Services & Solutions
Complete Technology Advisory
for Private Equity & Mid-Market Companies
Fractional CIO, cybersecurity oversight, due diligence, and portfolio-wide technology governance — delivered by a 25-year technology executive with a Wall Street operating background. Nine focused services, one point of accountability.
Our Approach
Technology Guidance That Reflects How the Business Actually Runs
Every engagement is anchored to a business outcome — revenue growth, risk reduction, operational efficiency, or exit readiness. We work with CEOs, CFOs, and operating partners — not just IT staff. And we are independent: no vendor referral fees, no preferred partners, no hidden incentives.
This is technology advisory built for companies large enough to need serious guidance but not yet ready for a full-time C-suite hire.
25+
Years technology leadership across Wall Street, mid-market, and PE
$40M–$400M
Revenue sweet spot for our advisory engagements
9
Focused advisory services — each with a defined scope and outcome
Retainer
Predictable engagement structure — no vendor kickbacks, no hidden fees
Our Services
Thirteen Ways We Help Leadership Teams
From executive technology leadership to pre-acquisition diligence and post-close integration — the full continuum for private equity firms and their portfolio companies.
Pre-LOI Technology Quick Look
Compressed 5–10 business day technology review for PE deal teams before signing LOI. Go / no-go recommendation, headline red flags, and a scoping roadmap for full diligence if the deal proceeds.
Learn more →Technology Due Diligence
Pre-acquisition technology assessment for PE deal teams. Six-domain review — infrastructure, cybersecurity, vendors, operations, key-person risk, thesis alignment — translated into deal-pricing terms.
Learn more →AI Due Diligence for Private Equity
Independent AI diligence for deal teams. Model inventory, data rights, governance gaps, vendor lock-in, and thesis validation. Standalone or add-on to buy-side diligence.
Learn more →Sell-Side Diligence & Exit Readiness
Pre-sale technology diligence for sponsors, portfolio company executives, and bankers. Surface and remediate issues before the buyer’s diligence team finds them — on your timeline, on your terms.
Learn more →Carve-Out IT Separation & TSA
Independent technology separation planning for corporate carve-outs. Untangle shared IT, scope the TSA realistically, and plan the stand-up of a viable standalone technology function inside the window.
Learn more →Post-Acquisition IT Integration
Hands-on technology leadership in the first 90 days after close. Environment validation, credential hardening, MSP evaluation, and the 90-day action plan your operating partner needs.
Learn more →Portfolio Technology Assessment
Rapid 4-to-6-week technology risk report for portfolio companies. Cybersecurity, MSP, vendors, infrastructure, and key-person risk — with a 90-day action plan operating partners can execute.
Learn more →Fractional CIO
Executive technology leadership on retainer for private equity portfolio companies and mid-market firms — 1–2 days per week at 20–30% of a full-time CIO's cost.
Learn more →Cybersecurity Oversight
Executive-level governance for cybersecurity risk. Gap analysis against cyber insurer requirements, prioritized remediation, and defensible board-level oversight structures.
Learn more →MSP Oversight
Independent assessment of your managed service provider — contract review, service delivery benchmarking, pricing analysis, and ongoing accountability the MSP will not deliver themselves.
Learn more →Technology Roadmap
A 3-to-5-year technology plan tied to business outcomes — revenue, efficiency, risk, and exit value. An executive document your CFO can defend and your board will read.
Learn more →IT Budget Planning
3-year technology budget with business justification for every line. Eliminates unplanned CapEx, surfaces redundant software, and gives your CFO a defensible spending model.
Learn more →Vendor Selection
Independent vendor evaluation with no referral fees or preferred partners. Structured RFP, reference verification, and contract review before you sign a multi-year commitment.
Learn more →
Sample Deliverable
See what a Vertex CIO diligence report actually looks like
An 8-page illustrative sample of a Vertex CIO Advisory technology due diligence deliverable — findings register, technology risk score, and deal-model impact from a composite mid-market PE acquisition.
Get Started
Not Sure Which Service You Need?
Book a 30-minute intro call and we will help you figure out where to focus first. No obligation, no sales pitch — the first conversation is always free.
Or reach us directly: (214) 644-2050 · hello@vertexcio.com