PE Portfolio Company — Healthcare IT
Three-platform integration delivered $4.8M in annual technology synergies
A PE-backed healthcare IT company acquired two competitors within 12 months. We led the technology integration program that consolidated three separate platforms into a unified product, unlocking the synergies that justified the acquisition multiples.
The Challenge
The acquiring company operated a clinical workflow management platform serving mid-size health systems. It acquired a patient engagement platform and an analytics company to build a comprehensive healthcare IT offering. Each company had its own technology stack, its own development team, and its own customer base. The integration challenge was significant: three different cloud providers, three different database technologies, incompatible data models, and engineering cultures that ranged from startup-fast to enterprise-cautious. The PE sponsor had modeled $6M in annual technology synergies — infrastructure consolidation, team rationalization, and license reduction — and needed realization to begin within 12 months.
Our Approach
We established a technology integration program with three workstreams: infrastructure, application, and data.
Infrastructure: We assessed all three cloud environments, selected the acquiring company's AWS infrastructure as the target, and built a migration plan for the other two. We prioritized quick wins — eliminating redundant SaaS licenses and consolidating monitoring tools — to demonstrate early synergy realization while working on the larger infrastructure consolidation.
Application: Rather than forcing all three products onto a single codebase (which would have taken years), we built a unified API layer and shared services platform that allowed the products to interoperate while maintaining independent deployability. Shared services included authentication, billing, audit logging, and notification management.
Data: We designed a unified data model for the combined entity, built data migration pipelines, and implemented a master data management system for patient and provider records that needed to be consistent across all three products.
We also ran a structured talent assessment and organizational design process, creating a combined engineering organization that preserved the best practices and key talent from all three companies.
The Results
$4.8M in annual technology synergies realized — 80% of the modeled $6M target, achieved within 14 months of the second acquisition closing.
Unified product offering launched — all three products now interoperate seamlessly, with single sign-on, unified billing, and shared patient records.
Retained 91% of key engineering talent — well above the typical 70-75% retention rate for technology M&A, achieved through deliberate cultural integration and competitive retention packages.
Infrastructure costs reduced 34% — consolidation from three cloud environments to one, elimination of redundant licenses, and right-sizing of consolidated infrastructure.
Integration timeline — 14 months from second acquisition close to full technology integration, versus the typical 24-36 months for transactions of this complexity.
Platform positioned for growth — the unified architecture supports the next phase of the PE sponsor's buy-and-build strategy with a proven integration playbook.
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