For PE & M&A teams

Lower costs. Stronger EBITDA. Better exits.

Practical ideas to reduce unnecessary costs, improve EBITDA, and protect the value of your portfolio companies.

Costs Cut unnecessary spending
EBITDA Improve operating performance
Value Prepare for a stronger exit
Practical Advice

Start with the problem costing you money.

Find ways to reduce waste, bring acquired businesses together, and address problems before a buyer does.

Deal professionals checking AI-generated sourcing research against source records
AI & Deal Sourcing • 8 min read

AI Is Already in Your Deal Team. The Blind Spots Are What You Are Not Measuring.

How to check AI research, improve deal sourcing, and avoid spending time on unreliable results.

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SPV ownership documents with a broken paper trail
Due Diligence • 7 min read

Does the SPV Own the Shares? A Simple Due Diligence Check

A plain-English check for the records connecting investor capital, an SPV, and the private company shares it claims to own.

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Software Waste
Strategy • 12 min read

The $158,000 Software Graveyard Hiding in Your M&A Firm

Find software your team no longer uses, check renewal costs, and identify spending you can cut.

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Operational Efficiency
Operational Efficiency • 8 min read

Your Firm's "Quick Question" Habit: Quietly Eroding Judgment

Repeated interruptions take time away from important decisions. Learn how clearer responsibilities can help your team stay focused.

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M&A Technology
M&A Strategy • 12 min read

The Hidden Deal Killer: How Outdated Tech Slows Down M&A Deals

Old systems can delay a deal and add costs after closing. Learn what to check before you buy.

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Tech Assessment
Due Diligence • 7 min read

Step-by-Step Tech Assessment: What We Look For

What we review before an acquisition: software costs, reporting, security, and the work needed after closing.

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Business Scaling
Best Practices • 6 min read

Why Portfolio Companies Fail to Scale: A Tech Perspective

Where everyday systems slow growth, add work, and make it harder to serve more customers.

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Tech Migration
Case Study • 8 min read

From Chaos to Compliance: Post-Acquisition Tech Migration

A look at bringing three acquired companies onto shared systems, including the planning and work involved.

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Cloud Computing
Strategy • 5 min read

The PE Firm's Guide to Cloud Migration ROI

Compare the cost of moving systems to the cloud with the savings and business benefits you expect.

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Cybersecurity
Security • 6 min read

Cybersecurity Red Flags in Target Companies

Security problems that can interrupt operations, create unexpected costs, or affect an acquisition decision.

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Non-Technical IT Management
Risk Management • 10 min read

The $2M Mistake: Why Non-Technical IT Managers Are Costing Your Firm

When technology is an extra duty for a busy manager, important work can get missed. Here is what that can cost the business.

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Client Acquisition
Business Development • 9 min read

How Superior Technology Infrastructure Helps M&A Firms Win More Clients

How better reporting, reliable records, and smoother client service can help your firm compete for new business.

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Tech Arms Dealer
Strategy • 11 min read

Why Every PE Firm Needs a 'Tech Arms Dealer'

How a technology partner can help portfolio companies control costs and carry out business improvements.

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Connected Ecosystem
Portfolio Management • 10 min read

From Diligence to Exit: Building a Connected Tech Ecosystem

How connected systems can make reporting easier, reduce duplicate work, and help demonstrate improvements to buyers.

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Value Leak
Value Creation • 9 min read

The Silent Value Leak: How Inefficient Systems Cost You Millions

Find the unnecessary spending and manual work that reduce profitability, then decide which improvements are worth the cost.

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Deal Velocity
Deal Execution • 10 min read

How to Double Deal Velocity with Better Tech Alignment

How organized records and better coordination can reduce delays from the first review through closing.

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Compliance
Compliance • 9 min read

Compliance in M&A: Why Size Matters Not

How smaller firms can organize records and manage privacy and compliance work with limited staff.

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Where Is Technology Adding to Your Costs?

Let’s talk about the costs and everyday problems affecting your portfolio companies, and where to start.

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