Integration of Add-on Platform Investments


  • Conducting comprehensive, detailed reviews of all service provider agreements. This would include a summary of all costs and dates of service for all agreements for both the platform company and the add-on investment company. 
  • Creating plans of action. We can determine how to most efficiently and cost effectively combine and/or terminate the service agreements, with details of the associated potential cost savings and timelines of execution. 
  • Executing plans and communicating with the outside service providers. We can work directly with providers and communicate to management and employees the resulting go-forward strategy.

When adding new investments to existing platforms, many PE firms face redundancies and duplicates across systems and key service providers — such as payroll, CRMs, third-party accounting systems, IT services and many others.

We can drive costs and efficiencies of add-on platform investments sooner by: