Private Equity Technology Advisory
Technology due diligence, post-acquisition value creation, and EBITDA improvement for PE firms and their portfolio companies.
How We Help PE Firms
From pre-acquisition diligence through post-close value creation, we provide the technology expertise PE firms need at every stage of the investment lifecycle.
Pre-Acquisition Technology Due Diligence
Independent assessment of architecture scalability, technical debt, security posture, key person dependencies, and integration risks before you commit capital.
Post-Acquisition Technology Assessment
100-day technology plans, quick-win identification, and integration roadmaps that accelerate value creation from day one.
Cost Optimization & EBITDA Improvement
Full technology spend audits, vendor rationalization, and process automation that deliver quantifiable savings to the bottom line.
AI & Automation
Identify and deploy AI opportunities across portfolio companies to reduce manual effort, improve decision-making, and create competitive advantage.
Interim Technology Leadership
Fractional CTO and interim CIO engagements to provide strategic direction, team oversight, and board-level reporting during transitions.
Integration Support
Platform consolidation, system migration, and technology stack rationalization across portfolio company acquisitions.
Engagement Model
We align our work to the deal lifecycle, delivering the right expertise at each stage.
Pre-Acquisition
- Technology stack assessment
- Technical debt evaluation
- Team capability review
- Security & compliance audit
- Risk identification
Close & Transition
- 100-day technology plan
- Quick-win identification
- Integration roadmap
- Key person retention
- Governance setup
Post-Acquisition
- Cost optimization execution
- System consolidation
- Process automation
- AI opportunity deployment
- Ongoing leadership
Need Technology Expertise for Your Portfolio?
Whether you are evaluating an acquisition, onboarding a new portfolio company, or looking to drive EBITDA improvement across your holdings, we can help.
Request a Technology Assessment