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Accounting Documents

Private Equity

Technology and operations are often the hidden drag on portfolio performance. Instead of driving value, they create cost, complexity, and risk. Across most portfolios, common issues show up time and again: legacy platforms eating into EBITDA, transformations that take years instead of months, fragmented systems that cannot scale, and operational risks that make exits harder.

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Our approach

We help private equity-backed companies simplify, automate, and unify their operations across IT, HR, Finance, PMO, CRM, Compliance, and more. By replacing fragmented systems with a single scalable platform, we cut structural cost, accelerate change, and build a stronger foundation for growth and exit readiness.

We work as partners, not outsiders, aligning our model to portfolio outcomes rather than day-rate consulting. Our structured playbook transfers capability into portfolio companies while keeping delivery fast, low risk, and outcome-led.

Because we operate consistently across assets, every gain compounds: efficiencies proven in one company can be replicated in another, reporting becomes standardised at the fund level, and bolt-on acquisitions integrate in months rather than years. The result is not just stronger companies, but a stronger portfolio.

The Challenge for PE Portfolios

Cost and Inefficiency - Legacy platforms and fragmented tools drive up licence costs, consultancy spend, and operational overheads.
 

Speed of Change - Transformations take years instead of months, slowing integration of acquisitions and delaying value creation.
 

Scalability and Standardisation - Each portfolio company runs its own IT stack, with no repeatable playbook to scale across investments.

Operational Risk - Dependence on vendors or consultants, cyber and compliance gaps, and systems unable to keep pace with regulations.

Insight and Control - Poor visibility across the portfolio, manual processes that waste management time, and weak reporting at board level.

Exit Readiness - High IT costs, complex legacy systems, and lack of operational maturity all reduce exit multiples.

Why this matters

In many mid-market acquisitions, the technology stack is not optimised for value creation. Portfolio companies often run a patchwork of legacy enterprise platforms, fragmented SaaS tools, and vendor-controlled systems. These create unnecessary cost, slow transformation, and limit scalability.
 

For PE investors, this represents a hidden but reliable lever:
 

  • EBITDA uplift: immediate cost take-out from licences, professional services, and admin headcount.

  • Scale enablement: platforms that can grow across functions and geographies without vendor bottlenecks.

  • Exit readiness: simplified and modernised operations that increase buyer appeal and valuation.


Across diligence, we consistently see the potential to reduce technology operating costs by 50–60% in the first 12 months, with further efficiency and scalability gains over 2–3 years.

Request our private equity technology playbook.

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