Archive
Business Strategy
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What a PE Deal Partner Decides in a PMI, and How to Judge It
Bring a PMI expert in before the deal closes, while the data room can still show whether the synergy case holds, so the first 100 days…
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AI value creation ranks inference cost against revenue per user
Picture a portfolio company that closes with a clear AI-led thesis: deploy large language models across customer support, reduce headcount cost by 30% and lift gross…
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West Monroe ships advisory; embedded operators deliver uptime monthly
West Monroe was brought in to design the EBITDA bridge for a PE-backed B2B software platform six months before exit. The firm delivered a 90-page transformation…
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Value creation blueprints tie Q1 platform releases to EBITDA baselines
Picture a portfolio company that closes with $42M in revenue, 18% EBITDA and a four-year-old Salesforce instance nobody has touched since it was set up. The…
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Why carve-out consulting requires embedded capacity during transition windows
Carve-outs fail in the window between the separation blueprint and its execution, so carve-out consulting needs people who stay to do the work: migrate systems and…
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Portfolio digital partners embed engineering capacity in operating plans
“`html Portfolio digital partners embed engineering capacity in operating plans A mid-market PE firm closed a $180 million acquisition of a SaaS company with strong recurring…
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Continuous Technology Due Diligence
You already know the engineering stack will not be perfect. Every asset you look at has technical debt, an over-tenured lead who owns too much undocumented…
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Portfolio Cyber Assessment in Private Equity
You are three weeks from close on a lower-middle-market SaaS platform, and the cyber section of the data room is thin: a two-year-old penetration test with…