Run the platform and every add-on as one business
We find add-on targets in the white space the platform's own data shows, put every acquired company on one set of KPI definitions, and size the integration debt each deal leaves behind.
We have built one client view across the acquired firms of a top-20 PE-backed accounting and advisory firm, consolidated data across about 100 facilities at a tech-enabled services company, and modeled a broadband provider's white space across more than 41,000 markets.
Each add-on raises the same questions as the platform did, at a smaller scale and on a tighter clock.
Markets, segments and services that the platform's own customer and transaction data shows are underserved, ranked by what an add-on there would be worth.
One definition of revenue, customer, churn, utilization and margin across entities, so add-ons can be compared with each other and the plan can be tracked as one.
Integration debt: the systems, ledgers and customer masters that were never brought together, and what it will cost and take to close the gap.
Acquired companies arrive with their own systems and their own definitions. A customer, a churned account or a billable hour can mean something different in each one, so a roll-up of their reports adds up numbers that don't match.
We write one definition for each KPI the plan depends on, map every entity's data to it, and keep the mapping current as new add-ons close. The platform's results can then be read as one business, and each add-on can be compared with the others.
Each add-on is a smaller version of the question we answer for the platform: how far its data is from what the plan needs, and what it will cost and take to bring it in. We run the same checks on every target, so the integration cost is known when the price is set, and so the integration debt from earlier deals is not repeated.
What it will take to run the platform and its add-ons as one business, sized for the model.
Data and AI Readiness →Retention, pricing and white space, read from the target's own data before close.
Inside-Out Commercial Diligence →The governed foundation that keeps one set of definitions as the platform grows.
Data and AI Strategy →A short conversation is enough to see which of the three questions matters most for your platform.