Case Study  ·

Back-office Support

·

Financial Services

·

Outsourcing 101

·

Scaling portfolio companies without forcing a one-size-fits-all model

By

Connext

·

Published on

January 26, 2026

(

Updated

July 3, 2026

)

·

min read

Discover how a large private equity platform scaled 12 portfolio companies with custom offshore teams with Connext.

35%

Faster estimate turnaround

$180K

Saved in annual overhead

3 weeks

To onboard estimators

0

Missed bid deadlines

How a large private equity platform enabled 12 portfolio companies to scale faster, cut operating costs, and retain autonomy through custom offshore teams.

Overview

A large, private equity–backed technology holding company partnered with Connext Global Solutions to support rapid growth across its portfolio. With each operating company maintaining its own culture, systems, and workflows, the firm needed a staffing model that delivered scale and cost efficiency—without centralization or disruption.

Rather than using a traditional BPO, 12 portfolio companies built dedicated offshore teams through Connext across IT support, engineering, accounting, and back-office operations. The result: faster scaling, meaningful cost savings, and a repeatable staffing framework designed for decentralized private equity platforms.

Key Highlights

  1. Tailored Offshore Teams for 12 Portfolio CompaniesEach business unit operates with its own dedicated Connext team—no shared labor pools, no forced standardization, and complete alignment to their workflows, tools, and quality expectations.
  2. Broad Functional Coverage Across IT, Finance & OperationsConnext supports a diverse set of roles, including IT help desk technicians, NOC and automation engineers, AP/AR specialists, collections teams, and back-office staff—providing true multi-discipline scalability.
  3. Significant Cost Savings & Accelerated ScalingPortfolio companies achieved up to 60–70% labor cost savings while rapidly deploying specialized roles that are expensive or difficult to hire locally—allowing them to scale efficiently without compromising quality.

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The Challenge

A company-wide hiring freeze left the client’s project teams without enough in-house estimators to keep pace with a growing pipeline of construction and engineering bids. In an industry where precise cost estimating is the foundation of effective project budgeting and resource allocation, every delayed estimate risked a missed submission deadline — and a lost contract.

The Approach

Connext matched the client with independent contractors who specialized in construction cost estimating, then helped rebuild a structured, multi-step budgeting process from the ground up:

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“Connext gave us senior-level estimating expertise exactly when our hands were tied on headcount. We hit every bid deadline that quarter — something we weren’t sure was possible.”

VP of Operations, Engineering & Construction Client

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