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Private Equity Firms & Portfolio Companies

Every Teremark consultant has led technology and security organizations at Fortune 500 companies - the same executives who built enterprise IT programs, managed billion-dollar budgets, and answered to demanding boards. Your PortCos get that same leadership, deployed within days, on terms that fit your portfolio strategy.

The Technology Gap in Your Portfolio

Teremark executives speak in EBITDA, hold periods, and exit multiples, not technology jargon. Every engagement is scoped to deliver measurable impact within your investment timeline. We understand that our role in a portfolio company is to create value for exit, not to build a technology empire that outlasts the hold period.

We are 100% vendor-agnostic. We do not implement systems, manage infrastructure, or profit from the vendors we recommend. Our advice is always aligned to the portfolio company’s value creation plan and to your firm’s exit thesis.

The Business Case in Three Numbers

Only 48% of digital initiatives meet or exceed their business outcome targets (Gartner, 2025). Only 36% of CEOs believe their IT organization is effective at delivering basic technology services (IBM Institute for Business Value, 2024). Technology now accounts for over 50% of PE operational value creation (Bain Global PE Report, 2025). Each of these gaps is an opportunity for the portfolio companies that have the right technology leadership in place during the hold period.

Why Teremark CIO

Teremark CIO was built specifically for this gap. Our consultants are former Fortune 500 CIOs and CISOs, executives who built and led enterprise-scale technology and security organizations at institutions like USAA, where regulatory scrutiny, cybersecurity investment, and board-level governance are not optional. We bring that same caliber of leadership to your institution, deployed on your terms and priced to fit your budget.

 

We are 100% vendor-agnostic. We do not sell technology products, implement systems, or manage your infrastructure. We provide objective, unconflicted executive leadership – the same function your regulators expect you to have in place, delivered by executives who have done it at the highest level.

What Makes Teremark Different

Fortune 500 Executive Pedigree

Our consultants have served as CIO, CTO, and CISO at enterprise-scale organizations. They have led technology organizations with hundreds of staff, managed enterprise vendor relationships, and presented to large company boards. They are not engineers acting as executives.

PE Fluency

We understand the hold period, the value creation plan, the exit timeline, and what a sophisticated buy-side diligence team will scrutinize. Every recommendation is framed in that context.

Rapid Deployment

We can place a senior executive within days of engagement. When a post-close stabilization window is 90 days, speed matters.

No Conflicts of Interest

We do not profit from the technology or vendors we recommend. When your portfolio company needs a new ERP, a new cybersecurity platform, or a new core system, our recommendation is based solely on what is right for the business, not on vendor relationships.

Financial Institution and Regulated Industry Expertise

For PE firms with portfolio companies in financial services, healthcare, or legal services, Teremark's deep regulatory experience is a direct competitive advantage in managing examination risk and building the compliance programs that institutional buyers expect.

Services for PE Firms - The Full Lifecycle

Pre-Acquisition

M&A Technology Due Diligence

A rapid pre-acquisition technology and security assessment, completed within 10 business days, that quantifies technical debt, cybersecurity exposure, and scalability risk in terms your investment committee understands. We translate technology findings directly into CapEx/OpEx impact on your deal model, prevent post-close price re-trades, and deliver a value creation roadmap your operating partner can execute on day one.

Technology Operating Partner (Firm-Level)

Teremark embeds as your firm’s virtual Technology Operating Partner – providing senior CIO and CISO leadership at the firm level for deal screening, technology diligence, and portfolio oversight, while deploying fractional and interim executives into individual portfolio companies as needed. One relationship. Portfolio-wide coverage. Fortune 500 expertise at every stage of the deal lifecycle.

Post-Close Value Creation

First 100 Days Technology Stabilization

Immediate post-close assessment and stabilization of the portfolio company’s technology and security environment, stopping operational risk, aligning the IT budget with the value creation plan, and establishing the governance and reporting structure your operating partners need to manage technology risk across the hold period.

AI-Driven EBITDA Acceleration

We identify and deploy production-ready AI initiatives, such as workflow automation, intelligent document processing, AI-assisted sales processes, and predictive analytics tied directly to the portfolio company’s value creation plan and measurable EBITDA levers. Every initiative is scoped to deliver quantifiable margin impact within your hold period, not to generate a proof of concept that never reaches production.

IT Stack Standardization & Platform Integration

For PE firms executing buy-and-build strategies, fragmented IT stacks across platforms and add-on acquisitions are the most common sources of integration delay and cost overrun. We standardize systems, consolidate vendors, and architect a scalable technology foundation that enables rapid add-on integration, compressing timelines, eliminating redundant spend, and protecting the synergy assumptions in your deal model.

ERP Modernization & Financial Visibility

Operating partners cannot manage what they cannot see. We lead ERP consolidation and modernization across portfolio companies to create real-time financial and operational visibility – the foundation for accurate board reporting, working capital optimization, and the data-driven decision-making that drives EBITDA performance throughout the hold period.

Compliance Readiness - Regulated Industry PortCos

Portfolio companies in financial services, healthcare, and legal services face mandatory information security and technology governance requirements that directly affect their value to institutional buyers. We build audit-ready compliance programs that satisfy regulators during the hold period and satisfy acquirers during exit diligence, preventing last-minute findings that delay or discount the close.

Pre-Exit

Strategic Exit Readiness Audit

A rigorous 90-day pre-exit technology review that stress-tests the portfolio company’s technology environment against the checklist a sophisticated buy-side diligence team will use. We identify and remediate findings before they reach the buyer, delivering a clean technology narrative that supports your bankers’ valuation thesis, eliminates last-minute surprises, and prevents the price concessions that erode your exit multiple.

Engagement Options

Engagement Type What Teremark Delivers Best Suited For

Technology Due Diligence
10-business-day pre-acquisition technology and security assessment with deal-model impact analysis and value creation roadmap.
Pre-LOI or pre-close diligence; any acquisition where technology risk is material to the investment thesis.
Technology Operating Partner
Firm-level fractional CIO/CISO leadership covering deal screening, portfolio oversight, and PortCo deployment across multiple engagements.
PE firms without a dedicated technology operating partner; firms with 3+ portfolio companies needing technology oversight.
Post-Close Fractional CIO or CISO
Part-time executive leadership embedded in the portfolio company for the hold period – typically 2-8 days per month – providing ongoing strategy, governance, and board reporting.
PortCos without a qualified CIO or CISO; platform companies preparing for add-on acquisitions.
Interim CIO or CISO
Full-time executive leadership for a defined period: post-close stabilization, major initiative delivery, or executive vacancy.
PortCos in the first 90-180 days post-close; PortCos with a CIO or CISO vacancy that cannot wait for a permanent search.
Exit Readiness Audit
90-day structured pre-exit technology review with remediation and buyer-ready documentation.
PortCos 9-18 months from a planned exit; any transaction where technology diligence is expected to be intensive.
Enterprise Project Leadership
Executive leadership of a defined technology initiative: ERP implementation, cybersecurity program, AI deployment, or IT integration.
PortCos with a major technology initiative that exceeds current management capacity.

Let's Talk About Your Portfolio

We work with PE firms at the firm level and the portfolio company level, and we can begin an engagement within days. 

SCHEDULE A TECHNOLOGY RISK REVIEW

Testimonials

“During his time as CIO, Mark Blazek demonstrated exceptional leadership, persistence, and strategic vision in guiding complex technology initiatives across the organization. One accomplishment that particularly stands out was his leadership in successfully delivering our Loan Management System after multiple prior organizational attempts. Achieving that result required not only technical expertise, but also patience, coordination, accountability, and the ability to keep teams aligned through challenges and change. Mark brought professionalism, steadiness, and a solutions-oriented mindset to an incredibly demanding role, and our organization is stronger because of his contributions."
John Rabenold, CNG Holdings
Chief Government Affairs Officer

Testimonials

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— Jackson Davis, TINTW News

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