Private equity firms rely on us to manage and standardize IT across their portfolio companies. We help streamline operations, reduce risk, and support scalability during growth or transitions. Whether you’re onboarding a new acquisition or improving existing infrastructure, we deliver consistent, high-quality IT support.
Successful IT integration starts with a clear understanding of each portfolio company’s current environment. We begin by assessing systems, security posture, and operational workflows to identify gaps, redundancies, and risks. This creates a roadmap for standardization—ensuring every company aligns with your firm’s broader IT and compliance goals.
From there, we implement scalable, centralized solutions that support growth and reduce overhead. Our team handles migrations, consolidations, and vendor coordination with minimal disruption, helping you realize synergies faster and improve post-acquisition value across the portfolio.
Before any acquisition, it’s critical to understand the target company’s IT infrastructure, cybersecurity risks, and operational maturity. Our technology due diligence process uncovers hidden liabilities, outdated systems, licensing issues, and potential integration challenges—giving you a clear picture of IT risks and opportunities.
We deliver fast, actionable assessments that align with your deal timeline. With our insights, you can make informed investment decisions, plan for post-close integration, and avoid costly surprises that could impact value creation.
Laying the groundwork before integration is key to avoiding disruption and accelerating value creation. We work with your team to develop a clear, phased IT plan that aligns with your investment thesis and operational goals—minimizing surprises and ensuring a smooth transition.
Our pre-integration planning includes:
Current-state IT and infrastructure assessments
Gap analysis against portfolio standards
Prioritized integration roadmap
Risk mitigation and contingency planning
Communication and change management strategies
Clear scope definition is essential to avoid project drift, control costs, and hit post-close timelines. We collaborate with stakeholders to define exactly what’s in scope—balancing immediate needs with long-term IT goals across the portfolio.
Define Priorities – Identify critical systems, teams, and assets that need immediate attention during integration.
Set Boundaries – Establish what will and won’t be included in the initial phase to prevent scope creep and misalignment.
Align Expectations – Ensure all stakeholders—IT, operations, and leadership—agree on deliverables, timing, and responsibilities.
Once the integration plan is executed, we ensure all systems are fully migrated, stabilized, and aligned with your portfolio’s IT standards. Post-migration, we validate outcomes against key metrics to confirm success and identify areas for ongoing optimization.
Seamless Cutover Execution – Minimize downtime and disruption with carefully managed transitions and rollback plans.
Post-Migration Validation – Verify system performance, data integrity, user access, and functionality across all environments.
Stakeholder Sign-Off – Confirm that IT, operations, and leadership are aligned on results and expectations were met.
Continuous Improvement Plan – Identify opportunities for optimization and set the stage for long-term IT value creation.
Ready to streamline IT across your portfolio? Let’s start with a quick conversation.
Whether you’re mid-acquisition or planning your next move, we help you simplify, standardize, and scale IT across your portfolio. Our team has deep experience supporting PE-backed companies before, during, and after the deal.
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