AI Buy-Side Diligence:
Know More & Bid Smarter

Surfacing financial signals, contract risk, customer concentration, and legal risk in days

Digital & AI Transformation That Accelerates Your VCP

Solutions that accelerate growth, reduce costs, and build a compelling exit story

Exit Ready, Narrative
Tight, AI-Validated

AI-enhanced buyer psychology and operational positioning that inform premium negotiating strategies

PE’s AI Advisor and Deal Partner.

Operator-led, vendor-agnostic, and built for the deal lifecycle.

Messina Group delivers AI Strategy and Execution Consulting for PE firms and Portfolio companies.

We apply purpose-built AI solutions across the Buy–Build–Sell deal cycle to measurably move the exit multiple.

Featured clients

What sets Messina Group apart

We think like deal teams.

Our people have decades in the PE space and have been on all sides of deals. We know what makes or breaks a successful deal.

Transformation for your value thesis.

We develop your transformation roadmaps and build solutions that drive performance aligned with your investment approach.

Operators, not just advisors.

We strive to be trusted partners for our clients and have the expertise to drive transformation from strategy through execution and beyond.

A partner throughout the PE lifecycle

PRE- OR POST-LOI

FIRST 100 DAYS

AI-ENHANCED EXECUTION

12-18 MONTHS

GTM

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Read our most recent perspectives

David Tresko

Executive Vice President Revenue Management

“We have been working for years with Messina Group as our Trusted Advisor for all things data and analytics. They’ve helped us elevate our reporting and time to action to real-time insights into all our KPIs.

Having rolled this out to our 700+ locations across nine concepts, this is truly impacting our performance with data-led decisions at all levels of the organization.”

Dan Williams

Principal

“Messina Group is our top-quality partner for diligence and value creation implementation. They do far more than box checking, going the extra mile to understand our businesses and end user needs to develop the right roadmap that fits the business strategy and maximize ROI.

Messina’s diligence work is top-notch, but post-acquisition is where they really shine. In addition to systems integration and analytics, they recommended divesting an internal IT organization, which unlocked millions of dollars and expanded margins.”

James B. O'Brien

Chairman of the Board

“As a true business partner for VERTEX, Messina Group has added value to our organization over the past few years. VERTEX is growing and needs IT and IS solutions that scale with our company, so Messina worked with us by first performing due diligence and advising on areas for improvement, then integrating Power BI with our web applications.

Messina later helped us through the divestiture of one of our business units. We’ve valued Messina’s expertise and have enjoyed working with them.”

John Compall

Partner

“I thought Messina did a really nice job. We came out of their presentation with a very good understanding of what our Target has compared to what our platform company has, the pros and cons of each, and the possible paths forward.

As if not more important, Messina did a nice job tying it back to the business value. On all those fronts, I can’t say I have come out of any other IT diligence readout feeling the same way.”

Thomas Caffery

Chairman & CEO

“I have trusted Messina Group as my Sales and Marketing Advisor for several years now so I could focus on driving revenue.

Their team did all the heavy lifting to help me source and vet the new Sales talent I needed to more than double my national sales team and helped us improve our Sales Process and productivity.”

Bob Hund

Operating Partner

“Messina Group has become one of our favored partners. They have performed well in IT Due Diligence projects, cost and capability studies for our entire portfolio, and IT recruiting.

As an Operating Partner for a lower middle market firm, I value trusted partnerships and personal relationships with a handful of partners. Working with Messina is good value and provides peace of mind.”

Want to learn more about Messina Group?

Schedule an
initial consultation

Talk with our experts about your specific challenges and opportunities and how we can help.