Accelerated Exit-Readiness Process. Maximum Exit Value.

Overview

A national technology company preparing for a $1 billion+ fast exit faced challenges with fragmented data systems and insufficient reporting depth to meet buyer diligence demands. A core impact to their exit-readiness process required demonstrating uplift and its potential to future lifetime value (LTV) directly resulting from their legacy product transition to high-speed solutions. To address this, Teragonia developed a Deals Data Warehouse, consolidating data from various Enterprise Resource Planning (ERP) and billing systems into a single source of truth reconciled to audited financials. Within five weeks, this solution provided enriched subscriber analytics and dynamic dashboards, enabling management and advisors to effectively articulate and quantify future LTV uplift, which positioned the company as a premium asset for maximum exit value. Additionally, Teragonia’s expedited solution was so well received by the management team it was immediately adopted for ongoing use to deliver accurate reporting as the enterprise’s source of truth.

Provided a single source of data truth in just 5 weeks

Consolidated over 100 million rows of transaction data

Consolidated over 1 billion rows of subscriber retention data

Articulated growth opportunities through real-time dashboards

Increased buyer confidence, supporting a $1B+ valuation

BizOps Solutions

Teragonia’s Deals Data Warehouse and Exit Readiness Self-Service Analytics solutions, including automated data integration, enriched subscriber and revenue analytics in addition to supporting dynamic deal narrative insights tailored for management and advisors.

Key Results

We accelerated the client’s exit process. In a 5-week sprint, we created a consolidated, enriched view of the business and quantified future LTV, positioning it as a premium asset for maximum exit value.

The Details

The Challenge

The Chief Executive Officer (CEO) and Chief Financial Officer (CFO) of an internet service provider company were preparing for a $1B+ exit with a compressed timeline for exit readiness. The buyer’s diligence demands required granular insights into key metrics like retention trends, customer acquisition costs, and average revenue per user (ARPU). The data resided across fragmented systems, and existing reporting lacked the depth to support the deal narrative.

Complicating matters, the company’s transition from legacy products to high-speed solutions over the past four years had a material impact on the company’s valuation, requiring quantifiable proof. With a tight timeline, management needed a solution to deliver clarity and transparency to buyers while enhancing the company’s perceived value.

The Win

Teragonia developed a Deals Data Warehouse, consolidating data from disparate Enterprise Resource Planning (ERP) and billing systems. In just 5 weeks, we provided a single source of truth reconciled to audited financials as well as a retention model highlighting ARPU and LTV uplift opportunities.

 

We enriched subscriber data with demographic insights to highlight retention trends, ARPU by product line, and customer lifetime value (LTV). Additionally, we analyzed retention and discovered that the higher-speed plans had better retention rates. Customers were beginning to upgrade to faster options, indicating future revenue growth. This demonstrated potential for increased LTV not just from new high-speed solution customers but also from existing ones moving to higher-value plans.

 

We also built an Exit Readiness Self-Service Analytics solution, which included dynamic dashboards that equipped management and advisors with the metrics needed to articulate the deal narrative effectively and to address buyer diligence questions. By quantifying the LTV uplift and enhancing product level data, the buyer was able to verify management’s assertions.

Accelerated Growth

  • Rapidly Consolidated Business View: Unified subscriber and revenue data from multiple systems into a single source of truth, which was reconciled to audited financials, in five weeks
  • Dynamic Retention Insights: Enriched subscriber data to build granular, multi-dimensional views into purchasing behaviors, highlighting retention trends and lifetime value as well as enhancing the deal narrative
  • Predicted Future LTV Uplift: Highlighted comparative data between legacy and high-speed product infrastructure, demonstrating the acceleration of net new business growth
  • Deals Data Warehouse: Established a fully automated, cloud-hosted asset, enabling live, reconciled analytics
  • Transparent Deal Narrative: Delivered real-time dashboards for management and advisors to pre-empt buyer diligence questions and articulate growth opportunities
  • Premium Asset Positioning: Positioned the company as a high-quality, data-driven asset, increasing buyer confidence and supporting a $1B+ valuation
  • Optimized Ongoing Reporting: Created a data model for the M&A process that the management team adopted as the source of truth for their ongoing reporting

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Scott Briggs

BS International Business | American University of Paris

BS Computer Science | American University of Paris

Seasoned DevOps and infrastructure engineer with expertise in AWS, Kubernetes, and Terraform; led cloud migrations and scalable infrastructure projects at Sfara, FanDuel, and Kickstarter.

With over 15 years of experience in small and medium-sized startups, Scott is a seasoned expert in designing, optimizing, and maintaining robust, scalable, and secure infrastructure. He specializes in automation and embedding security from the ground up, consistently delivering reliable systems tailored to meet dynamic business requirements.

Prior to joining Teragonia, Scott made a significant impact at Sfara, where he built the company’s entire infrastructure from scratch. He engineered systems capable of supporting hundreds of thousands of users with seamless scalability, implemented automated development pipelines, and introduced observability tools to monitor and manage resources effectively. Additionally, Scott led the infrastructure team in achieving ISO27001 security certification, ensuring security was integrated into every aspect of the system and transforming it into a critical asset for business-to-business operations.

Beyond his technical expertise, Scott has a proven track record of managing and mentoring high-performing teams. As a Senior DevOps Engineer at FanDuel, he gained invaluable experience in scaling infrastructure and optimizing resources to support millions of daily users, aligning technological capabilities with organizational goals.

Jack Amedio

Master’s in Human Resources | University of Illinois

Bachelor’s in Management | Loyola University

Former Financial and Operations Manager at Houlihan Lokey, Golin Harris, and MSL Group.

Jack is a highly driven, cross functional professional with extensive experience in operations and administration. 

Prior to joining Teragonia, Jack held financial and facilities management roles for Houlihan Lokey, MSL Group/Publicis, and Golin Harris in which managed and created processes and trainings for multiple functional areas ensuring operational and administrative procedures were well planned, efficient, cost-effective, and aligned with business objectives while ensuring initiatives, internal events as well as client events propelled employee and client engagement.

Jack holds undergraduate degrees from University of Illinois and Loyola University Chicago and has completed graduate certificates in Business Administration, Strategic Human Resources, and Operations at Cornell, CUNY-Buffalo, and University of Illinois and is in the process of completing a Master’s in Human Resources at Loyola University Chicago’s Quinlan School of Business.

Mason Taylor

MS Analytics | Georgia Institute of Technology

BS Management Information Systems | Oklahoma State University

Former analytics engineer at Cyderes and ConocoPhillips with a Master’s in Analytics from Georgia Institute of Technology and a Bachelor’s in Management Information Systems from Oklahoma State University

Mason is an Analytics Engineer with deep experience in data analytics, business intelligence, machine learning, and cybersecurity. He brings a proven track record of leading analytics engagements spanning architecture, insights, visualizations, and delivery.

Before joining Teragonia, Mason was a Senior Analytics Engineer at Cybersecurity MSSP CYDERES where he built a scalable, standardized, and secure analytics architecture for over 300 clients across many industries and consulted with them to deliver insights through bespoke data driven solutions. In addition, he managed the data delivery of the insight platform leveraged by the Security Operations Center to respond to incidents in a timely and effective manner.

Prior to joining CYDERES, Mason worked in ConocoPhillips’ Analytics and Innovation Center of Excellence holding varied roles within the Data Analytics organization from Data Engineering, to Business Intelligence, and Data Science. He delivered robust data solutions in all operating units for various functions including Engineering and Production, Finance, IT, and more. Including projects to standardize cost and production data across operating units. 

Mason started his career at The Williams Companies in cybersecurity and transitioned to cybersecurity at ConocoPhillips where he found his passion for Data Analytics through SIEM management, detection engineering, and threat intelligence.

Grace Sun

Bachelor’s in Finance & Accounting | Georgetown University

Former analytics engineer at Houlihan Lokey and financial analytics at JP Morgan Chase with a Bachelor’s in Finance & Accounting at Georgetown University

Grace is a seasoned analytics engineer with specialized expertise in crafting and implementing analytics solutions that drive agile, informed executive decisions in M&A and value creation for private equity-backed companies.

Before joining Teragonia, Grace was a part of the data science and business analytics team at Houlihan Lokey. She has excelled in harmonizing, enriching, and analyzing data from diverse sources, providing key insights that enabled private equity investors and portfolio company executives to make rapid, data-driven decisions across the investment lifecycle. She has developed novel analytics solutions, including deal sourcing and evaluation tools for platform investments that employ a buy-and-build or de novo growth strategy, as well as post-close value creation and KPI reporting tools for operators and management teams.

Grace has also worked at JPMorgan Chase & Co. in the Global Finance and Business Management rotational program, where she built analytics solutions to evaluate banker attrition and KPI reporting within the Global Private Bank.