CEO at a major marketing technology platform. Strategic initiatives, operational discipline, cross-functional execution.

1998 – 2014
PTC · BMC · Pegasystems · TOMIA · BladeLogicEnterprise

Senior Operating Roles — COO, CCO, SVP

15+ years across enterprise software. Led global teams, rebuilt revenue organizations, managed through acquisitions.

1990 – 1998
United States NavyMilitary

Surface Warfare Officer — Nuclear Qualified

Eight years commissioned service. Nuclear qualified. The foundational leadership experience that shaped everything after.

What the Navy Taught Him

The lessons that don’t leave you.

Eight years commanding nuclear-powered ships taught Jeff things about leadership and operational discipline that no MBA covers. The same principles that applied on the bridge apply in a $20M business in New Bedford. Context changes. Fundamentals don’t.

Systems Over Heroics

Great organizations don't depend on heroic effort. They have systems that work consistently — so when a crisis hits, the response is disciplined, not improvised.

Standards Are Binary

A standard that isn't enforced isn't a standard. Tolerance for exceptions creates cultures where exceptions become the norm.

Accountability Without Blame

After-action reviews — honest analysis of what happened and why, without witch hunts. Learn from mistakes without destroying people.

Lead Through Others

A leader personally executing every critical task isn't leading — they're a single point of failure. Jeff works with leaders to stop being that.

Credentials & Roots

South Shore roots. Enterprise discipline.

Southeastern Massachusetts has an extraordinary concentration of privately held businesses that have built real things over real time. These businesses deserve enterprise-grade operating discipline. They just haven’t had access to it. That’s the gap Coastal Growth Advisors was built to close.

MBA — University of Rhode Island

Graduate business education with a regional focus.

BS Mechanical Engineering — UNH

An engineer's mindset: systematic, evidence-based, intolerant of solutions that don't actually work.

Certified Executive Coach — FocalPoint

Brian Tracy's FocalPoint methodology — one of the most established frameworks in executive coaching.

Certified Business Coach — FocalPoint

Dual certification covering executive coaching and business performance advisory.

US Navy Surface Warfare Officer — Nuclear

Eight years commissioned service. The foundation of everything that came after.

Plymouth, MA Resident

Not a remote consultant. A neighbor invested in this region and the businesses that define it.

“I’m not here to impress you with my résumé. I’m here to help you solve your actual problems. The résumé just tells you I’ve seen enough to know what a real problem looks like.”

— Jeff Lortz

“The best thing that can happen at the end of an engagement is that you don’t need me anymore. That means the system is working.”

— Jeff Lortz

From the Articles

Practical thinking for business operators.

Jeff writes about the operational challenges facing owner-led businesses in Southeastern Massachusetts — not theory, not frameworks for their own sake. Practical thinking from someone who’s been in the seat.

Ready to meet your operating partner?

The first conversation is free. No forms, no assessments — just a real discussion about your business and whether this is the right fit.

Schedule Your Free Consultation

Plymouth, MA · Serving the South Shore, South Coast & Cape Cod