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Private Equity

Private Equity Portfolio

2K→30K employees through acquisition

15x Employee Growth
12+ Acquisitions Supported
30K Employees Managed
Timeline: Multi-year, acquisition-by-acquisition operating model
Overview

Continuous optimization as they scaled from 2,000 to 30,000 employees. M&A due diligence and post-merger integration.

A private equity-backed platform company grew rapidly through acquisitions, scaling from 2,000 to 30,000 employees. UMS provided ongoing software asset management, M&A due diligence for each acquisition, and post-merger license consolidation — ensuring no hidden software liabilities and maximizing cost efficiency at every stage.

Case Breakdown

Challenge

Fast acquisition cadence created licensing sprawl, inconsistent contracts, and hidden compliance risk at each close.

What UMS Did

  • Embedded software and cloud due diligence into pre-close workflows for each acquisition.
  • Quantified exposure scenarios early enough to influence purchase-price and post-close integration plans.
  • Ran post-merger consolidation plays to normalize contracts, eliminate duplication, and standardize governance.

Business Impact

  • Scaled operating model from 2,000 to 30,000 employees with optimization discipline intact.
  • Supported 12+ acquisitions without allowing software liabilities to compound across the portfolio.
  • Turned fragmented, deal-by-deal licensing into a repeatable platform-level savings program.

Company identity and transaction specifics withheld due confidentiality obligations.

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Uncover Hidden Software Liabilities

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Due Diligence Risk Assessment Integration
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