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This story was featured on CanadianSME, profiling Trajectory as the consultancy private equity firms call before they buy.
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A Practice Purpose-Built Around Three Buyer Personas
Trajectory Group structures its practice directly around three core buyer profiles rather than generic service buckets: Private Equity Investors, Mid-Market Operating Companies, and Fast-Growing Enterprises.
This structural focus ensures tailored execution across distinct buying motions:
| Buyer Category | Primary Business Need | Engagement Model & Focus |
|---|---|---|
| Private Equity Firms | Tech due diligence, post-merger integration, EBITDA expansion | Pre-acquisition audit, risk mitigation, portfolio enterprise value |
| Operating Companies | ERP replacement, process modernization, operational scale | Core NetSuite/Salesforce deployment, workflow automation |
| Fast-Growing Businesses | Scalable infrastructure, API integration, data accuracy | Modern cloud stack, eliminating manual workarounds |
Technical Due Diligence: Protecting Enterprise Value Before Close
The centerpiece of Trajectory Group’s Private Equity practice is Digital Due Diligence and Systems Integration Roadmapping, a strategic capability missing from many traditional implementation consultancies.
Financial and legal audits are standard in every M&A transaction. Technology due diligence, however, is frequently overlooked. Trajectory uncovers critical IT risks, unrecorded technical debt, and integration roadblocks before deal execution.
Alex Olano, CEO & Managing Partner, Trajectory Group
Why Technical Health Matters to Non-Selling Owners
Even for founders and owners not actively seeking an exit, system architecture directly impacts company valuation and long-term succession.
Key takeaway: If an institutional buyer were to inspect your technology stack during due diligence, those systems are actively contributing to, or detracting from, your enterprise value today. Clean data, documented workflows, and decoupled system architectures allow any operator to run the business smoothly, driving immediate operational returns while securing maximum transaction readiness.
Rescues, Integrations, and Fixing Failed Deployments
When CRM and ERP implementations stall or breach budget, Trajectory provides targeted System Optimizations and Rescues.
In one representative engagement for a compliance software enterprise, Trajectory unified independently deployed Salesforce and NetSuite environments. The engagement eliminated severe data mismatches and revenue recognition errors, delivering unified operational reporting and creating a scalable integration blueprint that enabled the onboarding of a subsequent acquisition within eight months.
Whether evaluating a target acquisition, fixing a derailed software deployment, or scaling core business systems, technology decisions directly dictate enterprise value. By bridging the gap between transaction-level technical due diligence and hands-on execution across Salesforce and NetSuite, Trajectory Group ensures that software investments protect margins, eliminate friction, and accelerate sustainable growth.
