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PE Practice

Writer's picture: Jesse WorobelJesse Worobel

Updated: Jan 9

As we kick off 2025 and our 21st year in business, I'm excited to share the formalization of Opex Technologies' Private Equity Practice. This milestone represents a 4+ year journey of building sound relationships, earning business critical trust, and consistently demonstrating measurable value to over a dozen well-established PE firms. Our position as a leading Technology Trusted Advisor in the PE space has been hard-earned through steady, incremental progress and a commitment to delivering results with a people-first mindset and a keen understanding of the importance of culture change that often ensues. 


Why Opex PE?

Opex Technologies serves as a critical partner in the as-a-Service marketplace from our lower-middle market to Fortune 500 enterprise clients, to now offering unique value to private equity firms and their portfolio companies where they are largely the first institutional capital. 

  • Specialized Expertise: We provide crucial data and analysis for IT modernization projects, focusing on driving cost efficiencies and reducing IT financial bloat.

  • Extreme Accountability: We study the ins and outs of each provider and the market segments we serve to stay atop with the rate of change needed to help our clients navigate the confusion in the market.

  • Knowledge: Our data is our differentiator, allowing us to change companies forever by looking around the corner and anticipating what is coming for next generation technology. 

  • Fiercely Unbiased Representation: Unlike VARs, audit firms, or ProServ organizations, we act as an independent advisor, empowering clients to make informed decisions based on data and our extensive experience. We are a representation business for our clients.

  • Comprehensive Knowledge: Our team leverages 20+ years of experience across 10 specific categories and an ecosystem of over 400 providers to offer insights that keep pace with rapidly evolving technology trends. We are not smarter or better; it’s simply all we do.

  • Cost-Effective Solutions: We operate under a low-cost SOW, aligning our services with our clients' business goals, whether technical, operational, or financial.

  • Adaptability to PE Needs: Our business model is particularly valuable for PE firms looking to optimize their portfolio companies' IT infrastructure and spending, be it post-acquisition or towards the end of hold period. 


The 4+ Year Commitment:

Our dedication to building this practice over the past four years stems from several key factors: 

  • Market Opportunity: The private equity sector has shown increasing interest in operational excellence and value creation through technology. Our services directly address this need.

  • Shift to OpEx Models: There's a growing trend towards operational expenditure (OpEx) models in IT spending, which aligns perfectly with our expertise in the as-a-Service marketplace.

  • Need for Agility: PE firms and their portfolio companies require flexible, scalable IT solutions to adapt to market changes quickly. Our approach supports this need for agility, and we do so with limited resources required by the PE firm or its portco. One hour of our time equates to 20 hours given back to focus on the business.

  • Value Creation Focus: PE firms are increasingly focused on operational improvements to drive value creation. Our business model directly contributes to this goal by optimizing IT infrastructure and spend. We understand how projects can impact free cash flow and or EBITDA margins and take this into account with IT and Finance leadership to ensure alignment with the PE and portco business objectives over defined timelines. Achieving ROI/TCO metrics to maximize efficiency gains while limiting technical debt carryover is always top of mind.

  • Complexity of Technology Landscape: With the rapid pace of technological change, PE firms benefit from our continuous engagement in the as-a-Service marketplace, providing up-to-date insights and solutions.


By formalizing our Private Equity Practice, Opex Technologies is positioned to play a crucial role in helping PE firms navigate the complex technology landscape, optimize their portfolio companies' IT operations, and ultimately drive greater value creation. This achievement represents not just a milestone for our company, but a significant opportunity to contribute to the success of our PE clients and their portcos in the evolving technology-driven business environment.



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