& FINTECH ADVISORY
A Trusted PE Due Diligence Partner
Trajectory has supported over 90 carve-out and merger transactions, working with a variety of different Private Equity (“PE”) teams, by delivering successful cloud-based technology solutions that deliver operational improvement.
Trajectory’s breadth of experience and our depth of practical knowledge of company processes across multiple industries and a variety of technology stack applications, (i.e. NetSuite, Salesforce, Shopify, Boomi, FloQast, Expensify, OpenAir, Bill.com to name a few), allow us to add value from the very beginning of the investment lifecycle.
Trajectory can support PE teams’ sell-side preparation and separation planning, as well as buy-side due diligence by helping assess and evaluate Portfolio companies’ (Portcos’) current technology infrastructures and by estimating what it would take to achieve a value-driving future state. We also support PE teams by managing the planning and execution of the Portcos’ financial application transitions/implementations.
“TRAJECTORY HAS ADDED DEPTH TO OUR TEAM, ALLOWING US TO MOBILIZE QUICKLY AND ASSESS, IMPLEMENT, AND CREATE VALUE FOR OUR CLIENTS.”
West Monroe Partners
TRAJECTORY FINTECH ADVISORY SERVICES
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