Success Stories / AI-Ready Transformation Boosts Private Equity Portfolio Value

Cuesta Accelerates Portfolio Company Value Creation with AI and Data Strategy

AI Strategy & Execution

AI Strategy & Execution,Data Strategy & Execution

Cuesta Partners worked with a Private Equity–owned industrial manufacturer of emergency power systems to accelerate value creation ahead of a potential exit. In four weeks, the team identified high-impact AI opportunities, spotted a need for a foundational data platform, and developed a six-month execution roadmap.

AI opportunities backlog
Solution Architectures
6-month execution roadmap
Data Assessment
Business Process Maps

Challenges

Heavy reliance on a small number of key employees, creating operational risk
Short time frame to improve enterprise value prior to a planned sale
Highly manual, inefficient processes across quoting, service, and manufacturing operations
Disconnected data sources and inconsistent system integration limiting scalability

Solutions

The team conducted cross-functional interviews and data analysis to identify 32 AI opportunities
Cuesta applied its proprietary Value Quantification Model to assess the speed-to-value and ROI of each initiative, ultimately prioritizing and recommending four opportunities
Cuesta proposed a centralized, secure, and scalable data infrastructure to eliminate silos and enable AI solutions
The team delivered a six-month plan detailing resource needs, sequencing, and key decision gates

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Delivery & Transformation, Technology Strategy

ERP Blueprint Planning Inspires 100-yr old Manufacturing Company to think bigger

Faced with an aging, heavily customized ERP, Cuesta was engaged to craft a blueprinting and roadmapping plan for an multi-year ERP migration. Through deep discovery, we uncovered high-value opportunities beyond ERP—inspiring leadership to request the development of a bold vision for a next-generation technology ecosystem.

Delivery & Transformation, Technology Strategy

Custom Platform Strategy & Transformation at Scale

Cuesta supported a multi-phase engagement with a leading freight brokerage company, spanning market positioning, platform strategy, and execution assurance. Through deep analysis and structured delivery leadership, Cuesta helped define a differentiated technology roadmap, build a proprietary platform, and execute against a $50M+ transformation initiative.

Mergers & Acquisitions, Post-Merger Integration, Technology Strategy

TSA management and IT optimization for Specialty Pharmacy

A Private Equity client acquired a niche division from a large non-profit healthcare company. The acquired entity maintain its IT capabilities through a TSA through the transition, but sought to migrate from TSA services and optimize the IT organization for future growth.