Case study · Private equity
A regional private equity group with holdings across veterinary care, healthcare, professional services, and retail needed one IT partner that could scale with every acquisition.
10+ → 1
IT vendors consolidated into one partner
2x
faster onboarding of new acquisitions
5–10days
to secure and onboard a new company
Client
Regional private equity group
Industry
Private equity
Timeline
5 to 10 business days per acquisition
What we delivered
Standard tech stack, white-labeled help desk, M&A playbooks, vCIO strategy, reporting
The situation
Standardize technology across portfolio companies, speed up M&A transitions, cut IT fragmentation, and give firm leadership a clear view into every environment.
What we did
01
One core set of tools across every company: Microsoft 365, Defender, backup, RMM, IT documentation, and UCaaS.
02
Brand-specific onboarding materials, email domains, and support experiences for each business.
03
Rapid deployment workflows that secure and onboard a new acquisition in 5 to 10 business days.
04
Quarterly executive briefings and roadmaps that tie IT to portfolio growth goals.
05
Documentation and live IT metrics for every portfolio company in one place.
The results
“Southwest Florida IT is more than a vendor. They’re our embedded IT strategy team. Every acquisition runs smoother, every location gets the support it needs, and our operating partners finally have a playbook that works.”
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