PE advisory and back-office services for mid-market transactions
DPO&Co advises PE firms and portfolio companies on diligence, post-close value creation, and operational scaling. The tech stack is dominated by financial and ERP tooling (NetSuite, SAP, QuickBooks, Sage) with no adopting or replacing signals—indicating a mature, stable operational posture focused on execution rather than platform modernization. Active pain points center on billing accuracy, month-end close timing, and working-capital visibility, suggesting the firm is managing high-volume transaction and accounting workflows at scale.
DPO&Co is a consulting firm founded in 2017 that serves private equity firms and their portfolio companies across diligence, post-close integration, and ongoing operational improvement. The company operates four interconnected service lines: strategy consulting, transaction and CFO services, principal investing, and business process outsourcing. With over 100 PE and family office engagements completed, DPO&Co works exclusively with mid-market clients. The firm maintains a global team and is headquartered in Chicago, employing 51–200 professionals.
NetSuite, SAP, QuickBooks, Sage for accounting; ServiceTitan and Jobber for service operations; Teams and Google Workspace for collaboration and productivity.
Current project focus includes budgeting and forecasting process improvements and streamlining month-end closing workflows for portfolio companies.
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