Synergy Analysis & Planning
We identify, quantify, and operationalize IT-related synergies in support of deal valuation and post-close execution. Our approach ensures synergy targets are realistic, data-driven, and aligned with the broader investment thesis — enabling sponsors to drive measurable impact on EBITDA and enterprise value.
Value Drivers
Enables Accurate Valuation Modeling
Provides a clear view of IT synergy potential to support underwriting and deal structuring.
Prioritizes High-Impact Opportunities
Helps focus integration efforts on the most valuable and achievable IT-driven cost and revenue synergies.
Accelerates Value
Capture
Translates synergy hypotheses into actionable execution plans with timelines, owners, and financial impact.
Improves Stakeholder Alignment
Builds executive confidence through fact-based projections and transparent assumptions.
Reduces Risk of Underperformance
Avoids overestimating synergy potential or overlooking hidden costs that could erode post-close returns.
Key Areas of Focus
- Identify cost and revenue synergy opportunities across systems, infrastructure, licensing, support, and vendor contracts.
- Conduct baseline analysis of IT spend, capabilities, and utilization across entities.
- Evaluate integration scenarios and tradeoffs to model achievable value outcomes.
- Align synergy planning with business functions and executive leadership.
- Develop detailed synergy realization roadmaps with clear milestones and KPIs.
ValueBridge
Synergy Analysis & Planning is most impactful during the Transaction Support and Close + 100 Days phases of the ValueBridge lifecycle. By grounding synergy assumptions in real data and operational feasibility, we help sponsors maximize value realization while avoiding missteps that can stall integration or impact returns. Our work connects strategic planning with execution discipline — ensuring that IT synergy goals directly support EBITDA growth and enterprise value creation.
ValueBridge
Synergy Analysis & Planning is most impactful during the Transaction Support and Close + 100 Days phases of the ValueBridge lifecycle. By grounding synergy assumptions in real data and operational feasibility, we help sponsors maximize value realization while avoiding missteps that can stall integration or impact returns. Our work connects strategic planning with execution discipline — ensuring that IT synergy goals directly support EBITDA growth and enterprise value creation.
“Performance Improvement Partners consistently provides us with IT experts and practitioners who contribute to our team in meaningful ways. Management and consultants listen to our needs, identify the root cause of challenges, and deliver practical solutions that have a significant impact on the business.”
“Since 2003, PIP has provided us with sophisticated solutions that support the unique technology needs of our Private Equity Firm. At the same time, they make the complex simple – particularly for our portfolio companies — breaking implementation down into manageable parts. PIP is our go-to technology partner thanks to their ability to listen, understand, and consistently create solutions that act in the best interest of both our firm and our portfolio companies.”
“My 10 years of partnership with Performance Improvement Partners has led to significant value creation across our portfolio. Their approach is both sophisticated and pragmatic, resulting in over a dozen successful enterprise system implementations. Our portfolio companies have nothing but good things to say about PIP, which we too have witnessed in their strong operational and technical expertise.”
Ready to Turn Strategy Into Execution?
Connect with us to accelerate value realization in the first 100 days and beyond—with a partner who understands the urgency and complexity of Private Equity.
