Transaction Advisory Services
End-to-end technology and operations expertise for private equity
Comprehensive Transaction Advisory Services
- Portfolio Transformation: We help private equity firms execute transformations that maximize value and competitive advantage for portcos.
- Mergers & Acquisitions Support: Our team excels in M&A transactions, including due diligence, carve-outs, integrations, platform acquisitions, add-ons, post-close transformation, and pre-divestiture readiness.
- Technology Solutions: We provide customized tech-operations solutions aligned with your portcos' investment thesis.
- Managed IT Services: Exceptional and secure IT services aligned with the investment thesis of your portcos and your transformation initiatives.
- Operational Excellence: We streamline processes, reduce costs, and improve efficiency with data-driven insights and process automation.
- Security & Risk Management: We minimize risk with advanced, integrated cybersecurity and compliance solutions across the investment lifecycle.
- Portfolio Transformation: We help private equity firms execute transformations that maximize value and competitive advantage for portcos.
- Mergers & Acquisitions Support: Our team excels in M&A transactions, including due diligence, carve-outs, integrations, platform acquisitions, add-ons, post-close transformation, and pre-divestiture readiness.
- Technology Solutions: We provide customized tech-operations solutions aligned with your portcos' investment thesis.
- Managed IT Services: Exceptional and secure IT services aligned with the investment thesis of your portcos and your transformation initiatives.
- Operational Excellence: We streamline processes, reduce costs, and improve efficiency with data-driven insights and process automation.
- Security & Risk Management: We minimize risk with advanced, integrated cybersecurity and compliance solutions across the investment lifecycle.
Synergized IT Management & Portfolio Optimization
Compello Makes The Whole More Than The Sum of Its Parts
Securing Profitable Portfolio Transformations
- Strategic IT Overhaul: Achieve integrated, efficient IT software and infrastructure in your portcos for operational excellence, scaling, and value accretion.
- Operations Streamlining: Utilize digital-first, lean six-sigma methodologies to tailor operational excellence solutions for HRIS, core processes, communications, and more.
- Financial Management and Reporting: Gain profitable insights with AI-driven data analytics for your firm and portcos.
- Cybersecurity and Compliance: Integrate enterprise-class cybersecurity and compliance solutions to protect your investments.
- Mergers and Acquisitions Integration: Support M&A activities from due diligence to execution, ensuring alignment with the investment thesis.
Minimize Transaction Risks
We employ a comprehensive risk management framework to de-risk transactions throughout the investment lifecycle. Our thorough commercial, security, and compliance checks significantly reduce costly oversights and enhance transaction confidence.
Our strategic guidance ensures mergers and acquisitions comply with regulatory standards and align with portfolio transformation goals. We verify process and technology integration, mapping risks to compliance, continuity, and investment thesis realization, providing a clear picture of transaction risks.
Transaction Services (Diligence, Carveouts, Integrations)
TRANSACTION SERVICES
"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 PE Firm ($1B AUM)
"Most of the people at Compello are 20–25-year veterans. They get things moving efficiently."
Operating Executive, Mid-Market PE Firm
"They’ve helped us with ERP optimization, security, CRM, and even identifying e-commerce systems. Their depth of knowledge has been a major asset."
Ben Johnson, LLR Partners
"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."
"Most of the people at Compello are 20–25-year veterans. They get things moving efficiently."
"They’ve helped us with ERP optimization, security, CRM, and even identifying e-commerce systems. Their depth of knowledge has been a major asset."
Partnership & Engagement Style (Use Across Multiple Pages)
OPERATIONS
"Compello isn’t a typical consulting group. They take the ‘Partner’ title seriously and truly understand our business."
CFO, PE-Backed Financial Services Firm
"Compello is more than just a vendor — they’re a real partner embedded in day-to-day problem-solving."
Genesee Scientific
"Working with Compello is like having a partner who cares about our success, not just another customer."
South Bay Home Health
"Compello isn’t a typical consulting group. They take the ‘Partner’ title seriously and truly understand our business."
"Compello is more than just a vendor — they’re a real partner embedded in day-to-day problem-solving."
"Working with Compello is like having a partner who cares about our success, not just another customer."
We uniquely combine managed IT services with private equity advisory, providing both strategic board-level insights and tactical day-to-day support. At Compello Partners, our exclusive focus on private equity means we deeply understand the impact of buy-side and sell-side transactions throughout the investment lifecycle. This alignment of IT management with portfolio transformation strategies differentiates us. We simplify complexity, reduce risk, and remove hassle, enabling your portcos to excel with integrated operational technology.