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Our Private Equity Services

Accelerating Value Creation Across the PE Investment Lifecycle

We have completed over 100 impactful digital transformation consulting projects, focusing on Salesforce CRM and NetSuite ERP implementations. Our integration solutions help Private Equity firms optimize portfolio performance, streamline M&A, and maximize exit outcomes. We collaborate with deal professionals and operating partners to deliver measurable, technology-driven value throughout the investment lifecycle.

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Our Private Equity Services

Accelerating Value Creation Across the PE Investment Lifecycle

We have completed over 100 impactful digital transformation consulting projects, focusing on Salesforce CRM and NetSuite ERP implementations. Our integration solutions help private equity firms optimize portfolio performance, streamline M&A, and maximize exit outcomes. We collaborate with deal professionals and operating partners to deliver measurable, technology-driven value throughout the investment lifecycle.

Contact Us

Our Core Solutions

Let’s Build the Future of

PE Value Creation

From pre-deal systems due diligence to post-deal digital transformation and managed services, Trajectory provides the expertise and solutions that drive smarter investments and stronger exits. Discover how our digital transformation capabilities, combined with private equity-focused methodologies, can accelerate operational improvements, maximize EBITDA, and enhance every stage of the private equity investment lifecycle.

Digital Due Diligence & Systems Integration Roadmapping

Trajectory supports Private Equity firms in evaluating targets and planning integrations by leveraging our expertise in technology due diligence and digital readiness assessments. We identify IT risks and digital gaps during deal sourcing, design post-acquisition digital strategies aligned with investment goals, and develop systems blueprints for Salesforce CRM, NetSuite ERP, and other management technologies, ensuring alignment with the value creation plan and capital deployment strategies.
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Digital Transformation Value Creation

Trajectory aids Private Equity firms in revitalizing underperforming assets and unlocking value through digital transformation. We align technology roadmaps with capital strategies to enhance margins and optimize operations. Our focus includes implementing cost reduction across various functions, boosting EBITDA through automation, and supporting post-acquisition integration. We also create tailored tech stacks to sustain value creation.
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Growth Enablement & Ongoing Operational Improvement

Enhancing portfolio performance at scale requires evolving PortCo enterprise business management solutions to keep up with operational changes. Our model focuses on continuous optimization and managed services to support growth and manage complexity as new companies join the Platform. Implementing a scalable tech stack allows for ongoing add-on integration and long-term value creation. Additionally, a managed services team can replace costly in-house support, enabling the PortCo team to concentrate on business growth through strategic acquisitions and organic expansion.
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Your Partner for Investments

Why PE Firms

Choose Trajectory

Trajectory is the trusted partner for Private Equity fund managers, operating teams, and strategy consultants for PE who seek to elevate technology as a strategic lever. Our expertise spans the full PE tech enablement spectrum, from early-stage due diligence through post-acquisition execution.

Accelerate Portfolio Performance

With proven implementation strategies.

Scale Confidently

With a robust enterprise business management foundation.

Unlock

Operational excellence and process improvement.

Read the Case

“As the leader of our divestiture practice, detangling data and establishing a standalone technology platform with an ERP system at its foundation is paramount. Partnering with Trajectory as one of our Carve-out Readiness & Execution partners has helped us execute against condensed timeframes and exit costly transition services agreements quickly and seamlessly.”

Keith Campbell


Director, Mergers & Acquisitions


West Monroe Partners

Read the Case

The Challenge

West Monroe, a consulting firm focused on M&A transactions, needed to efficiently integrate or separate businesses by developing strong accounting and financial structures, business processes, and data migration strategies. They sought a partner to enhance their ERP solutions expertise, particularly to support private equity teams during pre-diligence and implementation.

The Approach

Trajectory has partnered with West Monroe on over 35 pre-diligence engagements and numerous migration and implementation projects. West Monroe conducts fit-gap analyses, delivers tailored demos, and assists in designing scoring logic for solution selection. They also provide detailed project scoping and pricing for cost modeling and business case development. Trajectory ensures clear communication and flexibility throughout the collaboration to meet client needs.

The Results

The partnership between West Monroe and Trajectory has enhanced ERP advisory and delivery capabilities, broadening their service offerings. This collaboration allows for increased engagements and provides private equity operating teams with valuable support and expertise. Their ongoing relationship drives successful outcomes for clients throughout the M&A transaction lifecycle.

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Let’s Connect & Transform Together

Whether you’re driving portfolio success or reimagining your operational core, our experts are ready to start the conversation. Your journey to innovation begins with a single step. Reach out, and let’s build the future together.