PE-Backed Industrial Integration
Post-Merger Integration for Industrial Platforms
We help PE-backed industrial platforms execute post-merger integration through data unification, AI deployment, and intelligent automation—faster than Big 4, deeper than generalists.
The Challenge
Most integration failures trace back to data silos, manual processes, and lack of visibility. We solve those problems.
Data & AI Capabilities
Full-Spectrum Integration & Intelligence
Purpose-built data engineering, AI/ML, and automation capabilities for PE-backed industrial platforms focused on accelerating synergy capture.
Data Integration & Engineering
Unify disparate data sources across acquired entities into a single source of truth that enables visibility from Day 1.
- Data warehouse & data lake consolidation
- Master data management & harmonization
- ETL/ELT pipeline development
- API integration & middleware solutions
- ERP data unification (SAP, Oracle, NetSuite)
Analytics & Reporting
Build the reporting infrastructure PE operating partners need—from synergy tracking to LP-ready dashboards.
- Synergy tracking & realization dashboards
- Operational KPI visualization
- Financial performance reporting
- Executive & board-ready analytics
- Self-service BI deployment
Intelligent Automation
Eliminate manual processes that slow integration and drain resources during critical transition periods.
- Document processing & extraction
- Workflow automation & orchestration
- AI-powered chatbots & knowledge bases
- Process automation (RPA)
- Automated monitoring & alerting
Applied AI & Data Science
Deploy practical AI solutions that accelerate decision-making and surface insights across portfolio operations.
- Predictive analytics & forecasting
- Customer & market segmentation
- Demand planning optimization
- Anomaly detection & alerting
- Custom ML model development
Operational Integration
Execute the blocking-and-tackling of industrial integration—systems, processes, and people.
- ERP integration & consolidation
- TSA exit planning & execution
- Process standardization
- Carve-out data separation
- 100-day plan execution support
Supply Chain & Procurement
Capture procurement synergies and optimize supply chain operations across the combined entity.
- Spend analytics & consolidation
- Supplier rationalization
- Inventory optimization
- Logistics network analysis
- Demand planning integration
Integration Approach
From Diligence to Value Creation
A structured approach that accelerates synergy capture while maintaining business continuity.
Diligence Support
2-4 weeks
Pre-close assessment of systems landscape, data quality, and integration complexity. Identify risks and quick wins for the 100-day plan.
Day 1 Readiness
4-8 weeks
Stand up critical reporting, establish data flows for combined visibility, and prepare TSA exit roadmap where applicable.
Integration Execution
3-12 months
Execute system integration, deploy automation, and build unified analytics. Embedded teams working alongside your portfolio company.
Value Capture
Ongoing
Continuous improvement, synergy tracking, and operational optimization. Position for next add-on or exit.
Why OperateIQ
Built for Industrial PE
We are not generalists. We are industrial integration specialists who understand the PE value creation playbook.
Senior Team, Day One
Experienced practitioners on-site immediately. No learning curve, no junior staff rotation, no ramp-up delay.
Data & Automation Focus
We bring modern data engineering and automation capabilities that accelerate integration timelines.
Right-Sized for PE
Flexible engagement models sized for portfolio companies—not Big 4 overhead or generalist learning curves.
PE-Native Mindset
We understand hold periods, LP reporting, 100-day plans, and the urgency that drives portfolio value creation.
Technology Stack
Modern Data & Integration Capabilities
We work across the modern data stack to deliver integration solutions that scale with your platform strategy.
- Cloud platforms (AWS, Azure, GCP)
- ERP systems (SAP, Oracle, NetSuite, Dynamics)
- Data platforms (Snowflake, Databricks, BigQuery)
- BI tools (Power BI, Tableau, Looker)
- Automation (Power Automate, custom solutions)
What We Build
Single source of truth across acquired entities
Real-time visibility for operating partners and boards
Eliminate manual processes that slow integration
Institutional knowledge accessible to everyone
Extract and structure data from contracts and invoices
Demand forecasting, anomaly detection, optimization
Integration Challenge Ahead?
Whether you need to unify data across acquisitions, deploy AI to accelerate synergies, or automate integration workflows—we can help.
Confidential conversations with PE operating partners and portfolio company executives.