For Search Funds, Independent Sponsors, and Lower Middle Market PE
IT Consulting for Private Equity Portfolio Companies
Your portfolio companies need secure, standard, documented IT, and most of them don’t have a CIO. I act as the hands-on technology lead across the hold: diligence, add-on integration, security, and exit prep.
Across the Hold Period
One technology partner from diligence through exit.
Due Diligence
IT and cybersecurity review of each target before you sign.
Add-On Integration
Each acquisition moved onto your shared Microsoft 365, RMM, and security tools.
Standard Security Stack
One EDR, backup, and email security standard across every company you own.
Cost Reduction
Consolidated licenses, cancelled duplicate SaaS, and right-sized hardware spend.
Fractional Tech Leadership
Roadmaps, vendor selection, and board-ready reporting without a full-time hire.
Exit Readiness
Documentation and clean systems ready for the next buyer's diligence.
How I Support a Portfolio
01
Diligence
Review the target and price the IT risk before you close.
02
First 100 Days
Secure the company and move it onto your standards.
03
Hold Period
Run integrations for add-ons and report risk and spend to the board.
04
Exit
Prepare documentation and systems for the buyer’s diligence.
A Consultant Who Does the Work
Big consulting firms scope and price technology diligence for large deals. Search fund and lower middle market deals need someone who can review the systems, write the findings, and then run the integration. I do all three.
I run Esimplicity Technologies, a managed IT and consulting firm whose clients bring in more than $800 million a year combined. My team works across Microsoft 365, NetSuite, managed EDR, RMM platforms, and cloud backup every day, so the recommendations in my reports come from systems I operate.
Where I Add Value in a Hold
- One security and backup standard across add-ons
- Each new company on shared Microsoft 365 and RMM
- IT risk and spend tracked in a format your board can read
- Documentation buyers will ask for at exit
Who I Work With
- Search funds and searchers
- Independent sponsors
- Lower middle market PE firms
- Business brokers and M&A advisors
- Owners preparing to sell
Related Case Studies
Cybersecurity Due Diligence in a PE Acquisition
Four and a half years of security work, then a three-week move onto a private equity buyer's systems.
Seven Years, Zero Incidents Through an Acqui-Hire
Two sister engineering firms on opposite sides of the US-Canada border, clean through customer security reviews and an acquisition.
NetSuite WMS for a Post-Merger Parts Distributor
NetSuite, a warehouse system, and label printers working together for tens of thousands of SKUs.
More Services
Common Questions
Do you work with search funds?
Yes. Searchers often need diligence on one company and a partner to run IT after close. I can support both.
Can you support several portfolio companies?
Yes. Standardizing across companies is where the biggest savings and risk reduction come from.
How do you scope an engagement?
We start with a call. Diligence is usually a defined project, and post-close work can be project-based or ongoing. I also offer fractional CTO support.
Building a Portfolio?
Let’s talk about what your next acquisition needs from IT.