Process Automation for Portfolio Companies
Six weeks after close, a mid-market services business misses its first monthly forecast under the new owner. Not because demand softened, but because the finance team spent 40 hours reconciling three order systems by hand, and the sales…
How to Choose a Product Engineering Partner for Private Equity (and Judge It on Value, Not Hours)
An operating partner inherits a software roadmap the day the deal closes, and rarely a team that can actually deliver it. The forecast assumes a new billing module ships in Q2, a self-serve flow lifts conversion by year-end,…
Strategic IT Sourcing in Private Equity
An operating partner sits down two weeks after close with a portfolio company that runs on four ERPs, a homegrown order system nobody documented, and an MSP contract that auto-renews in ninety days. The value creation plan assumes…
Systems Implementation for a Portfolio Company
Six months into the hold, the forecast starts drifting from plan. The CFO cannot reconcile pipeline to bookings, sales leadership cannot explain why win rates moved, and the answer everyone reaches for is a new CRM, a new…
Cloud Modernization in a Private Equity Portfolio: What Operating Partners Actually Have to Decide
An operating partner inheriting a portfolio company with a cloud modernization line item on the value-creation plan faces a specific problem: the CTO wants a nine-figure re-platform, the sponsor wants EBITDA in eighteen months, and the two are…
Cloud Migration for a Portfolio Company: What the Operating Partner Actually Has to Decide
An infrastructure line item shows up in the value-creation plan, someone calls it a cloud migration, and a budget request lands in front of the operating partner. The number is real. The commercial case is often not. Most…
Application Modernization in a Portfolio Company: What the Operating Partner Actually Has to Decide
A modernization request rarely arrives labeled as a financial decision. It shows up as an engineering ask: the platform is on an unsupported framework, the monolith slows every release, a cloud migration is “overdue.” By the time it…
Application Modernization for Private Equity: What Operating Partners Actually Need to Decide
Somewhere in the confirmatory diligence pack there is a line item that reads “legacy platform, modernization required.” It arrives with no baseline, no owner and no dollar figure, and it lands on the operating partner’s desk as a…
Accessibility Compliance Engineering in a Portfolio Company: What an Operating Partner Actually Has to Decide
A demand letter lands, or a customer’s procurement team flags the portfolio company’s web application as non-conformant, and suddenly accessibility is on the board agenda. The operating partner is not being asked to admire the standard. They are…
A West Monroe Alternative: How an Operating Partner Actually Judges the Fit
An operating partner reaches the point where a diligence read or a value-creation plan needs an outside firm. West Monroe is on the shortlist because it is competent and known. The real question is not whether West Monroe…