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What a Merger Consultant Actually Owes a PE Deal Partner
By Mario Peshev, DevriX Most merger consultants get hired to lower the anxiety of a partner who has to sign a check. That is not the same thing as making the deal work. I have watched sponsors pay six figures for a stack of slides that confirmed the thesis they walked in with, then spend…
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M&A Consultants Scope Diligence; Operators Rebuild Revenue Engines
A portfolio company closed eight months ago with a clear value-creation plan: integrate the sales function from four acquired verticals into one unified engine, cut customer acquisition cost by 120 basis points, and lift organic growth from 11% to 19%. The sponsor hired a mid-tier M&A consultant to map the integration scope. The consultant delivered…
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M&A Integration Consultants Scope; Embedded Operators Execute Cutover SLA
A $280 million software acquisition closed in October. The integration consultant delivered a 94-page cutover plan in February. By April, the revenue bridge still showed $4.2 million in unrealized cross-sell, the CRM migration had missed three go-live dates, and the deal partner asked the operating team why deliverables with clear owners and RACI matrices were…
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When to hire a fractional CTO for a portfolio company (and when it is the wrong hire)
When to Hire a Fractional CTO for a Portfolio Company (and When It’s the Wrong Hire) You’re four months post-close on a SaaS acquisition, the integration plan says “technical assessment complete,” and the engineering team just told you the roadmap the founder pitched in diligence can’t ship for eighteen months because the stack won’t scale.…
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Software Due Diligence for Private Equity: What You Actually Need to Decide
By Mario Peshev, DevriX You are three weeks from signing, the QoE looks clean, the growth story holds, and the only thing standing between you and a confident IC memo is a software platform you cannot see inside. The management team says the product is “mature and scalable.” The CTO gives you a demo, not…
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Top Technical Due Diligence Firms: How a PE Deal Partner Should Actually Judge Them
By Mario Peshev, DevriX You are three weeks from signing an LOI, the target’s product roadmap is the whole thesis, and the code you are about to underwrite is a black box. That is the moment most deal partners start shopping for a technical due diligence provider, and it is exactly the wrong moment to…
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Cybersecurity Due Diligence for M&A: What the Deal Partner Actually Has to Decide
By Mario Peshev, DevriX A cyber finding does not sink a deal. A cyber finding you priced wrong sinks the deal, or worse, closes and detonates in month seven when a breach notification lands on your GP’s desk and the LPs start asking whether anyone actually looked. That is the real exposure for a deal…
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A Crosslake Alternative That Fits the Deal in Front of You
By Mario Peshev, DevriX (advisory profile) You are two weeks from a confirmatory diligence deadline, the target is a software or software-enabled business, and someone on the deal team said the words “we should get a technical read.” Now you are looking at Crosslake and weighing a Crosslake alternative because the incumbent option feels priced…
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The 38 Biggest Business Challenges Growing Companies Face
I’ve compiled this comprehensive list of the most impactful business challenges that companies have to deal with. Resembling the feast or famine cycle freelancers are notorious for, the balancing act requires juggling with multiple challenges at a time, often across different categories.
