Getting Started
OPEX PE: Post-Close Value Creation, Delivered
Welcome to the First 90 Days. IT Projects That Actually Matter! You closed the deal. Now the work really starts. Opex brings a proven process to help harden, optimize, and professionalize your portfolio company quickly. Make us part of your operating team on every new deal and for your existing companies.
OPEX PE: Post-Close Value Creation, Delivered
As a leading technology advisory firm, Opex has developed a proven framework to help private equity firms drive immediate value and improvements within their portfolio companies through proven as-a-Service providers. This strategic program outlines a streamlined, cost-effective approach to optimizing critical IT infrastructure and capabilities, enabling your portfolio company to operate more efficiently, securely, and profitably immediately post close.
What We Help Do in the First 120 Days
Our OPEX PE Program is the post-close IT framework built for PE. It delivers platform value, sophistication, and improved security through four core projects delivered by proven vetted as-a-Service providers.
1. Security First (Day 1-30)
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Penetration Testing: Find and fix vulnerabilities before they become problems.
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Managed Detection & Response (MDR/XDR): Professional, relentless threat monitoring because cyber never sleeps.
Outcome: Confidence for investors, customers, and regulators. Immediate risk reduction.
2. Network Resiliency & Modernization (Day 31-60)
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Current State Evaluation: Evaluate current cost and network quality (redundancy, and diversity).
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Business Continuity: Disaster recovery and proactive monitoring put in place.
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Security & Scalability: Harden access and future-proof growth.
Outcome: Lower ongoing costs, higher uptime, and a platform that grows with the business.
3. Turnkey MSP & IT Support (Day 61-90)
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Comprehensive IT Management: One trusted MSP to manage infrastructure, endpoints, and ongoing operations with no headaches, no gaps.
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24/7 Service Desk: Always-on support for users, fast issue resolution, and zero disruption to the business.
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Proactive Maintenance & Monitoring: Stay ahead of problems with ongoing patching, updates, and system health checks.
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Scalable & Transparent: Flexible support that grows with your port co clear reporting, predictable costs.
4. Next-Gen Voice / CX Built for Business (UCaaS/CCaaS/CX AI) (Day 61-90)
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Robust Core Infrastructure: Zero dropped calls, zero surprises.
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Redundancy & Smart Routing: Always up, always available.
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Security, Compliance, and Integration: Built for modern business.
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CX AI for Contact Center & Virtual Agents: AI-powered customer interactions and 24/7 virtual agents drive smarter, faster, memorable customer experiences at scale.
Outcome: Modern communications that empower teams and impress customers.
Why PE Teams Choose OPEX
Speed & Simplicity
We drive all engagements. Minimal port co team time, zero distraction from core business. You are the Coach. We are the Quarterback. You call the plays and Opex will run them!
Platform Value
Increase sophistication and EV with immediate upgrades—done for you.
Cost Neutral
Funded by network savings and streamlined operations. Strategic MSP and infrastructure hardening included.
Sell It
Our IT improvement program is a value lever you can pitch to targets, right out of the gate.
How It Works
Step 1: Discovery Session
Meet your Opex team and review our IP, Tools and Scorecards and share goals and challenges.
Step 2: Research, Solution / Provider Options, Execution Timeline & Costs
Review solution / provider options, get a clear project plan and cost/savings projections.
Step 3: Professionalization, Delivered
We help run, implement the projects and hold providers accountable for the life of the contract. You monitor progress, measure savings, and enjoy a better, more valuable platform.
See Program Examples
By partnering with Opex, PE firms can unlock immediate cost savings, enhance operational efficiency, and position their investments for accelerated growth. As you'll see in the examples that follow, Opex's data-driven approach and deep industry expertise empower private equity leaders to maximize the impact of their strategic initiatives.
1. Securing the PE Firm's Digital Fortress
Challenge: A leading private equity firm recognized the urgent need to assess the security posture of their internal systems and applications, as well as the email environment, to safeguard against the growing threat of cyber-attacks.
Solution: Opex brought in a leading offensive cyber firm to conduct comprehensive penetration testing exercise, evaluating both the internal and external-facing applications, as well as the firm's email security protocols. Leveraging its deep expertise and industry-leading tools, Opex recommended provider identified vulnerabilities and developed a strategic remediation plan.
Results: By implementing Opex's and the providers security recommendations, the private equity firm significantly enhanced its overall cybersecurity posture. This provided the firm with the confidence to extend the same level of security assessments and protections to its portfolio companies, enabling them to fortify their digital defenses and mitigate risk across the entire investment ecosystem.
2. Optimizing Cybersecurity for an EQT Portfolio Company: An Opex Case Study
Challenge: An $100B AUM PE Firms portfolio company, with 2,500 endpoints, was struggling to manage its cybersecurity needs effectively. The existing solution, while cost-effective, lacked the necessary features and skilled security resources to keep the organization protected against evolving threats.
Solution: Opex Technologies, the trusted technology advisor for this global PE firm, conducted a comprehensive assessment of the portfolio company's security posture. Leveraging its deep expertise, Opex recommended a managed detection and response (MDR) solution, which offered a feature-rich platform and a skilled security operations center (SOC) team.
Results: The implementation of the MDR solution provided the portfolio company with a cost-neutral, yet significantly more robust security infrastructure. By outsourcing the security operations to the Provider SOC team, the portfolio company avoided the need to build and maintain an internal security team, leading to substantial cost avoidance. This enabled the organization to enhance its cybersecurity posture without increasing its overall technology spend.
3. Streamlining Network Operations for a PE backed nationwide Automotive Repair leader
Challenge: The rapidly growing automotive retail chain with 550 locations, faced escalating network support issues, operational inefficiencies, and misaligned market pricing for their connectivity services. As the company targeted a 20% annual growth rate, these challenges only became more pronounced.
Solution: Client engaged Opex to lead a comprehensive network transformation initiative. Opex conducted a thorough assessment, evaluated multiple providers, and identified a Network-as-a-Service (NaaS) solution that would deliver significant cost savings and operational improvements.
Results: By migrating to Opex's recommended NaaS solution, Sun Auto achieved over 25% in network cost savings across its 550 locations over a 3-year period. Beyond the impressive financial benefits, the new network infrastructure provided the Client with enhanced uptime, visibility, and scalability - empowering the organization to support its rapid growth plans more efficiently.
4. Elevating Cybersecurity and Operations for a PE Backed National Recycling Firm
Challenge: A national recycling company was struggling with its existing managed service provider (MSP), which was unable to effectively scale to meet the organization's growing needs, particularly around security and help desk support.
Solution: Opex conducted an in-depth assessment and recommended transitioning to a more robust MSP partner. The partner offered comprehensive, in-house security and help desk capabilities, as well as the scalability to support the recycling company's expansion plans.
Results: While the new MSP solution resulted in neutral costs, the recycling firm gained significantly enhanced cybersecurity protection, improved operational efficiency, and the peace of mind that comes with a highly capable, scalable managed services provider. Opex's guidance throughout the transition ensured a seamless implementation, enabling the recycling company to focus on its core business while the winning provider handled the complex IT management and security requirements.
5. Modernizing Communications for a Strategic Portfolio Company
Challenge: The portfolio company, with 110 locations, needed a comprehensive Unified Communications (UC) modernization project to replace its outdated on-premises telephony system.
Solution: Opex conducted a thorough assessment of the portfolio company's communication requirements and evaluated various UCaaS (Unified Communications as a Service) providers. Opex recommended a migration to the Zoom Phone platform, which aligned with the company's needs and budget.
Results: By implementing the Zoom UCaaS solution, the portfolio company achieved a remarkable 62% cost savings compared to its previous on-premises system. This significant reduction in communication expenses, combined with the enhanced features and scalability of the Zoom platform, empowered the organization to optimize its operations and better serve its customers. Opex's expertise in navigating the UC landscape and guiding the implementation process played a critical role in the project's success.
6. Transforming Contact Center Operations for a PE-Backed Firm with a very important call center
Challenge: A call center heavy portfolio company of a leading private equity firm had an outdated on-premises contact center system struggling to keep pace with the organization's rapidly growing customer base of 500 users.
Solution: Opex conducted a comprehensive assessment of the Clients contact center requirements. Opex recommended a migration to the Ring Central CCaaS (Contact Center as a Service) platform, which offered the scalability, features, and cost-effectiveness to meet the portfolio company's needs.
Results: The implementation of the Ring Central CCaaS solution enabled client achieve a remarkable 48% cost reduction, equating to a $37,000 monthly savings. The three-month deployment timeline was highly efficient, and Opex's guidance ensured a seamless transition, including the necessary customizations to integrate with Clients existing systems. This transformative contact center upgrade empowered the portfolio company to enhance customer experience while optimizing its operational costs.
7. Strategic Leadership as a Service for a PE-Backed Portfolio Company
Challenge: A portfolio company of a prominent private equity firm faced a critical need for strategic leadership to drive organizational transformation and operational excellence. The company was evaluating traditional consulting firms to provide this high-level advisory support.
Solution: Opex proposed a unique "Strategic Leadership as a Service" (SLaaS) engagement. Opex's network of seasoned executives and subject matter experts was uniquely positioned to provide the necessary strategic guidance and implementation support.
Results: Opex's SLaaS offering was selected over proposals from leading consulting firms like Deloitte and EY. Over the course of a 6-month engagement, Opex SLaaS team delivered a comprehensive transformation plan, including process improvements, technology enhancements, and organizational optimization. The portfolio company achieved a remarkable 38% cost savings compared to traditional consulting services, while benefiting from Opex's deep expertise and hands-on implementation support.
See Program Examples
By partnering with Opex, PE firms can unlock immediate cost savings, enhance operational efficiency, and position their investments for accelerated growth. As you'll see in the examples that follow, Opex's data-driven approach and deep industry expertise empower private equity leaders to maximize the impact of their strategic initiatives.
WHY OPEX: The Secret Weapon for PE IT Value.
Opex has spent over two decades perfecting our technology advisory approach, earning a reputation as a trusted partner to both private equity firms and their portfolio companies.
Get In Touch
Put immediate, cost-neutral IT improvement in every deal.
Our Pedigree
At Opex, our team is comprised of former provider and IT executives who are now recognized leaders advising Private Equity firms on technology solutions and providers. We pride ourselves on building high-quality, long-term relationships with our clients and partners.
With extensive experience across all industry verticals, we have advised over 20 leading Private Equity firms ranging from $1B to $100B in AUM. Our track record includes delivering over $1M in monthly recurring technology solutions and delivering an average operating expense reduction of 25% for PE portfolio companies.
As a PE-backed portfolio company ourselves, we understand firsthand the unique opportunities, challenges, and the need for speed when it comes to value creation. Opex is your trusted partner to optimize technology spend and drive measurable results throughout your investment lifecycle.