Rozmith runs IT, cybersecurity, GRC, and M&A integration as one accountable team for PE-backed regulated mid-market. The model is simple: pick one portco, prove it, roll it. Diligence-grade evidence travels with the asset to exit. GuidePoint-grade governance, regional-firm pricing.
The Pain
Tool sprawl across the portfolio. Different MSPs at every portco. Inconsistent cyber posture from one asset to the next. Different cyber insurance carriers, different premiums, different control sets. When exit comes, the IT diligence pack is rebuilt from scratch. Sponsors notice. Buyers notice. The discount notices.
01 — Tool Sprawl
No leverage on pricing. No consistency on posture. No ability to compare apples to apples when the OP team asks "how are we doing?"
02 — Inconsistent Posture
Until you get the call. Or the insurance renewal. Or the breach. The Operating Partner becomes the de facto vCISO across the portfolio — and that's not the job.
03 — M&A Friction
Different MSP at the target. Different stack. Different controls. Integration runs long. Synergy capture slips. PMI eats more partner time than it should.
04 — Exit-Readiness
The buyer's diligence team finds gaps the OP team didn't know about. Reps and warranties get harder. Multiples get pressured. Outcome: a discount nobody saw coming.
How We Work
We don't open a portfolio-wide MSA on day one. We pick one portco — usually the noisiest one, or the one closest to an audit or insurance renewal — and we prove the model there. Diligence, evidence, remediation, run. Then we roll it across the rest of the portfolio at your pace.
"You need brake pads. A rotation. A few other things." That's the conversation. With evidence. Not vibes.
Start with one portco. Noisiest, riskiest, or closest to an audit / renewal / exit.
Diligence, remediation, run. Audit-grade evidence on a continuous cadence. Sponsor-grade reporting.
The proven stack becomes the portfolio template. One Microsoft tenant strategy. One EDR. One GRC platform. One playbook.
Add portcos at the pace that makes sense. Each new add-on absorbs into the same model. Exit-readiness compounds.
Proof — Anonymized
We don't name clients or sponsors. We run regulated mid-market PE-backed portcos today. Here's the pattern.
Pattern — PE-Backed Platform, Regulated Mid-Market
Before: a portco the OP team checked in on weekly. Multiple IT vendors, inconsistent cyber posture, integration backlog from prior tuck-ins, a cyber insurance renewal coming up that nobody had answers for. Every sponsor review surfaced the same questions.
After: one team across IT, security, GRC, and M&A. Microsoft tenant strategy designed for absorption. EDR consistent. Apptega-powered continuous evidence mapped to the relevant regulator (NYDFS / FFIEC / SOC 2 / HIPAA depending on the portco). Each new add-on absorbs into the same playbook. Sponsor reviews now ask other questions, because IT and cyber are answered before the meeting.
We run regulated mid-market PE-backed portcos today including insurance brokerages. Anonymized references available under NDA.
Lead Magnet
The framework we use when a sponsor asks "how do we get every portco running the same stack without a 24-month transformation?" Free. No sales call attached.
Talk To Us
30 minutes. We'll talk through the portfolio — which portcos are noisiest, where the cyber insurance pressure is, where the next exit sits, where the M&A pipeline is heaviest. Then we'll tell you which portco is the right place to start, and what the next 90 days would look like.
FAQ
No. We start with one portco. That's the whole point of "pick one, prove it, roll it." The first engagement is usually a paid IT & cyber diligence at a single portco — small, contained, vendor-neutral. From there, the OP team decides the roll-out pace.
Regulated mid-market is where we add the most value: financial services, insurance, legal, healthcare, manufacturing. Mid-market headcount range, M&A-active. We run PE-backed insurance brokerages and additional regulated mid-market clients today.
The control set and evidence pack we run during steady state is the exit-readiness pack. When the sell-side process starts, we don't rebuild — we hand the QofE / IT diligence team a continuously evidenced pack mapped to the relevant frameworks. Buyers' IT diligence teams find a tidy data room. Reps and warranties get easier.
Consistent posture means consistent renewals. We map controls to what carriers actually underwrite against and produce a standardized evidence pack per portco. Carriers respond. Premiums stabilize. Coverage holds.
We compete on outcome and price. They deliver. They also charge like they're delivering for a Fortune 100. For a $100M–$1B+ portco, we land partner-level engagement and audit-ready architecture without enterprise overhead. For the larger, more complex portcos in the portfolio, we partner with them rather than compete.
That's a core service line. Diligence → Day-1 → carve-out → PMI → synergy. Quest for migration tooling, Microsoft 365 tenant strategy designed for absorption, producer / employee onboarding runbooks measured in hours, not weeks.
First portco diligence: 4–6 weeks. MSP transition on a single portco: 60–120 days depending on complexity. Portfolio standardization is paced to your investment thesis, not ours — typically one new portco onboarded per quarter once the model is proven.