Technology Services

Empowering Your Growth with Institutional-Grade Technology

In a digital-first economy, your technology is a core asset that drives enterprise value. As your business progresses through the Owner → Business → PE → HNW flywheel, your systems must evolve to handle the increased complexity. Whether you are a small business professionalizing your operations or a PE firm looking to standardize a portfolio company, you need technology that is both secure and scalable.

We provide the leadership and the support you need. You shouldn’t have to manage complex IT hurdles alone or worry that your systems can’t keep up with your growth. At Calvetti Ferguson, we offer a single-provider platform that combines high-level strategic guidance with the daily technical support required to keep your business moving forward.

Strategic Technology Solutions for Competitive Advantage

We offer a focused suite of services designed to professionalize your IT environment, protect your digital assets, and optimize your operations.

Managed IT Services for Small Businesses & PE Portfolios

Managing IT for a growing company or a diverse portfolio of companies requires a seamless, standardized approach. We provide the technical depth and daily management needed to reduce costs and accelerate innovation.

• • • Standardized Portfolio Support: Helping Private Equity firms streamline IT across their portfolio companies for better reporting and efficiency.

    • Full-Service IT Management: Acting as your dedicated IT department, handling everything from system selection to daily technical oversight.

    • Scalable Infrastructure: Ensuring your tech stack grows in tandem with your business, eliminating the typical “growing pains” associated with manual workflows.

On-Call CIO & CISO Support

Get C-level technology strategy without the hefty price tag. Our on-call and fractional leadership services provide rapid, expert assistance when you need to make big moves or respond to emerging challenges.

• • • Strategic IT Leadership (vCIO): Developing your technology roadmap, managing vendor selection, and aligning your IT budget with your growth goals.

    • Security & Risk Leadership (vCISO): Overseeing your cybersecurity strategy, managing incident response, and ensuring you meet the high standards of enterprise-grade security.

    • Interim Leadership: Filling critical gaps in your C-suite during transitions or rapid scaling phases.

Compliance, Security & SOC Reporting

Transparency and security are the keys to winning larger contracts and building stakeholder trust. We help you demonstrate that your digital operations are professional and secure.

• • • Cybersecurity Assessments: Identifying vulnerabilities and providing a clear roadmap for protecting your data and your reputation.

    • SOC 1 & SOC 2 Readiness: Preparing your organization for rigorous examinations to provide independent verification of your control environment.

    • IT General Controls: Strengthening the internal frameworks that govern your systems is a critical part of being audit-ready and deal-ready.

The Calvetti Ferguson Advantage: A Seamless Platform

Technology is more than just hardware; it’s an integral part of your broader financial and operational strategy. By integrating our Technology Services with our Advisory, Tax, and Accounting teams, we ensure that your digital infrastructure is fully aligned with your long-term vision. We help you professionalize your team and your processes simultaneously, ensuring your internal capabilities grow as fast as your business.

Ready to Elevate Your Technology Strategy?

Don’t let technical gaps or lack of leadership slow your momentum. Let’s build the secure, professional infrastructure your business deserves—partner with a firm that understands the intersection of technology and enterprise value.