Private equity portfolio companies

The technology partner operating partners call
when the portfolio company's tech can't tell a clean story.

Pre-exit technology remediation. Post-acquisition integration. M&A diligence from the buy side. Cavalier gives operating partners and portfolio company CEOs a principal-led technology leader who speaks the language of value creation, hold periods, and exit multiples — not just the language of engineering.

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What operating partners hire us for

Pre-exit technology remediation

Technical debt, undocumented systems, and security gaps that suppress the multiple. We build the remediation plan, lead the execution, and deliver the board-ready narrative that makes the technology story defensible at the table.

Post-acquisition integration

Day-one IT integration plan. Systems consolidation roadmap. Security posture normalization. Team assessment and retention strategy. The work that determines whether the acquisition thesis survives contact with the technology reality.

M&A technology due diligence

Buy-side technical diligence: architecture review, security posture assessment, technical debt quantification, integration complexity scoring, and the red-flag report that tells you what the target isn't disclosing. Delivered by a principal who has been on both sides of the table.

Portfolio company CTO/CIO/CISO coverage

Retained fractional technology leadership for portfolio companies that need senior technology guidance but can't justify or can't find the full-time hire. One principal, one relationship, across all three mandates.

Why PE firms choose Cavalier

Operating partners need a technology advisor who speaks their language — hold periods, multiples, value creation plans, and board decks — not just technical architecture. Cavalier's principals have sat in the rooms where exit narratives are built and diligence findings are debated. That experience is the difference between a technology assessment that reads as a checklist and one that reads as a board-ready investment thesis.

And because Cavalier holds CTO, CIO, and CISO mandates under one principal, the operating partner gets a single point of accountability for the full technology picture — strategy, operations, and security — without coordinating three separate firms.

If you're an operating partner or portfolio company CEO evaluating technology leadership options, the fit call is 20 minutes and designed for exactly this conversation.

Schedule a fit call