For Private Equity

Technology & Operations for PE Portfolio Companies

For private equity firms and their portfolio companies, from IT assessment to operational and technology transformation.

Service

From pre-deal assessment to post-deal execution.

We support each stage of the investment: assessment before the deal, setting priorities after the acquisition, and implementation and operations through the holding period. Start at the stage you need.

  • 01

    Pre-deal — Understand risks and investment needs

    Is this IT environment hiding risks or extra costs?

    We assess the target's IT environment, technical debt, and security risks, and estimate the additional investment needed after the deal, so it can factor into your decision.

  • 02

    Post-deal — Set transformation priorities

    Where should we start, and in what order?

    We analyze the current state of IT and operations, rank initiatives by profit impact and difficulty of adoption, and turn them into an integration plan and a roadmap you can execute.

  • 03

    Holding period — Execute and embed improvements

    Is the plan becoming systems people actually use?

    We streamline workflows and rules first, then implement data integration and systems, and keep running and improving them after launch.

We do not provide M&A advice or make investment decisions.

How we work

Understand the operations and data behind the numbers.

Starting from management materials and reported figures, we examine business processes, data, and systems, identify issues and room for improvement, and support the work end to end, from setting priorities through implementation and operations.

  1. 01

    Facts

    We clarify how figures are defined and calculated, and where the risks sit.

    Key deliverables

    • Risk register
    • Current-state assessment of systems and data
    • Definitions and calculation basis for management metrics
  2. 02

    Priorities

    We rank initiatives by profit impact and difficulty of adoption.

    Key deliverables

    • Prioritized initiative list
    • Transformation roadmap
    • Investment and execution plan
  3. 03

    Implementation & Operations

    We build the systems and process changes that hold in daily operations, and track results against the KPIs defined in Facts: operating cost, process efficiency, management visibility, and reporting reliability.

    Key deliverables

    • Implemented systems and data platform
    • Business process flows and rules (To-Be)
    • Operating procedures and management rules

Contact Us

Get in touch

Whether it's a deal under review or IT and operational issues at a portfolio company, tell us where you are today.