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The Private Equity Playbook for IT Infrastructure

By Dominic Serra · Published October 20, 2023

Private Equity firms utilize a specific playbook to optimize acquired companies. Learn how to apply these ruthless efficiency tactics to your own IT environment.

Private Equity excels at one thing: maximizing EBITDA. When they acquire a firm, IT is one of the first departments heavily scrutinized for optimization. The PE playbook involves aggressive vendor consolidation, immediate migration from CAPEX to OPEX (or vice versa depending on the fund's strategy), and the elimination of custom, unmaintainable legacy software.

You don't need to be acquired to run the PE playbook. By proactively auditing your infrastructure, enforcing strict governance, and centralizing your RevOps data, you can increase your operational margins organically.

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