End-to-End Technology Advisory for the PE Lifecycle
From diligence through exit, we align systems, infrastructure, and security to unlock portfolio value.
Why It Matters in PE
Technology platforms are often where value is unlocked — or lost. From pre-deal diligence to post-close transformation, Compello Partners ensures portfolio companies have the right systems, infrastructure, and security in place to scale, reduce costs, and protect valuation.
We support private equity firms and their portfolio companies across the entire transaction lifecycle, including:
- Due Diligence & Assessment - uncover IT, security, and operational risks that affect deal value.
- Merger Integrations & Add-ons align systems and processes to accelerate synergy realization.
- Post-Close Transformation – optimize technology environments for scalability and efficiency.
- Carve-Outs & Platform Acquisitions design and execute separation strategies that minimize TSA reliance.
- Pre-Divestiture Readiness – strengthen IT maturity and compliance posture to enhance valuation.
IT Due Diligence
Effective IT due diligence isn’t just about uncovering risks — it’s about revealing opportunities that drive value. Compello’s operator-led approach assesses business systems, technology architecture, infrastructure, security, and IT organization to identify hidden costs, scalability gaps, and integration challenges before they impact performance.
Security Due Diligence
We identify cybersecurity risks and vulnerabilities that could impact deal value. Our assessments cover:
- Infrastructure (hardware, network, email)
- Security controls across 30+ frameworks (HIPAA, NIST, GDPR, CCPA, CMMC, PCI DSS)
- Data privacy & PII governance
- Supply chain & vendor risk
- Business continuity & disaster recovery
- Business continuity & disaster recovery
- Vulnerability testing and penetration analysis
Our assessments help deal teams:
- Identify technology, cybersecurity, and operational risks that affect valuation and purchase price.
- Uncover post-close value creation levers — from system scalability and IT maturity to integration readiness.
- Strengthen Transition Services Agreement (TSA) negotiations and shorten separation timelines.
- Deliver an actionable scorecard, roadmap, and spend summary that supports informed investment decisions.
Outputs include:
- IT scorecard & spend summary
- Roadmap for optimization
- Recommendations tied to EBITDA impact
Technology Transformation & Delivery
Beyond diligence, we provide executive-level expertise to design and deliver transformation initiatives across the investment lifecycle:
- ERP & CRM Optimization → NetSuite ERP, Salesforce, and custom CRM deployments
- Cloud Migration & Management → Azure, AWS, and hybrid environments
- Unified Communications → Enhanced Microsoft Teams Voice delivering secure voice, video, and SMS collaboration in one unified platform.
- Productivity & Analytics → Microsoft 365, Power BI dashboards, Power Platform automation
- AI Readiness → AI maturity assessments and deployment frameworks to accelerate digital adoption
- Technology Program & Project Management → Carveouts, integrations, and system modernization programs delivered with speed and precision
Microsoft Expertise
As a certified Microsoft partner, Compello implements and optimizes Microsoft 365, Azure, Power Platform, and SharePoint across portfolio companies. We help firms avoid unnecessary licensing costs, ensure compliance, and fully leverage the Microsoft ecosystem to support scale, collaboration, and security.
Fractional Leadership
Compello provides interim and fractional CIO, CTO, and CISO leadership — ensuring portfolio companies benefit from senior-level guidance without permanent overhead. This leadership connects IT strategy directly to the investment thesis, aligning initiatives with growth and exit objectives.
What It’s Like to Work With Us
TECHNOLOGY
"If it wasn’t for Compello, I don’t know how we would have completed this ERP upgrade. They worked nights and weekends and were with us every step of the way."
"Compello set up our entire Azure environment and handled all server and license management. They’ve become our go-to team for every new project."
Genesee Scientific
"They’ve helped us with everything from ERP upgrades to developing SQL for legacy systems. I call them for anything and they jump right in."
Genesee Scientific
"If it wasn’t for Compello, I don’t know how we would have completed this ERP upgrade. They worked nights and weekends and were with us every step of the way."
CIO, $80M PE-backed distributor
"Compello set up our entire Azure environment and handled all server and license management. They’ve become our go-to team for every new project."
CIO, $80M PE-backed distributor
"They’ve helped us with everything from ERP upgrades to developing SQL for legacy systems. I call them for anything and they jump right in."
Let’s talk! Discover our unique proposition, receive expert advice and learn how we can turn your challenges into success stories for your firm and portcos.