Private Equity Consulting

One partner for the fund and the portfolio: diligence, value creation, compliance, and technology, from LOI to exit.
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Definition

What is private equity consulting?

Private equity consulting supports the fund and its portfolio companies across the whole ownership arc: due diligence before the deal, the 100-day plan and integration after it, the value creation work in between, and the exit that pays for all of it. BD Emerson works both sides of that arc for PE firms and operating partners, pairing transaction advisory with the operational muscle portfolio companies actually need: SOC 2 and ISO certifications that unlock enterprise customers, technology and AI programs that move EBITDA, and security that survives buyer diligence at exit.

Services

What private equity services are included?

Diligence through integration
Portfolio value creation
Portfolio company compliance
Technology and AI for portfolio companies
Exit and divestiture readiness
Operating partner support

Diligence through integration

Financial, tax, technology, and operational due diligence before signing, then merger integration and the 100-day plan after closing. The same team that found the risks stays to fix them, so nothing gets lost in the handoff between diligence and ownership.

Portfolio value creation

Value creation plans built on the deal thesis and run against measurable baselines: pricing, operating discipline, technology leverage, and the compliance credentials that open enterprise markets. Reviewed quarterly against the model the deal was priced on.

Portfolio company compliance

SOC 2, ISO 27001, ISO 42001, HIPAA, and privacy programs for portfolio companies, run as a repeatable playbook across the portfolio. Certifications unlock enterprise pipelines during the hold and remove diligence findings at exit.

Technology and AI for portfolio companies

Modern technology strategy and enterprise AI for portfolio companies: platform modernization, data foundations, and AI workflows that show up in EBITDA rather than in a slide. Delivered by the same engineers behind our Palantir, Databricks, and private AI practices.

Exit and divestiture readiness

Exit readiness run like the buyer's diligence, before the buyer arrives: sell-side QoE preparation, carve-out financials for divestitures, security and compliance evidence packs, and the clean data room that keeps exclusivity short and the multiple intact.

Operating partner support

A standing bench for operating partners: fractional CISO, CTO, and compliance leadership across the portfolio, playbooks that repeat from one company to the next, and reporting the fund can read across all of them.

Our approach

Our approach

01

Underwrite the thesis

Diligence maps every finding to the value creation plan, so day one starts with a priced list of what to fix and what to build, not a fresh discovery project.

02

Win the first 100 days

Stabilize the people and customers the thesis depends on, then execute the 100-day plan with named owners and weekly cadence. The hold period is won or lost early.

03

Compound through the hold

Certifications, technology upgrades, and operating discipline stack on each other: each quarter's work raises revenue capacity or margin, and every artifact becomes exit evidence.

04

Exit-ready from year one

The data room builds itself as the work happens. When the process starts, sell-side diligence confirms a story the numbers already tell, and retrades lose their pretext.

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Raising the bar across a portfolio?

Speak with BD Emerson about your portfolio, your holds, and where the next turn of value comes from.

Our Advantage

Why BD Emerson for private equity

One bench, fund to portco

Deal advisory, compliance, security, and technology under one roof, so diligence findings become workplans instead of another firm's proposal.

Standards are the house specialty

SOC 2, ISO 27001, and privacy programs delivered hundreds of times. Portfolio companies get certified fast, and the evidence holds up at exit.

Priced for portfolio scale

Playbooks repeat across companies, so the second portco costs less than the first and the fund sees one roadmap across all of them.

Reviews

What our customers say

Great consulting firms for scaling security, compliance, and appsec.

Outstanding partner in Technical and Cyber Due Diligence

Appsec maturity and application hardening.

BD Emerson helped us simplfiy our compliance management.

BD Emerson did such a phenomenal job. What started as privacy support quickly became a full partnership across compliance, engineering, and even business operations. They’re embedded with our team. They understand our product. They move fast. They’re simply invaluable.

Adam Ben Jacobs

CTO @ OneStep GPS

Great consulting firms for scaling security, compliance, and appsec.

Outstanding partner in Technical and Cyber Due Diligence

Appsec maturity and application hardening.

BD Emerson helped us simplfiy our compliance management.

BD Emerson did such a phenomenal job. What started as privacy support quickly became a full partnership across compliance, engineering, and even business operations. They’re embedded with our team. They understand our product. They move fast. They’re simply invaluable.

Adam Ben Jacobs

CTO @ OneStep GPS

We had a hard time finding the right company to partner with in support of our compliance journey. Some vendors sell the idea that they do the work, but then you end up doing everything. The ambiguity is what killed our last project. BD Emerson’s team has such great technical knowledge and understands the standard so well that they made us comfortable with moving fast. This has led to us closing major enterprise customers that were previously out of reach because of security and compliance.

Tom Watkins

CEO @ AMI AssetTrack

Lead an enterprise initiative to overhaul the organization's technology stack from ecommerce, corporate tech, and corporate security.

Supported ISO 42001 exercise and served as internal auditor.

Rubrik's privacy and compliance team began with the backbone of BD Emerson. BD Emerson supported building out the privacy program, GRC (ISO 27001, SOC 2, CMMC, FedRAMP), and the appsec function.

We needed a partner who could move quickly, without sacrificing precision. BD Emerson brought the expertise, structure, and speed we were looking for. Their team became an extension of ours, embedding themselves across the organization, guiding us step by step, and giving us confidence in areas we hadn’t tackled before. The internal audit they conducted was so detailed that even the external auditors called it out. Achieving ISO 27001 with zero nonconformities says everything you need to know about the quality of the partnership.

Walid Souilem

CTO @ FGI Worldwide

We had a hard time finding the right company to partner with in support of our compliance journey. Some vendors sell the idea that they do the work, but then you end up doing everything. The ambiguity is what killed our last project. BD Emerson’s team has such great technical knowledge and understands the standard so well that they made us comfortable with moving fast. This has led to us closing major enterprise customers that were previously out of reach because of security and compliance.

Tom Watkins

CEO @ AMI AssetTrack

Lead an enterprise initiative to overhaul the organization's technology stack from ecommerce, corporate tech, and corporate security.

Supported ISO 42001 exercise and served as internal auditor.

Rubrik's privacy and compliance team began with the backbone of BD Emerson. BD Emerson supported building out the privacy program, GRC (ISO 27001, SOC 2, CMMC, FedRAMP), and the appsec function.

We needed a partner who could move quickly, without sacrificing precision. BD Emerson brought the expertise, structure, and speed we were looking for. Their team became an extension of ours, embedding themselves across the organization, guiding us step by step, and giving us confidence in areas we hadn’t tackled before. The internal audit they conducted was so detailed that even the external auditors called it out. Achieving ISO 27001 with zero nonconformities says everything you need to know about the quality of the partnership.

Walid Souilem

CTO @ FGI Worldwide

BD Emerson didn’t just help us meet our compliance goals; they integrated security and privacy into the core of our operations. I highly recommend BD Emerson to anyone seeking SOC 2 or GDPR compliance, or simply looking to enhance their security team and boost customer trust in their product and services. Their dedication and expertise have been invaluable to our success.

Padraig Reilly

CEO, Boxcore

BD Emerson understood our business requirements and worked side-by-side with us. The policies and controls we developed together not only meet compliance standards but improve how we operate day to day.

Matt Meierdierks

IT Manager, Lincoln Industries

From day one, BD Emerson brought urgency, clarity, and a sharp understanding of what truly matters to our business — earning and keeping customer trust. They went beyond helping us meet compliance requirements; they helped build a foundation for secure, scalable growth. That kind of partnership is rare.

Jason Marker

CEO @ LifeLenz

BD Emerson didn’t just help us pass an audit—they helped us build a sustainable culture of security.

Alexey Indeev

CTO Spare

BD Emerson was essential in helping our company navigate the daunting process of leveling up our security infrastructure. BD Emerson’s impressive expertise and confidence throughout the process helped our team exceed HIPAA and SOC 2 Type 1 standards quickly, distilling what can be an overwhelming process into a streamlined, organized effort. From day one they began adding value and getting us on course. With their help we delivered on a massive security overhaul with both extreme efficiency and thorough attention to details. Because of BD Emerson’s support, we’ve increased our clients’ trust in Titan Intake and the life-changing work it accomplishes for those seeking specialist referrals.

Patrick Bruce

CEO, Titan Intake

BD Emerson didn’t just help us meet our compliance goals; they integrated security and privacy into the core of our operations. I highly recommend BD Emerson to anyone seeking SOC 2 or GDPR compliance, or simply looking to enhance their security team and boost customer trust in their product and services. Their dedication and expertise have been invaluable to our success.

Padraig Reilly

CEO, Boxcore

BD Emerson understood our business requirements and worked side-by-side with us. The policies and controls we developed together not only meet compliance standards but improve how we operate day to day.

Matt Meierdierks

IT Manager, Lincoln Industries

From day one, BD Emerson brought urgency, clarity, and a sharp understanding of what truly matters to our business — earning and keeping customer trust. They went beyond helping us meet compliance requirements; they helped build a foundation for secure, scalable growth. That kind of partnership is rare.

Jason Marker

CEO @ LifeLenz

BD Emerson didn’t just help us pass an audit—they helped us build a sustainable culture of security.

Alexey Indeev

CTO Spare

BD Emerson was essential in helping our company navigate the daunting process of leveling up our security infrastructure. BD Emerson’s impressive expertise and confidence throughout the process helped our team exceed HIPAA and SOC 2 Type 1 standards quickly, distilling what can be an overwhelming process into a streamlined, organized effort. From day one they began adding value and getting us on course. With their help we delivered on a massive security overhaul with both extreme efficiency and thorough attention to details. Because of BD Emerson’s support, we’ve increased our clients’ trust in Titan Intake and the life-changing work it accomplishes for those seeking specialist referrals.

Patrick Bruce

CEO, Titan Intake

Certificates

Our accreditations

At BD Emerson, we believe that our team's extensive certifications not only set us apart but also ensure that we provide the highest level of service to our clients.
FAQ

Frequently asked questions

What does a private equity consulting firm do?

What is a value creation plan?

Can you get portfolio companies SOC 2 or ISO 27001 certified?

How do you support the first 100 days?

Where do technology and AI fit in a hold period?

How do you work with operating partners?

What makes exit preparation different from a sale process?

Blog

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