Buy-and-Build Analytics for PE Platforms

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.

From work we have done

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.

Three questions in every buy-and-build

Each add-on raises the same questions as the platform did, at a smaller scale and on a tighter clock.

1

Where should the next add-on come from?

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.

2

Is every company measured the same way?

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.

3

What did each deal leave behind?

Integration debt: the systems, ledgers and customer masters that were never brought together, and what it will cost and take to close the gap.

One set of KPI definitions across the platform

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.

One KPI, three definitions (illustrative)
PlatformActive customer: billed in the last 90 days
Add-on AActive customer: any open account
Add-on BActive customer: a signed contract
After harmonizationOne definition, applied to all three

Size the integration cost before each add-on closes

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.

From the platform deal to the last add-on

Platform diligence
Price the integration work

What it will take to run the platform and its add-ons as one business, sized for the model.

Data and AI Readiness →
Add-on targeting
Test each target's claims

Retention, pricing and white space, read from the target's own data before close.

Inside-Out Commercial Diligence →
During the hold
Build the shared data layer

The governed foundation that keeps one set of definitions as the platform grows.

Data and AI Strategy →

Run the platform as one business

A short conversation is enough to see which of the three questions matters most for your platform.