by Juan Pablo Vasquez | Oct 21, 2026 | Insights, Private Equity
Every private equity firm, corporate acquirer, and growth-focused executive team has experienced the friction between strategic vision and operational execution. On paper, the value creation plan (VCP) looks compelling: expand margins by 400 basis points, cross-sell...
by Juan Pablo Vasquez | Sep 28, 2026 | Insights, Private Equity
💡 This is a Private Equity joint insight by Trajectory Group and Initus Technologies. Download the PDF version here. The margin for error has never been thinner in the high-stakes world of Private Equity (PE) acquisitions. While financial and legal due diligence...
by Juan Pablo Vasquez | Feb 18, 2026 | Operational Improvement, Private Equity
Executive Summary In the high-stakes environment of Private Equity (PE) roll-ups, the good enough mindset is a silent killer of EBITDA. When firms choose to leave disparate legacy systems in place to avoid upfront capital expenditure, they inadvertently subscribe to a...
by Juan Pablo Vasquez | Dec 15, 2025 | Insights, NetSuite, Partners, Salesforce
In the enterprise software world, the “sale” is just the starting line. For our partners at NetSuite, Salesforce, and Avalara, the true measure of success is the successful go-live and the long-term adoption that follows. But we all know the friction...
by Juan Pablo Vasquez | Dec 3, 2025 | Integrations, NetSuite, Private Equity, Salesforce
In the investment landscape, the mandate of a Family Office differs fundamentally from that of Private Equity. While PE firms operate on the “clock” of a 3-to-7-year hold with a focus on speed and exit readiness, Family Offices often represent...
