“We engage Compello Partners for diligence and post-close integrations. They understand the PE playbook and focus early on the critical areas that impact investment decisions.”
Partner, Mid-Market Private Equity Firm ($1B AUM)
Private EquityWe’re operators, not traditional consultants, delivering M&A-driven technology execution across the investment lifecycle.
Big-firm experience without the big-firm model. Senior operators from the Big 4, Alvarez & Marsal, RSM and Crosslake lead and deliver every engagement, priced for the lower and middle market.
PE firms served
Portfolio value created through IT
Due diligences completed
Carve-outs delivered end to end
Value leaks in the handoffs between diligence firms, integrators and IT vendors. With one senior team from diligence to exit, we stay accountable for delivering ROI across the entire hold.
IT due diligence, carve-outs and TSAs, merger and add-on integration, and the PMO to run it.
AI readiness, maturity and governance across the portfolio, then the AI use cases that pay off.
Fractional and interim CIO, CTO, CISO, VP Ops, CMO, CHRO, program and sales leaders.
Pen testing, SOC 2 and CMMC readiness, and fractional CISO.
Help desk, NOC and Microsoft 365 on one portfolio standard.
Lean, supply chain and sourcing work that lifts EBITDA.
ERP health checks, implementation and managed support on NetSuite, Microsoft Dynamics 365 Business Central and Campfire.
The same senior team at every stage, so what we learn early keeps paying off later.
Scope a deal01
IT due diligence, plus security, ERP health check and AI readiness, scoped to your thesis, with risks and costs priced in.
A report handed to the next firm
Findings become the plan.
02
IT carve-out or M&A IT integration, TSA stand-up, a value creation workshop, and the PMO to keep it on schedule.
Waiting on a new vendor
The team that wrote the plan starts on day one.
03
Managed IT, CISO-led security, ERP support, and AI maturity, governance and training across the portfolio.
Several vendors, no owner
One team accountable for ROI.
04
An exit-readiness review so technology supports the sale price instead of eroding it.
A scramble before the sale
Exit-ready from day one.
We unified 43 systems into one operating platform for a PE-backed automotive aftermarket rollup, cutting $1.6M in annual costs.
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As virtual CISO to a PE-backed financial services firm, we delivered a clean SOC 2 report at half the cost of a full-time security hire.
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As interim CIO for a PE-backed agricultural parts distributor, we rescued a failing SAP rollout and identified $1.1M in savings.
Read the case study →“We engage Compello Partners for diligence and post-close integrations. They understand the PE playbook and focus early on the critical areas that impact investment decisions.”
Partner, Mid-Market Private Equity Firm ($1B AUM)
Private Equity“Compello isn’t a typical consulting group. They take the ‘Partner’ title seriously… they position us for our best future.”
CFO, $250M PE-Backed Financial Services Firm
Financial Services“Since partnering with Compello, I don’t hear about IT problems anymore. Their approach has streamlined our operations, saving us time and money.”
CFO, Healthcare Provider
HealthcareBook a complimentary technology & security review with a senior Compello operator.
