PE Operating Partners & M&A
protect EBITDA before you close the deal
Conduct 30-Day Pre-Acquisition AI Audits across your portfolio companies to eliminate liabilities and accelerate EBITDA expansion.
300-500 bps
EBITDA lift
14 days
Diligence speed
Avg 4 / target
Liabilities identified
The gap in your current offering
Hidden AI liabilities pre-close
Targets may be leaking proprietary IP to public LLMs without any governance controls.
Ungoverned automation debt
Fragile, undocumented automation code creates operational risk post-acquisition.
No standardized diligence process
Most diligence teams have no repeatable framework for assessing AI maturity.
Partner pitch
“Conduct 30-Day Pre-Acquisition AI Audits across your portfolio companies to eliminate liabilities and accelerate EBITDA expansion.”
Turnkey AI delivery, under your brand
Pre-Acquisition AI Due Diligence
Technical liability scorecard delivered within the diligence window.
100-Day Value Creation Playbook
SaaS consolidation and Grace AI voice deployment mapped for EBITDA lift.
Portfolio-Wide AI Governance
IP ownership protection protocols applied across your entire portfolio.
Operating Partner AI Briefings
Executive talent assessment and briefings for your operating team.
Questions about PE Operating Partners & M&A
How fast can we launch the PE & M&A Advisory partnership?
Most partners go live within 7–14 days. We onboard your team, co-brand the deliverables, and shadow the first engagement together before you run point solo.
Do we keep the client relationship?
Yes — 100%. You own the contract, the brand, and the relationship. Northforge operates entirely behind the scenes as your white-label delivery engine.
What's the revenue split or pricing model?
It depends on delivery mode: fixed-fee engagements carry a wholesale rate with your markup, and recurring retainers carry a revenue share. We'll model exact numbers on your discovery call.