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The AI Intelligence Fleet Behind Our Private-Equity Value-Creation Work
If you are an operating partner evaluating a value-creation partner for a recently closed deal, or a mid-market CEO three months into a PE hold and wondering why the promised commercial improvements are not materializing, the bottleneck is almost never strategy. It is data. Specifically, it is the continuous stream of competitive intelligence, FP&A analysis,…
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The First 100 Days After an Acquisition: Commercial and Digital Integration Plan
The 100 day plan in private equity is the execution contract between the deal team’s assumptions and the operating reality you just bought. Get it wrong, and you spend months recovering from preventable fires: a CFO who never had real forecasting authority, a CRM that sales abandoned two years ago, a customer concentration nobody stress-tested.…
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Digital Due Diligence: Website, Martech, Analytics and Revenue Infrastructure
Digital due diligence is the structured examination of a target’s digital infrastructure, marketing technology, analytics integrity, and data governance. It surfaces risks that rarely appear in a QoE report but regularly destroy post-close value. I’ve seen deals where the seller’s “proprietary lead engine” turned out to be a single Google Ads account tied to a…
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GTM Due Diligence: The Revenue Questions Financial Models Miss
You are three weeks from close, and the seller’s management presentation shows a hockey-stick pipeline. Bookings grew 40% last year. The CRM has 800 open opportunities. On paper, the commercial story looks strong. Then you start pulling threads: half the pipeline is over 180 days old, the top two reps generated 70% of closed-won revenue,…
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Buy-and-Build Integration: A Commercial Operating Model for Add-On Acquisitions
Your platform just closed its third add-on in eighteen months. The deal team is already sourcing number four. Meanwhile, the finance director is reconciling three different chart-of-accounts structures, the CTO is managing four separate CRM instances, and your VP of Sales cannot produce a unified pipeline report for next week’s board meeting. The buy and…
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M&A Integration Playbook for CRM, Martech, Data and Web Properties
You signed the LOI, completed confirmatory diligence, and the deal closes in six weeks. Now someone on the operating team asks the question that should have been answered before the term sheet: which CRM becomes the system of record, and how do we consolidate without losing pipeline visibility for 90 days? That question, unanswered or…
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Post-Merger Integration Checklist for Revenue, Data and Customer Systems
You signed the deal. The wire cleared. And now the real work begins: protecting the revenue, customers, and operational clarity that justified the valuation in the first place. Most deal teams know the integration phase is where value gets captured or destroyed. McKinsey’s research shows that companies with disciplined integration programs capture up to 6%…
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Commercial Due Diligence Checklist for B2B Acquisitions
You are three weeks from signing a Letter of Intent on a B2B software company. The seller’s management presentation shows 40% year-over-year growth, strong retention, and a healthy pipeline. Your investment thesis depends on those numbers holding up under a new ownership structure. But the CRM export you received last night tells a different story:…