Amerilife - THL Portfolio Company with a Prescribed Diligence Process
Rapid technology due-diligence in a fast, cost-effective manner
Background
- Marquee Upper Middle-Market fund with a focus on financial technology, healthcare, and technology & business solutions
- Transforms companies into market leading players via strategic value creation plans and executive partner support
- Inorganic growth strategy, targeting 15+ acquisitions per year
- Lack of internal capacity and expertise to execute technology diligence
- Under prioritization led to technical debt and long-standing unexecuted projects
Approach
- Dedicated PIP diligence team
- Diligence offering created to meet tight, frequent deadlines
- Consistent price and engagement structure
Results
- Playbook for integrations
- Synergy Realization Plan
- Value-added Cybersecurity risk advisory
- Reports tailored for Amerilife Investment Council
- Reduced integration time from 16 months to 6 months