Carve-Out Technology Due Diligence
When a carve-out lands on your desk, the technology question is not academic. The asset you are buying runs on systems it does not own. …
August 2026
CRM and ERP Integration Post Merger
The forecast that survived the deal model rarely survives the first two quarters after close. When two companies combine and their CRM and ERP systems …
How to Buy and Judge a 100 Day Integration Plan Consultant
The forecast in the model assumes a clean handoff. Day 1 arrives, the seller’s finance team goes quiet, the CRM still lives on the seller’s …
How to Judge a Marketing Operations Consultant in Private Equity
By the second board meeting, the marketing operations problem in a portfolio company usually shows up as a forecast that will not reconcile. Sales says …
Outsourced RevOps for a Portfolio Company: What to Decide and How to Judge It
You inherited a revenue engine that no one can explain. Pipeline is a spreadsheet, the forecast misses by a margin the CFO cannot defend to …
Transition Service Agreement Consulting
When a carve-out closes, the seller keeps running the buyer’s business for a while. Payroll, ERP instances, email, the data warehouse, order-to-cash, IT security, sometimes …
Marketing Operations Consultant in Private Equity: What to Buy, and How to Judge It
When a portfolio company misses its pipeline forecast two quarters running, the operating partner rarely gets a clean answer to why. The CRM says one …
Marketing as a Service for Portfolio Companies: What to Buy and How to Judge It
You have a portfolio company with a flat pipeline, a two-person marketing team, and a growth plan the board already approved. Hiring a CMO takes …
How to Buy Outsourced RevOps for a Portfolio Company Without Buying a Mess
An operating partner inherits a revenue engine that does not report cleanly. Pipeline coverage is a spreadsheet someone updates on Thursdays, the CRM has three …
How to Hire and Judge a Marketing Operations Consultant in a PE-Backed Company
You are three weeks past close on a lower-mid-market portfolio company, and the CRO’s forecast is built on a pipeline nobody can reconcile. Marketing reports …