Private Equity Solutions

Move seamlessly from value identification to total value realization, fast.

How we help

Strategic M&A Advisory Meets Technical Execution to Maximize Portfolio Valuation

Most consulting firms working with private equity separate strategy and execution. That gap is where value is lost. We eliminate it. With the recent acquisition of Liberty Advisor Group’s, we’re combining proven senior-led M&A strategy with Resultant’s deep data, AI, and technology capabilities, to build a high-powered platform designed for the entire investment lifecycle. Together, we help private equity firms and their portfolio companies move seamlessly from value identification to total value realization.

For Private Equity Firms

We eliminate the strategy-to-execution gap. Instead of receiving a plan and hunting for a vendor to build it, with Resultant, you get a single partner that advises on the roadmap and has the technical muscle to execute itreducing deal friction and accelerating value generation. 

For Portfolio Companies

We know your world because we’re owned by PE, too. Our experienced team makes your data, AI, and technology plans reality, bringing together disconnected systems and datato find real value across your portfolio 

Proven across complex carveouts, integrations, and portfolio transformations.

From Diligence to Execution Without Delay

As deal timelines compress and expectations around measurable outcomes increase, the ability to move from diligence to execution without delay has become a competitive advantage.

Value Identification

Pre-Close Diligence

We lead diligence to ensure risks are identified, capabilities are understood, and high-impact opportunities are highlighted before the deal closes.

Execution and Realization

Post-Close Value Creation

During the hold period, we execute on initiatives designed to maximize growth and operational efficiency, leading to the highest possible exit valuation.

Value Maximization

Phase 3: Go-To-Market Advisory

As you prepare for exit, we help position the business to withstand scrutiny and achieve the highest valuation.

We’re proud to help organizations thrive, and we’d love to tell you more.

Use Cases

Retina Consultants of America

Unifying Data Across a Rapidly Scaling Health Care Platform

The Challenge: Rapid growth through acquisitions left the organization with fragmented, siloed data across more than 220 locations, limiting visibility into financial and operational performance.

The Solution: We analyzed and integrated disparate data sources, implemented a payor contracting management system, and deployed user-facing tools that enable real-time data quality improvements. This improved visibility into key drivers and enabled faster identification of issues impacting financial and operational performance.

Home Interior Products and Services Company 

Preparing for ERP Consolidation Across a Fragmented Enterprise 

The Challenge: Growth through acquisition resulted in more than 20 ERP systems, creating inconsistent data, redundancy, and limited financial and operational transparency. 

The Solution: We assessed data quality across all systems, defined a data readiness strategy, and implemented tools and frameworks to support ERP consolidation. This reduced risk in advance of consolidation and created a foundation for improved cost control and operational efficiency across the business. 

Global Private Equity Firm

Standardizing Reporting Across a Growing Portfolio

The Challenge: Rapid portfolio growth outpaced the ability of existing reporting systems to deliver accurate, repeatable insights, limiting scalability across new acquisitions.

The Solution: We conducted a comprehensive assessment of reporting capabilities, streamlined data logic, and improved governance. We then transitioned reporting to a more automated, scalable environment. This improved the reliability of portfolio reporting and enabled more scalable oversight as new acquisitions were added.

RuffleButts

Accelerating Time to Insight with Scalable Data Infrastructure

The Challenge: Limited analytics capabilities and manual processes prevented timely, detailed reporting to stakeholders following acquisition.

The Solution: We implemented an automated, iterative data warehouse approach that rapidly delivered accurate reporting. This enabled faster, more responsive decision-making and reduced the operational burden of manual reporting as the business scaled.

Listen to the story on this episode of Data Driven Leadership

FAQs

How can PE firms automate unified financial reporting across a diverse portfolio? 

Manual, fragmented reporting slows fund-level oversight and limits visibility. We design and implement Unified Data Platforms that give GPs a centralized, real-time view across the portfolio. By building automated data lakes and warehouses, we connect disparate PortCo systems into a single, trusted data layer. The result is real-time visibility into EBITDA, cash flow, and operational KPIs without manual consolidation cycles. 

How do managed security services protect a portfolio company’s exit valuation?

Unresolved cybersecurity gaps often surface during sell-side diligence and can directly impact valuation. Our Managed Security Services provide 24/7 threat monitoring and infrastructure support aligned to private equity expectations. By stabilizing the IT environment and maintaining compliance throughout the hold period, we minimize risks that lead to price chips or delays at exit.

Where can a firm identify and capture trapped value in IT and operations during the hold period?

Trapped value often sits in supply chain inefficiencies, procurement spend, and technology debt. We identify these opportunities through detailed analysis of a portfolio company’s spend and process flows, then implement the data transformation and automation required to capture savings. The result is measurable EBITDA improvement driven by real changes in SG&A performance and operational efficiency.

What is the most effective strategy for managing a technical infrastructure carveout during a divestiture?

A successful carveout depends on tight coordination between TSA strategy and technical execution. We help structure the TSA to protect the buyer, then execute the separation and stand-up of independent IT infrastructure. By owning both the roadmap and the migration, we eliminate handoff gaps that delay operational independence and enable PortCos to exit TSAs faster.

How does modernizing a portfolio company’s IT infrastructure directly impact EBITDA?

IT modernization is a primary lever for value creation during the hold period. By consolidating legacy systems, automating manual workflows, and optimizing procurement through supply chain advisory, we reduce SG&A expenses. Furthermore, implementing scalable managed services and data platforms ensures the company can grow without a linear increase in headcount, significantly improving margins ahead of exit.

Why is an integrated advisory and execution approach critical for complex carveouts?

In a divestiture, the Transaction Service Agreement (TSA) is a key source of financial and operational risk. An integrated approach aligns TSA strategy with the technical separation plan from day one. By owning both strategy and execution, we eliminate handoff friction between advisors and technical teams, enabling the portfolio company to stand up independent infrastructure faster and exit the TSA ahead of schedule, preserving capital for growth.

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