Cavalier Consulting | PE Technology Leadership

Technology Leadership for PE Portfolio Companies.

Technology due diligence and value creation that protects and accelerates your investment thesis. We measure everything against EBITDA improvement — because that's what your operating partners measure.

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The Opportunity

Technology Is the #1 Value Creation Lever for PE Firms.

The US has over 11,800 PE-backed companies with more than $1.1 trillion in dry powder awaiting deployment. Technology leadership is consistently identified as the highest-impact value creation lever — yet most portfolio companies lack a senior technology executive who can align technology investment with EBITDA outcomes.

Cavalier provides fractional CTO and CIO leadership specifically calibrated for the PE ownership model: measurable, time-bound, and relentlessly focused on value creation and exit readiness.

Buy-Side Due Diligence

Independent technology assessment before acquisition. We surface technical debt, security vulnerabilities, and scalability risks before they become your problem — informing valuation and post-close planning.

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Portfolio Company CTO

Embedded fractional technology leadership that drives EBITDA improvement through vendor optimization, infrastructure modernization, and operational efficiency — with quarterly value reporting to your operating team.

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Exit Readiness

Technology environment assessment and remediation to maximize valuation. We build the technology story that survives buyer due diligence — documented, defensible, and clean.

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19%
Documented Productivity Improvement
$840K
Annual Cost Reduction (Case Study)
40
States Operated
100%
Vendor Independent
Why PE Firms Choose Cavalier

Cross-Functional Depth Meets PE Rigor.

EBITDA-Focused Reporting

Every engagement delivers quarterly value creation reports that quantify technology's contribution to EBITDA improvement — in the language your operating partners expect.

Full-Stack Assessment

Unlike specialists who evaluate one domain, we assess the entire technology environment — infrastructure, cloud, security, data, teams, and vendor contracts — in a single engagement.

Vendor Independence

No vendor partnerships means our due diligence findings and technology recommendations are commercially unbiased. Your operating partners can trust the assessment.

Scalable Across the Portfolio

One firm relationship that scales across multiple portfolio companies, maintaining consistency in methodology, reporting, and quality standards.

Technology Due Diligence or Portfolio CTO? Let's Discuss.

A confidential conversation about your portfolio's technology needs and how Cavalier can drive measurable value creation.

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