Cuesta Partners

As private equity firms seek to maximize the value of their portfolio companies, an effective data room becomes a crucial tool in showcasing strengths and growth potential. In this new article from Heather Wilson and Meredith Stroup, we outline strategies that firms can take to elevate the data room and unlock significant value. Read it here >> https://lnkd.in/daT4YMgU #DataRooms #MergersandAcquistions #SellSide

Coming up with innovative ideas to big industry challenges is something our people thrive at, including Data Analyst Simón Lopera Botero in our LATAM team. Learn more here >> https://lnkd.in/g6aiaYd4 #ConsultingCareers #ConsultingLife #JoinUs

In today's competitive private equity landscape, a well-structured data room isn't just a repository – it's a strategic asset. Meredith Stroup & Heather Wilson's latest article dives into how PE firms can transform their data rooms into powerful tools that showcase value and streamline the deal process. Discover key strategies for leveraging existing assets, optimizing content, and minimizing resource burdens to create a compelling narrative for potential buyers. Check it out here>> https://lnkd.in/daT4YMgU #DataRooms #MergersandAcquistions #SellSide

Day 2?? of Salesforce TrailblazerDX 2025 ??? ? is in the books! Here's what stood out from Day 2 at #TDX25: AI Agents for Software Administration: Salesforce has introduced an #Agentforce Agent that can automatically suggest and perform basic system administration and configuration tasks within the #Salesforce platform. I imagine other major software providers will soon do the same. Does this spell the end of software administrators as we know them? Yes and no. ?? Yes - Low-level admin tasks can be off-loaded to these agents. Additionally, business users will be able to request configuration changes in plain language and have them carried out by the agent. This means that small organizations will likely no longer need to employ full-time #administrators to support their core systems. ?? No - While agents may be able to carry out tasks and configuration changes today, they are a long way from being able to take into account the architectural implications of every request. Therefore, today's software administrators will need to move up the value chain and adopt an architect mindset: ingesting requests, considering the business and tech implications, prescribing the method for implementation, and off-loading the task execution to the agent. The technology landscape is changing. Software administrators that can adopt an #architectmindset will find themselves ahead of the AI curve. How else do you see #AI impacting how IT professionals support their packaged software?

We helped a global professional services firm to align their people, processes and technology and realize immediate and long-term value realization. You can read the full case study on our website here >> https://lnkd.in/grRS7p4Y

Day 1 of Salesforce TrailblazerDX 2025 ??? ? is in the books! Here are three quick takeaways about Agentforce and what advances in Agentic AI mean for you and your company: 1?? It's here! - Admittedly, going into #TDX25 I was skeptical about whether Agentic AI has advanced enough to create a real impact on everyday CRM processes. What I learned today is that, like all AI, it's nascent; but, in the case of #Agentforce, it works, and there are real use cases that can be implemented with relatively low effort. 2?? It makes sense - #CRM is a natural place for us to realize AI efficiencies, as this is where our salespeople and customer service personnel live day in and day out. These are the people who spend the most time interfacing with our customers and prospects, and, by automating the leg work of lead qualification and level 1 support, we can enable them to have higher-impact, higher-quality customer interactions. 3?? It requires higher operational maturity - For external AI solutions, "AI readiness" means developing a strong data model, implementing the right tooling, and ensuring data quality and hygiene. Agentic AI tools, like Agentforce, will still require clean data; but, because these tools are natively-embedded into an operational system, they also will require robust, system-centric business processes, mature solution governance, and strong user adoption in order to be implemented effectively. This will lengthen the road to "AI readiness" for less operationally-mature businesses. Today was a great day of learning and connecting with fellow #Trailblazers. Stay tuned for reflections from day 2!

In the fast-paced world of mergers and acquisitions (M&A), where information is power and timing is crucial, data is central to decision-making. In this new article from Heather Wilson and Meredith Stroup, we dive into the dynamics of data room strategy and etiquette from the perspective of the buyer side of a transaction. Read it here >> https://lnkd.in/gKjZh-ZC #DataRooms #MergersandAcquistions #BuySide

Danny Asztalos recommends Cuesta for anyone looking to be in a constant state of learning and growing alongside a talented and warm group of people. Learn more about our culture on our careers page >> https://lnkd.in/g6aiaYd4 #ConsultingCareers #ConsultingLife #JoinUs

As private equity firms seek to maximize the value of their portfolio companies, an effective data room becomes a crucial tool in showcasing strengths and growth potential. In this new article from Heather Wilson and Meredith Stroup, we outline strategies that firms can take to elevate the data room and unlock significant value. Read it here >> https://lnkd.in/gKjZh-ZC #DataRooms #MergersandAcquistions #SellSide

Although their role is somewhat invisible,?you likely interact with data connectors every day.?However, despite their critical function, only a handful of companies dominate the connector market. Saulo Linares discusses why in his new article. Read it here >> https://lnkd.in/gEtPX2s6 #DataConnectors #Innovation #DataConnectivity