In this episode of Beyond Strategy, we sit down with Noah Klemm, Chief Executive Officer, and Rob Sheen, Chief Growth Officer of Redhorse Corporation, a national security and federal technology company delivering AI-driven innovation, cyber, data analytics, digital transformation, and mission execution across the national security, intelligence, and law enforcement communities.
Noah and Rob share more than three decades of combined experience at Novetta, where they had a front-row seat to one of the federal technology market’s notable growth and M&A stories. Together, they experienced Novetta’s evolution through private equity ownership, a buy-and-build strategy, its transition from Arlington Capital Partners to The Carlyle Group, and ultimately its acquisition by Accenture Federal Services. Those experiences provided lessons in leadership, integration, culture, scale, and navigating change that continue to shape how they lead today.
In 2022, Noah and Rob left for Redhorse within days of one another, stepping into newly created leadership roles and helping chart the next chapter of a founder-built company that had recently taken its first outside investment. In this conversation, they discuss why Redhorse, how they earned the trust of an existing organization without simply recreating an old playbook, and what they carried forward, and intentionally left behind, from their previous experiences.
The discussion also dives into Redhorse’s growth strategy and the balance between organic expansion, strategic acquisitions, and technology partnerships. Rob shares his perspective on identifying acquisitions that offer more than an attractive financial case, while Noah reflects on his progression from Chief Delivery Officer to President and ultimately CEO, and what changes when you move into the top seat.
You’ll also hear Noah and Rob discuss where the federal technology market is headed as AI, data, and cyberbecome increasingly important to the national security mission, the challenge of attracting and retaining scarce technical and cleared talent, and how Redhorse is working to preserve a strong, mission-focused culture while integrating acquisitions and continuing to scale.
Throughout the conversation, Noah and Rob offer candid lessons from experiencing M&A from multiple perspectives, working inside a PE-backed company, navigating a strategic acquisition and integration, and now helping lead growth and acquisitions themselves. They also share the leaders who have influenced them, advice for executives navigating their own career transitions, and their shared vision for the next phase of Redhorse.
Tune in to Beyond Strategy for a thoughtful conversation about leadership, private equity, M&A, integration, culture, technology, and what it takes to build the next chapter of a growing national security business.