“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 EquityOne senior team that diligences the deal, stands up or integrates the business, then runs its IT, security, ERP and AI through the hold. Big-firm experience, sized for the lower and middle market, trusted by 50+ PE firms and 100+ portfolio companies.
Private equity IT services cover the technology work a deal needs from first look to sale: IT and cybersecurity due diligence, carve-out and integration delivery, and the managed IT, security, ERP and AI governance that run a portfolio company through the hold. Compello does all of it with one senior team, so nothing is lost between vendors.
The PE IT services map
Where most engagements start
01
Know what you are buying.
02
Stand it up or bring it together.
03
Run it well, on one standard.
Most PE technology work is split between firms that diagnose and firms that do. Compello does both. The senior operators who diligence your deal stay to deliver the 100-day plan, then run IT, security, ERP and AI governance through the hold. We work as operators, not consultants, so every recommendation ties back to EBITDA and exit value. Big-firm experience, sized and priced for the lower and middle market.
14
Carve-outs delivered end to end
10+
Years serving private equity
50+
Private equity firms served
$75M+
Portfolio value created through IT
Seven places sponsors bring Compello in across a hold. Each is led by senior operators, and each hands off to the same team rather than a new vendor.
“What are we really buying?”
A senior-led review of the target’s IT, cybersecurity and systems before you sign, so the risks and costs are priced in and the first 100 days are already planned.
IT and cybersecurity risk findings
One-time and run-rate IT cost estimates
A draft 100-day IT plan
“How do we stand this business up on its own?”
Fourteen carve-outs delivered end to end. We scope the TSA, build the standalone environment and move the business off the seller’s systems before the TSA runs out.
Separation plan and TSA scope
Standalone infrastructure and applications
A planned TSA exit
“How do we combine without disrupting the business?”
Merger and add-on integration run to a 100-day plan: users, email, networks and systems brought onto one standard, with a PMO keeping the work on track.
100-day IT plan
Add-on and merger integration
Operational efficiency
Integration PMO
“Why does our month-end close still take ten days?”
We implement NetSuite, Microsoft Dynamics 365 Business Central and Campfire, the AI-native ERP, then stay on to run it after go-live, so the system still has an owner once the project ends.
ERP health check, before signing or after close
NetSuite, Business Central and Campfire implementation
Managed ERP after go-live
“Can we show the board our security is under control?”
A CISO-led practice that sets a security baseline, runs the program through the hold and reports on it, including policy and controls for Shadow AI.
Security baseline and AI maturity assessment
Fractional CISO (vCISO)
Policies, training and compliance
“Is AI a risk in our portfolio, or a lever we’re missing?”
We find where AI is already in use, set one governance baseline across the portfolio, train every company by role and build the use cases that move EBITDA.
AI readiness due diligence and maturity assessment
AI policy, governance, workshops and training
Use cases built and tracked to EBITDA
“Will our IT hold up in the buyer’s diligence?”
Before a sale, we review IT and cybersecurity the way a buyer’s diligence team will, then fix what they would flag, so technology doesn’t become a reason to cut the price.
Exit readiness review
Remediation before the data room opens
Buyer diligence support
Most deal-side firms hand the business back once the project ends. Compello stays and runs it: one managed IT standard across your portfolio companies, with sponsor-ready reporting on how every company is running.
Talk to a PartnerYour portfolio view
Platform company
Add-on 1
Add-on 2
Compello Partners
Runs, secures and supports every company on one standard
Platform company
Add-on
Add-on
Portfolio companies
Seven services, run as one standard across every portfolio company. Here’s what each one covers.
Talk to a PartnerA CISO-led security program for every portfolio company: threats detected and answered, controls kept current, and a security story the board and the next buyer can trust.
Managed detection and response (MDR) with a security operations center
SIEM and vulnerability testing
Fractional CISO (vCISO), policies and compliance
Day-to-day support for every user, with clear response times and escalation, so people stay productive while the business changes around them.
24/7/365 help desk, L1 to L3
SLA-backed response and escalation
Onboarding and offboarding for new hires and add-ons
Proactive monitoring and maintenance of networks, servers and endpoints, so problems are fixed before users notice them.
Network operations center (NOC) monitoring
Patching and updates
Support for multi-site and distributed teams
The servers, cloud environments and platforms everything runs on, managed to one standard that scales as the portfolio grows.
Cloud and on-premises environments
Consolidation after an acquisition
One platform standard across the portfolio
Layered backup and disaster recovery, tested regularly, so a failure or a cyberattack doesn’t stop the business.
Multi-layered backup and continuity
Disaster recovery planning
Regular restore testing, reported to the sponsor
Phones, meetings and messaging on one managed platform, so every location and add-on talks the same way.
Microsoft Teams Voice
Meetings and messaging
Moves, adds and changes handled for you
Microsoft 365 licensing, security settings and administration, plus the devices people use every day.
Microsoft 365 licensing and administration
Device lifecycle and mobility
License use and cost-per-user tracking
“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
Healthcare
We unified 43 systems into one operating platform for a PE-backed automotive aftermarket rollup, cutting $1.6M in annual costs.
Read the case study →
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.
Read the case study →
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 →Something we haven’t covered? A partner can answer it on a short call.
IT and cybersecurity due diligence, carve-out and integration support, and the managed IT, security, ERP and AI governance a portfolio company needs through the hold. At Compello, one senior team covers all of it, from diligence to exit.
Both. Deal teams and operating partners bring us in for diligence and post-close work, and portfolio companies are where we run managed IT, security, ERP and AI governance day to day. We can also run the firm’s own IT and security, including support for LP cyber due diligence.
A managed service provider runs IT but rarely knows deal timelines, 100-day plans or what a buyer will check at exit. We diligence the deal, deliver the plan and then run the IT, so the work stays tied to the investment thesis.
Ideally during diligence, so findings turn straight into the 100-day plan. We also step in after close for carve-outs, TSA exits and integrations that are already underway.
Lower and middle-market portfolio companies without a large in-house IT team, especially in manufacturing and industrials, healthcare, and regulated industries such as defense suppliers working toward CMMC. Carve-outs are a particular strength.
With a small, defined first step: a 20-minute deal scope, a security baseline, an AI maturity assessment, or a portfolio mapping session. From there, we add only the services that pay off.
Everything your private equity firm needs to create value with IT, from diligence to exit.
IT due diligence, carve-outs and TSAs, merger and add-on integration, and the PMO to run it.
Fractional and interim CIO, CTO, CISO and VP Ops.
Managed cybersecurity (MDR, SOC and vCISO), pen testing and compliance readiness.
Lean, supply chain and sourcing work that lifts EBITDA.
Bring Shadow AI under control with portfolio-wide policy, then build the AI use cases that pay off.
Help desk, NOC and Microsoft 365 on one portfolio standard.
NetSuite implementation, managed support and health checks.
Book a complimentary technology & security review with a senior Compello operator.
