Managed IT for private equity

Microsoft 365 management for private equity

Microsoft 365 set up securely, licensed to what people actually use and run to one standard across the platform company and every add-on, so acquisitions join the same tenant without disrupting work.

At a glance
Platform

Microsoft 365, Entra ID and Intune

Includes

Licensing, administration and devices

Migrations

From other tenants and Google Workspace

Built for

Platform companies, add-ons and carve-outs

Where Microsoft 365 sits in the deal
01

Diligence

02

First 100 days

03

Run the hold

04

Exit

Vance St. Capital
Shamrock Capital
Solace Capital Partners
Demopolis Equity Partners
Owner Resource Group
Slate Capital Group
Assured Healthcare Partners
LLR Partners
Yellow Wood Partners
Avalt
Bertram Capital
Microsoft 365

What is Microsoft 365 management?

Microsoft 365 is where most of a company’s work happens: email in Outlook, files in SharePoint and OneDrive, chat and meetings in Teams, and documents in Word and Excel. Managing it means keeping it licensed correctly, secured and supported, along with the laptops and phones people use to reach it.

For a PE-backed company, it means every location and add-on works in one tenant, nobody pays for licenses they don’t use, and the setup holds up when a buyer’s diligence team looks at it.

The questions it answers for a sponsor

Day one

Can people log in, email and share files from the first day of new ownership?

Carve-outs

How quickly can the business move out of the seller’s Microsoft 365 tenant?

Add-ons

How does an acquisition on Google Workspace or another tenant join ours?

Licensing

Are we paying for the right licenses, and only the ones people use?

Security

Are sign-ins, devices and data protected to one standard?

Exit

Will a buyer find a clean, well-run Microsoft 365 environment?

AI

Is the tenant ready for Copilot, and is company data kept out of unapproved AI tools?

Scope

What our Microsoft 365 management covers

Five areas, run the same way at the platform company and every add-on.

01 / 05

Licensing that matches how people work

Microsoft 365 plans matched to each role, with usage tracked so unused licenses are cut at renewal instead of paid for again.

E3, E5 and E7 entitlement design

License use and cost-per-user tracking

Microsoft FastTrack and partner funding coordinated

02 / 05

Administration handled for you

Users, mailboxes, Teams and SharePoint managed day to day, so changes happen quickly and access stays tidy as people join, move and leave.

User, mailbox and group administration

Teams and SharePoint set up and governed

Copilot readiness and Power Platform automation

03 / 05

Secure sign-in and data protection

Identity, access and data protection set up on Microsoft’s own security tools, to one baseline across every company.

Entra ID, multi-factor sign-in and Conditional Access

Defender and Purview policy baselines

Accounts provisioned straight from your HR system

04 / 05

Devices managed from day one

Laptops and phones bought, enrolled and kept compliant with Intune, from someone’s first day on the job to the device’s retirement.

Intune device management and compliance

IT procurement and provisioning

Mobile devices and wireless plans

05 / 05

Migrations onto one tenant

Add-ons, carve-outs and legacy email moved onto Microsoft 365 with a clear plan, so people keep working while their mail and files move.

Tenant-to-tenant and directory migrations

Google Workspace and GoDaddy to Microsoft 365

Older email systems consolidated

Our approach

Why our Microsoft 365 management is different

Most providers resell licenses and answer tickets. Compello is a Microsoft partner that runs Microsoft 365 as part of the investment, with one senior team and one standard across the portfolio.

Built by Microsoft alumni

Our Microsoft practice is staffed by people who led in Microsoft’s Azure and Modern Workplace business units. We know the platform, the programs and the licensing.

Add-ons join without disruption

Tenant moves are routine for us, from an 800-user tenant-to-tenant migration to seven or eight tenant and identity moves for a single client in 2026.

One team, diligence to exit

The senior team that diligences the deal and delivers the 100-day plan stays on to run Microsoft 365 through the hold.

FAQ

Microsoft 365 management questions, answered

Something we haven’t covered? A partner can answer it on a short call.

What does managed Microsoft 365 include?

Licensing and license tracking, user and mailbox administration, Teams and SharePoint setup, secure sign-in with Entra ID, device management with Intune, and migrations onto one tenant, all backed by Compello’s 24/7/365 help desk.

Yes. Tenant-to-tenant moves and migrations from Google Workspace, GoDaddy and older email systems are a core part of our Microsoft practice, planned so people keep working while their mail and files move.

Yes. We check licensing, permissions and data protection before Copilot is switched on, so it only surfaces what each person should see. For a wider AI plan, our AI strategy and adoption team can help.

No. Microsoft 365 is one of seven managed IT services. Most companies start with a small, defined first step and add only the services that pay off.

Run every portfolio company on one Microsoft 365

Book a complimentary technology and security review with a senior Compello operator, and see where Microsoft 365 stands today.