Technology, Software, Security, AI, and Telecommunications advisory for investment environments where vendor decisions directly impact valuation, execution risk, and realized value.
Private equity execution increasingly depends on advanced technology services and connectivity environments that many times were never designed for scale, integration, or investor-level scrutiny. Vendor and technology diligence is often compressed or treated as technical, when it is fundamentally commercial. Infrastructure gaps, vendor lock-in, and fragmentation rarely surface at close. Unless an in-depth tech due diligence is conducted, they’ll appear later as delayed execution, unexpected spend, and missed value targets. The cost is real, reduced EBITDA, slower integration, and pressure on exit multiples. Telmac surfaces these risks early and executes the sourcing, negotiation, and governance required to capture value that would otherwise be lost.
Evaluate technology, cloud, and vendor environments during diligence, identifying risks, hidden costs, and structural constraints that impact valuation and post-close execution.
Lead negotiations across cloud, SaaS, voice, security, and data providers, restructuring contracts and pricing models to improve economics, flexibility, and control across the hold period.
Build visibility across vendors and spend at the portfolio level, identifying consolidation, harmonization, and sourcing opportunities that support value creation.
Support post-close execution, including vendor consolidation, technology optimization, and integration across platform and add-on acquisitions.
For new investments, conduct focused technology diligence across architecture, contracts, and vendor risk. For existing portfolios, assess vendor environments to identify immediate savings and structural opportunities.
Define a clear, prioritized plan aligned to the investment thesis, balancing quick wins, required remediation, and longer-term optimization initiatives.
We mobilize as the execution team for the value creation roadmap, leading technology, vendor, and operational initiatives across the portfolio company, providing hands-on advisory and project leadership so priorities move from plan to outcome seamlessly.
Evaluate the current vendor stack against actual business needs, identifying over-provisioned services, redundant contracts, and misaligned spend before defining the negotiation and execution priorities.
Implement governance structures, including renewal pipelines, vendor ownership, and performance oversight across portfolio companies, while driving ongoing optimization to sustain cost savings and operational control throughout the hold period.
Prepare clean, defensible vendor, technology, and cost narratives for buyer diligence, ensuring the portfolio company enters any exit process with documented governance, optimized contracts, and a clear value creation story.
More accurate deal underwriting through tech infrastructure, provider, and services diligence that surfaces hidden costs, vendor risk, and technical debt before close, not after
Accelerated EBITDA impact through consolidation, optimization, and commercial restructuring across portfolio companies
Reduced downside risk from contract exposure, infrastructure gaps, and vendor dependencies that disrupt execution post-close
Stronger exit positioning through clean vendor environments, documented governance, and defensible technology and cost structures
Explore how Telmac serves Financial Services, Healthcare, and Private Equity.
Technology and vendor execution that protects clinical outcomes and operational control.
We assess vendor contracts, infrastructure, cloud environments, and cost structures against the investment thesis, identifying risks, technical debt, and vendor dependencies that impact valuation, EBITDA, and post-close execution.
Yes. We bring a structured approach to sourcing, optimization, vendor negotiation, and governance that can be applied consistently across portfolio companies, enabling repeatable cost savings, operational control, and measurable value creation without adding internal overhead.
We align all sourcing, optimization, and vendor strategies to the value creation plan, ensuring cost savings initiatives improve EBITDA while supporting integration, scalability, and ongoing growth objectives.
Yes. We support private equity and growth equity firms, as well as technology-enabled portfolio companies, adapting our approach to the speed, complexity, and maturity of each investment and value creation strategy.
Most portfolio companies carry untapped leverage across IT, vendor, and operational environments that never makes it into the investment model. We surface it, structure it, and turn it into measurable value across the hold period.
