Our Approach

Preserving What Works, Improving What Can

At Perelo Partners, we believe the best acquisitions aren’t about tearing everything down and starting over. They’re about respecting what already works while thoughtfully introducing improvements that drive sustainable growth.

The Modernization Opportunity

Many established San Diego businesses have strong fundamentals—loyal customers, quality teams, proven operations—but haven’t had the resources, time, or technical expertise to modernize their systems and processes. That’s where Perelo Partners adds unique value.

Common Opportunities We’ve Seen:

  • Manual processes that could be automated to reduce errors and costs
  • Legacy software systems that limit efficiency and data visibility
  • Production processes that haven’t been optimized with modern techniques
  • Customer relationship management that relies on institutional knowledge rather than systems
  • Financial and operational reporting that’s reactive rather than predictive

Our Modernization Philosophy

Start with Understanding

Before changing anything, we invest time understanding:

  • What makes your business successful
  • Where bottlenecks and inefficiencies exist
  • What your team knows that isn’t documented (tribal knowledge)
  • What your customers value most
  • Where technology can help without disrupting quality

Prioritize Quick Wins

We focus first on improvements that:

  • Deliver clear ROI quickly
  • Don’t disrupt customer service
  • Make employees’ jobs easier, not harder
  • Build confidence in the transition
  • Create momentum for larger initiatives

Implement Thoughtfully

Technology for its own sake doesn’t create value. Our approach:

  • Choose proven, appropriate tools (not the shiniest or most complex)
  • Train teams thoroughly and get buy-in
  • Roll out changes incrementally
  • Measure results and adjust
  • Maintain contingency plans

Real-World Examples

Enterprise System Integration

The Challenge: After acquiring 4+ businesses, each was running different accounting, inventory, and customer management systems. This created inefficiencies, data silos, and made consolidated reporting nearly impossible.

The Solution: Implemented a single enterprise system across all entities while maintaining business operations. Migrated data carefully, trained teams thoroughly, and improved visibility into operations, inventory, and financials.

The Result: Reduced administrative overhead, improved decision-making with better data, and created a platform for future growth. Successfully exited to strategic buyer who valued the consolidated systems.

Manufacturing Consolidation

The Challenge: Multiple manufacturing facilities across different states with varying equipment, processes, and capabilities. Some facilities were underutilized while others were constrained.

The Solution: Analyzed production capacity, equipment capabilities, and customer requirements. Strategically consolidated operations while maintaining service levels and quality. Negotiated improved supplier pricing with consolidated purchasing power.

The Result: Reduced overhead costs, improved margins, maintained customer satisfaction throughout transition, and positioned company as one of two national market leaders.

International Operations Scaling

The Challenge: Building a technical services business serving clients across multiple continents with teams in different time zones and countries.

The Solution: Implemented remote operations model with modern communication and project management tools. Built distributed team of ~40 employees across London and Bangalore. Established processes for quality control and client communication across time zones.

The Result: Successfully scaled technical service delivery internationally while maintaining quality and client relationships.

Technology Capabilities We Bring

Automation & Robotics

Current experience managing data center automation and robotics programs at Google provides cutting-edge knowledge of:

  • Identifying processes suitable for automation
  • Selecting and implementing automation technologies
  • Managing change management with teams
  • Measuring ROI and continuous improvement

Data-Driven Decision Making

Building systems that provide visibility and enable better decisions:

  • Business intelligence and reporting dashboards
  • Predictive analytics for operations and demand
  • KPI tracking and performance management
  • Data integration across business functions

Process Optimization

Engineering background and operational experience enable:

  • Manufacturing process improvement
  • Production flow optimization
  • Quality control system enhancement
  • Supply chain efficiency improvements

Enterprise Systems

Proven track record implementing and integrating:

  • ERP and accounting systems
  • CRM and customer management platforms
  • Inventory and production management systems
  • Document management and workflow automation

What This Means for Sellers

Increased Business Value

Modernization efforts post-acquisition often create value that benefits both parties:

  • More efficient operations mean better margins
  • Better systems mean easier management
  • Documented processes mean less key-person risk
  • Stronger position for eventual growth or exit

Smoother Transition

Having owned and operated businesses, Graham understands:

  • The importance of maintaining customer relationships during transitions
  • How to preserve company culture while evolving operations
  • When to move quickly and when to move carefully
  • That the best improvements come from listening to your team

Long-Term Partnership

Even after acquisition closes, many sellers:

  • Stay involved during transition periods
  • Appreciate seeing improvements they always wanted to implement
  • Take pride in the business continuing to thrive and grow
  • Maintain relationships with teams and customers

Not Just Technology

While we bring significant technical capabilities, we recognize that sustainable business success requires:

Strong Teams

  • Retaining institutional knowledge and relationships
  • Providing training and growth opportunities
  • Building culture that embraces improvement
  • Recognizing and rewarding performance

Customer Focus

  • Maintaining service quality during transitions
  • Using technology to improve customer experience
  • Building systems that enable rather than constrain
  • Growing relationships, not just transactions

Financial Discipline

  • Investing in improvements with clear ROI
  • Managing cash flow and working capital carefully
  • Building sustainable margins, not just cutting costs
  • Planning for long-term growth, not quick flips

The Perelo Partners Difference

Many buyers bring capital. Some bring operational experience. Few bring the combination of:

  • Proven acquisition and integration experience
  • Deep technical and engineering expertise
  • Current exposure to cutting-edge automation and technology
  • Hands-on operational background across multiple industries
  • Commitment to long-term ownership in San Diego

This combination means we can see opportunities others miss and execute improvements that create sustainable value.

Let’s Discuss Your Business

If you’ve been thinking about opportunities to modernize your operations but haven’t had the time, resources, or technical expertise—or if you’re simply curious about what’s possible— we’d welcome a conversation.