“Why does our value-creation plan assume 18 months to fix sales ops when the last portco took four years?”
Fair question. The sponsor’s deck promised 12-18 months to implement RevOps, consolidate the tech stack, and establish predictable forecasting. The reality is that timeline assumes clean data, cooperative department heads, and no legacy platform migrations: conditions that rarely exist in a carveout or add-on.
What we tend to see in older portfolios is data archaeology.
Most mid-market acquisitions inherit three CRMs, two ERPs, spreadsheet-driven forecasting, and no single source of truth for customer lifetime value or churn. Before you can model pipeline velocity or optimize CAC payback, you spend 4-6 months just reconciling contradictory datasets and establishing field definitions everyone agrees on.
The second variable is organizational friction. A portco with entrenched regional GMs or a sales VP who reports to the board (not the sponsor-appointed CEO) can slow any systems consolidation by 8-12 months. Technical work moves fast; political realignment does not.
The sponsors who get this right do two things upfront.
First, they fund a 90-day discovery sprint before the value-creation plan is finalized: surface the data gaps and governance conflicts early, then adjust the timeline and budget accordingly.
Second, they staff an interim RevOps lead (fractional or embedded) at close, not six months later when the frustration is already visible in board decks.
The 18-month forecast isn’t dishonest. It’s just conditional: and most acquisition models don’t price in the conditions.

