Private Equity Consulting Services
The Independent Advisor Built for the Speed of Private Capital
WHY CHOOSE AVASANT FOR PRIVATE EQUITY CONSULTING?
Financial engineering alone no longer generates alpha. Today’s PE playbook demands operational transformation, technology modernization, and AI-powered value creation – executed with EBITDA urgency and measurable impact.
Avasant partners with private equity firms and their portfolio companies across the full investment lifecycle – from pre-deal intelligence and technology due diligence through post-acquisition value creation and exit readiness. We combine deep consulting expertise, proprietary benchmarking data, and an independent advisory model to deliver results that move multiples.
HOW WE HELP
Measurable value at every stage of the investment lifecycle.
Pre-Deal Intelligence & Screening
Build conviction before capital is deployed.
Market & Sector Intelligence
Proprietary research, market sizing, and target screening powered by RadarView™, across industries and geographies.
Rapid Target Screening
Fast evaluation of a target's corporate posture to surface deal-critical risks early.
Due Diligence
Determine a target’s full potential — and build the conviction to close.
IT Due Diligence
The full IT landscape assessed across strategy, financials, applications, infrastructure, people, process, security, and vendors. Includes red-flag risk identification, benchmark-validated standalone and stand-up cost estimation, and cybersecurity readiness review.
Technology Platform Due Diligence
For software and platform deals: technology stack, architecture scalability, data security, integration complexity, team capability, and product roadmap fit.
Cyber & AI Risk Evaluation
A six-pillar framework covering responsible AI and ethics, regulatory compliance, AI security and data privacy, AI lifecycle management, performance and reliability, and governance.
Value Creation
Rapid, measurable EBITDA improvement post-acquisition, across four integrated tracks.
IT Spend Benchmarking & Cost Optimization
IT and business process spend baselined by service area, then benchmarked against peers using AvaMark™, Computer Economics™ and Business Economics™ - savings potential validated against real transaction data, not surveys.
Sourcing Strategy & Vendor Consolidation
Vendor landscape assessment, financial modelling, and scenario analysis feeding a phased consolidation roadmap, with multiple paths to value from internal optimization to managed services.
Functional Maturity Assessment
A comparable, fact-based view of operational maturity across HR, IT, Finance & Accounting, Procurement, AI, Security, and Marketing - five dimensions, five maturity levels, and 325+ benchmarking metrics, delivered as portfolio dashboards, heatmaps, and prioritized action plans.
AI Strategy & Enablement
AI readiness scored across six dimensions with an L1-L5 maturity model and evidence-based stage gates, then roadmaps from quick wins to enterprise-wide transformation - each tied to portfolio company EBITDA.
AI Value Creation for Software Portfolio Companies
For PE-owned software firms, AI is a distinct, scalable value lever – not just an efficiency tool. Our Six-Lever AI Value Creation Framework helps software PortCos unlock compounding value before exit:
| Lever | What It Drives | Impact |
|---|---|---|
| AI Product Embedding & Monetization | AI-native pricing tiers, in-product copilots, usage-based monetization | +5–15% ARR uplift; 20–40% pricing premium |
| Internal Ops & Margin Expansion | Support deflection, dev productivity, finance automation | 5–10 pt EBITDA gain in 3–9 months |
| GTM & Revenue Acceleration | AI lead scoring, dynamic pricing, churn prediction | +5–15% revenue uplift |
| AI-Enabled M&A & Buy-and-Build | Bolt-on acquisitions to reposition as AI-native | Valuation multiple expansion |
| Data Moat & Proprietary Models | Fine-tuned vertical AI, proprietary datasets, feedback flywheels | +15–20% exit multiple premium |
| AI Narrative for Exit Positioning | Quantified AI proof points for buyers 18–24 months ahead of exit | 1–3x multiple expansion |
Exit Readiness & Post-Exit Support
Value is realized at exit. We make the technology and operational story clean, compelling, and defensible.
Exit Readiness Assessment
IT, digital, and cyber risks surfaced and remediated ahead of sale.
TSA Exit Strategy & Execution
Transition Service Agreements designed and executed for clean separation.
Exit Narrative Construction
Quantified before/after proof points for every value creation initiative.
Sell-Side DD Coordination
Vendor due diligence, buyer Q&A, and data room preparation.
Post-Exit Optimization
Continued IT and BPO cost optimization and vendor governance to protect value.
WHY PE FIRMS CHOOSE AVASANT
We Operate at Deal Speed, Not Corporate Speed
Mobilization within days, lean senior-led teams, and deliverables built for investment committee and board consumption. Red-flag diligence lands inside exclusivity windows; value creation is scoped to show measurable EBITDA impact within a single reporting period.
Zero Conflicts of Interest, By Design
Avasant holds no financial ties to any service provider, technology vendor, or outsourcing partner. Every sourcing, consolidation, or platform recommendation is driven solely by your portfolio company's outcome - a prerequisite, not a nice-to-have, for fiduciary capital.
Benchmarks from Real Transactions, Not Surveys
AvaMark™, Computer Economics™ and Business Economics™ are built on 100,000+ negotiated contracts. Comparisons reflect what companies actually pay - savings estimates that hold up under IC scrutiny, and standalone costs validated within 1% of target estimates.
One Advisor from Diligence Through Exit
The team that identifies red flags in diligence designs the value creation roadmap, executes the transformation, and builds the exit narrative. No handoffs, no ramp-up, no lost institutional knowledge across the hold period.
Every Recommendation Ties to EBITDA
Spend benchmarks quantify savings by service area and cost category; sourcing scenarios model annualized savings; AI levers map to ARR uplift, margin expansion, NRR improvement, and multiple premiums. Results land directly in the EBITDA bridge.
Portfolio-Wide Scalability, Not One-Off Engagements
Our Functional Maturity Assessment deploys consistently across 10, 20, or 50+ companies using one framework and 325+ metrics. Portfolio dashboards, cross-company heatmaps, and gap analyses give operating partners a single pane of glass for capital allocation.
AI Expertise That Goes Beyond Buzzwords
A six-dimension AI Readiness Assessment with L1–L5 scoring and stage gates, plus a Six-Lever framework for PE-owned software firms. We build the business case, instrument the KPIs, and produce the proof points buyers expect 18–24 months before exit.
Deep Cross-Sector Pattern Recognition
5,000+ engagements across 250+ Fortune 1000 clients in manufacturing, healthcare, financial services, technology, retail, aerospace & defense, energy, and media - so best practices proven in one industry transfer to another.
OUR IMPACT
Measurable Results Across PE Portfolios
| Engagement Type | Outcome |
|---|---|
| IT & Business Process Transformation | ~$20M+ in annual savings, positioning the portfolio company for a successful exit |
| IT Managed Services Benchmarking & Vendor Consolidation | 25% cost savings on annual IT spend through updated operating models and vendor rationalization |
| Tech-Enabled Service Delivery Redesign | ~$30M in annual savings across customer care and HR functions |
| IT Optimization & Vendor Consolidation | 25% cost savings through application rationalization and strategic sourcing |
| Offshore Captive Establishment | Reduced cost and increased speed of IT support delivery |
| Portfolio-Wide AI Readiness Assessment | 20+ portfolio companies assessed and baselined across AI maturity dimensions |
| IT Spend Benchmarking & Sourcing Strategy | Identified 22–24% savings potential through scenario-based optimization modeling |
| Carve-Out IT Due Diligence | Validated standalone costs within 1% variance of target estimates using bottom-up benchmarking |
OUR PLATFORMS & TOOLS
Proprietary Intelligence That Powers Every Engagement
| Platform | What It Does |
|---|---|
| AvaMark™ | Benchmarking platform providing cost, price, and performance metrics for IT operations and business processes, drawn from real negotiated deals. |
| Computer Economics™ | 40+ years of IT spend, staffing, and organization sizing benchmarks across 21+ industries. |
| RadarView™ | Market intelligence and service provider assessments for target screening, vendor selection, and competitive positioning. |
| Strativa Edge™ | Deep market intelligence validating competitive strength, data moats, and market positioning, critical evidence for exit-stage multiple expansion. |
| Global Equations™ | Location intelligence for global delivery optimization, BCC analysis, and sourcing decisions. |
Experts & Thought Leaders
Anupam Govil
Managing PARTNER, PRIVATE
EQUITY PRACTICE
Rakesh Patro
PARTNER, PRIVATE EQUITY PRACTICE
Ready to Unlock Technology-Driven Value in Your Portfolio?
Whether you’re evaluating a new acquisition, driving post-deal transformation, or preparing a portfolio company for exit — Avasant brings the independence, data, and execution capability to deliver results that move multiples.
