Investment & Private Equity

Private equity technology diligence and engineering leadership.

Technical due diligence, interim CTO, portfolio stabilization. One practice area among many. Same senior team as our operating company work.

Before, during, and after a transaction, you need a clear read on technology risk and people who can act on it. Assessments, organization reviews, and hands-on leadership from the same practitioners who run our day-to-day client work.

  • Private equity firms
  • Family offices
  • Independent sponsors
  • Holding companies
  • Investment firms
  • Search funds
  • Portfolio companies

Technical Due Diligence

Independent review of architecture, code quality, team capability, technical debt, and operational risk before capital is committed.

Interim CTO

Executive technology leadership when a portfolio company needs direction now, not after a lengthy search.

Portfolio Company Stabilization

Post-close work on critical fixes, release discipline, and operational stability when systems are under stress.

Technology Assessments

Structured reviews of platforms, vendors, and engineering practices with findings leadership can act on.

Engineering Organization Review

Honest evaluation of team structure, delivery practices, and whether the organization can support the business plan.

Platform Modernization

Realistic roadmaps and execution for legacy systems that limit growth or create hold-period risk.

Integration Planning

Architecture and execution for post-acquisition integrations under deadline pressure.

Cloud Optimization

Cost, performance, and reliability improvements across AWS, Azure, and GCP.

Technology Roadmaps

Prioritized plans that connect engineering work to business outcomes sponsors can track.

Technology Operating Partner Support

Ongoing technical partnership across the portfolio, not one-off reports.

Exit Readiness

Documentation, stabilization, and platform improvements that support a clean technical narrative at exit.

Designed a flexible architecture for a complex post-acquisition integration and backed it up in code. Worked tirelessly with every team to meet an accelerated deadline.

We have supported integrations under compressed timelines and assessed platforms where reliability and compliance matter. We document what we find. We do not sugar-coat it.

Working on a deal or supporting a portfolio company?

Tell us what you are facing.

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