You're acquiring a professional services firm on HubSpot. We've been inside the operation for the last twelve months.
Operational diligence before close. Integration after. Multi-year operating partner support across your Pro Services portfolio.
For mid-market PE firms with Pro Services holdings on HubSpot.
Direct linepe@mergeyourdata.comBy the time you call, we've been inside the operation for a year.
You're under LOI on a Pro Services target. The diligence team has the financials. Quality of earnings is in progress. What you don't have yet is operational ground truth across the target's full revenue motion: GTM strategy, marketing engine, sales operation, pipeline integrity, forecasting accuracy, retention motion, and the architecture that runs all of it. Plus the integration cost of unifying it with your platform.
You have weeks before IC, and a McKinsey-style deck won't get you there.
Many Pro Services firms you're evaluating have already worked with us. Our front-end engagement runs twelve months with the CRO. We rebuild the GTM motion, the data architecture, the forecasting methodology, the comp design, the operating cadence, and the reporting infrastructure that produces the firm's revenue. HubSpot hosts the work. The scope goes wider.
By the time a firm becomes an acquisition target, we've spent a year inside the operation. The data is clean. The architecture is documented. The forecast holds up to scrutiny.
Two options post-close. Bring in an external operator who spends six to twelve months learning what we already know. Or engage the firm that already knows. We exist to be the second option.
Three points in the deal lifecycle. Most firms enter at Tier 1.
Operational Diligence Before Close
You're under LOI. You need operational risk visibility your accounting diligence won't surface. You have two to four weeks before the IC meeting.
- GTM modelICP alignment, segmentation, pricing, packaging.
- Marketing engineChannels, attribution, lead quality, demand performance.
- Sales operationTerritory, quota, comp effectiveness, ramp time, productivity distribution.
- Pipeline & forecastingStage definitions, conversion, velocity, forecast accuracy.
- Data & reportingWhat the system knows vs. what the board sees.
- Retention & expansionRenewals, expansion, churn, account health.
- Operating cadenceHow the work actually gets done day to day.
- HubSpot architectureWhat's wired correctly, what's leaking, what's overlapping.
- Sellability scoringAgainst PE-buyer criteria.
- Integration costA quantified estimate your IC can defend.
A fifteen- to twenty-five-page report, a sandbox HubSpot environment with findings annotated against the live system, and a debrief built around the questions your IC is going to ask. An integration cost line your deal model can defend.
Pricing tier-based on target revenue. Fixed-fee. Quoted on the first call.
Integration After Close
You've closed. The deal model assumes integration synergies you now have to deliver. Your platform team is already running flat-out. You have six to twelve months before the next board update.
- GTM alignmentICP, segmentation, pricing, positioning on one model.
- Marketing integrationDemand programs on a shared system. Attribution that survives the merge.
- Sales unificationOne comp plan, one quota structure, one set of plays across both entities.
- Forecast harmonizationShared methodology and reporting cadence the board can hold both entities to.
- Retention alignmentRenewals and account growth on the same playbook across the portfolio.
- Reporting consolidationBoard metrics ladder cleanly. No reconciliation between data rooms.
- HubSpot consolidationSystem architecture, data, and configuration unified across entities.
- Operating cadencePipeline reviews, forecast calls, and QBRs running as one motion.
A unified revenue motion across both entities. The operational synergies your deal model promised. A system the post-close team can operate without us.
Pricing tier-based on integration complexity. Fixed-fee for scope. Quoted on the first call.
Ongoing Portfolio Operating Partner
You have a Pro Services portfolio. The companies in it share the same operational patterns. Your internal value-creation team can't scale across all of them, and permanent headcount isn't the right answer.
- A named operating partner across the portfolio.
- Quarterly RevOps reviews per in-scope holding: GTM, sales productivity, marketing engine, forecast accuracy, retention, cadence.
- Real-time dashboards your value-creation team can pull at any moment.
- On-call advisory for portfolio CROs and Heads of Sales, without having to manage that relationship yourself.
- New acquisitions arrive with Tier 1 and Tier 2 work already absorbed.
- Cross-portfolio RevOps benchmarking.
- Operating playbook library spanning GTM, sales productivity, marketing, and retention that compounds across deals.
- Exit prep timed to the hold period of each holding, not scrambled six months before the data room opens.
Portfolio-level operating depth without portfolio-level headcount. Continuity from acquisition through exit on the RevOps work that moves enterprise value.
Annual retainer scoped to portfolio size and engagement intensity. Quarterly upfront billing. Equity available selectively in platform companies where we play a 3+ year operating role.
What you won't experience with us.
A deck instead of operational ground truth.
Our diligence reports run on real data pulled from the target's live system. Your IC can defend the integration cost line.
A senior partner who sold you, then disappeared.
The three people on your Tier 1 are the three on your Tier 2 are the three on your Tier 3. Same faces across the full deal lifecycle.
A team that has to learn your portfolio from scratch.
When we move from diligence to integration to operating partner work, we're continuing the same engagement at a higher altitude. No relearning.
A request for permanent headcount budget.
We're an external operator on retainer or fixed scope. Your value-creation team doesn't grow to accommodate us.
Generic RevOps applied to professional services.
Pro Services revenue operates differently. Project-based revenue, utilization, partner channels, reputation-driven inbound, founder-influenced deals. The patterns are specific. So is the methodology.
Activity dressed up as outcome.
We measure ourselves on whether the operation still holds a year after we hand it back. Workshops and decks don't count toward that.
How to reach us.
PE firms with Pro Services portfolio interests, reach out directly. Diligence on a new target, integration on a recent close, or ongoing operating partner support.
pe@mergeyourdata.comYour first conversation is a thirty-minute call. You walk us through the deal context, the operational scope, and the timeline. We'll either send a proposal or say on the call that we're not the right firm. Either way, you'll leave with operational clarity you didn't have walking in.
Our front-end work is with revenue leaders at established agencies and consultancies on HubSpot. Many of those firms become acquisition targets within twenty-four months. To see the methodology that produces sellable Pro Services companies, see the main site.