Practice 01 · Technology Optimization

I turn the technology stack into an EBITDA lever.

Most spend-optimization stops at the cost line. I work both sides — cost and value.

Two ways to move EBITDA
Cost levers
The cost line, moved hard.
Waste recovery Pay only for what you actually use. Unused licenses, overage on the wrong plan, shadow IT — from SSO, usage, and invoice data triangulated.
Negotiation Benchmarked against market, structured for leverage. Where you sit on existing contracts vs industry pricing — and what's negotiable now, not just at renewal.
Consolidation Stop paying twice for the same thing. Duplicate stack elimination — highest yield in combined entities where redundancy is structural.
Value levers
Where EBITDA strategy starts.
Switch Replace tools that don't perform. The right vendor at higher cost often beats the wrong vendor at lower cost. Business case drives the decision, not the renewal calendar.
AI-native replacement Where AI builds beat what you buy. Decommission the vendor, construct workflows tailored to your business. Cost savings plus top-line upside.
What I deliver
The Blueprint, then making it happen. I lead, partner, or advise on the projects that produce the results. I build plans I plan to deliver.
How it works
The Advisory Work Ongoing · Retainer + Gain-share
1NegotiateI can lead the negotiation of your deals - renewals, new buys, or mid-contract restructures.
2SprintI run bounded execution projects with you - waste recovery, consolidation, switch projects, AI-native builds.
3RealizeDocumented EBITDA, quarterly readouts against the roadmap. Until benefits land, we're not done.
Typical savings
Cost and value. Both lines, moved.
Waste recovery
15-20%
Negotiation
10-25%
Consolidation
5-10%
Switch
ROI-driven, case-specific
AI-native replacement
Variable + top-line upside
Year 1 blended
15-35%
Engagement window + Advisory activation
Multi-year blended
25-40%
Plus value-lever upside from Switch and AI-native, case-specific
Calibrated to peer and industry benchmarks at engagement scoping. Actual ranges depend on company size, current stack maturity, and category mix.
Two ways to engage
Variant A · Single company
Technology Optimization
12-week fixed-fee engagement. Produces the Blueprint and sets up the Advisory work that follows. The default entry into the practice.
12 weeks · Fixed fee
Variant B · Portfolio-wide
Cross-Portfolio Technology Optimization
5-7 week assessment across an entire PE control portfolio. Produces a Portfolio Blueprint and a prioritized sequence of single-company engagements. One engagement compounding into many.
5-7 weeks · Fixed fee
Practice 02 · M&A Integration

I build your M&A integration machine.

Most integration work either airlifts an army of consultants who leave nothing behind, or hands over a deck and walks away. I do the work end-to-end - and I leave the operating machine in place so your next deal lands faster, without me.

Pillar 01
Flexible Playbook
Flexes the integration to each deal's profile - right-sized every time, not one-size-fits-all.
Pillar 02
Governance & Operating Model
The right people in the right place - empowered with the frameworks to execute independently after I leave.
Pillar 03
Structured Planning & Execution
Nothing falls through - a complete framework, deliberately scoped to each deal's lever and modifiers.
Pillar 04
Cultural Integration
Change management that combines two cultures into a stronger one - communicating the why, getting ahead of the fear.
AI Leverage Reusable AI skills your team runs on demand - less manual work across the integration, one senior operator with AI doing the work of three to four.
How it works
Start here Pre-Close Assessment - delivered before you sign. Stress-test the integration assumptions in your deal model before terms lock.
1I lead deal one
2Machine installed in flight
3Your team inherits it
4Every deal after, faster
Why I'm different
Institutional grade. A fraction of the cost.
Big Four · one integration
Heavy · one-size-fits-all
9990 · the machine - and it stays
A fraction
↑ Deal velocity
Your machine stays. The next acquisition lands faster - no rebuild.
◇ You own it
Your team inherits the machine and runs the next deal - I leave you stronger, not dependent.
About

Thirty years of operator depth across the functions an integration touches.

I'm Dave DeMarco. 9990 Partners is my practice. Thirty-plus years leading enterprise software delivery, M&A integration, operational turnarounds, and business technology at scale.

Most recently SVP at Carta for eight years, scaling Delivery Services from $30M to $500M+ ARR, leading an eleven-month Fund Administration operations turnaround, leading M&A integrations on the buy side (up to three concurrently through close and post-close), and running concurrent vendor portfolio management across the business — 25 enterprise software negotiations delivering $5.2M in combined value at 48% average reduction versus vendor proposals.

Before Carta, a sequence of senior leadership roles that built the range a senior-operator practice requires - Xant (multiple concurrent VP roles across Engineering, Professional Services, Technology Operations, and Internal Business Applications), eBay Enterprise (Head of Webstore Product Development, Head of Omnichannel Fulfillment, R&D Chief of Staff for a 275-person organization; three filed patents in omnichannel ecommerce), SunGard Availability Services (VP Product Development), an independent consulting practice, and ten years at Accenture from campus hire to Senior Manager leading project teams of 50-100 across the US, Europe, and Asia.

The thread is range at depth - delivery, engineering, product, business technology, fund operations, M&A integration, vendor portfolio management. When work crosses six or eight functional domains in three months, that range is what it actually requires.

The fixed-fee philosophy is deliberate. Hourly billing caps the upside of AI-leverage, invites line-by-line scope scrutiny, and reproduces the consulting-pyramid dynamics this practice was built to be different from. Fixed-fee, phase-gated, with exit clauses between phases - gives the CFO an easy yes and a clean exit, and gives the operating partner clean numbers to underwrite.

Selective by design. I take a small number of engagements at a time - not because I'm capacity-constrained, but because depth and AI-leverage compound when attention isn't fractured. A senior-operator boutique works differently from a consultancy. That's the point.

BS Mechanical Engineering, UC Santa Barbara. Former Team USA Skeleton program athlete. Top-five finishes at the 2017 World Masters Games — 100m on the track and 50m breaststroke in the pool.
Selective engagements

Let's talk.

I take a small number of engagements at a time, by design. If you have a company in motion - approaching or past a deal, or with a technology stack that's leaving EBITDA on the table - start a conversation.

Or send a note directly: dave@9990partners.com

Replies usually within one business day.