Post-Close Value Creation

The thesis is set. The hold period is where you prove it.

Resultant, with the acquisition of Liberty Advisor Group, delivers hold period value creation as one firm. Liberty's senior M&A advisors build the plan. Resultant's technology, data, AI, and managed services practitioners execute it. The advisory and the delivery capability exist in the same firm, with one team accountable for the outcome.

What Liberty understands about the deal, Resultant carries into execution without losing context, urgency, or the financial logic the plan was built on.

Impact Story

Smooth Migration of IT Systems and Data Following Carveout

Where are you in the hold? 

Early Hold: Day 1 to 100  

The value-creation plan is on paper. The PortCo leadership team is waiting to understand what comes next. The first 100 days determine whether the thesis gains momentum or starts to drift. This is when we establish the technology roadmap, launch integration or carveout execution, surface trapped value opportunities, and fill any technology leadership gaps before they create exposure. 

We've built independent IT environments for four simultaneously carved-out business units across five countries, on time and on budget. We've stood up managed services at Day 1 cutover so PortCos have a functioning IT organization from the moment they go independent. 

Mid-Hold: Execution and Transformation  

By mid-hold, the question has shifted from whether the initiatives are running to whether they're moving the numbers. Most aren't, not because the plan was wrong, but because disciplined execution and accountable program management are harder to sustain than they are to launch. That’s the difference between a value-creation plan that moves EBITDA and one that consumes capital without producing it. 

We've built data and AI platforms that produced measurable financial outcomes inside the hold period. We've delivered ERP transformations for PE-backed businesses on time and within budget. We've avoided $10M in potential revenue loss at a PortCo by stabilizing infrastructure and standing up technology leadership during an executive transition.  

Late Hold: Exit Readiness and Go-To-Market Positioning 

When the exit timeline comes into view, the technology environment needs to be stable, documented, defensible, and ready for buyer scrutiny. Technical debt that accumulated during the hold becomes a valuation problem if it isn't addressed before the process opens. 

We conduct sell-side technology diligence before a buyer does, build the technology narrative for the CIM, identify SG&A performance improvement opportunities, and support the deal team through the diligence process. When a carveout is part of the exit structure, we design and negotiate the TSA to protect the seller through transition. 

For a closer look at how we support exits, see our [Go-To-Market Advisory page]. 

What we deliver

Our senior advisors build the value creation plan, the 100-day roadmap, and the technology strategy. Experienced practitioners execute them within the same firm, with one team accountable for the outcome.

 

Integration and carveout execution 

We manage TSA design and exit, IMO/SMO governance, third-party vendor coordination, and program delivery throughout. For carveouts, that means clean separation, on-time TSA exit, and a PortCo that can operate independently from Day 1. For integrations, it means keeping pace with the acquisition cadence without letting integration debt accumulate across the portfolio. 

Resultant executed carveouts for Wind Point Partners' portfolio company Velocity Rail Solutions in eight weeks and built independent IT organizations for four simultaneously carved-out entities across five countries. Both on time. Both within budget. 

Complex program management

ERP implementations, large-scale transformations, and multi-workstream programs fail at a predictable rate for predictable reasons: unclear governance, misaligned stakeholders, and risk that accumulates unnoticed until it becomes a problem too large to absorb quickly. We establish the PMO, run the governance, and own delivery accountability so operating partners have clear program visibility without managing the complexity themselves. 

We've delivered ERP transformations for PE-backed mid-market businesses on the original 10-month schedule and within a $1M+ implementation budget. 

AI, data, and analytics 

We identify where AI and data create genuine operational or revenue leverage, assess data readiness, and prioritize by feasibility and financial impact. Resultant's data and AI practitioners then build and implement data platforms, master data management, analytics infrastructure, and AI solutions sized to produce results inside the hold period timeline. We don't build AI strategies. We build AI plans that move EBITDA, and execute them. 

A PE-backed portfolio company had revenue it couldn't measure, running on four disconnected systems with no unified view of customers, retention, or lifetime value. We built a unified data platform in eight weeks. Leadership could quantify cross-sell and retention through executive dashboards for the first time. The ROI was immediate. The client authorized a 10x project expansion. 

IT and security managed services 

After a carveout or major transformation, the PortCo needs a technology function that operates reliably from Day 1 of independence. Resultant provides managed services across infrastructure, applications, security, and end-user support, giving the PortCo a stable, governed IT function without the cost of building it internally. For buy-and-build sponsors, we serve as the embedded IT organization across the portfolio, providing consistent execution across every transaction without rebuilding capability from scratch each time. 

Velocity Rail Solutions needed a functioning IT organization from the moment it went independent. We stood up managed services at Day 1 cutover with 400 end users supported, mission-critical applications running, and no downtime. 

Work with us

The right time to talk is before the plan starts drifting. Talk to our hold period team.



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