Case studies

Results from the deals we’ve worked on

How Compello has supported private equity firms and their portfolio companies through diligence, carve-outs, integrations and the hold period.

Client results

Selected engagements

HVAC technicians installing rooftop units at dusk
Home services
30%+ year-over-year HVAC revenue growth

A continuously learning AI platform unified technician training and operations across a $200M network of HVAC, plumbing and electrical brands.

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Banking
80–90% less time spent finding information

We built a branded, secure AI copilot for an $80B+ regional bank, grounded in its own verified documents, that cut executives' information searches from hours to seconds.

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Financial services
8x productivity in auditing, advice and information access

After 18 months of stalled AI pilots, a major U.S. financial planning, tax and accounting firm put five secure AI agents into production, with full governance and an 8x productivity gain.

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Healthcare
~$39K in license savings over three years

We became the client-side technology advisor to a PE-backed value-based care provider, bringing order to vendor-led projects, protecting patient data in a vendor contract and cutting software costs.

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Equipment rental
$30K a year in savings identified from consolidating wireless plans

A PE-backed equipment rental platform facing an ERP sunset got a clear risk picture, a PCI review and $30K a year in wireless savings identified by a focused IT and security assessment.

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Automotive retail
90% lower PCI compliance cost, over $100K saved

Diligence found an aftermarket auto parts retailer couldn't meet PCI requirements. We redesigned how it takes card payments and built its PCI program, cutting its compliance burden by 90%.

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IT services
ISO 27001 certification, opening work with enterprise clients

Diligence found a $200M global IT outsourcer under pressure to meet international security standards. We built an ISO 27001 program and ran the audit, and the certification opened doors with enterprise clients.

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Financial technology
30 min to prepare the monthly board report, down from 3 days

We rebuilt a trading technology company's NetSuite CRM around how its sales team works, taking monthly board reporting from three days to thirty minutes.

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Automotive repair
103 locations on one reporting platform

A PE-backed automotive repair roll-up got one reporting platform across 103 shops, joining shop and ERP data in Azure and Power BI, and cut its Azure hosting bill by 44%.

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Work with operators who’ve done it before

Tell us about the deal or the portfolio company, and a senior partner will scope the work with you.