Private Equity
Operational Improvement


Trajectory Group is a boutique business-first technology implementation consultancy focused on helping clients achieve Operational Improvement via Technology Transformation. We assist clients and PE Operators with services including: Pre-Acquisition Due Diligence, Blueprinting and Analysis, Implementation, and Post-Go-Live Managed Services of entire technology ecosystems including ERP, CRM, PSA, eCommerce and System Integration elements.

To learn more about Who We Are, click here.

To learn more about our Private Equity & Fintech Advisory Practice, click here.

Advisory SECTORS & GEOGRAPHIES we serve

Sectors we serve include:

       Technology and Software
       Professional Services (and Services in General)
       Manufacturing and Distribution
       Health and Life Sciences
       Multi-Faceted Verticals

With offices in the USA, Canada, and Latin America, our main focus is working with North American clients. We also have local knowledge of South American markets and proven experience implementing European entities.


Trajectory mainly works with clients to execute planning and implementation engagements. However, our extensive implementation and advisory experience allows us to provide:

Pre-deal Value Creation

     Effective pre-deal technology diligence
     Pre-deal Advisory & Systems Due Diligence

Post-deal Value Creation

     ERP, CRM, PSA, eCommerce, and System Integration Implementations
     On-going Managed Services Engagements

We provide business-first technology implementation services. As such, we perform business requirements and growth readiness analysis as part of all of our projects. We employ MBAs, BAs, and CPAs in our business consulting practice.

In the spirit of providing holistic solutions to our clients, we have an in-house team of professional Software Development and Systems Integration experts who develop custom solutions (e.g. VAT calculation, e-Invoicing integration with international government agencies), when best-of-breed technologies fall short in sophisticated technology environments (e.g. 3-way merge+, multi-geography, multi-business units, etc.).


Trajectory works both directly with PE firms and also indirectly through partners. Our latest implementations associated PE Firms include:

  • Baird Capital
  • Hg Capital
  • Parthenon Capital
  • Audax Group
  • Onex
  • Riverside
  • Sunstone Partners
  • Gallatin Point Capital
  • Trilantic North America


With over 400 projects, a sample of our latest PorCo projects include:

  • Sovos Compliance (Compliance Software & Services)
  • Corsearch (Brand Protection Software & Services)
  • Thirdera (ServiceNow Implementation Services)
  • Cornershop by Uber (Retail Software)
  • Azzur Group (Life Science Services)
  • OnScent (Fragrances Manufacturing & Distribution)
  • BirchStreet Systems (eProcurement Software & Services)


The genesis of the session’s subject matter is our recent thought leadership “Insight” paper, which explores the postulate that implementing technology solutions ALONE does not equate to operational improvement success. In reality, operational improvement is far more nuanced and involves the effective balancing of technology, management and human capital elements. Achieving true operational improvement requires the implementation of a robust technology backbone to support optimized business processes, and that is supported by an effective change management strategy, an accountable management team and capable and well-trained users.

The Insight explores the Keys to Operational Improvement success in terms of both technology and general operational improvement transformations. Topics covered include:

  • Realistic Expectation Setting & Effective Change Management Strategy
  • Sound Implementation Partner & Methodology Advice
  • The Importance of Data Migration Strategy & Timing
  • Successful Blueprinting, Testing & Training Planning Approaches
  • Cutover Planning Tips
  • Maintenance & Support Planning Best Practices

Other Resources of Interest

In case you are interested in reviewing more of Trajectory’s content, feel free to browse our blogs on Operational Improvement and Private Equity topics, as well as our complete Insights library.