PE Asset Modernization

Turn Legacy Systems into Exit-Ready Assets

Most businesses have processes that are part of the DNA of a the company.

Most have legacy software systems that are used to automate these processes and are critical to delivering value to customers.

We specialize in modernizing and securing the most critical parts of your technology stack.

We keep it running while we modernize it.

We create targeted cost reduction and capacity improvement as part of the modernization - which includes ultimately lowering the cloud costs associated with running the legacy processes.

We help you get the scalability, cost reduction, and interoperability needed while protecting operations and increasing customer value.

Get Started

Assess & Derisk

Investment thesis driven due diligence with realistic cost and timeline eliminates the surprises that ngeatively impact financials post acquistion.

Detailed benefits case with hard $ savings to be realized incrementally during stabilization phase.

System stabilization

Implementation work is broken down in small, predictable batches that eliminate financial surprises in the form of higher cost or longer duration and deliver benefits every 90 days.

Delivery approach minimizes bottlenecks and reduces dependency on senior employees, allowing for a more cost-efficient workload distribution.

Integration & Growth

With a stable, measurable system in place early on, integration and syngergy plans can be executed with higher confidenceand clear line of sight to value.

Add-on integration work aligned to investment thesis achieves better together synergies to hit revenue growth projections and timelines.

Optimize for Exit

Run efficiently while continuing to improve by eliminating the need for external spend optimizing the financials for exit.

A High performing product function eliminates the concerns for due diligence associated with exit.

Sustained Competitive Advantage

By modernizing strategically rather than replacing with off-the-shelf solutions, companies preserve and enhance their unique differentiators, ensuring long-term value and market leadership.

Seamless Add-On Integration

When add-ons integrate smoothly into the platform, customers experience the full "better together" benefits, driving increased cross-sell and retention, leading to faster adoption and accelerated revenue growth.

Strategic Investment Alignment

Technology investments are intentionally aligned with business value, ensuring resources are directed toward initiatives that accelerate growth and improve EBITDA.

Scalable Operations

Internal processes and systems evolve in step with company growth, eliminating constraints and enabling the organization to scale efficiently, maximizing exit valuation.

Results From the Field

LiminalArc Helps PE-Owned Home Services Firm Modernize and Scale as an AI-Enabled Tech Platform

Results

Additional revenue potential unlocked in a 90 day modernization effort of lead to appointment process.

AI-driven transformation shifted valuation from traditional home services to a higher tech-enabled exit valuation multiple.

Incremental execution in partnership with interim CIO accelerated delivery, ensuring predictable timelines and faster time to value.

The Situation

Our PE-owned Home Professional Services client grew rapidly through acquisitions, but its aging IT infrastructure, including a proprietary CRM, could'nt sustain scale.

The initial response, rip-and-replace legacy ERP and CRM, would erode the company's competitive edge.

The company aimed to maximize valuation multiples as an AI-enabled platform, but without structure, AI risked becoming just another tool rather than a differentiator.

Core Challenges

Brittle Integrations

Inconsistent Data

Inefficient Workflows

Governance, team alignmnet, and KPI's weren't poisitioned to support the modernization vision set by leadership and PE owners.

Our Approach

We helped the client modernize in controlled increments, embed AI where it could deliver real value, and align delivery to business priorities without disrupting operations or growth.

Rather than treating the company as a monolith, we broke key areas into decoupled, measurable units for efficient modernizaion aligned with strategic objectives.

Instead of bolting AI onto legacy systems, we natively embedded AI into modernization increments, ensuring real impact.

Using our PE Value Creation Model, we identified high-value modernization opportunities, like lead to appointment and service fulfillment, developing a controlled-increment roadmap that enhanced system reliability with minmal disruption to operations and aqcuisitions.

We aligned governance, team structures, and performance metrics with investment priorities, securing scalable implementation. Additionally, an interim CIO bridged strategy and execution, removing operational bottlenecks before they stalled progress.