Case study · Private equity

One IT standard across a diverse investment portfolio

Briarcliff Capital Partners holds companies in veterinary care, healthcare, retail, and professional services. They needed one partner for firm-level IT strategy and hands-on support at every portfolio company.

Engagement · Briarcliff Capital Partners
● Delivered
10+→1IT vendors consolidated into one partner
2xfaster onboarding of new acquisitions
5–10daysto secure a new acquisition

Scope

Standard tech stackWhite-labeled help deskM&A playbooksvCIO strategyReporting portal

Timeline5 to 10 business days per acquisition

The situation

What they needed

Briarcliff Capital Partners is a private equity firm with a diverse portfolio. They needed strategic IT planning at the firm level and hands-on support for portfolio companies, with security, standardization, and scale and without adding overhead.

Objective. Standardize and secure IT operations across all portfolio companies, reduce vendor sprawl, accelerate M&A transitions, and support executive leadership with high-touch service.

Industry
Private equity
Portfolio
Veterinary care, healthcare, retail, and professional services companies
Starting point
A different MSP, or none, at every portfolio company; no shared documentation or security standard

What was in the way

  • Every portfolio company had a different MSP, or none at all
  • No unified IT documentation or security posture
  • New acquisitions required urgent IT transitions
  • Firm leadership lacked visibility across IT operations

What we did

The work, step by step.

01

Standardized tech stack

One core set of tools across every company: Microsoft 365, endpoint security, backup, remote monitoring, documentation, and cloud phones.

02

White-labeled help desk

Brand-specific onboarding materials, email domains, and support experiences for each business unit.

03

M&A onboarding playbooks

Rapid deployment workflows that get a new acquisition secured and onboarded within 5 to 10 business days.

04

CIO-level strategy for firm leadership

Quarterly executive briefings and roadmaps that align IT with portfolio growth goals.

05

Central documentation and reporting

Documentation and real-time IT metrics for every portfolio company in one portal.

The results

What changed

  • MSP fragmentation reduced from 10+ vendors to one IT partner
  • New acquisitions onboarded 2x faster than previous transitions
  • Standardized IT policies and compliance across the portfolio

“Boston Managed IT is more than a vendor — they’re our embedded IT strategy team. Every acquisition runs smoother, every location gets the support they need, and our operating partners finally have a playbook that works.”

Jennifer Blake, Managing Partner

Free technical assessment

Thirty minutes with a senior engineer.

  • Security posture, backups, and Microsoft 365, reviewed live
  • The three fixes that matter most, ranked, with rough effort
  • Findings in writing, and an honest answer on whether you need us

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