Milligan & Co.

Private equity

The work that makes a business worth more is the same work that makes it run better.

We help owners turn the value they already own into growth — and a higher price the day they sell. We help private equity firms harvest the full value of the companies they already bought. Same engine. Two ways to win.

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The idea

Most companies are sitting on value they already own.

It is in the customers they already serve, the data already in their systems, and the operating knowledge locked in a few people’s heads. Almost no one mines it.

We build a Core trained on the business, then the Engines that harvest that value: understand each customer’s needs, grow share of their spend, and share what one company learns with the next. It makes a company grow — and it makes a company worth more.

Two ways to win

One approach. Whichever side of the deal you are on.

If you own the business

Become the company private equity competes to buy. Recurring revenue, customers that grow, knowledge that does not walk out the door, and a clean story on paper — the things that raise your multiple and your leverage at the table.

If you own the portfolio

Harvest the full value of what you already bought. Faster diligence and integration, the shared customers hiding across your operating companies, and share-of-wallet growth that shows up in the numbers — not just the thesis.

For owners

Be worth acquiring — and worth more.

The same moves that make a business easier to run are the ones a buyer pays a premium for. The most sellable companies — the ones built to run without their owner — command up to a 71% premium.

  • Predictable, recurring revenue instead of one-off jobs.
  • A customer base that is diversified and growing — not riding on two big accounts.
  • Operating knowledge captured in systems, not trapped in a few people’s heads.
  • Clean, organized data that makes a diligence room easy to walk into.
  • Growth pulled from customers you already have, shown on paper.

For private equity

Value creation, not just the value you bought.

Portfolios typically capture only about a third of the revenue synergies they underwrite — the rest leaks away after close. We help you get it back.

  • Faster valuation and diligence — CIMs and data rooms turned into analyses and memo drafts.
  • Faster integration — a 100-day plan, synergy map, and consolidation checklist for every add-on.
  • Shared customers found across the portfolio — where one operating company opens a door for another.
  • Share-of-wallet growth — the next best offer for accounts each company already serves.
  • Institutional knowledge captured and reused across operating companies and strategic partners.

The Engines

The Engines that do the work.

Each runs on a Core trained on the firm or the company. Each drafts; a human approves. Start with one.

Private Equity

Valuation & Diligence Engine

Turn CIMs, data-room financials, and management decks into valuation analyses, comparable sets, diligence question lists, and a first-draft investment memo.

View Engine → Private Equity

Acquisition Integration Engine

Turn a newly acquired company — its operations, systems, customers, and team — into a structured integration plan: a 100-day playbook, synergy map, and consolidation checklist.

View Engine → Private Equity

Portfolio Customer Intelligence Engine

Analyze customer lists across portfolio companies to surface shared customers, account overlap, and white space — where one operating company can open doors for another.

View Engine → Private Equity

Value Creation & Cross-Sell Engine

Turn portfolio-company customer and revenue data into value-creation plays — growing share of each customer’s spend, cross-selling across operating companies, and routing referrals to strategic partners.

View Engine → Customer

Customer Intelligence & Share-of-Wallet Engine

Turn your existing customer, order, and CRM data into a clear picture of each account’s needs, untapped spend, and next best offer — so you grow share of wallet from the customers you already have.

View Engine →

Start here

Worth more to run. Worth more to sell.

Tell us whether you own the business or the portfolio, and the customers or companies you want to get more from. We’ll map the first Engine to build.

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