Portfolio Services
4 articles
Why Portfolio Oversight Matters More Than Individual AI Wins
Across private equity portfolios, there is no shortage of AI success stories. One company reduces support tickets. Another automates invoice processing. A third improves forecasting accuracy. Each result looks positive in isolation. Yet at the portfolio level, something still feels wrong.
Why Portfolio AI Rarely Shows Up in EBITDA (And What PE Firms Miss)
Most AI initiatives in private equity portfolios never translate into EBITDA uplift. This article explains why value gets lost, how ROI fog forms, and what operating partners consistently underestimate.
The PE backed MSP playbook: The Franken-Stack dilemma
Private equity has poured billions into MSP roll-ups over the last decade. The thesis is familiar: acquire strong regional operators, standardise operations, unlock scale, and expand margins. On paper, it works. In reality, most MSP platforms hit an invisible wall somewhere between acquisition #2 and #4.
The Hidden Cost of Pilot Purgatory in Portfolio Companies
Across private equity portfolios, the same conversation repeats itself. An AI pilot shows promise. A proof of concept is funded. Early results look encouraging. Then time passes.
Advisory Services
98 articles
Digital Transformation Consulting: A Guide to Turning Buzzwords into Business Value
"Digital transformation" is one of those phrases that gets thrown around in boardrooms like confetti. Everyone knows they need it, few know what it actually means, and fewer still know how to execute it.
Digital Transformation Barriers: It’s Not Legacy Tech Holding You Back — It’s Legacy Thinking
Most “legacy tech” excuses are really about fear— fear of disruption, cost, or being the one who breaks something that’s “just about working.” But the truth is this: your competitors are using the same old ERP, the same CRM, the same email stack — they just have the guts to re-engineer around it.
Data-Driven Decisions: How Analytics Unlocks Competitive Advantage
Every business collects data—customer interactions, sales records, supply chain logs, employee performance metrics. But raw data is like crude oil: valuable in potential, useless without refinement.
Data to Decisions: Building Tools That Make Information Work for You
Businesses today are drowning in data but starving for insight. CRMs, ERPs, finance systems, and spreadsheets produce endless information—but too often it sits unused, siloed, or incomprehensible. Transformation doesn’t come from collecting more data. It comes from turning data into decisions.
Cybersecurity by Design: Protecting Your Digital Future
Digital transformation opens doors—new markets, better customer experiences, and leaner operations. But it also opens windows and side doors that cybercriminals are only too eager to exploit.
Custom Solutions, Not Cookie Cutters: The Case Against One-Size-Fits-All Transformation
When businesses talk about digital transformation, many default to buying off-the-shelf software or subscribing to pre-packaged platforms. On the surface, this seems efficient—quick deployment, predictable costs, vendor support. But here’s the catch: one-size-fits-all solutions rarely fit anyone perfectly.
Custom APIs and Middleware: The Glue That Powers Modern Transformation
Businesses often chase new features—AI dashboards, XR training, slick mobile apps. But without integration, even the most impressive tools become isolated islands.
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