IT Solution Provider – Profitably Scale for 3x Growth

This Private Equity (PE) owned IT Solutions company is experiencing rapid growth, both organically and through multiple acquisitions. Profitably growing project & service delivery and back-office operations to support this growth was both an immediate and critical need.

The Client needed a partner with extensive M&A, project and service management, back-office operations, Information Technology, and regulatory compliance expertise to strategize and execute changes necessary to operate efficiently throughout this period. They approached Turning Point Consulting because of our experience with M&A, professional services, technology, plus a track record of exceptional project outcomes.


The Client needed to position pre-sales, project delivery, service management, and back-office operations for three times growth within four years with new, standard processes to operate efficiently. The Client also required help with complete systems modernization, M&A due diligence, and acquisition integration leadership. They also needed a data privacy and cyber-security framework to comply with ongoing Client and changing industry requirements.        


We utilized Turning Points Assessment Methodology℠ for all due-diligence efforts, including the initial platform company acquisition. Assessments covered Sales, Profesional Services Delivery, Project Management, Service Management, Back-Office, Technology, and Privacy/InfoSec. The reviews culminated in the strategies and roadmaps executed to build foundational process and systems capabilities to grow the business and integrate other acquired companies. Turning Point Consulting performed Due-diligence assessments on six acquisition targets.  

The Turning Point M&A Integration Methodology℠ was used for each acquisition integration. We focused each acquisition around three value drivers:

  • Value Preservation – Integration, Onboarding, Training, Communication & Change Management
  • Value Realization – Expense and Revenue Synergies
  • Value Creation – Sales and Services Growth, Brand Strategy

We used Turning Point’s Software Selection and Systems Implementation Methodology℠ to select and deploy new ERP, CPQ, Professional Services Automation (PSA), Service Management, and Network Monitoring systems.

End Result

Over a short time, the Client successfully deployed foundational process and systems capabilities to grow the business profitably. During this time, two companies have been acquired and successfully integrated, with more looming.  

This IT Solutions company is now well-positioned to move forward with its growth plans knowing they have a solid foundation for operating its business.

Client Success Profile


IT Solutions


$300 million

Project Length

30 Months


NetSuite Financials and OpenAir, Avalara, Salesforce, ServiceNow, LogicMonitor, PowerBI, Celigo

Services Provided

  • Business Assessment
  • Technology Assessment
  • Acquisition Integrations
  • Compliance, Privacy, and InfoSec Assessments
  • Value Stream Mapping
  • Organizational Change Management
  • Business Process Optimization
  • System Selection and Implementation
  • Data and Analytics
  • Program and Project Management
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