One Technology Partner. One Operating Model.
Why fragmented IT is quietly eroding portfolio value, and what unified operating model change
Private equity has gotten very good at underwriting value creation on paper, synergy models, EBITDA bridges, 100-day plans, and add-on roadmaps. Technology, however, is where a surprising amount of that modeled value quietly leaks back out, deal after deal, without ever showing up as a single line item anyone can point to.
Across a typical portfolio, IT and security don’t scale out the way the investment thesis assumes. Each portfolio company runs its own stack, its own vendors, its own security posture, and often its own version of a problem the last portco has already solved; just solved differently, at full cost, with no institutional memory carried forward. The result isn’t a single visible failure. It’s a slow, distributed tax on margin, integration speed, and risk that compounds quietly across the hold period and is...
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