The situation
A global private equity firm brought Deal IQ in on contracts across several of its portfolio companies, from HR and finance platforms to ERP, identity and security, plus a carve-out that needed its own agreements.
Each company had its own renewal or purchase, its own timeline and its own vendor.
What we did
Each negotiation was run with subject matter experts who had sold for that vendor, against what the vendor actually accepts rather than the first proposal.
On the security renewal, the vendor’s best and final offer arrived the same day we were introduced. We still took 13% off it, with the same products and scope, reduced professional services and everything on one quote.
The result
- Workday
- $5.8M saved
- ERP
- $4.0M saved
- Identity
- $1.1M saved
- Security
- $440K saved
- HCM for a carve-out
- $240K saved
- Total savings
- $11.6M
$11.6M off about $66M in starting prices, across five negotiations closed in 2026.
Takeaways
- Five negotiations across four portfolio companies for one sponsor
- Savings on HR and finance, ERP, identity, security and HCM contracts
- A 13% improvement on a best and final offer made the day we were introduced
Frequently asked questions
Can Deal IQ work across several companies in one portfolio?
Yes. One sponsor relationship, with each portfolio company negotiated on its own contract and its own timeline.
How quickly can Deal IQ get involved?
Quickly. On one of these negotiations we were introduced the same day the vendor made its best and final offer, and still improved the price by 13%.
Does Deal IQ work on carve-outs?
Yes. A carve-out needs its own agreements, often on a deadline and with less scale than the parent. One of these five negotiations was for a carve-out.
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