IT Due Diligence – Private Equity Firm – Software

Supported a middle market private equity firm client focused on rolling up software providers within key industry verticals (i.e., healthcare, automotive, transportation, etc.). We have supported over 100 transactions by performing pre-close technology due diligence, analyzing customer-facing product architecture, software development processes, security, infrastructure, personnel and technology costs. Additionally, we have helped the firm and the resulting portfolio platform companies with developing plans for consolidation of customer-facing technologies as well as back-office IT.

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Carve-out Planning & Execution – Educational Technology Provider

Helped the portfolio company of a private equity firm client plan and execute its transition from depending on the shared service IT organization of a corporate parent to an independent IT function after divestiture.  Renna fulfilled two key roles:  Interim CIO and PMO Lead.  Led all aspects of IT transition, including program strategy, initiation, and execution, organizational strategy and hiring approximately 20 IT staff, vendor selection and systems implementation, systems infrastructure standup, IT security and compliance, etc.  Also coordinated activity among functional leads for non-IT aspects of the transition.

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Merger Integration Planning & Execution – Business Services Company

Supported a loyalty management client with carving out a business from an international payments company. The scope included establishing the IMO to manage the transaction, quantifying synergy and cost estimates, managing the TSA, managing execution, etc.  Part of this work also included assessing the spectrum of options available to the client in terms of modernizing its technology platform with the material increase in customer base from the merger (i.e., “like-for-like” technical upgrade, converting the platform into a SaaS product, etc.).

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Technology Strategy and Roadmap – Manufacturing Company

Helped the portfolio company of a private equity firm client with a troublesome ERP implementation.  Developed an understanding of the root causes of severe issues with the ERP implementation.  Built an understanding of the IT organization and environment that supports the business.  Crafted a roadmap that addresses future ERP deployments and incorporates corrective actions to remediate IT-related shortcomings.

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Interim Technology Executive Services – Travel Management Company

For a portfolio company of a private equity firm client, managed the global IT department and technology environment of the company, including personnel, budget, applications, infrastructure, external providers, etc.  Developed and documented an IT roadmap of approximately 15 initiatives, including an overhaul of the company’s dated application portfolio, improvements to the IT infrastructure architecture, advancement of the company’s reporting and analysis tools, etc.  Helped with planning and execution of projects on the roadmap (e.g., PCI, GDPR, BI, etc.).

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Technology Product Strategy – Educational Technology Provider

Advised an educational technology company with determining the strategic path forward for two of its core SaaS software products.  Worked across product management, sales, engineering, support, etc. to identify key fundamental improvements needed before undertaking any material change to the products.  Outlined the pros, cons, costs, timing, risks, etc. of the various options available to the company for modernizing its software products.

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IT Cybersecurity Assessment – Private Equity Firm

Performed a rapid security assessment for approximately 15 companies across the portfolio of a private equity firm client.  These assessments were used to prioritize companies within the portfolio that needed immediate attention.  Assisted with follow up work, creating IT security roadmaps within the prioritized companies and supporting execution on those roadmaps, where needed.

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